CIK 1862427
Fi3 FINANCIAL ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
192
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GM | General MTRS Co Com | 8K | $500K+ | SH |
| FMB | First Trust Managed Municipal ETF | 11K | $500K+ | SH |
| ORCL | Oracle Corp | 3K | $500K+ | SH |
| COST | Costco Wholesale | 660 | $500K+ | SH |
| VRT | Vertiv Holdings Co | 3K | $500K+ | SH |
| INTC | Intel | 15K | $500K+ | SH |
| MA | Mastercard | 975 | $500K+ | SH |
| NOW | Servicenow Inc Com | 4K | $500K+ | SH |
| BMY | Bristol-Myers Squibb | 10K | $500K+ | SH |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | 11K | $500K+ | SH |
| ACN | Accenture PLC | 2K | $500K+ | SH |
| TEAM | Atlassian | 3K | $500K+ | SH |
| CNC | Centene Corp | 13K | $500K+ | SH |
| CB | Chubb Limited Com | 2K | $500K+ | SH |
| TJX | TJX Companies Inc | 3K | $500K+ | SH |
| IEMG | iShares Core MSCI Emerging Markets ETF | 8K | $500K+ | SH |
| BKNG | Booking Holdings Inc | 97 | $500K+ | SH |
| MDT | Medtronic PLC | 5K | $500K+ | SH |
| SCHW | Schwab Charles Corp | 5K | $500K+ | SH |
| PNC | PNC Financial | 2K | $500K+ | SH |
| PCG | PG&E Corp Com NPV | 32K | $500K+ | SH |
| ANET | Arista Networks Inc | 4K | $500K+ | SH |
| CRM | Salesforce | 2K | $100K–$500K | SH |
| SLV | iShares Silver Trust | 8K | $100K–$500K | SH |
| VT | Vanguard Total World Stock ETF | 3K | $100K–$500K | SH |
| FIX | Comfort Systems USA | 504 | $100K–$500K | SH |
| MS | Morgan Stanley Com | 3K | $100K–$500K | SH |
| COF | Capital One | 2K | $100K–$500K | SH |
| EXPE | Expedia Group Inc | 2K | $100K–$500K | SH |
| CSCO | Cisco Systems | 6K | $100K–$500K | SH |
| RTX | RTX Corporation Com | 2K | $100K–$500K | SH |
| HD | Home Depot | 1K | $100K–$500K | SH |
| BA | Boeing Co | 2K | $100K–$500K | SH |
| RBLX | Roblox Corp CL A | 6K | $100K–$500K | SH |
| FDX | Fedex Corp Com | 2K | $100K–$500K | SH |
| ABBV | Abbvie Inc Com | 2K | $100K–$500K | SH |
| APH | Amphenol Corp Class | 3K | $100K–$500K | SH |
| FCX | Freeport-Mcmoran Inc | 8K | $100K–$500K | SH |
| SNOW | Snowflake Inc CL A | 2K | $100K–$500K | SH |
| ABT | Abbott Laboratories | 3K | $100K–$500K | SH |
| DAL | Delta Air Lines Inc | 6K | $100K–$500K | SH |
| EIX | Edison International | 7K | $100K–$500K | SH |
| LRCX | Lam Research Corp | 2K | $100K–$500K | SH |
| DHR | Danaher Corporation | 2K | $100K–$500K | SH |
| AMD | Advanced Micro | 2K | $100K–$500K | SH |
| MINT | PIMCO Enhanced Short Maturity Active ETF | 4K | $100K–$500K | SH |
| UNH | UnitedHealth Group | 1K | $100K–$500K | SH |
| SCHV | Schwab US Large Cap Value ETF | 13K | $100K–$500K | SH |
| ILMN | Illumina Inc Com | 3K | $100K–$500K | SH |
| HYG | iShares TR iBoxx Hi (YD Etf) | 5K | $100K–$500K | SH |