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Financial Advisors, LLC
Financial Advisors, LLC is a Registered Investment Adviser headquartered in Andover, Massachusetts. Founded before 2019, the firm manages investment portfolios for individual investors, focusing primarily on high-net-worth individuals. With approximately 11 employees, most of whom are investment professionals, the firm oversees over $1.1 billion in assets under management as of June 2025. Financial Advisors, LLC specializes in discretionary investment management for individuals and families, with no significant institutional client base.
Investment Strategy
Financial Advisors, LLC provides personalized portfolio management primarily for high-net-worth individuals, employing a discretionary approach. Their strategy involves diversified investments in equities and exchange-traded funds, focusing on long-term growth and risk management. Major portfolio holdings include large-cap technology firms, utilities, and broad-based ETFs, indicating a balanced approach between growth and value investment styles.
Latest 13F Filing Activity
Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 77 equity positions with a total 13F market value of $537M. The fund increased holdings in Schwab Strategic TR, Ishares TR, Ishares TR among other positions. Financial Advisors, LLC reduced exposure to Apple Inc., Ishares TR, Intel Corp. among others.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USMV | ISHARES TR | 19.22% | $103.2M | 1,099,487 | $59.02 | $93.87 | -$533.7K |
S SCHG | SCHWAB STRATEGIC TR | 16.57% | $89.0M | 3,045,218 | $15.88 | $29.21 | +$11.3M |
S SCHV | SCHWAB STRATEGIC TR | 13.68% | $73.4M | 2,653,686 | $22.00 | $27.67 | +$1.6M |
Q QUAL | ISHARES TR | 11.41% | $61.3M | 335,092 | $132.70 | $182.82 | +$4.0M |
H HAWX | ISHARES TR | 11.40% | $61.2M | 1,731,849 | $27.05 | $35.35 | +$2.7M |
Industry Allocation
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