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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
LRCXLam Research Corp
Recent Activity
New Position
0.1%
$469,495
6,500 shares@ $72.23 avg price
SOSouthern Co
Recent Activity
New Position
0.07%
$319,452
3,881 shares@ $82.32 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.06%
$292,622
10,711 shares@ $27.32 avg price
VYMVanguard Whitehall Fds
Recent Activity
New Position
0.05%
$233,460
1,830 shares@ $127.58 avg price
DISDisney Walt Co
Recent Activity
New Position
0.05%
$228,602
2,053 shares@ $111.36 avg price
IGVIshares Tr
Recent Activity
New Position
0.05%
$212,755
2,125 shares@ $100.12 avg price
MARMarriott Intl Inc New
Recent Activity
New Position
0.04%
$204,184
732 shares@ $278.94 avg price