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  Name: Financial Advisors LLC
  City: ANDOVER
  State: MA
  Zip: 01810
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $483,061,000
  Total Value Change : $37,001,000
  Securities Held Change : 1
   
All Securities Held : 77
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 19
  Unchanged Positions : 38
  Decreased Positions : 15

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Holdings Found : 15     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 2 - $94.73 $80,727,000 870,657 16.71% 5,733,000 -33,319 0.083    Closed - End Fund - Debt
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 4 - $0.00 $56,068,000 341,147 11.61% 5,677,000 -1,325 0.018    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 8 - $0.00 $7,220,000 62,809 1.49% 540,000 -859 0.003    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 9 - $342.87 $5,784,000 17,161 1.2% 508,000 -241 0.006    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 11 - $189.87 $4,286,000 24,994 0.89% -529,000 -15 0    Personal Computers
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 13 - $0.00 $2,790,000 69,280 0.58% 115,000 -1,107 0.077    N/A
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... 16 - $81.84 $2,423,000 30,325 0.5% 122,000 -137 0.004    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 17 - $204.79 $2,370,000 11,831 0.49% 304,000 -315 0    Domestic Money Center...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 20 - $48.69 $1,535,000 31,172 0.32% -4,000 -1,407 0.002    Closed - End Fund - Debt
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... 21 - $0.00 $1,503,000 14,277 0.31% -87,000 -1,567 0.023    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 25 - $176.06 $1,117,000 7,401 0.23% 78,000 -39 0    Search Engines & Info...
   (PG)1 Year Chart         PG Procter & Gamble Co 26 - $167.64 $977,000 6,023 0.2% 42,000 -359 0    Cleaning Products
   (ESMV)1 Year Chart         ESMV Ishares Esg Msci Usa Min Vo... 33 - $0.00 $686,000 25,773 0.14% -56,000 -3,893 0.286    N/A
   (RTX)1 Year Chart         RTX RTX Corp 42 - $101.02 $533,000 5,469 0.11% 45,000 -335 0    Conglomerates
   (DIS)1 Year Chart         DIS Walt Disney Co 65 - $103.25 $255,000 2,085 0.05% 35,000 -355 0    Entertainment - Diver...
      15 Records Found
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