• 13F History

Financial Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$521M
Signature - Title
Robert Miller - Chief Compliance Officer
Location
Andover, MA
Summary
This page shows a list of all the recent 13F filings made by Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Advisors, LLC reported 83 stock holdings with total value $521M as of Q4 2024. Top holdings included USMV, SCHG, SCHV, QUAL, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 83 $521M +$120M -$2.61M +$118M USMV, SCHG, SCHV, QUAL, IJR 13F-HR 1/15/2025, 04:35 PM
Q3 2024 78 $525M +$9.85M -$2.86M +$7M USMV, SCHG, SCHV, QUAL, IJR 13F-HR 10/16/2024, 05:25 PM
Q2 2024 74 $489M +$2.95M -$7.19M -$4.24M USMV, SCHG, SCHV, QUAL, HAWX 13F-HR 7/15/2024, 08:28 AM
Q1 2024 77 $483M +$4.96M -$4.96M -$750 USMV, SCHG, SCHV, QUAL, HAWX 13F-HR 5/3/2024, 10:30 AM
Q4 2023 75 $446M +$53M -$52.3M +$661K USMV, SCHG, SCHV, IJR, QUAL 13F-HR 2/5/2024, 12:53 PM
Q3 2023 73 $404M +$2.9M -$3.29M -$390K USMV, SCHG, SCHV, HAWX, QUAL 13F-HR 10/10/2023, 02:17 PM
Q2 2023 79 $420M +$5.28M -$1.88M +$3.41M USMV, SCHG, SCHV, HAWX, QUAL 13F-HR 8/1/2023, 11:40 AM
Q1 2023 80 $395M +$11.8M -$3.51M +$8.33M USMV, SCHG, SCHV, HAWX, QUAL 13F-HR 5/4/2023, 04:26 PM
Q4 2022 79 $366M +$73.7M -$8.66M +$65M USMV, SCHV, SCHG, HAWX, QUAL 13F-HR 2/14/2023, 07:06 AM
Q3 2022 75 $288M +$25.5M -$1.05M +$24.4M USMV, HAWX, QUAL, SCHA, SCHG 13F-HR 11/14/2022, 12:33 PM
Q2 2022 76 $283M +$13.3M -$2.09M +$11.2M USMV, HAWX, QUAL, SCHA, SCHG 13F-HR 8/12/2022, 11:13 AM
Q1 2022 87 $320M +$87.1M -$40.6M +$46.5M USMV, HAWX, QUAL, SCHA, SCHG 13F-HR 5/12/2022, 11:36 AM
Q4 2021 87 $328M +$15.1M -$839K +$14.3M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 2/11/2022, 10:06 AM
Q3 2021 88 $296M +$14.2M -$623K +$13.6M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 11/12/2021, 03:23 PM
Q2 2021 87 $285M +$22.1M -$1.67M +$20.4M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 8/13/2021, 11:57 AM
Q1 2021 81 $251M +$16.7M -$1.76M +$14.9M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 4/16/2021, 08:30 AM
Q4 2020 80 $225M +$16M -$1.16M +$14.8M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 2/11/2021, 05:34 PM
Q3 2020 70 $190M +$8.14M -$1.6M +$6.54M USMV, HAWX, EFAV, SCHA, SCHX 13F-HR 11/13/2020, 02:50 PM
Q2 2020 61 $179M +$13.4M -$2.77M +$10.6M USMV, HAWX, EFAV, SCHA, MSFT 13F-HR 8/13/2020, 07:24 PM
Q1 2020 60 $148M +$9.97M -$2.7M +$7.27M USMV, HAWX, EFAV, SCHA, IWM 13F-HR 5/14/2020, 05:40 PM
Q4 2019 61 $176M +$6.25M -$452K +$5.8M USMV, HAWX, EFAV, SCHA, IWM 13F-HR 2/13/2020, 06:19 AM
Q3 2019 59 $163M +$10M -$4.13M +$5.87M USMV, HAWX, EFAV, SCHA, IWM 13F-HR 11/5/2019, 02:56 PM
Q2 2019 59 $156M +$29.4M -$1.13M +$28.3M USMV, HAWX, EFAV, IWM, SCHA 13F-HR 7/31/2019, 04:14 PM
Q1 2019 60 $146M +$12.1M -$3.01M +$9.14M USMV, EFAV, IXUS, HAWX, IWM 13F-HR 5/14/2019, 09:24 PM
Q4 2018 58 $123M USMV, IXUS, EFAV, HAWX, IWM 13F-HR 2/13/2019, 08:20 PM