HoldingsChannel.com
Financial Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (USMV) 697,153 +43,965 $44,688
     USMV697,153+43,965$44,688
ISHARES TR (HAWX) 1,397,630 +14,101 $37,682
     HAWX1,397,630+14,101$37,682
ISHARES TR (EFAV) 392,876 +16,348 $28,790
     EFAV392,876+16,348$28,790
SCHWAB STRATEGIC TR 172,386 +61,523 $12,020
     SCHA172,386+61,523$12,020
ISHARES TR (IWM) 36,081 -24,453 $5,460
     IWM36,081-24,453$5,460
MICROSOFT CORP 19,753 -699 $2,746
     MSFT19,753-699$2,746
SCHWAB STRATEGIC TR 30,058 +2,268 $2,132
     SCHX30,058+2,268$2,132
ISHARES TR (ESGD) 32,062 -310 $2,056
     ESGD32,062-310$2,056
ISHARES TR (IWF) 12,580 UNCH $2,008
     IWF12,580UNCH$2,008
EXXON MOBIL CORP 25,884 +12 $1,828
     XOM25,884+12$1,828
APPLE INC 5,781 +180 $1,295
     AAPL5,781+180$1,295
ALPHABET INC 1,025 +85 $1,249
     GOOG1,025+85$1,249
JOHNSON & JOHNSON 7,671 +1,775 $992
     JNJ7,671+1,775$992
ISHARES TR (HEFA) 30,914 UNCH $926
     HEFA30,914UNCH$926
VERIZON COMMUNICATIONS INC 13,054 +8,258 $788
     VZ13,054+8,258$788
AT&T INC 19,876 +45 $752
     T19,876+45$752
ISHARES TR (EFA) 11,283 +11 $736
     EFA11,283+11$736
SCHWAB STRATEGIC TR 8,660 +116 $728
     SCHG8,660+116$728
BECTON DICKINSON & CO 2,582 UNCH $653
     BDX2,582UNCH$653
PROCTER & GAMBLE CO 5,142 +72 $640
     PG5,142+72$640
ISHARES TR (IVV) 2,127 UNCH $635
     IVV2,127UNCH$635
ANALOG DEVICES INC 5,412 +225 $605
     ADI5,412+225$605
SCHWAB STRATEGIC TR 10,524 +56 $597
     SCHV10,524+56$597
CHEVRON CORP NEW 4,905 -65 $582
     CVX4,905-65$582
UNITED TECHNOLOGIES CORP 4,107 UNCH $561
     UTX4,107UNCH$561
VANGUARD MUN BD FD INC (VTEB) 10,333 UNCH $554
     VTEB10,333UNCH$554
ALPHABET INC 450 +25 $550
     GOOGL450+25$550
3M CO 2,983 UNCH $490
     MMM2,983UNCH$490
SPDR INDEX SHS FDS (CWI) 19,939 +6,810 $479
     CWI19,939+6,810$479
HOME DEPOT INC 2,053 -343 $476
     HD2,053-343$476
ISHARES TR (IJR) 6,049 UNCH $471
     IJR6,049UNCH$471
AMAZON COM INC 260 +5 $451
     AMZN260+5$451
COLGATE PALMOLIVE CO 6,068 +4 $446
     CL6,068+4$446
INTEL CORP 8,658 UNCH $446
     INTC8,658UNCH$446
STRYKER CORP 2,064 -200 $446
     SYK2,064-200$446
ABBOTT LABS 4,971 +250 $416
     ABT4,971+250$416
UNION PACIFIC CORP 2,523 +4 $409
     UNP2,523+4$409
MCDONALDS CORP 1,827 UNCH $392
     MCD1,827UNCH$392
BALL CORP 5,088 UNCH $370
     BLL5,088UNCH$370
BANK AMER CORP 12,577 +2 $367
     BAC12,577+2$367
AMGEN INC 1,773 UNCH $343
     AMGN1,773UNCH$343
AUTOMATIC DATA PROCESSING IN 2,114 UNCH $341
     ADP2,114UNCH$341
ABBVIE INC 4,421 UNCH $335
     ABBV4,421UNCH$335
GENERAL ELECTRIC CO 37,344 -6,667 $334
     GE37,344-6,667$334
PEPSICO INC 2,377 -71 $326
     PEP2,377-71$326
STANLEY BLACK & DECKER INC 2,080 UNCH $300
     SWK2,080UNCH$300
VANGUARD INDEX FDS (VOO) 1,059 UNCH $289
     VOO1,059UNCH$289
BOSTON PRIVATE FINL HLDGS IN 24,235 -305 $282
     BPFH24,235-305$282
LOWES COS INC 2,558 -100 $281
     LOW2,558-100$281
BERKSHIRE HATHAWAY INC DEL      $276
     BRK.B1,329-199$276

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

See Details: Top 10 Stocks Held By Financial Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $163,146
At 06/30/2019: $155,825

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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