Fund HoldingsFrazier Financial Advisors, LLC

Total Portfolio Value
$121.89M
Total Bought
$11.68M
Total Sold
$7.72M
Net Transaction
+$3.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD SPECIALIZED FUNDS170,736175,779+5,04329,09332,09926.33%+3,006
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
029,470+29,47007960.65%+796
SPDR S&P 500 ETF TR(SPY)18,72418,509-2158,9009,6817.94%+781
STERIS PLC(STE)03,093+3,09306950.57%+695
BATH & BODY WORKS INC37,49739,437+1,9401,6181,9731.62%+354
ABBVIE INC(ABBV)18,06117,017-1,0442,7993,0992.54%+300
VANGUARD INDEX FDS17,22817,388+1603,6753,9753.26%+299
WISDOMTREE TR(WT)95,73895,231-5074,3744,6443.81%+270
META PLATFORMS INC(META)1,7051,745+406048470.70%+244
WORTHINGTON STL INC(WS)06,641+6,64102380.20%+238
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
010,690+10,69003080.25%+308
WISDOMTREE TR(WT)136,148134,710-1,4384,3814,6073.78%+226
ELI LILLY & CO(LLY)410565+1552394390.36%+200
JPMORGAN CHASE & CO(JPM)7,1016,997-1041,2081,4011.15%+194
QIAGEN NV(QGEN)04,087+4,08701760.14%+176
AMAZON COM INC(AMZN)1,0051,803+7981533250.27%+173
ISHARES TR03,318+3,31801700.14%+170
BERKSHIRE HATHAWAY INC DEL1,3321,530+1984756440.53%+168
NEXTERA ENERGY INC(NEE)2,8805,262+2,3821753360.28%+161
MICROSOFT CORP(MSFT)3,7413,638-1031,4071,5311.26%+124
NVIDIA CORPORATION(NVDA)240264+241192380.20%+120
ANYWHERE REAL ESTATE INC023,400+23,40001450.12%+145
SALESFORCE INC(CRM)0441+44101330.11%+133
ISHARES INC
CORE MSCI EMKT
2,1984,286+2,0881112210.18%+110
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
02,308+2,30801050.09%+105
PROCTER AND GAMBLE CO(PG)3,9704,197+2275826810.56%+99
FORTINET INC(FTNT)02,125+2,12501450.12%+145
ISHARES TR8791,552+6731021880.15%+86
EXXON MOBIL CORP1,4711,979+5081472300.19%+83
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3341,624+2902573380.28%+81
WISDOMTREE TR(WT)124,277124,763+4863,9984,0773.35%+79
GOLDMAN SACHS ETF TR44,48445,721+1,2372,2252,3021.89%+78
EXACT SCIENCES CORP(EXK)01,325+1,3250920.08%+92
NOVO-NORDISK A S(NVO)1,5231,738+2151582230.18%+66
ISHARES TR0590+5900640.05%+64
TEMA ETF TRUST01,750+1,7500600.05%+60
ISHARES TR01,104+1,10401270.10%+127
SCHWAB STRATEGIC TR01,431+1,4310890.07%+89
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0816+81601110.09%+111
WISDOMTREE TR(WT)8,3958,398+35576060.50%+49
CHEVRON CORP NEW(CVX)8121,073+2611211690.14%+48
CATERPILLAR INC(CAT)477495+181411810.15%+40
FISERV INC(FISV)1,3791,398+191832230.18%+40
SMITH & NEPHEW PLC(SNN)01,864+1,8640470.04%+47
ISHARES TR533558+252542930.24%+39
ALPHABET INC(GOOG)1,3251,469+1441852220.18%+37
UNION PAC CORP(UNP)507655+1481251610.13%+37
STRYKER CORPORATION(SYK)491513+221471840.15%+37
APPLIED MATLS INC721743+221171530.13%+36
BROADCOM INC(AVGO)8195+14911260.10%+36
ARES CAPITAL CORP(ARCC)01,700+1,7000350.03%+35
SAP SE(SAP)0367+3670720.06%+72
ASML HOLDING N V
N Y REGISTRY SHS
0110+11001070.09%+107
UBER TECHNOLOGIES INC(UBER)1,7951,838+431111420.12%+31
AMERICAN ELEC PWR CO INC0650+6500560.05%+56
MERCK & CO INC(MRK)0728+7280960.08%+96
GENERAL ELECTRIC CO(GE)0237+2370420.03%+42
DISNEY WALT CO(DIS)936923-13851130.09%+28
PEPSICO INC(PEP)0281+2810490.04%+49
ALPHABET INC(GOOG)742860+1181051310.11%+26
ORACLE CORP(ORCL)9701,020+501021280.11%+26
WALMART INC(WMT)7732,438+1,6651221470.12%+25
HUNTINGTON INGALLS INDS INC(HII)0130+1300380.03%+38
BANCO BILBAO VIZCAYA ARGENTA(BBVA)02,216+2,2160260.02%+26
ALLSTATE CORP(ALL)0390+3900670.06%+67
COCA COLA CO(KO)0870+8700530.04%+53
INTERNATIONAL BUSINESS MACHS(IBM)699712+131141360.11%+22
MR COOPER GROUP INC0264+2640210.02%+21
HONDA MOTOR LTD(HMC)0548+5480200.02%+20
COLGATE PALMOLIVE CO(CL)1,7791,799+201421620.13%+20
WORTHINGTON ENTERPRISES INC(WOR)6,9476,746-2014004200.34%+20
AMERICAN INTL GROUP INC0515+5150400.03%+40
MASTERCARD INCORPORATED(MA)0176+1760850.07%+85
VODAFONE GROUP PLC NEW(VOD)02,491+2,4910220.02%+22
PHILIP MORRIS INTL INC(PM)0461+4610420.03%+42
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,220+1,2200510.04%+51
HEICO CORP NEW0120+1200180.02%+18
BRITISH AMERN TOB PLC(BTI)0917+9170280.02%+28
WELLS FARGO CO NEW(WFC)01,544+1,5440890.07%+89
EMCOR GROUP INC(EME)084+840290.02%+29
EDWARDS LIFESCIENCES CORP1,4301,315-1151091260.10%+17
SELECT SECTOR SPDR TR
ST STR INDL ETF
0131+1310170.01%+17
RED ROCK RESORTS INC(RRR)0274+2740160.01%+16
VISA INC(V)345380+35901060.09%+16
MARATHON PETE CORP(MPC)0125+1250250.02%+25
BANK AMERICA CORP0864+8640330.03%+33
WESCO INTL INC(WCC)091+910160.01%+16
OREILLY AUTOMOTIVE INC(ORLY)086+860970.08%+97
PULTE GROUP INC(PHM)0284+2840340.03%+34
LINDE PLC(LIN)0185+1850860.07%+86
INTERDIGITAL INC(IDCC)0170+1700180.01%+18
ANALOG DEVICES INC(ADI)097+970190.02%+19
DOLLAR GEN CORP NEW(DG)0181+1810280.02%+28
DR REDDYS LABS LTD(RDY)0226+2260170.01%+17
SEMPRA(SRE)0538+5380390.03%+39
ISHARES TR491538+47991130.09%+15
LOWES COS INC(LOW)0281+2810720.06%+72
WISDOMTREE TR(WT)5,8505,85002883030.25%+14
CIMPRESS PLC(CMPR)0162+1620140.01%+14
VANGUARD WHITEHALL FDS1,3951,403+81561700.14%+14
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