FINANCIAL ADVISORY PARTNERS, LLC

Q1 2025 13F Holdings

  • Location
    winter park, FL
  • Num holdings

    64

  • Value ($000)

    $298,901

  • Date Filed
    04/10/2025
  • Form type
    13F-HR
  • CIK
    0001994252
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$42.62M
14 %

521,237

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$24.61M
8 %

66,359

SHYG
SHYG

ISHARES TR

0-5YR HI YL CP
$17.05M
6 %

400,892

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$13.56M
5 %

134,686

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$12.63M
4 %

73,122

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$8.02M
3 %

41,348

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$7.06M
2 %

118,823

FLOT
FLOT

ISHARES TR

FLTG RATE NT ETF
$7.03M
2 %

137,746

VCLT
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$5.96M
2 %

78,480

RSG
RSG

REPUBLIC SVCS INC

COM
$5.59M
2 %

23,099

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