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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 :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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 - $92.55 $80,727,000 870,657 % 5,733,000 -33,319 0    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... - $0.00 $56,068,000 341,147 % 5,677,000 -1,325 0    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized - $0.00 $7,220,000 62,809 % 540,000 -859 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth - $335.19 $5,784,000 17,161 % 508,000 -241 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $182.74 $4,286,000 24,994 % -529,000 -15 0    N/A
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... - $0.00 $2,790,000 69,280 % 115,000 -1,107 0    N/A
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... - $79.86 $2,423,000 30,325 % 122,000 -137 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $195.65 $2,370,000 11,831 % 304,000 -315 0    N/A
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust - $47.78 $1,535,000 31,172 % -4,000 -1,407 0    N/A
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... - $0.00 $1,503,000 14,277 % -87,000 -1,567 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $169.38 $1,117,000 7,401 % 78,000 -39 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co - $165.07 $977,000 6,023 % 42,000 -359 0    N/A
   (ESMV)1 Year Chart         ESMV Ishares Esg Msci Usa Min Vo... - $0.00 $686,000 25,773 % -56,000 -3,893 0    N/A
   (RTX)1 Year Chart         RTX RTX Corp - $101.02 $533,000 5,469 % 45,000 -335 0    Conglomerates
   (DIS)1 Year Chart         DIS Walt Disney Co - $105.44 $255,000 2,085 % 35,000 -355 0    N/A
      15 Records Found
  1    
Page 1 of 1
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