Financial Advisors, LLC
CIK Number: 0001766909
Main Sectors:
Top Industries:
Filing Date: May 2, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | USMV | iShares MSCI US... | 93.50 | +0.26% | 1.11M | +0.03% | 103.74M | 59.02 | 20.47% | Share |
| 2 | SCHG | Schwab U.S. Lar... | 30.70 | -0.18% | 3.1M | -2.67% | 77.69M | 15.88 | 15.33% | Share |
| 3 | SCHV | Schwab U.S. Lar... | 28.27 | -0.37% | 2.7M | -0.89% | 71.78M | 22 | 14.16% | Share |
| 4 | HAWX | iShares Currenc... | 36.49 | +0.19% | 1.75M | -0.01% | 58.57M | 27.05 | 11.56% | Share |
| 5 | QUAL | iShares MSCI US... | 188.09 | -0.28% | 335.25K | +0.24% | 57.29M | 132.7 | 11.30% | Share |
| 6 | IJR | iShares Core S&... | 114.39 | -0.66% | 508.63K | +1.07% | 53.19M | 107.99 | 10.49% | Share |
| 7 | ESGU | iShares ESG Awa... | 140.56 | -0.16% | 59.93K | +0.21% | 7.31M | 88.85 | 1.44% | Share |
| 8 | IWF | iShares Russell... | 448.97 | -0.32% | 16.91K | 0.00% | 6.11M | 167.41 | 1.21% | Share |
| 9 | AAPL | Apple Inc. | 231.56 | -0.52% | 26.3K | -0.17% | 5.84M | 71 | 1.15% | Share |
| 10 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 14.91K | -1.09% | 5.6M | 126.02 | 1.10% | Share |
| 11 | SCHX | Schwab U.S. Lar... | 25.45 | -0.29% | 221.67K | -2.58% | 4.89M | 12.07 | 0.97% | Share |
| 12 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 22.93K | -0.63% | 3.58M | 81.27 | 0.71% | Share |
| 13 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 12.13K | 0.00% | 2.97M | 152.35 | 0.59% | Share |
| 14 | HEFA | iShares Currenc... | 39.06 | +0.32% | 74.22K | 0.00% | 2.69M | 26.52 | 0.53% | Share |
| 15 | ESML | iShares ESG Awa... | 43.06 | -0.5% | 66.03K | +1.18% | 2.54M | 34.59 | 0.50% | Share |
| 16 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 21.18K | 0.00% | 2.52M | 66.98 | 0.50% | Share |
| 17 | ESGD | iShares ESG Awa... | 91.64 | +0.64% | 30.16K | +0.03% | 2.46M | 65.06 | 0.49% | Share |
| 18 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 9.71K | +0.53% | 1.85M | 109.19 | 0.36% | Share |
| 19 | USXF | iShares ESG Adv... | 56.02 | -0.5% | 37.95K | +0.13% | 1.77M | 43.54 | 0.35% | Share |
| 20 | ACWV | iShares MSCI Gl... | 119.13 | +0.29% | 14.28K | 0.00% | 1.66M | 90.37 | 0.33% | Share |
| 21 | IVV | iShares Core S&... | 646.52 | -0.25% | 2.8K | -1.27% | 1.57M | 363.31 | 0.31% | Share |
| 22 | HD | The Home Depot,... | 399.60 | -0.18% | 4.02K | 0.00% | 1.47M | 294.6 | 0.29% | Share |
| 23 | SCHA | Schwab U.S. Sma... | 26.50 | -0.54% | 62.81K | +0.03% | 1.47M | 19.33 | 0.29% | Share |
| 24 | IWM | iShares Russell... | 226.97 | -0.55% | 7.34K | 0.00% | 1.46M | 142.09 | 0.29% | Share |
| 25 | IWD | iShares Russell... | 198.27 | -0.2% | 6.54K | 0.00% | 1.23M | 142.51 | 0.24% | Share |
| 26 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 7.08K | -0.73% | 1.17M | 132.29 | 0.23% | Share |
| 27 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 6.62K | -1.19% | 1.02M | 60.19 | 0.20% | Share |
| 28 | PG | The Procter & G... | 154.24 | +0.33% | 5.98K | 0.00% | 1.02M | 109.45 | 0.20% | Share |
| 29 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 2.05K | 0.00% | 960.4K | 271.49 | 0.19% | Share |
| 30 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 4.45K | 0.00% | 932.27K | 94.13 | 0.18% | Share |
| 31 | VZ | Verizon Communi... | 44.23 | +1.70% | 19.15K | -10.5% | 868.78K | 53.06 | 0.17% | Share |
| 32 | RTX | RTX Corporation | 153.85 | -0.79% | 5.6K | +0.02% | 741.91K | 59.06 | 0.15% | Share |
| 33 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 1.32K | -7.64% | 701.41K | 227.09 | 0.14% | Share |
| 34 | MS | Morgan Stanley | 144.65 | -2.6% | 5.48K | 0.00% | 638.91K | 79.04 | 0.13% | Share |
| 35 | SYK | Stryker Corpora... | 381.86 | +0.88% | 1.7K | 0.00% | 632.83K | 158.3 | 0.12% | Share |
| 36 | ADP | Automatic Data ... | 301.78 | +0.03% | 2.04K | 0.00% | 623.28K | 136.59 | 0.12% | Share |
| 37 | AVSU | Avantis Respons... | 71.42 | -0.48% | 9.6K | 0.00% | 598.66K | 65.3 | 0.12% | Share |
| 38 | IBM | International B... | 239.84 | +1.15% | 2.41K | +2.12% | 598.52K | 154.14 | 0.12% | Share |
| 39 | VOO | Vanguard S&P 50... | 591.43 | -0.24% | 1.16K | 0.00% | 595.78K | 284 | 0.12% | Share |
| 40 | UNP | Union Pacific C... | 220.61 | -0.41% | 2.29K | 0.00% | 540.3K | 139.54 | 0.11% | Share |
| 41 | PH | Parker-Hannifin... | 729.50 | -2.12% | 886 | -7.13% | 538.77K | 344 | 0.11% | Share |
| 42 | ABT | Abbott Laborato... | 131.73 | +1.90% | 4.05K | -1.22% | 536.7K | 76 | 0.11% | Share |
| 43 | MCD | McDonald's Corp... | 308.67 | -0.09% | 1.7K | +0.06% | 529.82K | 207.42 | 0.10% | Share |
| 44 | LOW | Lowe's Companie... | 251.79 | -0.5% | 2.25K | 0.00% | 524.8K | 97.1 | 0.10% | Share |
| 45 | ACWX | iShares MSCI AC... | 62.94 | +0.47% | 8.81K | 0.00% | 488.51K | 48.77 | 0.10% | Share |
| 46 | T | AT&T Inc. | 28.89 | +0.47% | 16.87K | -3.65% | 477.19K | 21.88 | 0.09% | Share |
| 47 | LRCX | Lam Research Co... | 99.50 | -7.34% | 6.5K | 0.00% | 472.55K | 72.23 | 0.09% | Share |
| 48 | INTC | Intel Corporati... | 24.57 | +2.98% | 18.5K | 0.00% | 420.25K | 49.77 | 0.08% | Share |
| 49 | CL | Colgate-Palmoli... | 85.01 | +0.43% | 4.22K | -9.88% | 395.88K | 59.8 | 0.08% | Share |
| 50 | AXP | American Expres... | 305.56 | -0.71% | 1.44K | 0.00% | 387.43K | 120.91 | 0.08% | Share |
| 51 | CVX | Chevron Corpora... | 156.50 | +0.87% | 2.24K | +0.04% | 374.73K | 106.65 | 0.07% | Share |
| 52 | SO | The Southern Co... | 94.05 | -0.15% | 3.91K | +0.80% | 359.74K | 82.4 | 0.07% | Share |
| 53 | CAT | Caterpillar Inc... | 407.54 | -2.39% | 1.09K | 0.00% | 359.48K | 246.05 | 0.07% | Share |
| 54 | AMGN | Amgen Inc. | 296.52 | +2.15% | 1.1K | 0.00% | 344.33K | 195.29 | 0.07% | Share |
| 55 | DMXF | iShares ESG Adv... | 75.42 | +0.67% | 5.08K | 0.00% | 342.12K | 71.98 | 0.07% | Share |
| 56 | BAC | Bank of America... | 46.92 | -1.65% | 8.06K | 0.00% | 336.39K | 25.25 | 0.07% | Share |
| 57 | CSX | CSX Corporation | 36.33 | -0.07% | 11.29K | 0.00% | 332.24K | 21.15 | 0.07% | Share |
| 58 | VGT | Vanguard Inform... | 699.83 | -0.66% | 600 | 0.00% | 325.43K | 389.83 | 0.06% | Share |
| 59 | GE | GE Aerospace | 267.62 | -0.77% | 1.61K | 0.00% | 322.88K | 139.96 | 0.06% | Share |
| 60 | CB | Chubb Limited | 274.20 | -0.56% | 1.02K | 0.00% | 308.03K | 220.6 | 0.06% | Share |
| 61 | SCHD | Schwab U.S. Div... | 27.34 | -0.02% | 10.96K | +2.31% | 306.38K | 27.33 | 0.06% | Share |
| 62 | WMT | Walmart Inc. | 99.98 | -0.86% | 3.47K | -11.55% | 304.66K | 43.27 | 0.06% | Share |
| 63 | VIOO | Vanguard S&P Sm... | 106.08 | -0.67% | 3.12K | 0.00% | 301.11K | 93.32 | 0.06% | Share |
| 64 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 2.73K | -2.81% | 296.3K | 92.18 | 0.06% | Share |
| 65 | PEP | PepsiCo, Inc. | 150.37 | +1.18% | 1.97K | -8.36% | 295.83K | 118.03 | 0.06% | Share |
| 66 | CSCO | Cisco Systems, ... | 66.17 | -4.51% | 4.79K | +0.02% | 295.78K | 41.4 | 0.06% | Share |
| 67 | KO | The Coca-Cola C... | 69.91 | +0.51% | 3.9K | 0.00% | 279.29K | 54.81 | 0.06% | Share |
| 68 | EFA | iShares MSCI EA... | 92.19 | +0.59% | 3.27K | 0.00% | 267.58K | 72.49 | 0.05% | Share |
| 69 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 1.59K | 0.00% | 266.21K | 135.03 | 0.05% | Share |
| 70 | EGP | EastGroup Prope... | 162.71 | +0.50% | 1.47K | 0.00% | 259.47K | 138.06 | 0.05% | Share |
| 71 | ADI | Analog Devices,... | 231.53 | -1.98% | 1.25K | 0.00% | 253.11K | 88.83 | 0.05% | Share |
| 72 | STT | State Street Co... | 111.06 | -2.24% | 2.82K | 0.00% | 252.47K | 77.46 | 0.05% | Share |
| 73 | BMY | Bristol-Myers S... | 48.47 | +1.37% | 3.98K | 0.00% | 242.67K | 51.74 | 0.05% | Share |
| 74 | VYM | Vanguard High D... | 136.98 | -0.3% | 1.83K | 0.00% | 235.97K | 127.59 | 0.05% | Share |
| 75 | TSLA | Tesla, Inc. | 330.38 | -1.55% | 851 | 0.00% | 220.54K | 261.63 | 0.04% | Share |
| 76 | IBB | iShares Biotech... | 138.76 | +1.09% | 1.67K | -4.42% | 213.26K | 97.53 | 0.04% | Share |
| 77 | SHW | The Sherwin-Wil... | 364.06 | -0.41% | 600 | 0.00% | 209.51K | 381.67 | 0.04% | Share |
| 78 | NEE | NextEra Energy,... | 75.50 | +4.51% | 2.88K | 0.00% | 204.16K | 69.9 | 0.04% | Share |
| 79 | DIS | The Walt Disney... | 115.31 | -0.86% | 2.05K | 0.00% | 202.63K | 111.35 | 0.04% | Share |
| 80 | ISSC | Innovative Solu... | 13.67 | +1.18% | 10K | 0.00% | 62.9K | 8.06 | 0.01% | Share |