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First Horizon Advisors 13F Portfolio

Portfolio Manager
First Horizon Advisors, Inc.
Performance
+2.66% (2025 Q2)
AUM (13F)
$2.02B
# of Holdings
1902
Performance Rank
Allocation (Top 20)
31.17%
Latest filing
Q2 2025

First Horizon Advisors, Inc. Holdings Map

Top 50 First Horizon Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TRUST
3.44%214.0K$132.2Mโ€”โ€”โ€”2025-06-30
IVV
ISHARES CORE S&P 500 ETF
2.98%184.5K$114.6Mโ€”โ€”โ€”2025-06-30
MSFT
MICROSOFT CORP
2.04%157.6K$78.4Mโ€”โ€”โ€”2025-06-30
JPM
JP MORGAN CHASE & CO
1.85%246.1K$71.4Mโ€”โ€”โ€”2025-06-30
AVGO
BROADCOM INC
1.79%250.0K$68.9Mโ€”โ€”โ€”2025-06-30
AAPL
APPLE INC
1.68%316.0K$64.8Mโ€”โ€”โ€”2025-06-30
IJH
ISHARES CORE S&P MID-CAP ETF
1.53%951.5K$59.0Mโ€”โ€”โ€”2025-06-30
CSCO
CISCO SYSTEMS INC
1.48%818.5K$56.8Mโ€”โ€”โ€”2025-06-30
IBM
INTERNATIONAL BUSINESS MACHINE
1.44%188.2K$55.5Mโ€”โ€”โ€”2025-06-30
EFA
ISHARES MSCI EAFE ETF
1.41%606.6K$54.2Mโ€”โ€”โ€”2025-06-30

About First Horizon Advisors, Inc.โ€™s portfolio

First Horizon Advisors, Inc. reports $2.02B in US-listed equity holdings across 1,902 positions in its most recent 13F filing. Its largest disclosed positions are SPY (3.4%), IVV (3.0%) and MSFT (2.0%). The top 20 holdings account for 31.17% of reported assets. Its disclosed equity book has returned +54.47% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.

Portfolio concentration

Portfolio concentration
SPY โ€” 6.2% ($132.21M)IVV โ€” 5.4% ($114.57M)MSFT โ€” 3.7% ($78.39M)JPM โ€” 3.3% ($71.36M)AVGO โ€” 3.2% ($68.91M)AAPL โ€” 3.0% ($64.82M)IJH โ€” 2.8% ($59.01M)CSCO โ€” 2.7% ($56.79M)IBM โ€” 2.6% ($55.46M)EFA โ€” 2.5% ($54.22M)Other โ€” 64.7% ($1.38B)
35%in top 10
  • SPY6.2%
  • IVV5.4%
  • MSFT3.7%
  • JPM3.3%
  • AVGO3.2%
  • AAPL3.0%
  • IJH2.8%
  • CSCO2.7%
  • IBM2.6%
  • EFA2.5%
  • Other64.7%

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Source filings

Holdings on this page are parsed from First Horizon Advisors, Inc.โ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1588539). View First Horizon Advisors, Inc.โ€™s 13F filings on SEC

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