Financial Advisors, LLC

ANDOVER, MA · CIK 1766909 · 13F filing filed 2025-11-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAndover, MA

$564.3m reported value +5.1% vs Q2 2025

80positions

87.4%in top 10

4 new 21 added 12 reduced 2 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR MSCI USA MIN VOL USMV	USMV	1,086,372	$103.4m18.32%	18.32%	Reduced -13.1k	-13,115 -1.2%
2	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	2,940,881	$93.8m16.63%	16.63%	Reduced -104.3k	-104,337 -3.4%
3	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	2,611,407	$76.0m13.47%	13.47%	Reduced -42.3k	-42,279 -1.6%
4	ISHARES TR MSCI ACWI EXUS HAWX	HAWX	1,692,450	$64.0m11.34%	11.34%	Reduced -39.4k	-39,399 -2.3%
5	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	324,192	$63.1m11.17%	11.17%	Reduced -10.9k	-10,900 -3.2%
6	ISHARES TR CORE S&P SCP ETF IJR	IJR	527,503	$62.7m11.11%	11.11%	Added +3.6k	+3,614 0.7%
7	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	56,392	$8.2m1.45%	1.45%	Added +314	+314 0.6%
8	ISHARES TR RUS 1000 GRW ETF IWF	IWF	16,915	$7.9m1.40%	1.40%	Added +1	+1 0.0%
9	MICROSOFT CORP COM MSFT	MSFT	14,999	$7.8m1.38%	1.38%	Added +91	+91 0.6%
10	APPLE INC COM AAPL	AAPL	25,976	$6.6m1.17%	1.17%	Added +630	+630 2.5%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	22,935	$5.6m0.99%	0.99%	Unchanged
12	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	200,995	$5.3m0.94%	0.94%	Reduced -20.9k	-20,929 -9.4%
13	JPMORGAN CHASE & CO COM JPM	JPM	11,467	$3.6m0.64%	0.64%	Reduced -670	-670 -5.5%
14	ISHARES TR ESG MSCI USA ETF USXF	USXF	59,527	$3.4m0.60%	0.60%	Added +13	+13 0.0%
15	ISHARES TR HDG MSCI EAFE HEFA	HEFA	74,218	$2.9m0.52%	0.52%	Unchanged
16	ISHARES TR ESG AWARE MSCI ESML	ESML	63,112	$2.8m0.50%	0.50%	Reduced -925	-925 -1.4%
17	EXXON MOBIL CORP COM XOM	XOM	20,905	$2.4m0.42%	0.42%	Added +265	+265 1.3%
18	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	24,103	$2.2m0.40%	0.40%	Added +1.1k	+1,105 4.8%
19	AMAZON COM INC COM AMZN	AMZN	9,828	$2.2m0.38%	0.38%	Unchanged
20	ISHARES TR CORE S&P500 ETF IVV	IVV	2,771	$1.9m0.33%	0.33%	Unchanged
21	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,043	$1.8m0.32%	0.32%	Added +1.0k	+1,000 49.0%
22	ISHARES TR RUSSELL 2000 ETF IWM	IWM	7,341	$1.8m0.31%	0.31%	Unchanged
23	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	62,857	$1.8m0.31%	0.31%	Added +24	+24 0.0%
24	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	14,303	$1.7m0.30%	0.30%	Unchanged
25	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,623	$1.6m0.29%	0.29%	Unchanged
26	HOME DEPOT INC COM HD	HD	3,837	$1.6m0.28%	0.28%	Unchanged
27	ISHARES TR RUS 1000 VAL ETF IWD	IWD	6,537	$1.3m0.24%	0.24%	Unchanged
28	JOHNSON & JOHNSON COM JNJ	JNJ	7,080	$1.3m0.23%	0.23%	Unchanged
29	ISHARES TR ESG EAFE ETF DMXF	DMXF	13,395	$1.0m0.18%	0.18%	Unchanged
30	ABBVIE INC COM ABBV	ABBV	4,158	$962.6k0.17%	0.17%	Reduced -142	-142 -3.3%
31	RTX CORPORATION COM RTX	RTX	5,602	$937.4k0.17%	0.17%	Unchanged
32	PROCTER AND GAMBLE CO COM PG	PG	5,977	$918.4k0.16%	0.16%	Unchanged
33	MORGAN STANLEY COM NEW MS	MS	5,706	$907.1k0.16%	0.16%	Unchanged
34	LAM RESEARCH CORP COM NEW LRCX	LRCX	6,662	$892.0k0.16%	0.16%	Added +162	+162 2.5%
35	VERIZON COMMUNICATIONS INC COM VZ	VZ	18,900	$830.7k0.15%	0.15%	Reduced -270	-270 -1.4%
36	NVIDIA CORPORATION COM NVDA	NVDA	4,427	$826.0k0.15%	0.15%	Added +1.7k	+1,693 61.9%
37	ISHARES TR ESG MSCI USA MIN ESMV	ESMV	25,773	$751.4k0.13%	0.13%	Unchanged
38	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,175	$719.3k0.13%	0.13%	Added +16	+16 1.4%
39	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,423	$715.4k0.13%	0.13%	Added +100	+100 7.6%
40	AMERICAN CENTY ETF TR AVANTIS RESPON U AVSU	AVSU	9,600	$706.2k0.13%	0.13%	Unchanged
41	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,241	$632.3k0.11%	0.11%	Reduced -166	-166 -6.9%
42	STRYKER CORPORATION COM SYK	SYK	1,700	$628.4k0.11%	0.11%	Unchanged
43	PARKER-HANNIFIN CORP COM PH	PH	818	$620.2k0.11%	0.11%	Unchanged
44	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	2,046	$600.5k0.11%	0.11%	Unchanged
45	ISHARES TR MSCI ACWI EX US ACWX	ACWX	8,810	$572.7k0.10%	0.10%	Unchanged
46	LOWES COS INC COM LOW	LOW	2,220	$557.9k0.10%	0.10%	Unchanged
47	UNION PAC CORP COM UNP	UNP	2,287	$540.6k0.10%	0.10%	Unchanged
48	BROADCOM INC COM AVGO	AVGO	1,590	$524.6k0.09%	0.09%	Unchanged
49	ABBOTT LABS COM ABT	ABT	3,896	$521.8k0.09%	0.09%	Unchanged
50	CATERPILLAR INC COM CAT	CAT	1,090	$520.1k0.09%	0.09%	Unchanged
51	MCDONALDS CORP COM MCD	MCD	1,698	$516.1k0.09%	0.09%	Added +1	+1 0.1%
52	GE AEROSPACE COM NEW GE	GE	1,613	$485.4k0.09%	0.09%	Unchanged
53	AMERICAN EXPRESS CO COM AXP	AXP	1,440	$478.3k0.08%	0.08%	Unchanged
54	AT&T INC COM T	T	16,480	$465.4k0.08%	0.08%	Reduced -402	-402 -2.4%
55	VANGUARD WORLD FD INF TECH ETF VGT	VGT	610	$455.4k0.08%	0.08%	Added +10	+10 1.7%
56	CISCO SYS INC COM CSCO	CSCO	6,596	$451.3k0.08%	0.08%	Added +2	+2 0.0%
57	BANK AMERICA CORP COM BAC	BAC	8,061	$415.9k0.07%	0.07%	Unchanged
58	TESLA INC COM TSLA	TSLA	873	$388.2k0.07%	0.07%	Added +22	+22 2.6%
59	SOUTHERN CO COM SO	SO	3,977	$376.9k0.07%	0.07%	Added +32	+32 0.8%
60	WALMART INC COM WMT	WMT	3,470	$357.7k0.06%	0.06%	Unchanged
61	CHEVRON CORP NEW COM CVX	CVX	2,241	$348.1k0.06%	0.06%	Unchanged
62	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	3,120	$344.7k0.06%	0.06%	Unchanged
63	COLGATE PALMOLIVE CO COM CL	CL	4,225	$337.7k0.06%	0.06%	Unchanged
64	STATE STR CORP COM STT	STT	2,820	$327.1k0.06%	0.06%	Unchanged
65	AMGEN INC COM AMGN	AMGN	1,105	$311.9k0.06%	0.06%	Unchanged
66	ANALOG DEVICES INC COM ADI	ADI	1,255	$308.4k0.05%	0.05%	Unchanged
67	CHUBB LIMITED COM CB	CB	1,020	$287.9k0.05%	0.05%	Unchanged
68	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	10,170	$277.6k0.05%	0.05%	Added +368	+368 3.8%
69	INTEL CORP COM INTC	INTC	8,105	$271.9k0.05%	0.05%	New
70	PEPSICO INC COM PEP	PEP	1,874	$263.2k0.05%	0.05%	Unchanged
71	COCA COLA CO COM KO	KO	3,901	$258.7k0.05%	0.05%	Added +1	+1 0.0%
72	EASTGROUP PPTYS INC COM EGP	EGP	1,473	$249.3k0.04%	0.04%	Unchanged
73	ISHARES TR EXPANDED TECH IGV	IGV	2,125	$244.4k0.04%	0.04%	Unchanged
74	CYBERARK SOFTWARE LTD SHS CYBR	CYBR	500	$241.6k0.04%	0.04%	Unchanged
75	ISHARES TR ISHARES BIOTECH IBB	IBB	1,667	$240.7k0.04%	0.04%	Unchanged
76	DISNEY WALT CO COM DIS	DIS	2,060	$235.9k0.04%	0.04%	Unchanged
77	GOLDMAN SACHS GROUP INC COM GS	GS	270	$214.7k0.04%	0.04%	New
78	SHERWIN WILLIAMS CO COM SHW	SHW	600	$207.8k0.04%	0.04%	Unchanged
79	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,465	$206.5k0.04%	0.04%	New
80	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	427	$204.8k0.04%	0.04%	New

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
CSX CORP CSX	CSX	11,289	$368.4k11.3k shares
INNOVATIVE SOLUTIONS & SUPPO IA	IA	10,000	$138.8k10.0k shares