HoldingsChannel.com
Financial Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (USMV) 795,329 +70,780 $42,956
     USMV795,329+70,780$42,956
ISHARES TR (HAWX) 1,361,925 -53,326 $30,493
     HAWX1,361,925-53,326$30,493
ISHARES TR (EFAV) 416,813 -1,233 $25,863
     EFAV416,813-1,233$25,863
SCHWAB STRATEGIC TR 214,971 +34,043 $11,075
     SCHA214,971+34,043$11,075
ISHARES TR (IWM) 29,658 -6,254 $3,395
     IWM29,658-6,254$3,395
MICROSOFT CORP 19,695 -13 $3,106
     MSFT19,695-13$3,106
SCHWAB STRATEGIC TR 46,703 +8,405 $2,861
     SCHX46,703+8,405$2,861
ISHARES TR (HEFA) 89,462 +58,548 $2,166
     HEFA89,462+58,548$2,166
ISHARES TR (IWF) 12,931 +351 $1,948
     IWF12,931+351$1,948
ISHARES TR (ESGD) 31,775 -391 $1,689
     ESGD31,775-391$1,689
APPLE INC 5,917 -41 $1,505
     AAPL5,917-41$1,505
JOHNSON & JOHNSON 7,522 -175 $986
     JNJ7,522-175$986
EXXON MOBIL CORP 25,450 +112 $966
     XOM25,450+112$966
ALPHABET INC 759 -269 $883
     GOOG759-269$883
ISHARES TR (ICSH) 16,245 +16,245 $811
     ICSH16,245+16,245$811
SCHWAB STRATEGIC TR 9,199 +331 $733
     SCHG9,199+331$733
VERIZON COMMUNICATIONS INC 13,067 -34 $702
     VZ13,067-34$702
ISHARES INC (ACWV) 7,522 +7,522 $604
     ACWV7,522+7,522$604
ISHARES TR (EFA) 11,272 UNCH $603
     EFA11,272UNCH$603
BECTON DICKINSON & CO 2,582 UNCH $593
     BDX2,582UNCH$593
PROCTER & GAMBLE CO 5,203 +83 $572
     PG5,203+83$572
AT&T INC 19,241 -28 $561
     T19,241-28$561
VANGUARD MUN BD FD INC (VTEB) 10,333 UNCH $547
     VTEB10,333UNCH$547
ALPHABET INC 468 UNCH $544
     GOOGL468UNCH$544
INTEL CORP 9,458 +800 $512
     INTC9,458+800$512
AMAZON COM INC 253 -13 $493
     AMZN253-13$493
ANALOG DEVICES INC 5,478 UNCH $491
     ADI5,478UNCH$491
TORONTO DOMINION BK ONT 11,505 +11,505 $488
     TD11,505+11,505$488
SCHWAB STRATEGIC TR 10,881 +66 $482
     SCHV10,881+66$482
COLGATE PALMOLIVE CO 6,076 +4 $403
     CL6,076+4$403
HOME DEPOT INC 2,103 -15 $393
     HD2,103-15$393
ISHARES TR (IVV) 1,514 -881 $391
     IVV1,514-881$391
UNITED TECHNOLOGIES CORP 4,107 UNCH $387
     UTX4,107UNCH$387
SPDR INDEX SHS FDS (CWI) 19,480 -703 $384
     CWI19,480-703$384
ABBOTT LABS 4,783 -327 $377
     ABT4,783-327$377
AMGEN INC 1,794 UNCH $364
     AMGN1,794UNCH$364
3M CO 2,653 -100 $362
     MMM2,653-100$362
UNION PAC CORP 2,548 UNCH $359
     UNP2,548UNCH$359
ABBVIE INC 4,601 +103 $351
     ABBV4,601+103$351
STRYKER CORP 2,097 UNCH $349
     SYK2,097UNCH$349
ISHARES TR (ACWX) 9,177 +4,526 $346
     ACWX9,177+4,526$346
ISHARES TR (IJR) 6,105 +53 $343
     IJR6,105+53$343
MCDONALDS CORP 1,902 +75 $314
     MCD1,902+75$314
AUTOMATIC DATA PROCESSING IN 2,114 UNCH $289
     ADP2,114UNCH$289
GENERAL ELECTRIC CO 35,978 -774 $286
     GE35,978-774$286
CHEVRON CORP NEW 3,915 UNCH $284
     CVX3,915UNCH$284
BALL CORP 4,308 UNCH $279
     BLL4,308UNCH$279
PEPSICO INC 2,261 -51 $272
     PEP2,261-51$272
VANGUARD INDEX FDS (VOO) 1,146 +87 $272
     VOO1,146+87$272
BK OF AMERICA CORP 12,634 -105 $268
     BAC12,634-105$268

See Full List: All Stocks Held By Financial Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Financial Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $147,842
At 12/31/2019: $176,426

Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

Financial Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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