FINANCIAL ADVISORY PARTNERS, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$267M
Signature - Title
David S. Sutphin - Chief Compliance Officer
Location
1201 S. Orlando Avenue, Suite 350, Winter Park, FL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 67 $267M +$23.3M -$17M +$6.32M VCIT, VUG, SHYG, VTV, AVGO 13F-HR 7/22/2024, 01:01 PM
Q1 2024 66 $259M +$30.4M -$55.8M -$25.4M VCIT, VUG, SHYG, VTV, PFF 13F-HR 4/17/2024, 11:03 AM
Q4 2023 64 $275M +$12.5M -$8.25M +$4.27M VUG, VCIT, SHYG, VTV, PFF 13F-HR 1/12/2024, 05:23 PM
Q3 2023 65 $248M +$8.1M -$4.37M +$3.72M VUG, VCIT, SHYG, VTV, PFF 13F-HR 11/3/2023, 06:19 PM
Q2 2023 63 $260M +$10.6M -$12.5M -$1.83M VUG, VCIT, SHYG, VTV, PFF 13F-HR 10/4/2023, 01:13 PM
Q1 2023 63 $253M +$18.9M -$15.7M +$3.14M VUG, VCIT, SHYG, SGOV, VTV 13F-HR 10/4/2023, 12:58 PM
Q4 2022 66 $243M +$12.4M -$15.8M -$3.43M VCIT, VUG, SHYG, VTV, SGOV 13F-HR 10/4/2023, 12:52 PM
Q3 2022 66 $230M +$7.27M -$5.8M +$1.47M VUG, VCIT, SHYG, VTV, PFF 13F-HR 10/4/2023, 12:47 PM
Q2 2022 66 $242M +$15.8M -$12.6M +$3.2M VUG, VCIT, SHYG, VTV, PFF 13F-HR 10/4/2023, 12:40 PM
Q1 2022 71 $270M +$18.4M -$7.45M +$11M VUG, VCIT, SHYG, VTV, PFF 13F-HR 10/4/2023, 12:32 PM
Q4 2021 72 $274M $0 $0 VUG, VCIT, SHYG, PFF, VCSH 13F-HR 10/4/2023, 12:16 PM