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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
SCHASchwab Strategic Tr
Recent Activity
Increased 100.15%
0.32%
$1.624M
62,792 shares@ $25.86 avg price
IWMIshares Tr
Recent Activity
0.32%
$1.622M
7,341 shares@ $220.96 avg price
HDHome Depot Inc
Recent Activity
0.3%
$1.563M
4,019 shares@ $389.0 avg price
ACWVIshares Inc
Recent Activity
0.3%
$1.559M
14,277 shares@ $109.2 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
JNJJohnson & Johnson
Recent Activity
0.2%
$1.031M
7,132 shares@ $144.63 avg price
PGProcter And Gamble Co
Recent Activity
0.2%
$1.002M
5,977 shares@ $167.65 avg price
VZVerizon Communications Inc
Recent Activity
Increased 26.97%
0.17%
$855,744
21,399 shares@ $39.99 avg price