Financial & Tax Architects, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$398.4M
Holdings
101
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $20.8M |
BCIABRDN ETFS | $20.0M |
EFAISHARES TR | $18.6M |
IEFISHARES TR | $18.4M |
USRTISHARES TR | $17.8M |
AGGISHARES TR | $15.2M |
FBNDFIDELITY MERRIMACK STR TR | $13.3M |
NOBLPROSHARES TR | $13.1M |
VCSHVANGUARD SCOTTSDALE FDS | $10.2M |
MDYSPDR S&P MIDCAP 400 ETF TR | $9.9M |
CWBSPDR SER TR | $9.2M |
ABBVABBVIE INC | $7.7M |
IBMINTERNATIONAL BUSINESS MACHS | $7.6M |
ABTABBOTT LABS | $7.5M |
KOCOCA COLA CO | $7.4M |
MCDMCDONALDS CORP | $7.3M |
CVXCHEVRON CORP NEW | $7.2M |
SPGIS&P GLOBAL INC | $7.1M |
ADPAUTOMATIC DATA PROCESSING IN | $7.1M |
JNJJOHNSON & JOHNSON | $7.1M |
XOMEXXON MOBIL CORP | $7.1M |
WMTWALMART INC | $7.1M |
MDTMEDTRONIC PLC | $6.9M |
PGPROCTER AND GAMBLE CO | $6.7M |
SHWSHERWIN WILLIAMS CO | $6.6M |
TIPISHARES TR | $6.5M |
LOWLOWES COS INC | $6.4M |
NEENEXTERA ENERGY INC | $6.4M |
PEPPEPSICO INC | $6.3M |
CITCINTAS CORP | $6.2M |
ITWILLINOIS TOOL WKS INC | $6.2M |
ECLECOLAB INC | $5.6M |
JNKSPDR SER TR | $4.9M |
NVDANVIDIA CORPORATION | $3.9M |
HYGISHARES TR | $3.7M |
USHYISHARES TR | $3.5M |
HYSPIMCO ETF TR | $3.4M |
SPTISPDR SER TR | $3.4M |
GBILGOLDMAN SACHS ETF TR | $3.1M |
IAU*ISHARES GOLD TR | $3.1M |
AAPLAPPLE INC | $3.0M |
VNQVANGUARD INDEX FDS | $2.6M |
BILSPDR SER TR | $2.5M |
SCHRSCHWAB STRATEGIC TR | $2.4M |
TLHISHARES TR | $2.3M |
VTIVANGUARD INDEX FDS | $2.3M |
FTSDFRANKLIN ETF TR | $2.1M |
MSFTMICROSOFT CORP | $2.1M |
VLUEISHARES TR | $2.0M |
SGOLETFS GOLD TR | $1.5M |
AMZNAMAZON COM INC | $1.5M |
COSTCOSTCO WHSL CORP NEW | $1.5M |
NFLXNETFLIX INC | $1.5M |
METAMETA PLATFORMS INC | $1.5M |
GOOGALPHABET INC | $1.3M |
ASMLASML HOLDING N V | $1.3M |
AVGOBROADCOM INC | $1.2M |
SPLVINVESCO EXCH TRADED FD TR II | $1.1M |
XLUSELECT SECTOR SPDR TR | $966K |
SPABSPDR SER TR | $887K |
XLFSELECT SECTOR SPDR TR | $864K |
XLESELECT SECTOR SPDR TR | $857K |
XLFISELECT SECTOR SPDR TR | $854K |
IYRISHARES TR | $830K |
XLISELECT SECTOR SPDR TR | $828K |
GQ9SPDR GOLD TR | $803K |
VOXVANGUARD WORLD FD | $799K |
XLVSELECT SECTOR SPDR TR | $798K |
XLKSELECT SECTOR SPDR TR | $780K |
XLYSELECT SECTOR SPDR TR | $776K |
EWSISHARES INC | $763K |
IVVISHARES TR | $753K |
BMTABRITISH AMERN TOB PLC | $714K |
CBCHUBB LIMITED | $706K |
SNYSANOFI | $696K |
SAPSAP SE | $685K |
LINLINDE PLC | $680K |
ULUNILEVER PLC | $675K |
NVSNNOVARTIS AG | $672K |
VTWOVANGUARD SCOTTSDALE FDS | $668K |
AMCRAMCOR PLC | $617K |
PNRPENTAIR PLC | $590K |
INFYINFOSYS LTD | $570K |
VEAVANGUARD TAX-MANAGED FDS | $529K |
AQLTISHARES TR | $524K |
CATCATERPILLAR INC | $483K |
EWMISHARES INC | $460K |
GSYINVESCO ACTIVELY MANAGED EXC | $457K |
UNHUNITEDHEALTH GROUP INC | $455K |
VBVANGUARD INDEX FDS | $442K |
CLCOLGATE PALMOLIVE CO | $358K |
BSVVANGUARD BD INDEX FDS | $357K |
NDQINVESCO QQQ TR | $348K |
BACBANK AMERICA CORP | $343K |
OUNZVANECK MERK GOLD ETF | $343K |
VDEVANGUARD WORLD FD | $300K |
KXIISHARES TR | $245K |
MAMASTERCARD INCORPORATED | $239K |
VOVANGUARD INDEX FDS | $238K |
TAT&T INC | $205K |
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