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Showing Q2 2025 data
First Horizon Advisors, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
First Horizon Advisors, Inc.
•CIK: 1588539•Filing: Q2 2025
**First Horizon Advisors, Inc.** manages $3.8B across a diversified portfolio of 2,316 positions. The firm maintains significant exposure to major indices and technology leaders, evidenced by top holdings including SPY at $132.2M and IVV at $114.6M. Key allocations also feature technology giants like MSFT ($78.4M) and AVGO ($68.9M), alongside financial and infrastructure plays such as JPM ($71.4M) and CSCO ($56.8M). This concentration suggests a strategy focused on established market leaders and broad market beta exposure.
Total AUM
$3.8B
QoQ Performance
+8.4%
Positions
2,309
Top 10 Concentration
21.1%
Latest Filing
Q2 2025
Top Holdings Allocation
SPY3.4%
IVV3.0%
MSFT2.0%
JPM1.9%
AVGO1.8%
AAPL1.7%
IJH1.5%
CSCO1.5%
📈 Biggest Buys
BRK/A
BERKSHIRE HATHAWAY INC CLASS A
+550.0%
0.2% of portfolio
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
+5604.8%
0.2% of portfolio
DGRO
ISHARES TRUST CORE DIVID GWTH
+51.8%
0.5% of portfolio
THRO
ISHARES US THEMATIC ROTATION ACTIVE ETF
+811.7%
0.1% of portfolio
EFV
ISHARES TR EAFE VALUE ETF
+44.0%
0.4% of portfolio
📉 Biggest Sells
Sector Breakdown
Other53.0%
Technology14.7%
ETF7.2%
Consumer5.5%
Healthcare5.5%
Financial5.1%
Utilities2.7%
Industrial2.2%
🚪 Exited Positionssold since Q1 2025
+2100 more exited positions
Changes from Q1 2025
↑121 increased
↓76 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023