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 101–150 of 192
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IQV | Iqvia HLDGS Inc Com | 2K | $100K–$500K | SH |
| WDC | Western Digital | 2K | $100K–$500K | SH |
| FITB | Fifth Third Bancorp | 8K | $100K–$500K | SH |
| GEV | GE Vernova LLC Wi When | 572 | $100K–$500K | SH |
| AXP | American Express Co | 991 | $100K–$500K | SH |
| INCY | Incyte Corp | 4K | $100K–$500K | SH |
| LMT | Lockheed Martin Corp | 748 | $100K–$500K | SH |
| MMM | 3M | 2K | $100K–$500K | SH |
| WMB | Williams Cos Inc Com | 6K | $100K–$500K | SH |
| AMAT | Applied Materials | 1K | $100K–$500K | SH |
| ABNB | Airbnb Inc Com CL A | 3K | $100K–$500K | SH |
| NEE | Nextera Energy Inc | 4K | $100K–$500K | SH |
| WFC | Wells Fargo Co New | 4K | $100K–$500K | SH |
| BLK | BlackRock Inc New | 323 | $100K–$500K | SH |
| CVX | Chevron Corp. | 2K | $100K–$500K | SH |
| ISRG | Intuitive Surgical | 600 | $100K–$500K | SH |
| VRSN | Verisign Inc | 1K | $100K–$500K | SH |
| CME | Cme Group Inc Com | 1K | $100K–$500K | SH |
| PM | Philip Morris | 2K | $100K–$500K | SH |
| ZM | Zoom Video | 4K | $100K–$500K | SH |
| TSM | Taiwan Semiconductor | 1K | $100K–$500K | SH |
| MEDP | Medpace HLDGS Inc | 558 | $100K–$500K | SH |
| GILD | Gilead Sciences Inc | 3K | $100K–$500K | SH |
| CMG | Chipotle Mexican | 8K | $100K–$500K | SH |
| UBER | Uber Technologies | 4K | $100K–$500K | SH |
| DIS | Walt Disney | 3K | $100K–$500K | SH |
| KO | Coca-Cola | 4K | $100K–$500K | SH |
| MCK | Mckesson Corp | 367 | $100K–$500K | SH |
| MKTX | Marketaxess Holdings | 2K | $100K–$500K | SH |
| LNG | Cheniere Energy Inc | 1K | $100K–$500K | SH |
| NEM | Newmont Corp Com | 3K | $100K–$500K | SH |
| DKNG | Draftkings Inc New | 8K | $100K–$500K | SH |
| IBM | IBM | 947 | $100K–$500K | SH |
| ROST | Ross Stores Inc | 2K | $100K–$500K | SH |
| JBHT | Hunt J.B. Transport | 1K | $100K–$500K | SH |
| T | AT&T | 11K | $100K–$500K | SH |
| IJH | iShares Core S&P Mid-Cap ETF | 4K | $100K–$500K | SH |
| USB | US Bancorp | 5K | $100K–$500K | SH |
| ADI | Analog Devices Inc | 986 | $100K–$500K | SH |
| IXUS | iShares Core MSCI Total International Stock ETF | 3K | $100K–$500K | SH |
| COIN | Coinbase Global Inc | 1K | $100K–$500K | SH |
| LVS | Las Vegas Sands Corp | 4K | $100K–$500K | SH |
| AXS | Axis Cap HLDGS LTD | 2K | $100K–$500K | SH |
| NTRA | Natera Inc Com | 1K | $100K–$500K | SH |
| QCOM | Qualcomm Inc | 2K | $100K–$500K | SH |
| MCD | McDonalds | 833 | $100K–$500K | SH |
| SLYV | SPDR S&P 600 Small Cap Value ETF | 3K | $100K–$500K | SH |
| LOW | Lowes Companies Inc | 1K | $100K–$500K | SH |
| AME | Ametek Inc Com | 1K | $100K–$500K | SH |
| GD | General Dynamics | 743 | $100K–$500K | SH |