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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
USMVIshares Tr
Recent Activity
Decreased -0.17%
18.87%
$98.314M
1.107M shares@ $88.79 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 284.86%
17.05%
$88.846M
3.188M shares@ $27.87 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 197.78%
13.63%
$71.036M
2.725M shares@ $26.07 avg price
QUALIshares Tr
Recent Activity
Decreased -1.12%
11.43%
$59.555M
334,428 shares@ $178.09 avg price
IJRIshares Tr
Recent Activity
Increased 0.17%
11.13%
$57.986M
503,261 shares@ $115.22 avg price
HAWXIshares Tr
Recent Activity
Increased 0.29%
10.83%
$56.42M
1.752M shares@ $32.22 avg price
ESGUIshares Tr
Recent Activity
Decreased -3.47%
1.48%
$7.704M
59,804 shares@ $128.83 avg price
IWFIshares Tr
Recent Activity
Decreased -1.6%
1.31%
$6.792M
16,914 shares@ $401.57 avg price
AAPLApple Inc
Recent Activity
Increased 3.56%
1.27%
$6.599M
26,351 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.11%
1.22%
$6.353M
15,072 shares@ $421.51 avg price