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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
LOWLowes Cos Inc
Recent Activity
0.11%
$555,305
2,250 shares@ $246.81 avg price
UNPUnion Pac Corp
Recent Activity
0.11%
$521,542
2,287 shares@ $228.05 avg price
IBMInternational Business Machs
Recent Activity
Increased 18.69%
0.1%
$518,139
2,357 shares@ $219.83 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.06%
0.1%
$491,350
1,695 shares@ $289.89 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.1%
$469,495
6,500 shares@ $72.23 avg price
ABTAbbott Labs
Recent Activity
0.09%
$463,299
4,096 shares@ $113.12 avg price
ACWXIshares Tr
Recent Activity
0.09%
$459,530
8,810 shares@ $52.17 avg price
AXPAmerican Express Co
Recent Activity
0.09%
$427,378
1,440 shares@ $296.8 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -5.06%
0.09%
$426,143
4,688 shares@ $90.91 avg price
TAt&t Inc
Recent Activity
Increased 0.06%
0.08%
$398,766
17,513 shares@ $22.77 avg price