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... | 94.08 | +0.10% | 1.11M | +0.03% | 103.74M | 59.02 | 20.47% | Share |
| 2 | SCHG | Schwab U.S. Lar... | 30.98 | +0.58% | 3.1M | -2.67% | 77.69M | 15.88 | 15.33% | Share |
| 3 | SCHV | Schwab U.S. Lar... | 28.64 | -0.09% | 2.7M | -0.89% | 71.78M | 22 | 14.16% | Share |
| 4 | HAWX | iShares Currenc... | 36.92 | +0.79% | 1.75M | -0.01% | 58.57M | 27.05 | 11.56% | Share |
| 5 | QUAL | iShares MSCI US... | 189.75 | +0.28% | 335.25K | +0.24% | 57.29M | 132.7 | 11.30% | Share |
| 6 | IJR | iShares Core S&... | 118.94 | -0.16% | 508.63K | +1.07% | 53.19M | 107.99 | 10.49% | Share |
| 7 | ESGU | iShares ESG Awa... | 141.80 | +0.27% | 59.93K | +0.21% | 7.31M | 88.85 | 1.44% | Share |
| 8 | IWF | iShares Russell... | 451.87 | +0.57% | 16.91K | 0.00% | 6.11M | 167.41 | 1.21% | Share |
| 9 | AAPL | Apple Inc. | 237.88 | -0.76% | 26.3K | -0.17% | 5.84M | 71 | 1.15% | Share |
| 10 | MSFT | Microsoft Corpo... | 498.20 | +0.65% | 14.91K | -1.09% | 5.6M | 126.02 | 1.10% | Share |
| 11 | SCHX | Schwab U.S. Lar... | 25.71 | +0.21% | 221.67K | -2.58% | 4.89M | 12.07 | 0.97% | Share |
| 12 | GOOG | Alphabet Inc. | 234.16 | -0.43% | 22.93K | -0.63% | 3.58M | 81.27 | 0.71% | Share |
| 13 | JPM | JPMorgan Chase ... | 293.24 | -0.39% | 12.13K | 0.00% | 2.97M | 152.35 | 0.59% | Share |
| 14 | HEFA | iShares Currenc... | 39.15 | +0.79% | 74.22K | 0.00% | 2.69M | 26.52 | 0.53% | Share |
| 15 | ESML | iShares ESG Awa... | 45.05 | +0.22% | 66.03K | +1.18% | 2.54M | 34.59 | 0.50% | Share |
| 16 | XOM | Exxon Mobil Cor... | 109.87 | +0.59% | 21.18K | 0.00% | 2.52M | 66.98 | 0.50% | Share |
| 17 | ESGD | iShares ESG Awa... | 92.17 | +1.05% | 30.16K | +0.03% | 2.46M | 65.06 | 0.49% | Share |
| 18 | AMZN | Amazon.com, Inc... | 235.84 | +1.51% | 9.71K | +0.53% | 1.85M | 109.19 | 0.36% | Share |
| 19 | USXF | iShares ESG Adv... | 56.20 | +0.52% | 37.95K | +0.13% | 1.77M | 43.54 | 0.35% | Share |
| 20 | ACWV | iShares MSCI Gl... | 119.82 | +0.13% | 14.28K | 0.00% | 1.66M | 90.37 | 0.33% | Share |
| 21 | IVV | iShares Core S&... | 652.09 | +0.25% | 2.8K | -1.27% | 1.57M | 363.31 | 0.31% | Share |
| 22 | HD | The Home Depot,... | 420.08 | +0.27% | 4.02K | 0.00% | 1.47M | 294.6 | 0.29% | Share |
| 23 | SCHA | Schwab U.S. Sma... | 27.67 | +0.07% | 62.81K | +0.03% | 1.47M | 19.33 | 0.29% | Share |
| 24 | IWM | iShares Russell... | 238.26 | +0.21% | 7.34K | 0.00% | 1.46M | 142.09 | 0.29% | Share |
| 25 | IWD | iShares Russell... | 201.53 | -0.03% | 6.54K | 0.00% | 1.23M | 142.51 | 0.24% | Share |
| 26 | JNJ | Johnson & Johns... | 178.15 | -0.16% | 7.08K | -0.73% | 1.17M | 132.29 | 0.23% | Share |
| 27 | GOOGL | Alphabet Inc. | 234.04 | -0.41% | 6.62K | -1.19% | 1.02M | 60.19 | 0.20% | Share |
| 28 | PG | The Procter & G... | 159.07 | -0.59% | 5.98K | 0.00% | 1.02M | 109.45 | 0.20% | Share |
| 29 | QQQ | Invesco QQQ Tru... | 578.87 | +0.49% | 2.05K | 0.00% | 960.4K | 271.49 | 0.19% | Share |
| 30 | ABBV | AbbVie Inc. | 209.94 | -1.23% | 4.45K | 0.00% | 932.27K | 94.13 | 0.18% | Share |
| 31 | VZ | Verizon Communi... | 43.32 | -2.39% | 19.15K | -10.5% | 868.78K | 53.06 | 0.17% | Share |
| 32 | RTX | RTX Corporation | 154.21 | -2.1% | 5.6K | +0.02% | 741.91K | 59.06 | 0.15% | Share |
| 33 | BRK-B | Berkshire Hatha... | 493.77 | -1.2% | 1.32K | -7.64% | 701.41K | 227.09 | 0.14% | Share |
| 34 | MS | Morgan Stanley | 148.77 | +0.46% | 5.48K | 0.00% | 638.91K | 79.04 | 0.13% | Share |
| 35 | SYK | Stryker Corpora... | 393.34 | +0.26% | 1.7K | 0.00% | 632.83K | 158.3 | 0.12% | Share |
| 36 | ADP | Automatic Data ... | 298.43 | +0.83% | 2.04K | 0.00% | 623.28K | 136.59 | 0.12% | Share |
| 37 | AVSU | Avantis Respons... | 72.59 | +0.24% | 9.6K | 0.00% | 598.66K | 65.3 | 0.12% | Share |
| 38 | IBM | International B... | 256.14 | +3.06% | 2.41K | +2.12% | 598.52K | 154.14 | 0.12% | Share |
| 39 | VOO | Vanguard S&P 50... | 596.54 | +0.27% | 1.16K | 0.00% | 595.78K | 284 | 0.12% | Share |
| 40 | UNP | Union Pacific C... | 217.26 | -1.38% | 2.29K | 0.00% | 540.3K | 139.54 | 0.11% | Share |
| 41 | PH | Parker-Hannifin... | 760.66 | +0.28% | 886 | -7.13% | 538.77K | 344 | 0.11% | Share |
| 42 | ABT | Abbott Laborato... | 132.25 | -0.52% | 4.05K | -1.22% | 536.7K | 76 | 0.11% | Share |
| 43 | MCD | McDonald's Corp... | 312.87 | -0.48% | 1.7K | +0.06% | 529.82K | 207.42 | 0.10% | Share |
| 44 | LOW | Lowe's Companie... | 272.92 | +1.09% | 2.25K | 0.00% | 524.8K | 97.1 | 0.10% | Share |
| 45 | ACWX | iShares MSCI AC... | 63.71 | +0.95% | 8.81K | 0.00% | 488.51K | 48.77 | 0.10% | Share |
| 46 | T | AT&T Inc. | 28.91 | -2.28% | 16.87K | -3.65% | 477.19K | 21.88 | 0.09% | Share |
| 47 | LRCX | Lam Research Co... | 105.07 | +2.06% | 6.5K | 0.00% | 472.55K | 72.23 | 0.09% | Share |
| 48 | INTC | Intel Corporati... | 24.48 | -0.04% | 18.5K | 0.00% | 420.25K | 49.77 | 0.08% | Share |
| 49 | CL | Colgate-Palmoli... | 84.22 | -1.07% | 4.22K | -9.88% | 395.88K | 59.8 | 0.08% | Share |
| 50 | AXP | American Expres... | 325.50 | -0.22% | 1.44K | 0.00% | 387.43K | 120.91 | 0.08% | Share |
| 51 | CVX | Chevron Corpora... | 154.09 | +0.28% | 2.24K | +0.04% | 374.73K | 106.65 | 0.07% | Share |
| 52 | SO | The Southern Co... | 90.86 | -1.01% | 3.91K | +0.80% | 359.74K | 82.4 | 0.07% | Share |
| 53 | CAT | Caterpillar Inc... | 423.00 | -0.02% | 1.09K | 0.00% | 359.48K | 246.05 | 0.07% | Share |
| 54 | AMGN | Amgen Inc. | 280.19 | -1.22% | 1.1K | 0.00% | 344.33K | 195.29 | 0.07% | Share |
| 55 | DMXF | iShares ESG Adv... | 75.49 | +1.25% | 5.08K | 0.00% | 342.12K | 71.98 | 0.07% | Share |
| 56 | BAC | Bank of America... | 49.48 | -0.58% | 8.06K | 0.00% | 336.39K | 25.25 | 0.07% | Share |
| 57 | CSX | CSX Corporation | 32.43 | -0.31% | 11.29K | 0.00% | 332.24K | 21.15 | 0.07% | Share |
| 58 | VGT | Vanguard Inform... | 704.52 | +0.82% | 600 | 0.00% | 325.43K | 389.83 | 0.06% | Share |
| 59 | GE | GE Aerospace | 276.09 | -1.12% | 1.61K | 0.00% | 322.88K | 139.96 | 0.06% | Share |
| 60 | CB | Chubb Limited | 277.60 | +0.08% | 1.02K | 0.00% | 308.03K | 220.6 | 0.06% | Share |
| 61 | SCHD | Schwab U.S. Div... | 27.43 | -0.76% | 10.96K | +2.31% | 306.38K | 27.33 | 0.06% | Share |
| 62 | WMT | Walmart Inc. | 102.35 | +1.83% | 3.47K | -11.55% | 304.66K | 43.27 | 0.06% | Share |
| 63 | VIOO | Vanguard S&P Sm... | 110.24 | -0.19% | 3.12K | 0.00% | 301.11K | 93.32 | 0.06% | Share |
| 64 | NVDA | NVIDIA Corporat... | 168.31 | +0.77% | 2.73K | -2.81% | 296.3K | 92.18 | 0.06% | Share |
| 65 | PEP | PepsiCo, Inc. | 141.71 | -3.2% | 1.97K | -8.36% | 295.83K | 118.03 | 0.06% | Share |
| 66 | CSCO | Cisco Systems, ... | 66.88 | -0.03% | 4.79K | +0.02% | 295.78K | 41.4 | 0.06% | Share |
| 67 | KO | The Coca-Cola C... | 67.45 | -0.74% | 3.9K | 0.00% | 279.29K | 54.81 | 0.06% | Share |
| 68 | EFA | iShares MSCI EA... | 92.72 | +1.02% | 3.27K | 0.00% | 267.58K | 72.49 | 0.05% | Share |
| 69 | AVGO | Broadcom Inc. | 345.65 | +3.21% | 1.59K | 0.00% | 266.21K | 135.03 | 0.05% | Share |
| 70 | EGP | EastGroup Prope... | 166.93 | -0.74% | 1.47K | 0.00% | 259.47K | 138.06 | 0.05% | Share |
| 71 | ADI | Analog Devices,... | 248.98 | +0.77% | 1.25K | 0.00% | 253.11K | 88.83 | 0.05% | Share |
| 72 | STT | State Street Co... | 111.63 | -1.17% | 2.82K | 0.00% | 252.47K | 77.46 | 0.05% | Share |
| 73 | BMY | Bristol-Myers S... | 46.72 | -0.89% | 3.98K | 0.00% | 242.67K | 51.74 | 0.05% | Share |
| 74 | VYM | Vanguard High D... | 139.63 | +0.06% | 1.83K | 0.00% | 235.97K | 127.59 | 0.05% | Share |
| 75 | TSLA | Tesla, Inc. | 346.40 | -1.27% | 851 | 0.00% | 220.54K | 261.63 | 0.04% | Share |
| 76 | IBB | iShares Biotech... | 142.21 | -0.64% | 1.67K | -4.42% | 213.26K | 97.53 | 0.04% | Share |
| 77 | SHW | The Sherwin-Wil... | 375.39 | +0.79% | 600 | 0.00% | 209.51K | 381.67 | 0.04% | Share |
| 78 | NEE | NextEra Energy,... | 69.78 | -1.57% | 2.88K | 0.00% | 204.16K | 69.9 | 0.04% | Share |
| 79 | DIS | The Walt Disney... | 118.86 | +0.81% | 2.05K | 0.00% | 202.63K | 111.35 | 0.04% | Share |
| 80 | ISSC | Innovative Solu... | 11.39 | -1.98% | 10K | 0.00% | 62.9K | 8.06 | 0.01% | Share |