Financial Advisors, LLC

Q1 2025 13F Holdings

  • Location
    andover, MA
  • Num holdings

    81

  • Value ($000)

    $506,806

  • Date Filed
    05/02/2025
  • Form type
    13F-HR
  • CIK
    0001766909
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
USMV
USMV

ISHARES TR

MSCI USA MIN VOL
46429B697
$103.74 M
21 %

1,107,650

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$77.69 M
15 %

3,102,728

SCHV
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$71.78 M
14 %

2,700,626

HAWX
HAWX

ISHARES TR

MSCI ACWI EXUS
46435G847
$58.57 M
12 %

1,751,384

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$57.29 M
11 %

335,246

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$53.19 M
11 %

508,626

ESGU
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$7.31 M
1 %

59,927

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$6.11 M
1 %

16,914

AAPL
AAPL

APPLE INC

COM
037833100
$5.84 M
1 %

26,305

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$5.60 M
1 %

14,907

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