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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
ABBVAbbvie Inc
Recent Activity
0.16%
$790,684
4,450 shares@ $177.69 avg price
ESMVIshares Tr
Recent Activity
0.14%
$716,585
25,773 shares@ $27.81 avg price
MSMorgan Stanley
Recent Activity
0.14%
$688,465
5,476 shares@ $125.73 avg price
RTXRtx Corporation
Recent Activity
0.13%
$648,077
5,600 shares@ $115.73 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.29%
0.13%
$646,377
1,426 shares@ $453.28 avg price
AVSUAmerican Centy Etf Tr
Recent Activity
0.13%
$634,768
9,600 shares@ $66.13 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.09%
0.12%
$624,463
1,159 shares@ $538.8 avg price
SYKStryker Corporation
Recent Activity
0.12%
$612,085
1,700 shares@ $360.05 avg price
PHParker-hannifin Corp
Recent Activity
Increased 12.64%
0.12%
$606,773
954 shares@ $636.04 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -5.77%
0.12%
$597,169
2,040 shares@ $292.73 avg price