HoldingsChannel.com
Financial Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (USMV) 653,188 +41,125 $40,321
     USMV653,188+41,125$40,321
ISHARES TR (HAWX) 1,383,529 +838,098 $37,451
     HAWX1,383,529+838,098$37,451
ISHARES TR (EFAV) 376,528 +29,314 $27,351
     EFAV376,528+29,314$27,351
ISHARES TR (IWM) 60,534 -3,142 $9,413
     IWM60,534-3,142$9,413
SCHWAB STRATEGIC TR 110,863 +14,122 $7,924
     SCHA110,863+14,122$7,924
MICROSOFT CORP 20,452 +446 $2,740
     MSFT20,452+446$2,740
ISHARES TR (ESGD) 32,372 +1,520 $2,082
     ESGD32,372+1,520$2,082
EXXON MOBIL CORP 25,872 -4,931 $1,983
     XOM25,872-4,931$1,983
ISHARES TR (IWF) 12,580 UNCH $1,979
     IWF12,580UNCH$1,979
SCHWAB STRATEGIC TR 27,790 +2,409 $1,951
     SCHX27,790+2,409$1,951
APPLE INC 5,601 +18 $1,109
     AAPL5,601+18$1,109
ALPHABET INC 940 +269 $1,016
     GOOG940+269$1,016
ISHARES TR (HEFA) 30,914 UNCH $922
     HEFA30,914UNCH$922
JOHNSON & JOHNSON 5,896 +53 $821
     JNJ5,896+53$821
ISHARES TR (EFA) 11,272 UNCH $741
     EFA11,272UNCH$741
SCHWAB STRATEGIC TR 8,544 +47 $711
     SCHG8,544+47$711
AT&T INC 19,831 +1,107 $665
     T19,831+1,107$665
BECTON DICKINSON & CO 2,582 +17 $651
     BDX2,582+17$651
ISHARES TR (IVV) 2,127 +2 $627
     IVV2,127+2$627
CHEVRON CORP NEW 4,970 +56 $618
     CVX4,970+56$618
SCHWAB STRATEGIC TR 10,468 UNCH $588
     SCHV10,468UNCH$588
ANALOG DEVICES INC 5,187 UNCH $585
     ADI5,187UNCH$585
PROCTER AND GAMBLE CO 5,070 -102 $556
     PG5,070-102$556
VANGUARD MUN BD FD INC (VTEB) 10,333 +497 $548
     VTEB10,333+497$548
UNITED TECHNOLOGIES CORP 4,107 -109 $535
     UTX4,107-109$535
3M CO 2,983 UNCH $517
     MMM2,983UNCH$517
HOME DEPOT INC 2,396 UNCH $498
     HD2,396UNCH$498
AMAZON COM INC 255 UNCH $483
     AMZN255UNCH$483
SPDR INDEX SHS FDS (CWI) 13,129 +337 $481
     CWI13,129+337$481
ISHARES TR (IJR) 6,049 +1 $474
     IJR6,049+1$474
STRYKER CORP 2,264 UNCH $465
     SYK2,264UNCH$465
GENERAL ELECTRIC CO 44,011 -500 $462
     GE44,011-500$462
ALPHABET INC 425 +53 $460
     GOOGL425+53$460
COLGATE PALMOLIVE CO 6,064 -344 $435
     CL6,064-344$435
UNION PACIFIC CORP 2,519 +4 $426
     UNP2,519+4$426
INTEL CORP 8,658 -727 $414
     INTC8,658-727$414
ABBOTT LABS 4,721 +50 $397
     ABT4,721+50$397
MCDONALDS CORP 1,827 -125 $379
     MCD1,827-125$379
BANK AMER CORP 12,575 UNCH $365
     BAC12,575UNCH$365
BALL CORP 5,088 UNCH $356
     BLL5,088UNCH$356
AUTOMATIC DATA PROCESSING IN 2,114 UNCH $350
     ADP2,114UNCH$350
AMGEN INC 1,773 UNCH $327
     AMGN1,773UNCH$327
BERKSHIRE HATHAWAY INC DEL      $326
     BRK.B1,528UNCH$326
ABBVIE INC 4,421 UNCH $321
     ABBV4,421UNCH$321
PEPSICO INC 2,448 -296 $321
     PEP2,448-296$321
STANLEY BLACK & DECKER INC 2,080 UNCH $301
     SWK2,080UNCH$301
BOSTON PRIVATE FINL HLDGS IN 24,540 UNCH $296
     BPFH24,540UNCH$296
ISHARES TR (ACWX) 6,228 -1,888 $291
     ACWX6,228-1,888$291
VANGUARD INDEX FDS (VOO) 1,059 UNCH $285
     VOO1,059UNCH$285
CSX CORP 3,600 UNCH $279
     CSX3,600UNCH$279

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 06/30/2019: $155,825
At 03/31/2019: $146,431

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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