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Name: |
Financial Advisors LLC |
City: |
ANDOVER |
State: |
MA |
Zip: |
01810 |
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Holdings
Found :
38 |
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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 |
|
HEFA |
Ishares Currency Hedged Msc... |
|
- |
$0.00 |
$2,705,000 |
77,543 |
% |
262,000 |
0 |
0 |
N/A |
|
XOM |
Exxon Mobil Corp |
|
- |
$116.15 |
$2,529,000 |
21,759 |
% |
354,000 |
0 |
0 |
N/A |
|
IWD |
iShares Russell 1000 Value |
|
- |
$175.05 |
$1,272,000 |
7,100 |
% |
99,000 |
0 |
0 |
N/A |
|
JNJ |
Johnson & Johnson |
|
- |
$148.95 |
$1,184,000 |
7,485 |
% |
11,000 |
0 |
0 |
N/A |
|
QQQ |
Invesco QQQ Trust Series I |
|
- |
$440.06 |
$913,000 |
2,057 |
% |
71,000 |
0 |
0 |
N/A |
|
INTC |
Intel Corp |
|
- |
$30.00 |
$812,000 |
18,380 |
% |
-112,000 |
0 |
0 |
N/A |
|
ABBV |
Abbvie Inc. |
|
- |
$160.45 |
$810,000 |
4,450 |
% |
120,000 |
0 |
0 |
N/A |
|
HD |
Home Depot Inc |
|
- |
$338.83 |
$741,000 |
1,931 |
% |
72,000 |
0 |
0 |
N/A |
|
USXF |
Ishares Esg Advanced Msci U... |
|
- |
$0.00 |
$724,000 |
16,042 |
% |
85,000 |
0 |
0 |
N/A |
|
LRCX |
Lam Research Corp |
|
- |
$913.28 |
$632,000 |
650 |
% |
123,000 |
0 |
0 |
N/A |
|
SYK |
Stryker Corp |
|
- |
$329.28 |
$608,000 |
1,700 |
% |
99,000 |
0 |
0 |
N/A |
|
BRK.B |
Berkshire Hathaway B |
|
- |
$406.37 |
$598,000 |
1,422 |
% |
91,000 |
0 |
0 |
N/A |
|
UNP |
Union Pacific Corp |
|
- |
$245.90 |
$577,000 |
2,346 |
% |
1,000 |
0 |
0 |
N/A |
|
VOO |
Vanguard S&P 500 Etf |
|
- |
$475.42 |
$573,000 |
1,191 |
% |
53,000 |
0 |
0 |
N/A |
|
ACWX |
iShares MSCI ACWI ex US Index |
|
- |
$53.63 |
$550,000 |
10,310 |
% |
24,000 |
0 |
0 |
N/A |
|
ADP |
Automatic Data Processing Inc |
|
- |
$242.94 |
$541,000 |
2,165 |
% |
37,000 |
0 |
0 |
N/A |
|
MS |
Morgan Stanley |
|
- |
$95.64 |
$516,000 |
5,476 |
% |
5,000 |
0 |
0 |
N/A |
|
PH |
Parker Hannifin Corp |
|
- |
$554.91 |
$471,000 |
847 |
% |
81,000 |
0 |
0 |
N/A |
|
ABT |
Abbott Laboratories |
|
- |
$104.94 |
$466,000 |
4,096 |
% |
15,000 |
0 |
0 |
N/A |
|
CL |
Colgate Palmolive Co |
|
- |
$93.47 |
$445,000 |
4,938 |
% |
51,000 |
0 |
0 |
N/A |
|
CSX |
CSX Corp |
|
- |
$34.22 |
$418,000 |
11,289 |
% |
27,000 |
0 |
0 |
N/A |
|
CAT |
Caterpillar Inc |
|
- |
$344.50 |
$414,000 |
1,130 |
% |
80,000 |
0 |
0 |
N/A |
|
IBM |
International Business Mach... |
|
- |
$169.90 |
$379,000 |
1,986 |
% |
54,000 |
0 |
0 |
N/A |
|
AMGN |
Amgen Inc |
|
- |
$307.31 |
$354,000 |
1,244 |
% |
-4,000 |
0 |
0 |
N/A |
|
CVX |
Chevron Corp |
|
- |
$162.54 |
$353,000 |
2,237 |
% |
19,000 |
0 |
0 |
N/A |
|
AXP |
American Express Co |
|
- |
$236.24 |
$328,000 |
1,440 |
% |
58,000 |
0 |
0 |
N/A |
|
VIOO |
Vanguard S&P Small-Cap 600 Etf |
|
- |
$99.30 |
$317,000 |
3,120 |
% |
8,000 |
0 |
0 |
N/A |
|
VGT |
Vanguard I T VIPERS |
|
- |
$515.42 |
$315,000 |
600 |
% |
25,000 |
0 |
0 |
N/A |
|
BAC |
Bank of America Corp |
|
- |
$37.71 |
$306,000 |
8,061 |
% |
35,000 |
0 |
0 |
N/A |
|
EGP |
Eastgroup Properties Inc |
|
- |
$161.68 |
$265,000 |
1,473 |
% |
-5,000 |
0 |
0 |
N/A |
|
CB |
Chubb Ltd (ACE Ltd) |
|
- |
$251.63 |
$264,000 |
1,020 |
% |
33,000 |
0 |
0 |
N/A |
|
ADI |
Analog Devices Inc |
|
- |
$204.86 |
$248,000 |
1,254 |
% |
-1,000 |
0 |
0 |
N/A |
|
EFA |
iShares TR MSCI EAFE Indx FD |
|
- |
$79.58 |
$240,000 |
3,011 |
% |
13,000 |
0 |
0 |
N/A |
|
IBB |
iShares Tr Nasdaq Biotech |
|
- |
$132.59 |
$239,000 |
1,744 |
% |
2,000 |
0 |
0 |
N/A |
|
KO |
Coca-Cola Co |
|
- |
$62.85 |
$238,000 |
3,897 |
% |
8,000 |
0 |
0 |
N/A |
|
STT |
State Street Corp |
|
- |
$75.32 |
$218,000 |
2,820 |
% |
0 |
0 |
0 |
N/A |
|
BMY |
Bristol-Myers Squibb Co |
|
- |
$43.67 |
$216,000 |
3,979 |
% |
12,000 |
0 |
0 |
N/A |
|
ISSC |
Innovative Solutions and Su... |
|
- |
$6.45 |
$73,000 |
10,000 |
% |
-12,000 |
0 |
0 |
N/A |
|