Financial Advisory Partners, LLC Top Holdings and 13F Report (2025) About Financial Advisory Partners, LLCInvestment ActivityFinancial Advisory Partners, LLC has $298.90 million in total holdings as of March 31, 2025.Financial Advisory Partners, LLC owns shares of 64 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 9.50% of the portfolio was purchased this quarter.About 8.18% of the portfolio was sold this quarter.This quarter, Financial Advisory Partners, LLC has purchased 66 new stocks and bought additional shares in 18 stocks.Financial Advisory Partners, LLC sold shares of 43 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $42,616,337Vanguard Growth ETF $24,607,244iShares 0-5 Year High Yield Corporate Bond ETF $17,045,928iShares 0-3 Month Treasury Bond ETF $13,558,840Vanguard Value ETF $12,631,094 Largest New Holdings this Quarter 46429B655 - iShares Floating Rate Bond ETF $7,031,933 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 98,403 shares (about $9.91M)iShares Floating Rate Bond ETF 137,746 shares (about $7.03M)SPDR Portfolio Developed World ex-US ETF 126,821 shares (about $4.62M)Vanguard Intermediate-Term Treasury ETF 51,638 shares (about $3.07M)Vanguard Dividend Appreciation ETF 7,527 shares (about $1.46M) Largest Sales this Quarter iShares 0-5 Year High Yield Corporate Bond ETF 191,789 shares (about $8.15M)Vanguard Growth ETF 5,391 shares (about $2.00M)Vanguard Long-Term Corporate Bond ETF 24,960 shares (about $1.89M)Broadcom 7,493 shares (about $1.25M)Vanguard Mid-Cap ETF 2,041 shares (about $527.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Advisory Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$42,616,337$255,827 ▼-0.6%521,23714.3%ETFVUGVanguard Growth ETF$24,607,244$1,999,091 ▼-7.5%66,3598.2%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$17,045,928$8,154,868 ▼-32.4%400,8925.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$13,558,840$9,906,230 ▲271.2%134,6864.5%ETFVTVVanguard Value ETF$12,631,094$1,036 ▲0.0%73,1224.2%ETFVIGVanguard Dividend Appreciation ETF$8,021,099$1,460,163 ▲22.3%41,3482.7%ETFVGITVanguard Intermediate-Term Treasury ETF$7,058,086$3,067,297 ▲76.9%118,8232.4%ETFFLOTiShares Floating Rate Bond ETF$7,031,933$7,031,933 ▲New Holding137,7462.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$5,957,417$1,894,714 ▼-24.1%78,4802.0%ManufacturingRSGRepublic Services$5,593,654$88,631 ▼-1.6%23,0991.9%Business ServicesAVGOBroadcom$5,480,988$1,254,553 ▼-18.6%32,7361.8%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$5,128,130$58,049 ▼-1.1%166,8771.7%ETFAAPLApple$5,113,210$80,411 ▼-1.5%23,0191.7%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$5,066,269$4,617,552 ▲1,029.1%139,1451.7%ETFVDCVanguard Consumer Staples ETF$5,059,556$42,013 ▲0.8%23,1221.7%ETFWMTWalmart$5,033,088$215,612 ▼-4.1%57,3311.7%Retail/WholesaleMSFTMicrosoft$5,006,952$40,542 ▼-0.8%13,3381.7%Computer and TechnologyJPMJPMorgan Chase & Co.$4,995,044$87,082 ▼-1.7%20,3631.7%FinanceVGTVanguard Information Technology ETF$4,900,946$257,631 ▲5.5%9,0361.6%ETFVVisa$4,424,908$59,228 ▼-1.3%12,6261.5%Business ServicesCBChubb$4,311,511$13,590 ▼-0.3%14,2771.4%FinancePAYXPaychex$4,308,886$26,228 ▼-0.6%27,9291.4%Business ServicesPHParker-Hannifin$4,292,637$60,785 ▼-1.4%7,0621.4%IndustrialsNEENextEra Energy$4,292,426$96,624 ▼-2.2%60,5501.4%UtilitiesMSMorgan Stanley$4,232,671$79,919 ▼-1.9%36,2791.4%FinanceSYKStryker$3,925,749$10,795 ▼-0.3%10,5461.3%MedicalVISVanguard Industrials ETF$3,866,979$430,985 ▼-10.0%15,6211.3%ETFBKLNInvesco Senior Loan ETF$3,845,649$26,620 ▲0.7%185,7801.3%ETFORCLOracle$3,807,865$85,284 ▼-2.2%27,2361.3%Computer and TechnologyPGProcter & Gamble$3,742,681$2,556 ▼-0.1%21,9611.3%Consumer StaplesUNPUnion Pacific$3,511,708$4,252 ▼-0.1%14,8651.2%TransportationLOWLowe's Companies$3,483,757$7,463 ▼-0.2%14,9371.2%Retail/WholesaleSYYSysco$3,410,868$5,853 ▼-0.2%45,4541.1%Consumer StaplesSRESempra$3,397,977$62,726 ▼-1.8%47,6171.1%UtilitiesMDTMedtronic$3,388,710$18,331 ▼-0.5%37,7111.1%MedicalLMTLockheed Martin$3,300,293$172,877 ▲5.5%7,3881.1%AerospaceVOVanguard Mid-Cap ETF$3,238,698$527,843 ▼-14.0%12,5231.1%ETFHIGThe Hartford Financial Services Group$3,205,721$20,292 ▲0.6%25,9091.1%FinanceVBVanguard Small-Cap ETF$3,203,179$388,950 ▼-10.8%14,4451.1%ETFCVXChevron$3,189,217$41,990 ▼-1.3%19,0641.1%EnergyJNJJohnson & Johnson$3,091,092$663 ▼0.0%18,6391.0%MedicalNXPINXP Semiconductors$3,024,615$7,222 ▼-0.2%15,9141.0%Computer and TechnologyPEPPepsiCo$2,762,472$12,296 ▲0.4%18,4230.9%Consumer StaplesXOMExxon Mobil$2,582,446$265,927 ▲11.5%21,7140.9%EnergyPKGPackaging Co. of America$2,486,141$128,911 ▲5.5%12,5550.8%IndustrialsOMCOmnicom Group$2,235,917$855,963 ▲62.0%26,9680.7%Business ServicesMRKMerck & Co., Inc.$1,900,758$44,521 ▼-2.3%21,1760.6%MedicalSPLGSPDR Portfolio S&P 500 ETF$1,763,223$143,160 ▼-7.5%26,8130.6%ETFVHTVanguard Health Care ETF$1,543,3760.0%5,8300.5%ETFDONWisdomTree U.S. MidCap Dividend Fund$1,404,783$168,962 ▼-10.7%28,3680.5%FinanceDESWisdomTree U.S. SmallCap Dividend Fund$1,377,316$110,518 ▼-7.4%43,0950.5%FinanceIDViShares International Select Dividend ETF$1,319,126$473,645 ▲56.0%42,5250.4%ETFPEGPublic Service Enterprise Group$670,704$79,836 ▼-10.6%8,1490.2%UtilitiesNVDANVIDIA$602,376$35,765 ▼-5.6%5,5580.2%Computer and TechnologyEDConsolidated Edison$600,227$41,807 ▼-6.5%5,4270.2%UtilitiesCOSTCostco Wholesale$595,841$37,831 ▼-6.0%6300.2%Retail/WholesaleWECWEC Energy Group$540,977$41,412 ▼-7.1%4,9640.2%UtilitiesAMZNAmazon.com$437,598$19,026 ▼-4.2%2,3000.1%Retail/WholesaleEDIVSPDR S&P Emerging Markets Dividend ETF$315,552$41,805 ▲15.3%8,8390.1%ETFMAMastercard$301,4660.0%5500.1%Business ServicesABBVAbbVie$295,822$26,207 ▼-8.1%1,4110.1%MedicalVOOVanguard S&P 500 ETF$272,372$46,252 ▼-14.5%5300.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$244,813$4,886 ▲2.0%7,3650.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$243,754$4,980 ▲2.1%9,5440.1%ETFHDHome Depot$0$4,177,364 ▼-100.0%00.0%Retail/WholesaleUNHUnitedHealth Group$0$3,154,037 ▼-100.0%00.0%MedicalGOOGLAlphabet$0$260,288 ▼-100.0%00.0%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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