Fund HoldingsFrazier Financial Advisors, LLC

Total Portfolio Value
$126.03M
Total Bought
$10.98M
Total Sold
$5.01M
Net Transaction
+$5.97M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ACCENTURE PLC IRELAND
SHS CLASS A
020,029+20,02906,0774.82%+6,077
VANGUARD SPECIALIZED FUNDS175,779182,148+6,36932,09933,25126.38%+1,152
APPLE INC(AAPL)012,679+12,67902,6712.12%+2,671
SPDR S&P 500 ETF TR(SPY)18,50918,598+899,68110,1218.03%+440
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
10,69022,914+12,2243086750.54%+367
AMAZON COM INC(AMZN)1,8032,716+9133255250.42%+200
QIAGEN NV(QGEN)04,087+4,08701680.13%+168
ISHARES INC
CORE MSCI EMKT
4,2867,199+2,9132213850.31%+164
MICROSOFT CORP(MSFT)3,6383,758+1201,5311,6791.33%+149
META PLATFORMS INC(META)1,7451,918+1738479670.77%+120
ISHARES TR1,5522,591+1,0391882950.23%+107
ALPHABET INC(GOOG)8601,269+4091312330.18%+102
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,6241,937+3133384380.35%+100
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
0699+6990860.07%+86
TESLA INC(TSLA)0759+75901500.12%+150
VANGUARD INDEX FDS0152+1520760.06%+76
ALPHABET INC(GOOG)1,4691,587+1182222890.23%+67
WISDOMTREE BITCOIN FD(BTCW)0997+9970630.05%+63
TEMA ETF TRUST01,750+1,7500580.05%+58
ISHARES TR0417+4170550.04%+55
TAIWAN SEMICONDUCTOR MFG LTD(TSM)816935+1191111630.13%+51
BERKSHIRE HATHAWAY INC DEL1,5301,706+1766446940.55%+51
NVIDIA CORPORATION(NVDA)2642,338+2,0742382890.23%+50
DOUGLAS EMMETT INC(DEI)03,711+3,7110490.04%+49
AES CORP(AES)02,683+2,6830470.04%+47
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
0980+9800640.05%+64
BROADCOM INC(AVGO)95105+101261690.13%+43
VANGUARD INDEX FDS0112+1120420.03%+42
NOVO-NORDISK A S(NVO)1,7381,856+1182232650.21%+42
QUALCOMM INC(QCOM)01,098+1,09802190.17%+219
JPMORGAN CHASE & CO(JPM)6,9977,116+1191,4011,4391.14%+38
GRAYSCALE BITCOIN TR BTC(GBTC)0700+7000370.03%+37
ASTRAZENECA PLC(AZN)01,236+1,2360960.08%+96
EMCOR GROUP INC(EME)84176+9229640.05%+35
SPDR SER TR
ST STR P500ETF
0517+5170330.03%+33
ELI LILLY & CO(LLY)565519-464394700.37%+30
NEXTERA ENERGY INC(NEE)5,2625,159-1033363650.29%+29
JOHNSON & JOHNSON(JNJ)01,013+1,01301480.12%+148
AURINIA PHARMACEUTICALS INC(AUPH)05,097+5,0970290.02%+29
APPLIED MATLS INC743760+171531790.14%+26
JD.COM INC(JD)01,000+1,0000260.02%+26
EBAY INC.(EBAY)0633+6330340.03%+34
WALMART INC(WMT)2,4382,529+911471710.14%+25
ADOBE INC(ADBE)0565+56503140.25%+314
ALIBABA GROUP HLDG LTD(BABA)0476+4760340.03%+34
LLOYDS BANKING GROUP PLC(LYG)011,596+11,5960320.03%+32
COCA COLA CONS INC(COKE)030+300330.03%+33
CROWDSTRIKE HLDGS INC(CRWD)060+600230.02%+23
MUELLER INDS INC(MLI)0453+4530260.02%+26
ORACLE CORP(ORCL)1,0201,060+401281500.12%+22
VANGUARD INDEX FDS0383+3830930.07%+93
BP PLC(BP)02,087+2,0870750.06%+75
NOVARTIS AG(NVS)0431+4310460.04%+46
HSBC HLDGS PLC(HSBC)0925+9250400.03%+40
UNITEDHEALTH GROUP INC(UNH)0642+64203270.26%+327
AMPLIFY ETF TR0300+3000190.02%+19
CELESTICA INC(CLS)0631+6310360.03%+36
SOLVENTUM CORP(SOLV)0357+3570190.01%+19
COLGATE PALMOLIVE CO(CL)1,7991,861+621621810.14%+19
TENET HEALTHCARE CORP(THC)0206+2060270.02%+27
LIBERTY ENERGY INC(LBRT)01,709+1,7090360.03%+36
FAIR ISAAC CORP(FICO)021+210310.02%+31
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
0174+1740170.01%+17
ALTRIA GROUP INC(MO)0765+7650350.03%+35
VALE S A02,139+2,1390240.02%+24
COSTCO WHSL CORP NEW(COST)048+480410.03%+41
HP INC(HPQ)0620+6200220.02%+22
ADTALEM GLOBAL ED INC(CVSA)0275+2750190.01%+19
RTX CORPORATION(RTX)0457+4570460.04%+46
OWENS CORNING NEW(OC)0153+1530270.02%+27
INNOVIVA INC(INVA)01,069+1,0690180.01%+18
TURKCELL ILETISIM HIZMETLERI(TKC)02,106+2,1060160.01%+16
WALGREENS BOOTS ALLIANCE INC01,200+1,2000150.01%+15
ISHARES TR0153+1530140.01%+14
SPROUTS FMRS MKT INC(SFM)0243+2430200.02%+20
ISHARES TR558561+32933070.24%+14
GENERAL ELECTRIC CO(GE)237347+11042550.04%+14
CONSOL ENERGY INC NEW0187+1870190.02%+19
COCA-COLA FEMSA SAB DE CV(KOF)0194+1940170.01%+17
LOCKHEED MARTIN CORP(LMT)034+340160.01%+16
PRIMO WATER CORPORATION0593+5930130.01%+13
VODAFONE GROUP PLC NEW(VOD)2,4913,947+1,45622350.03%+13
KLA CORP(KLAC)062+620510.04%+51
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0389+3890710.06%+71
APPLIED INDL TECHNOLOGIES IN(AIT)089+890170.01%+17
BHP GROUP LTD0857+8570490.04%+49
PULTE GROUP INC(PHM)284422+13834460.04%+12
SALESFORCE INC(CRM)441564+1231331450.12%+12
VANGUARD INDEX FDS091+910230.02%+23
FREEPORT-MCMORAN INC(FCX)0829+8290400.03%+40
MANULIFE FINL CORP(MFC)01,226+1,2260330.03%+33
NATWEST GROUP PLC(NWG)03,317+3,3170270.02%+27
CARLISLE COS INC(CSL)079+790320.03%+32
HOST HOTELS & RESORTS INC(HST)01,173+1,1730210.02%+21
FEDEX CORP(FDX)095+950280.02%+28
ISHARES TR0325+3250970.08%+97
GE VERNOVA LLC(GEV)060+600100.01%+10
MOTOROLA SOLUTIONS INC(MSI)0101+1010390.03%+39
CANADIAN NAT RES LTD(CNQ)0498+4980180.01%+18
NUVEEN MUN VALUE FD INC(NUV)01,121+1,1210100.01%+10
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