Financial Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$489M
Signature - Title
Robert Miller - Chief Compliance Officer
Location
26 Essex Street, Andover, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 74 $489M +$2.95M -$7.19M -$4.24M USMV, SCHG, SCHV, QUAL, HAWX 13F-HR 7/15/2024, 08:28 AM
Q1 2024 77 $483M +$4.96M -$4.96M -$599 USMV, SCHG, SCHV, QUAL, HAWX 13F-HR 5/3/2024, 10:30 AM
Q4 2023 76 $446M +$53.2M -$52.3M +$869K USMV, SCHG, SCHV, IJR, QUAL 13F-HR 2/5/2024, 12:53 PM
Q3 2023 73 $404M +$2.9M -$4.69M -$1.79M USMV, SCHG, SCHV, HAWX, QUAL 13F-HR 10/10/2023, 02:17 PM
Q2 2023 79 $420M +$5.28M -$5.2M +$79.7K USMV, SCHG, SCHV, HAWX, QUAL 13F-HR 8/1/2023, 11:40 AM
Q1 2023 80 $395M +$11.8M -$4.21M +$7.63M USMV, SCHG, SCHV, HAWX, QUAL 13F-HR 5/4/2023, 04:26 PM
Q4 2022 79 $366M +$73.7M -$9.91M +$63.8M USMV, SCHV, SCHG, HAWX, QUAL 13F-HR 2/14/2023, 08:06 AM
Q3 2022 76 $288M +$25.5M -$2M +$23.5M USMV, HAWX, QUAL, SCHA, SCHG 13F-HR 11/14/2022, 01:33 PM
Q2 2022 76 $283M +$13.3M -$6.34M +$6.92M USMV, HAWX, QUAL, SCHA, SCHG 13F-HR 8/12/2022, 11:13 AM
Q1 2022 87 $320M +$87.1M -$41.8M +$45.3M USMV, HAWX, QUAL, SCHA, SCHG 13F-HR 5/12/2022, 11:36 AM
Q4 2021 87 $328M +$15.1M -$1.48M +$13.6M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 2/11/2022, 11:06 AM
Q3 2021 88 $296M +$14.2M -$623K +$13.6M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 11/12/2021, 03:23 PM
Q2 2021 87 $285M +$22.1M -$1.67M +$20.4M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 8/13/2021, 11:57 AM
Q1 2021 81 $251M +$16.7M -$1.76M +$14.9M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 4/16/2021, 08:30 AM
Q4 2020 80 $225M +$16M -$2.42M +$13.5M USMV, HAWX, EFAV, SCHA, SCHG 13F-HR 2/11/2021, 06:34 PM
Q3 2020 70 $190M +$8.14M -$3.78M +$4.35M USMV, HAWX, EFAV, SCHA, SCHX 13F-HR 11/13/2020, 03:50 PM
Q2 2020 62 $179M +$13.7M -$3.8M +$9.94M USMV, HAWX, EFAV, SCHA, MSFT 13F-HR 8/13/2020, 07:24 PM
Q1 2020 60 $148M +$9.97M -$3.99M +$5.99M USMV, HAWX, EFAV, SCHA, IWM 13F-HR 5/14/2020, 05:40 PM
Q4 2019 61 $176M +$6.25M -$452K +$5.8M USMV, HAWX, EFAV, SCHA, IWM 13F-HR 2/13/2020, 07:19 AM
Q3 2019 59 $163M +$10M -$4.13M +$5.87M USMV, HAWX, EFAV, SCHA, IWM 13F-HR 11/5/2019, 03:56 PM
Q2 2019 59 $156M +$29.4M -$23.5M +$5.92M USMV, HAWX, EFAV, IWM, SCHA 13F-HR 7/31/2019, 04:14 PM
Q1 2019 60 $146M +$12.1M -$3.04M +$9.11M USMV, EFAV, IXUS, HAWX, IWM 13F-HR 5/14/2019, 09:24 PM
Q4 2018 58 $123M $0 $0 USMV, IXUS, EFAV, HAWX, IWM 13F-HR 2/13/2019, 09:20 PM