Holdings

Financial Advisory Partners, LLC

As of Jun 30, 2026, Financial Advisory Partners, LLC reported 41 positions worth US$126M. Largest: Broadcom Inc., Morgan Stanley and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Broadcom Inc.23,629US$8.93M−730Jun 30, 2026
Morgan Stanley32,640US$6.82M−774Jun 30, 2026
Apple Inc21,730US$6.29M−269Jun 30, 2026
Parker-hannifin Corporation6,368US$6.23M−83Jun 30, 2026
Alphabet Inc (google) Class C17,276US$6.17M−112Jun 30, 2026
Jp Morgan Chase & Co.18,233US$5.97M−210Jun 30, 2026
Walmart Inc.50,642US$5.74M−808Jun 30, 2026
Nextera Energy, Inc.56,741US$4.98M−640Jun 30, 2026
Johnson & Johnson19,155US$4.86M−13Jun 30, 2026
Republic Services, Inc.21,738US$4.63M−24Jun 30, 2026