Frazier Financial Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$129M
Signature - Title
Benj Foor - CCO
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Frazier Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Frazier Financial Advisors, LLC reported 845 stock holdings with total value $129M as of Q3 2024. Top holdings included VIG, SPY, VTI, DDWM, and DON.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 845 $129M +$4.53M -$11.1M -$6.56M VIG, SPY, VTI, DDWM, DON 13F-HR 11/6/2024, 03:42 PM
Q2 2024 991 $126M +$9.72M -$4.24M +$5.48M VIG, SPY, VTI, ACN, DDWM 13F-HR 8/12/2024, 02:36 PM
Q1 2024 929 $122M +$7.72M -$7.37M +$351K VIG, SPY, VTI, DON, DDWM 13F-HR 5/13/2024, 11:30 AM
Q4 2023 859 $114M $0 $0 VIG, VTI, SPY, DDWM, DON 13F-HR 2/9/2024, 04:39 PM