FINANCIAL ADVISORY PARTNERS, LLC

Q4 2024 13F Holdings

  • Location
    winter park, FL
  • Num holdings

    66

  • Value ($000)

    $301,086

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0001994252
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$42.09M
14 %

524,366

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$29.45M
10 %

71,750

SHYG
SHYG

ISHARES TR

0-5YR HI YL CP
46434V407
$25.25M
8 %

592,681

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$12.38M
4 %

73,116

AVGO
AVGO

BROADCOM INC

COM
11135F101
$9.33M
3 %

40,229

VCLT
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
92206C813
$7.74M
3 %

103,440

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$6.62M
2 %

33,821

AAPL
AAPL

APPLE INC

COM
037833100
$5.86M
2 %

23,381

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.67M
2 %

13,446

WMT
WMT

WALMART INC

COM
931142103
$5.40M
2 %

59,787

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 66