Financial Advisors, LLC

13F filer · CIK 0001766909

Last filed Nov 7, 2025

Inactive · not filing 13F

13F portfolio value$564MU.S. long equity reported on 13F

Positions503 new · 2 closed

Net flow last quarter+$1.09MBuys minus sells

Top 10 positions weight6.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q3 2025Reported Nov 7, 202550 positions
MSFTMicrosoft Corp	$7.77M	1.38%	0.00%	+0.6%	Q4 2018
AAPLApple Inc.	$6.61M	1.17%	0.00%	+2.5%	Q4 2018
GOOGAlphabet Inc.	$5.59M	0.99%	Not reported	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$3.62M	0.64%	0.00%	-5.5%	Q4 2018
XOMExxonMobil Holdings Corp	$2.36M	0.42%	0.00%	+1.3%	Q4 2018
AMZNAmazon Com Inc	$2.16M	0.38%	0.00%	Not reported	Q4 2018
QQQInvesco QQQ Trust, Series 1	$1.83M	0.32%	Not reported	+49.0%	Q3 2020
GOOGLAlphabet Inc.	$1.61M	0.29%	0.00%	Not reported	Q4 2018
HDHome Depot, Inc.	$1.55M	0.28%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$1.31M	0.23%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$963K	0.17%	0.00%	-3.3%	Q4 2018
RTXRTX Corp	$937K	0.17%	0.00%	Not reported	Q3 2020
PGPROCTER & GAMBLE Co	$918K	0.16%	0.00%	Not reported	Q4 2018
MSMorgan Stanley	$907K	0.16%	0.00%	Not reported	Q1 2021
LRCXLam Research Corp	$892K	0.16%	0.00%	+2.5%	Q3 2020
VZVerizon Communications Inc	$831K	0.15%	0.00%	-1.4%	Q4 2018
NVDANvidia Corp	$826K	0.15%	0.00%	+61.9%	Q1 2024
BRK.BBerkshire Hathaway Inc	$715K	0.13%	Not reported	+7.6%	Q4 2018
IBMInternational Business Machines Corp	$632K	0.11%	0.00%	-6.9%	Q4 2020
SYKStryker Corp	$628K	0.11%	0.00%	Not reported	Q4 2018
PHParker-Hannifin Corp	$620K	0.11%	0.00%	Not reported	Q2 2021
ADPAutomatic Data Processing Inc	$601K	0.11%	0.00%	Not reported	Q4 2018
LOWLowes Companies Inc	$558K	0.10%	0.00%	Not reported	Q4 2018
UNPUnion Pacific Corp	$541K	0.10%	0.00%	Not reported	Q4 2018
AVGOBroadcom Inc.	$525K	0.09%	0.00%	Not reported	Q1 2024
ABTAbbott Laboratories	$522K	0.09%	0.00%	Not reported	Q4 2018
CATCaterpillar Inc	$520K	0.09%	0.00%	Not reported	Q2 2023
MCDMcdonalds Corp	$516K	0.09%	0.00%	+0.1%	Q4 2018
GEGeneral Electric Co	$485K	0.09%	0.00%	Not reported	Q3 2021
AXPAmerican Express Co	$478K	0.08%	0.00%	Not reported	Q2 2019
TAt&T Inc.	$465K	0.08%	0.00%	-2.4%	Q4 2018
CSCOCisco Systems, Inc.	$451K	0.08%	0.00%	0.0%	Q3 2020
BACBank of America Corp	$416K	0.07%	0.00%	Not reported	Q4 2018
TSLATesla, Inc.	$388K	0.07%	0.00%	+2.6%	Q1 2021
SOSouthern Co	$377K	0.07%	0.00%	+0.8%	Q4 2024
WMTWalmart Inc.	$358K	0.06%	0.00%	Not reported	Q3 2020
CVXChevron Corp	$348K	0.06%	0.00%	Not reported	Q4 2018
CLColgate Palmolive Co	$338K	0.06%	0.00%	Not reported	Q4 2018
STTState Street Corp	$327K	0.06%	0.00%	Not reported	Q4 2019
AMGNAmgen Inc	$312K	0.06%	0.00%	Not reported	Q4 2018
ADIAnalog Devices Inc	$308K	0.05%	0.00%	Not reported	Q4 2018
CBChubb Ltd	$288K	0.05%	0.00%	Not reported	Q4 2021
INTCIntel Corp	$272K	0.05%	0.00%	Not reported	Q4 2018
PEPPepsico Inc	$263K	0.05%	0.00%	Not reported	Q4 2018
KOCoca Cola Co	$259K	0.05%	0.00%	0.0%	Q4 2020
EGPEastgroup Properties Inc	$249K	0.04%	0.00%	Not reported	Q4 2020
DISWalt Disney Co	$236K	0.04%	0.00%	Not reported	Q2 2020
GSGoldman Sachs Group Inc	$215K	0.04%	0.00%	New	Q3 2025
SHWSherwin Williams Co	$208K	0.04%	0.00%	Not reported	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$206K	0.04%	Not reported	Not reported	Q4 2024
Q2 2025Reported Jul 29, 202549 positions
MSFTMicrosoft Corp	$7.42M	1.38%	0.00%	0.0%	Q4 2018
AAPLApple Inc.	$5.2M	0.97%	0.00%	-3.7%	Q4 2018
GOOGAlphabet Inc.	$4.07M	0.76%	Not reported	0.0%	Q4 2018
JPMJPMorgan Chase & Co	$3.52M	0.66%	0.00%	+0.1%	Q4 2018
XOMExxonMobil Holdings Corp	$2.22M	0.41%	0.00%	-2.5%	Q4 2018
AMZNAmazon Com Inc	$2.16M	0.40%	0.00%	+1.2%	Q4 2018
HDHome Depot, Inc.	$1.41M	0.26%	0.00%	-4.5%	Q4 2018
GOOGLAlphabet Inc.	$1.17M	0.22%	0.00%	0.0%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$1.13M	0.21%	Not reported	-0.2%	Q3 2020
JNJJohnson & Johnson	$1.08M	0.20%	0.00%	Not reported	Q4 2018
PGPROCTER & GAMBLE Co	$952K	0.18%	0.00%	Not reported	Q4 2018
VZVerizon Communications Inc	$829K	0.15%	0.00%	+0.1%	Q4 2018
RTXRTX Corp	$818K	0.15%	0.00%	0.0%	Q3 2020
MSMorgan Stanley	$804K	0.15%	0.00%	+4.2%	Q1 2021
ABBVAbbVie Inc.	$798K	0.15%	0.00%	-3.4%	Q4 2018
IBMInternational Business Machines Corp	$710K	0.13%	0.00%	Not reported	Q4 2020
SYKStryker Corp	$673K	0.13%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$643K	0.12%	Not reported	+0.5%	Q4 2018
LRCXLam Research Corp	$633K	0.12%	0.00%	Not reported	Q3 2020
ADPAutomatic Data Processing Inc	$631K	0.12%	0.00%	+0.3%	Q4 2018
PHParker-Hannifin Corp	$571K	0.11%	0.00%	-7.7%	Q2 2021
ABTAbbott Laboratories	$530K	0.10%	0.00%	-3.7%	Q4 2018
UNPUnion Pacific Corp	$526K	0.10%	0.00%	Not reported	Q4 2018
MCDMcdonalds Corp	$496K	0.09%	0.00%	+0.1%	Q4 2018
LOWLowes Companies Inc	$493K	0.09%	0.00%	-1.3%	Q4 2018
TAt&T Inc.	$489K	0.09%	0.00%	+0.1%	Q4 2018
AXPAmerican Express Co	$459K	0.09%	0.00%	Not reported	Q2 2019
CSCOCisco Systems, Inc.	$457K	0.09%	0.00%	+37.6%	Q3 2020
AVGOBroadcom Inc.	$438K	0.08%	0.00%	Not reported	Q1 2024
NVDANvidia Corp	$432K	0.08%	0.00%	Not reported	Q1 2024
CATCaterpillar Inc	$423K	0.08%	0.00%	Not reported	Q2 2023
GEGeneral Electric Co	$415K	0.08%	0.00%	Not reported	Q3 2021
CLColgate Palmolive Co	$384K	0.07%	0.00%	Not reported	Q4 2018
BACBank of America Corp	$381K	0.07%	0.00%	Not reported	Q4 2018
CSXCSX Corp	$368K	0.07%	0.00%	Not reported	Q4 2018
SOSouthern Co	$362K	0.07%	0.00%	+0.8%	Q4 2024
WMTWalmart Inc.	$339K	0.06%	0.00%	Not reported	Q3 2020
CVXChevron Corp	$321K	0.06%	0.00%	0.0%	Q4 2018
AMGNAmgen Inc	$309K	0.06%	0.00%	Not reported	Q4 2018
STTState Street Corp	$300K	0.06%	0.00%	Not reported	Q4 2019
ADIAnalog Devices Inc	$299K	0.06%	0.00%	Not reported	Q4 2018
CBChubb Ltd	$296K	0.06%	0.00%	Not reported	Q4 2021
KOCoca Cola Co	$276K	0.05%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$270K	0.05%	0.00%	Not reported	Q1 2021
DISWalt Disney Co	$255K	0.05%	0.00%	+0.3%	Q2 2020
PEPPepsico Inc	$247K	0.05%	0.00%	-5.0%	Q4 2018
EGPEastgroup Properties Inc	$246K	0.05%	0.00%	Not reported	Q4 2020
SHWSherwin Williams Co	$206K	0.04%	0.00%	Not reported	Q4 2021
IAInnovative Solutions & Support Inc	$139K	0.03%	0.06%	Not reported	Q1 2022
Q1 2025Reported May 2, 202553 positions
AAPLApple Inc.	$5.84M	1.15%	0.00%	-0.2%	Q4 2018
MSFTMicrosoft Corp	$5.6M	1.10%	0.00%	-1.1%	Q4 2018
GOOGAlphabet Inc.	$3.58M	0.71%	Not reported	-0.6%	Q4 2018
JPMJPMorgan Chase & Co	$2.97M	0.59%	0.00%	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$2.52M	0.50%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$1.85M	0.36%	0.00%	+0.5%	Q4 2018
HDHome Depot, Inc.	$1.47M	0.29%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$1.17M	0.23%	0.00%	-0.7%	Q4 2018
GOOGLAlphabet Inc.	$1.02M	0.20%	0.00%	-1.2%	Q4 2018
PGPROCTER & GAMBLE Co	$1.02M	0.20%	0.00%	Not reported	Q4 2018
QQQInvesco QQQ Trust, Series 1	$960K	0.19%	Not reported	Not reported	Q3 2020
ABBVAbbVie Inc.	$932K	0.18%	0.00%	Not reported	Q4 2018
VZVerizon Communications Inc	$869K	0.17%	0.00%	-10.5%	Q4 2018
RTXRTX Corp	$742K	0.15%	0.00%	0.0%	Q3 2020
BRK.BBerkshire Hathaway Inc	$701K	0.14%	Not reported	-7.6%	Q4 2018
MSMorgan Stanley	$639K	0.13%	0.00%	Not reported	Q1 2021
SYKStryker Corp	$633K	0.12%	0.00%	Not reported	Q4 2018
ADPAutomatic Data Processing Inc	$623K	0.12%	0.00%	Not reported	Q4 2018
IBMInternational Business Machines Corp	$599K	0.12%	0.00%	+2.1%	Q4 2020
UNPUnion Pacific Corp	$540K	0.11%	0.00%	Not reported	Q4 2018
PHParker-Hannifin Corp	$539K	0.11%	0.00%	-7.1%	Q2 2021
ABTAbbott Laboratories	$537K	0.11%	0.00%	-1.2%	Q4 2018
MCDMcdonalds Corp	$530K	0.10%	0.00%	+0.1%	Q4 2018
LOWLowes Companies Inc	$525K	0.10%	0.00%	Not reported	Q4 2018
TAt&T Inc.	$477K	0.09%	0.00%	-3.7%	Q4 2018
LRCXLam Research Corp	$473K	0.09%	0.00%	Not reported	Q3 2020
INTCIntel Corp	$420K	0.08%	0.00%	Not reported	Q4 2018
CLColgate Palmolive Co	$396K	0.08%	0.00%	-9.9%	Q4 2018
AXPAmerican Express Co	$387K	0.08%	0.00%	Not reported	Q2 2019
CVXChevron Corp	$375K	0.07%	0.00%	0.0%	Q4 2018
SOSouthern Co	$360K	0.07%	0.00%	+0.8%	Q4 2024
CATCaterpillar Inc	$359K	0.07%	0.00%	Not reported	Q2 2023
AMGNAmgen Inc	$344K	0.07%	0.00%	Not reported	Q4 2018
BACBank of America Corp	$336K	0.07%	0.00%	Not reported	Q4 2018
CSXCSX Corp	$332K	0.07%	0.00%	Not reported	Q4 2018
GEGeneral Electric Co	$323K	0.06%	0.00%	Not reported	Q3 2021
CBChubb Ltd	$308K	0.06%	0.00%	Not reported	Q4 2021
WMTWalmart Inc.	$305K	0.06%	0.00%	-11.6%	Q3 2020
NVDANvidia Corp	$296K	0.06%	0.00%	-2.8%	Q1 2024
PEPPepsico Inc	$296K	0.06%	0.00%	-8.4%	Q4 2018
CSCOCisco Systems, Inc.	$296K	0.06%	0.00%	0.0%	Q3 2020
KOCoca Cola Co	$279K	0.06%	0.00%	Not reported	Q4 2020
AVGOBroadcom Inc.	$266K	0.05%	0.00%	Not reported	Q1 2024
EGPEastgroup Properties Inc	$259K	0.05%	0.00%	Not reported	Q4 2020
ADIAnalog Devices Inc	$253K	0.05%	0.00%	Not reported	Q4 2018
STTState Street Corp	$252K	0.05%	0.00%	Not reported	Q4 2019
BMYBristol Myers Squibb Co	$243K	0.05%	0.00%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$236K	0.05%	Not reported	Not reported	Q4 2024
TSLATesla, Inc.	$221K	0.04%	0.00%	Not reported	Q1 2021
SHWSherwin Williams Co	$210K	0.04%	0.00%	Not reported	Q4 2021

Q4 2024Reported Jan 15, 202554 positions
AAPLApple Inc.	$6.6M	1.27%	0.00%	+3.6%	Q4 2018
MSFTMicrosoft Corp	$6.35M	1.22%	0.00%	+0.1%	Q4 2018
GOOGAlphabet Inc.	$4.39M	0.84%	Not reported	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$2.91M	0.56%	0.00%	Not reported	Q4 2018
XOMExxonMobil Holdings Corp	$2.28M	0.44%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$2.12M	0.41%	0.00%	+1.3%	Q4 2018
HDHome Depot, Inc.	$1.56M	0.30%	0.00%	Not reported	Q4 2018
GOOGLAlphabet Inc.	$1.27M	0.24%	0.00%	-9.5%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$1.05M	0.20%	Not reported	-0.4%	Q3 2020
JNJJohnson & Johnson	$1.03M	0.20%	0.00%	Not reported	Q4 2018
PGPROCTER & GAMBLE Co	$1M	0.19%	0.00%	Not reported	Q4 2018
VZVerizon Communications Inc	$856K	0.16%	0.00%	+27.0%	Q4 2018
ABBVAbbVie Inc.	$791K	0.15%	0.00%	Not reported	Q4 2018
MSMorgan Stanley	$688K	0.13%	0.00%	Not reported	Q1 2021
RTXRTX Corp	$648K	0.12%	0.00%	Not reported	Q3 2020
BRK.BBerkshire Hathaway Inc	$646K	0.12%	Not reported	+0.3%	Q4 2018
SYKStryker Corp	$612K	0.12%	0.00%	Not reported	Q4 2018
PHParker-Hannifin Corp	$607K	0.12%	0.00%	+12.6%	Q2 2021
ADPAutomatic Data Processing Inc	$597K	0.11%	0.00%	-5.8%	Q4 2018
LOWLowes Companies Inc	$555K	0.11%	0.00%	Not reported	Q4 2018
UNPUnion Pacific Corp	$522K	0.10%	0.00%	Not reported	Q4 2018
IBMInternational Business Machines Corp	$518K	0.10%	0.00%	+18.7%	Q4 2020
MCDMcdonalds Corp	$491K	0.09%	0.00%	+0.1%	Q4 2018
LRCXLam Research Corp	$469K	0.09%	0.00%	Not reported	Q3 2020
ABTAbbott Laboratories	$463K	0.09%	0.00%	Not reported	Q4 2018
AXPAmerican Express Co	$427K	0.08%	0.00%	Not reported	Q2 2019
CLColgate Palmolive Co	$426K	0.08%	0.00%	-5.1%	Q4 2018
TAt&T Inc.	$399K	0.08%	0.00%	+0.1%	Q4 2018
CATCaterpillar Inc	$395K	0.08%	0.00%	Not reported	Q2 2023
NVDANvidia Corp	$378K	0.07%	0.00%	+0.8%	Q1 2024
INTCIntel Corp	$371K	0.07%	0.00%	Not reported	Q4 2018
AVGOBroadcom Inc.	$369K	0.07%	0.00%	Not reported	Q1 2024
CSXCSX Corp	$364K	0.07%	0.00%	Not reported	Q4 2018
WMTWalmart Inc.	$354K	0.07%	0.00%	Not reported	Q3 2020
BACBank of America Corp	$354K	0.07%	0.00%	Not reported	Q4 2018
TSLATesla, Inc.	$344K	0.07%	0.00%	-14.1%	Q1 2021
PEPPepsico Inc	$327K	0.06%	0.00%	Not reported	Q4 2018
CVXChevron Corp	$324K	0.06%	0.00%	Not reported	Q4 2018
SOSouthern Co	$319K	0.06%	0.00%	New	Q4 2024
AMGNAmgen Inc	$288K	0.06%	0.00%	-11.2%	Q4 2018
CSCOCisco Systems, Inc.	$284K	0.05%	0.00%	Not reported	Q3 2020
CBChubb Ltd	$282K	0.05%	0.00%	Not reported	Q4 2021
STTState Street Corp	$277K	0.05%	0.00%	Not reported	Q4 2019
GEGeneral Electric Co	$269K	0.05%	0.00%	+0.4%	Q3 2021
ADIAnalog Devices Inc	$267K	0.05%	0.00%	Not reported	Q4 2018
KOCoca Cola Co	$243K	0.05%	0.00%	+0.1%	Q4 2020
EGPEastgroup Properties Inc	$236K	0.05%	0.00%	Not reported	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$233K	0.04%	Not reported	New	Q4 2024
DISWalt Disney Co	$229K	0.04%	0.00%	Not reported	Q2 2020
BMYBristol Myers Squibb Co	$225K	0.04%	0.00%	Not reported	Q4 2019

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