Filer Name: FINANCIAL ADVISORY PARTNERS, LLC
CIK: 1994252
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 66
Portfolio Value: $0.30B

Financial Advisory Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VCIT US VANGUARD INT-TERM CORPORATE 524,366 $42M 13.98% 4.5% -
VUG US VANGUARD GROWTH ETF 71,750 $29M 9.78% 1.9% -
SHYG US ISHARES 0-5 YR HY CORP BOND 592,681 $25M 8.39% 3.4% -
VTV US VANGUARD VALUE ETF 73,116 $12M 4.11% 2.8% -
AVGO US BROADCOM INC 40,229 $9M 3.10% -4.5% -
VCLT US VANGUARD LONG-TERM CORP BOND 103,440 $8M 2.57% 4.0% -
VIG US VANGUARD DIVIDEND APPREC ETF 33,821 $7M 2.20% 7.0% -
AAPL US APPLE INC 23,381 $6M 1.94% -0.6% -
MSFT US MICROSOFT CORP 13,446 $6M 1.88% -0.6% -
WMT US WALMART INC 59,787 $5M 1.79% -3.0% -
VGT US VANGUARD INFO TECH ETF 8,561 $5M 1.77% 2.3% -
PFF US ISHARES PREFERRED & INCOME S 168,766 $5M 1.76% -5.9% -
JPM US JPMORGAN CHASE & CO 20,718 $5M 1.65% -3.7% -
VDC US VANGUARD CONSUMER STAPLE ETF 22,930 $5M 1.61% 3.6% -
RSG US REPUBLIC SERVICES INC 23,465 $5M 1.57% -0.5% -
MS US MORGAN STANLEY 36,964 $5M 1.54% -0.6% -
ORCL US ORACLE CORP 27,846 $5M 1.54% -2.5% -
PH US PARKER HANNIFIN CORP 7,162 $5M 1.51% -0.8% -
VIS US VANGUARD INDUSTRIALS ETF 17,362 $4M 1.47% 2.6% -
NEE US NEXTERA ENERGY INC 61,913 $4M 1.47% -0.8% -
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