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Robert Miller

@Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$521.279MTotal holdings83
Assets growth rate-0.68%Assets growth rate (2-Q avg)3.33%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 521.279M in assets, with a quarterly growth rate of -0.68% and a 2-quarter average growth rate of 3.33%. The portfolio is managed by Robert Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USMVIshares Tr
Recent Activity
Decreased -0.17%
18.87%
$98.314M
1.107M shares@ $88.79 avg price
QUALIshares Tr
Recent Activity
Decreased -1.12%
11.43%
$59.555M
334,428 shares@ $178.09 avg price
ESGUIshares Tr
Recent Activity
Decreased -3.47%
1.48%
$7.704M
59,804 shares@ $128.83 avg price
IWFIshares Tr
Recent Activity
Decreased -1.6%
1.31%
$6.792M
16,914 shares@ $401.57 avg price
ESMLIshares Tr
Recent Activity
Decreased -2.58%
0.53%
$2.744M
65,262 shares@ $42.06 avg price
HEFAIshares Tr
Recent Activity
Decreased -4.11%
0.5%
$2.579M
74,218 shares@ $34.76 avg price
ESGDIshares Tr
Recent Activity
Decreased -2%
0.45%
$2.296M
30,153 shares@ $76.15 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -9.45%
0.25%
$1.269M
6,702 shares@ $189.3 avg price
IWDIshares Tr
Recent Activity
Decreased -7.92%
0.24%
$1.21M
6,537 shares@ $185.14 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.43%
0.21%
$1.047M
2,048 shares@ $511.26 avg price