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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 210.88%
1.02%
$5.275M
227,547 shares@ $23.18 avg price
GOOGAlphabet Inc
Recent Activity
0.85%
$4.394M
23,074 shares@ $190.45 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.56%
$2.907M
12,128 shares@ $239.71 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
XOMExxon Mobil Corp
Recent Activity
0.44%
$2.278M
21,179 shares@ $107.57 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.32%
0.41%
$2.12M
9,663 shares@ $219.4 avg price
USXFIshares Tr
Recent Activity
Increased 0.2%
0.37%
$1.885M
37,904 shares@ $49.73 avg price
IVVIshares Tr
Recent Activity
0.33%
$1.668M
2,834 shares@ $588.68 avg price