Allium Financial Advisors, LLC Top Holdings and 13F Report (2025) About Allium Financial Advisors, LLCInvestment ActivityAllium Financial Advisors, LLC has $109.69 million in total holdings as of March 31, 2025.Allium Financial Advisors, LLC owns shares of 85 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Largest Holdings Berkshire Hathaway $22,356,365Runway Growth Finance $10,568,303iShares Core S&P 500 ETF $8,309,369Apple $5,747,425Costco Wholesale $4,983,416 Sector AllocationMap of 500 Largest Holdings ofAllium Financial Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$22,356,3652820.4%FinanceRWAYRunway Growth Finance$10,568,3031,021,0929.6%FinanceIVViShares Core S&P 500 ETF$8,309,36914,7887.6%ETFAAPLApple$5,747,42525,8745.2%Computer and TechnologyCOSTCostco Wholesale$4,983,4165,2694.5%Retail/WholesaleNVDANVIDIA$4,550,46941,9864.1%Computer and TechnologyMSFTMicrosoft$3,608,0389,6113.3%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$3,036,96592,0572.8%ETFSPYSPDR S&P 500 ETF Trust$2,890,7915,1682.6%FinanceMETAMeta Platforms$2,393,0734,1522.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$2,354,74427,6802.1%ETFAMZNAmazon.com$2,288,95412,0312.1%Retail/WholesaleDFUSDimensional U.S. Equity ETF$1,889,77831,2461.7%ETFEEMiShares MSCI Emerging Markets ETF$1,724,18439,4551.6%FinanceTSLATesla$1,517,3825,8551.4%Auto/Tires/TrucksDGROiShares Core Dividend Growth ETF$1,488,84624,0991.4%ETFIWOiShares Russell 2000 Growth ETF$1,123,6564,3971.0%ETFLLYEli Lilly and Company$1,123,2381,3601.0%MedicalVTIVanguard Total Stock Market ETF$1,115,0264,0571.0%ETFVOOVanguard S&P 500 ETF$1,112,6152,1651.0%ETFBRK.BBerkshire Hathaway$1,056,1061,9831.0%FinanceEFAiShares MSCI EAFE ETF$1,004,13512,2860.9%FinanceGOOGLAlphabet$957,9076,1940.9%Computer and TechnologyABBVAbbVie$842,8994,0230.8%MedicalJPMJPMorgan Chase & Co.$749,8823,0570.7%FinanceHYDVanEck High Yield Muni ETF$694,20613,5640.6%ETFUNHUnitedHealth Group$684,5411,3070.6%MedicalIWFiShares Russell 1000 Growth ETF$655,7391,8160.6%ETFZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$636,2898,8830.6%ETFAVGOBroadcom$625,1843,7340.6%Computer and TechnologyHDHome Depot$617,5361,6850.6%Retail/WholesaleEDVVanguard Extended Duration Treasury ETF$613,8938,6330.6%ETFJNJJohnson & Johnson$583,9233,5210.5%MedicalLAM RESEARCH CORP$565,6067,7800.5%COM NEWIXNiShares Global Tech ETF$551,8667,2860.5%ETFVVisa$533,4001,5220.5%Business ServicesGOOGAlphabet$533,1233,4120.5%Computer and TechnologyNKENIKE$511,1898,0530.5%Consumer DiscretionaryCOLBColumbia Banking System$466,85218,7190.4%FinancePDIPIMCO Dynamic Income Fund$463,74223,4210.4%Financial ServicesBACBank of America$457,70310,9680.4%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$436,2483,5040.4%ETFPHMPulteGroup$430,3214,1860.4%ConstructionHCAHCA Healthcare$407,7491,1800.4%MedicalAMATApplied Materials$407,3522,8070.4%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$402,9094,8380.4%ETFWMTWalmart$398,0404,5340.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$361,5301,8970.3%ETFMAMastercard$352,9896440.3%Business ServicesIYGiShares U.S. Financial Services ETF$349,0884,4440.3%ETFADBEAdobe$341,7258910.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$336,8803,6290.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$332,6102,7780.3%ETFVXUSVanguard Total International Stock ETF$330,9315,3290.3%ETFLOWLowe's Companies$294,3361,2620.3%Retail/WholesaleIWDiShares Russell 1000 Value ETF$291,8361,5510.3%ETFGEGE Aerospace$287,0711,4340.3%IndustrialsAFLAflac$278,1972,5020.3%FinanceNOWServiceNow$269,0953380.2%Computer and TechnologyREGNRegeneron Pharmaceuticals$256,2294040.2%MedicalCSCOCisco Systems$255,5414,1410.2%Computer and TechnologyIWMiShares Russell 2000 ETF$254,1501,2740.2%FinanceEXELExelixis$253,4936,8660.2%MedicalALLAllstate$251,3831,2140.2%FinanceSCHASchwab US Small-Cap ETF$250,29110,6820.2%ETFNFLXNetflix$241,5252590.2%Consumer DiscretionaryBLACKROCK INC$238,5132520.2%COMRIORio Tinto Group$235,9743,9280.2%Basic MaterialsXOMExxon Mobil$231,2001,9440.2%EnergySBUXStarbucks$229,1382,3360.2%Retail/WholesaleIWBiShares Russell 1000 ETF$224,5347320.2%ETFMUMicron Technology$221,1352,5450.2%Computer and TechnologyCHKPCheck Point Software Technologies$219,7159640.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$217,6452,8770.2%ETFPFFiShares Preferred and Income Securities ETF$213,2976,9410.2%ETFAMDAdvanced Micro Devices$211,4392,0580.2%Computer and TechnologyISRGIntuitive Surgical$209,0044220.2%MedicalZTSZoetis$204,9891,2450.2%MedicalPGProcter & Gamble$204,8451,2020.2%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$201,8372,1550.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$201,2822,4330.2%ManufacturingMSMorgan Stanley$200,4391,7180.2%FinanceSPDNDirexion Daily S&P 500 Bear 1x Shares$124,19810,7160.1%ETFNAKNorthern Dynasty Minerals$28,75025,0000.0%Basic MaterialsPXLWPixelworks$15,67025,0000.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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