First Horizon Advisors, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), First Horizon Advisors, Inc. reported 2,278 stock positions worth $3.6 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 3.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.4%) and Apple (AAPL, 2.4%). Compared with Q3 2024, it opened 113 new positions, sold out of 159, added to 705 and reduced 865. The biggest buy was Broadcom (AVGO, shares +3%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −43%).

Most Recent 13F
Q2 2025
Location
MEMPHIS, TN
CIK
0001588539
Portfolio Value
$3.6B (Q4 2024)
SEC Filing
0001588539-25-000001 ↗ filed Feb 3, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $3.2B Q1 2024 Q2 2024: $3.3B Q2 2024 Q3 2024: $3.6B Q3 2024 Q4 2024: $3.6B $3.6B Q4 2024 Q1 2025: $3.6B Q1 2025 Q2 2025: $3.8B Q2 2025

Holdings 2,278 stocks · $3.6B
SPY SS SPDR S&P 500 ETF Trust-US 3.72% 226,859 $133.0M Add +9.6%
IVV iShares Core S&P 500 ETF 3.41% 206,891 $121.8M Reduce -2.7%
AAPL Apple Inc. 2.36% 336,236 $84.2M Reduce -0.6%
MSFT Microsoft Corp. 1.91% 161,559 $68.1M Add +0.3%
IJH iShares Core S&P Midcap ETF 1.73% 992,224 $61.8M Add +1.0%
AVGO Broadcom Inc. 1.67% 257,685 $59.7M Add +3.3%
JPM JPMorgan Chase & Co. 1.59% 236,808 $56.8M Reduce -1.0%
AGG iShares Core U.S. Aggregate 1.46% 539,394 $52.3M Add +8.0%
CSCO Cisco Systems Inc. 1.39% 841,107 $49.8M Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 1.35% 117,097 $48.1M Add +0.0%
EFA iShares MSCI Eafe ETF 1.31% 619,031 $46.8M Add +0.6%
IWF iShares Russell 1000 Growth 1.30% 115,511 $46.4M Reduce -2.2%
HD Home Depot Inc. 1.27% 116,491 $45.3M Add +1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.21% 197,078 $43.3M Add +0.7%
WMT Walmart Inc. 1.16% 456,433 $41.2M Reduce -3.1%
PG The Procter & Gamble Co. 1.15% 245,464 $41.2M Add +1.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.07% 496,515 $38.1M Reduce -0.6%
MCD McDonald's Corp. 1.04% 128,350 $37.2M Add +2.6%
IWD iShares Russell 1000 Value E 1.03% 199,496 $36.9M Add +1.1%
JNJ Johnson & Johnson 1.03% 253,067 $36.6M Reduce -2.4%
VEU Vanguard Ftse All-World Ex-U 1.02% 633,779 $36.4M Add +0.3%
AMZN Amazon.com Inc. 1.00% 163,066 $35.8M Add +0.4%
TRV The Travelers Cos Inc. 0.98% 145,177 $35.0M Add +1.4%
VZ Verizon Communications Inc. 0.96% 855,048 $34.2M Add +0.0%
LMT Lockheed Martin Corp. 0.94% 69,333 $33.7M Add +3.2%
PEG Public Service Enterprise GP 0.94% 396,400 $33.5M Add +0.4%
MET Metlife Inc. 0.93% 403,492 $33.0M Add +1.3%
XOM Exxon Mobil Corp. 0.92% 303,662 $32.7M Add +3.5%
ABBV Abbvie Inc. 0.89% 178,469 $31.7M Add +2.5%
GOOG Alphabet Inc. Class C 0.86% 161,748 $30.8M Reduce -1.5%
XLK SS Technology Select Sector 0.82% 126,214 $29.3M Reduce -0.8%
IWM iShares Russell 2000 ETF 0.82% 132,701 $29.3M Add +1.6%
RSP Invesco S&P 500 Equal Weight 0.78% 158,315 $27.7M Reduce -3.0%
GILD Gilead Sciences Inc. 0.75% 291,278 $26.9M Add +6.0%
SO The Southern Co. 0.74% 322,067 $26.5M Add +2.4%
IVW iShares S&P 500 Growth ETF 0.74% 260,285 $26.4M Add +0.8%
PM Philip Morris International 0.73% 217,583 $26.2M Add +1.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.73% 215,693 $26.1M Add +0.8%
GOOGL Alphabet Inc. Class A 0.73% 136,783 $25.9M Add +0.3%
EMR Emerson Electric Co. 0.72% 206,748 $25.6M Add +1.3%
GRMN Garmin Ltd. 0.71% 122,659 $25.3M Reduce -1.4%
MUB iShares National Muni Bond E 0.68% 228,048 $24.3M Add +192.7%
CMI Cummins Inc. 0.66% 67,887 $23.7M Reduce -0.9%
VEA Vanguard Ftse Developed ETF 0.65% 483,808 $23.1M Reduce -5.7%
BMY Bristol-Myers Squibb Co. 0.64% 406,458 $23.0M Add +2.8%
C Citigroup Inc. 0.64% 326,040 $23.0M Add +1.1%
GLD SPDR Gold Shares 0.64% 94,325 $22.8M Reduce -6.0%
SBUX Starbucks Corp. 0.64% 248,714 $22.7M Reduce -10.8%
ACN Accenture PLC Class A 0.64% 64,454 $22.7M Reduce -2.4%
T AT&T Inc. 0.62% 979,626 $22.3M Add +1.1%
TXN Texas Instruments Inc. 0.61% 115,533 $21.7M Add +3.4%
META Meta Platforms Inc. Class A 0.61% 36,940 $21.6M Add +0.3%
COST Costco Wholesale Corp. 0.60% 23,358 $21.4M Reduce -2.2%
VTI VG Morningstar TS MKT ETF-US 0.58% 72,001 $20.9M Reduce -5.4%
LYB Lyondellbasell Indu Class A 0.58% 280,355 $20.8M Reduce -6.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.56% 117,996 $20.0M Add +2.9%
OMC Omnicom Group 0.56% 231,285 $19.9M Add +3.6%
BSV Vanguard Short-Term Bond ETF 0.56% 256,458 $19.8M Reduce -4.8%
PRU Prudential Financial Inc. 0.55% 167,110 $19.8M Add +2.7%
FTNT Fortinet Inc. 0.55% 207,387 $19.6M Reduce -2.2%
IWV iShares Russell 3000 ETF 0.55% 58,416 $19.5M Add +39.4%
HPQ HP Inc. 0.54% 586,662 $19.1M Add +3.3%
UNP Union Pacific Corp. 0.53% 83,558 $19.1M Add +4.8%
ADBE Adobe Inc. 0.53% 42,673 $19.0M Reduce -0.7%
BNDX Vanguard Total Intl Bond ETF 0.52% 380,215 $18.6M Add +0.3%
QCOM Qualcomm Inc. 0.51% 117,412 $18.0M Add +5.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.50% 352,795 $17.7M Reduce -0.7%
QQQ Invesco QQQ Trust Series 1 0.49% 34,286 $17.5M Add +3.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.49% 65,712 $17.4M Reduce -4.0%
PFE Pfizer Inc. 0.49% 653,331 $17.3M Reduce -5.5%
VYM Vanguard High DVD Yield ETF 0.48% 133,778 $17.1M Add +9.1%
AEP American Electric Power 0.47% 180,340 $16.6M Add +2.8%
MRK Merck & Co. Inc. 0.46% 163,499 $16.3M Reduce -8.7%
AMGN Amgen Inc. 0.41% 55,471 $14.5M Reduce -8.7%
IYW iShares Ustechnology ETF 0.40% 90,468 $14.4M Reduce -7.5%
CVX Chevron Corp. 0.40% 98,815 $14.3M Reduce -0.4%
AKAM Akamai Technologies Inc. 0.40% 148,214 $14.2M Reduce -0.7%
SNPS Synopsys Inc. 0.40% 29,095 $14.1M Reduce -5.9%
VSS Vanguard Ftse All Wo X-US SC 0.39% 122,849 $14.1M Add +0.9%
HON Honeywell International Inc. 0.39% 62,213 $14.1M Add +0.2%
IWO iShares Russell 2000 Growth 0.39% 48,729 $14.0M Add +2.1%
ALL Allstate Corp. 0.39% 72,603 $14.0M Add +0.7%
EA Electronic Arts Inc. 0.39% 94,395 $13.8M Reduce -0.5%
INTU Intuit Inc. 0.39% 21,928 $13.8M Add +0.4%
KHC The Kraft Heinz Co. 0.38% 446,825 $13.7M Reduce -3.8%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.38% 53,853 $13.7M Reduce -0.5%
JQUA JPMorgan US Quality Factor 0.38% 235,708 $13.5M Reduce -13.2%
ABT Abbott Laboratories 0.37% 117,879 $13.3M Add +0.7%
VOO Vanguard S&P 500 ETF 0.37% 24,358 $13.1M Reduce -42.9%
MCK McKesson Corp. 0.36% 22,397 $12.8M Reduce -3.6%
IVE iShares S&P 500 Value ETF 0.35% 66,361 $12.7M Add +12.2%
PH Parker Hannifin Corp. 0.35% 19,668 $12.5M Reduce -2.1%
KO The Coca-Cola Co. 0.34% 197,361 $12.3M Add +4.4%
IJR iShares Core S&P Small-Cap E 0.32% 100,676 $11.6M Reduce -0.3%
CB Chubb Ltd. 0.32% 41,905 $11.6M Add +0.3%
TLT iShares 20+ Year Treasury BD 0.32% 131,679 $11.5M Reduce -7.5%
IEFA iShares Core MSCI Eafe ETF 0.32% 162,761 $11.4M Reduce -3.6%
MSCI MSCI Inc. 0.32% 18,875 $11.3M Reduce -0.4%
DGRO iShares Core Dividend Growth 0.31% 179,386 $11.0M Add +2.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.31% 243,395 $11.0M Reduce -24.2%

Show all 2,278 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $300K (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 250$299KNo change
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 62$2KNo change
Lines left out (3) · $116 — a value with no share or principal amount
SecurityClassSharesValue
UCBJY Ucb SA - Unsponsored ADR ADR0$70
MDYV SS SPDR S&P 400 MC Val ETF ST STR SP400VAL0$33
DHLGY DHL AG - ADR ADR0$13

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $3.6B.

Portfolio Sells Q3 2024 → Q4 2024
VOO Vanguard S&P 500 ETF Reduce -42.9% 0.37% −0.26
LYB Lyondellbasell Indu Class A Reduce -6.5% 0.58% −0.22
JNJ Johnson & Johnson Reduce -2.4% 1.03% −0.14
AMGN Amgen Inc. Reduce -8.7% 0.41% −0.14
REGN Regeneron Pharmaceuticals Reduce -1.8% 0.26% −0.13
SBUX Starbucks Corp. Reduce -10.8% 0.64% −0.12
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -24.2% 0.31% −0.11
MRK Merck & Co. Inc. Reduce -8.7% 0.46% −0.11
VEA Vanguard Ftse Developed ETF Reduce -5.7% 0.65% −0.10
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -38.1% 0.15% −0.09
AMT American Tower Corp. Reduce -2.4% 0.30% −0.09
ADBE Adobe Inc. Reduce -0.7% 0.53% −0.09
ZTS Zoetis Inc. Reduce -25.2% 0.13% −0.08
PFE Pfizer Inc. Reduce -5.5% 0.49% −0.07
KHC The Kraft Heinz Co. Reduce -3.8% 0.38% −0.07
TLT iShares 20+ Year Treasury BD Reduce -7.5% 0.32% −0.07
JQUA JPMorgan US Quality Factor Reduce -13.2% 0.38% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -18.0% 0.15% −0.05
IEFA iShares Core MSCI Eafe ETF Reduce -3.6% 0.32% −0.05
FMB First Trust Managed Municipa Reduce -25.8% 0.12% −0.04
A Agilent Technologies Inc. Reduce -28.1% 0.08% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -5.1% 0.16% −0.04
SNPS Synopsys Inc. Reduce -5.9% 0.40% −0.04
FTCS First Trust Capital Strength Reduce -11.8% 0.24% −0.04
GLD SPDR Gold Shares Reduce -6.0% 0.64% −0.04
JIRE JPMorgan Int Res Enh Eqty Reduce -3.5% 0.23% −0.04
PID Invesco International Divide Reduce -24.9% 0.09% −0.04
SWKS Skyworks Solutions Inc. Reduce -14.7% 0.12% −0.04
RSP Invesco S&P 500 Equal Weight Reduce -3.0% 0.78% −0.04
MAS Masco Corp. Reduce -0.1% 0.23% −0.03
BSV Vanguard Short-Term Bond ETF Reduce -4.8% 0.56% −0.03
RDVY First Trust Rising Dividend Reduce -11.4% 0.27% −0.03
VXUS Vanguard Total Intl Stock Reduce -4.4% 0.23% −0.03
LLY Eli Lilly & Co. Reduce -1.0% 0.22% −0.03
EFV iShares MSCI Eafe Value ETF Reduce -3.1% 0.26% −0.03
PEP Pepsico Inc. Reduce -0.9% 0.27% −0.03
BIV Vanguard Intermediate-Term B Reduce -20.1% 0.10% −0.03
VXF Vanguard Extended Market ETF Reduce -57.8% 0.02% −0.03
COP Conocophillips Reduce -13.3% 0.13% −0.03
VNQ Vanguard Real Estate ETF Reduce -20.3% 0.07% −0.03
VMBS Vanguard Mortgage-Backed Sec Reduce -32.8% 0.05% −0.02
HII Huntington Ingalls Industrie Reduce -2.2% 0.06% −0.02
ORCL Oracle Corp. Reduce -11.4% 0.15% −0.02
AKAM Akamai Technologies Inc. Reduce -0.7% 0.40% −0.02
BLV Vanguard Long-Term Bond ETF Reduce -30.3% 0.04% −0.02
DSI iShares ESG MSCI KLD 400 ETF Reduce -17.9% 0.10% −0.02
BND Vanguard Total Bond Market Reduce -13.2% 0.10% −0.02
NEM Newmont Corp. Reduce -19.5% 0.02% −0.02
QUAL iShares MSCI USA Quality Fac Reduce -6.3% 0.28% −0.02
NEE Nextera Energy Inc. Reduce -3.0% 0.09% −0.02

Portfolio Buys Q3 2024 → Q4 2024
AVGO Broadcom Inc. Add +3.3% 1.67% +0.48
MUB iShares National Muni Bond E Add +192.7% 0.68% +0.45
SPY SS SPDR S&P 500 ETF Trust-US Add +9.6% 3.72% +0.43
IWV iShares Russell 3000 ETF Add +39.4% 0.55% +0.17
AMZN Amazon.com Inc. Add +0.4% 1.00% +0.16
CSCO Cisco Systems Inc. Add +0.2% 1.39% +0.15
GILD Gilead Sciences Inc. Add +6.0% 0.75% +0.11
VUG Vanguard Mrngstar GR ETF-Sui Add +0.0% 1.35% +0.10
EMR Emerson Electric Co. Add +1.3% 0.72% +0.10
GOOGL Alphabet Inc. Class A Add +0.3% 0.73% +0.10
SDVY First Trust Smid Cap Rising Add +43.0% 0.28% +0.08
C Citigroup Inc. Add +1.1% 0.64% +0.08
BMY Bristol-Myers Squibb Co. Add +2.8% 0.64% +0.08
MTUM iShares MSCI USA Momentum Fa New 0.07% +0.07
SHY iShares 1-3 Year Treasury Bo Add +76.8% 0.16% +0.07
FMHI First Trust Municipal High I New 0.07% +0.07
AGG iShares Core U.S. Aggregate Add +8.0% 1.46% +0.06
TSLA Tesla Inc. Add +2.8% 0.14% +0.05
IVW iShares S&P 500 Growth ETF Add +0.8% 0.74% +0.05
TRV The Travelers Cos Inc. Add +1.4% 0.98% +0.05
QQQ Invesco QQQ Trust Series 1 Add +3.5% 0.49% +0.04
PNC PNC Financial Services Group Add +61.2% 0.10% +0.04
VYM Vanguard High DVD Yield ETF Add +9.1% 0.48% +0.04
CRM Salesforce Inc. Add +3.3% 0.18% +0.04
HON Honeywell International Inc. Add +0.2% 0.39% +0.04
HYMB SS SPDR N Ice HY Muni ETF Add +31233.3% 0.04% +0.04
T AT&T Inc. Add +1.1% 0.62% +0.03
TJX TJX Companies Inc. Add +0.8% 0.73% +0.03
IVE iShares S&P 500 Value ETF Add +12.2% 0.35% +0.03
IJH iShares Core S&P Midcap ETF Add +1.0% 1.73% +0.03
SHV iShares 0-1 Year Treasury Bo Add +41.2% 0.08% +0.02
VONV Vanguard Russell 1000 Value Add +20.2% 0.15% +0.02
ITM Vaneck Intermediate Muni ETF New 0.02% +0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +149.4% 0.03% +0.02
META Meta Platforms Inc. Class A Add +0.3% 0.61% +0.02
IAU iShares Gold Trust Add +27.5% 0.09% +0.02
IWM iShares Russell 2000 ETF Add +1.6% 0.82% +0.02
PLTR Palantir Technologies Inc. Class A Add +8.8% 0.03% +0.02
BWX SS SPDR BB Intl Treasury BD Add +259.6% 0.03% +0.02
VONG Vanguard Russell 1000 Growth Add +4.0% 0.16% +0.02
IWO iShares Russell 2000 Growth Add +2.1% 0.39% +0.02
IWP iShares Russell Mid-Cap Grow Add +0.3% 0.18% +0.02
MET Metlife Inc. Add +1.3% 0.93% +0.01
ALL Allstate Corp. Add +0.7% 0.39% +0.01
DIA SS SPDR Dow Jones Indus Avg Add +13.7% 0.09% +0.01
TSM Taiwan Semiconductor-SP ADR Add +13.8% 0.05% +0.01
STIP iShares 0-5 Year Tips Bond E Add +6.2% 0.20% +0.01
IBM Intl Business Machines Corp. Add +0.7% 1.21% +0.01
PAYX Paychex Inc. Add +4.0% 0.11% +0.01
INTU Intuit Inc. Add +0.4% 0.39% +0.01

Notes & Other Activity Q3 2024 → Q4 2024
UCBJY Ucb SA - Unsponsored ADR ADR New 0 $70
GXC State Street SPDR S&P China SP CHINA ETF Sold out 0 $60before exit
MDYV SS SPDR S&P 400 MC Val ETF ST STR SP400VAL New 0 $33
EWA iShares MSCI Australia ETF MSCI AUST ETF Sold out 0 $24before exit
EWC iShares MSCI Canada ETF MSCI CDA ETF Sold out 0 $23before exit
WIP State Street SPDR Ftse Inter ST STR FTSE ETF Sold out 0 $21before exit
DHLGY DHL AG - ADR ADR New 0 $13
EWH iShares MSCI Hong Kong ETF MSCI HONG KG ETF Sold out 0 $10before exit
EWT iShares MSCI Taiwan ETF MSCI TAIWAN ETF Sold out 0 $5before exit
ADTN Adtran Holdings Inc. COM Sold out 0 $2before exit
EZA iShares MSCI South Africa Et MSCI STH AFR ETF Sold out 0 $1before exit
ELD Wisdomtree Emrg MKTS Debt EM LCL DEBT FD Sold out 0 $1before exit
PTEN Patterson-Uti Energy Inc. COM Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2025 2,315$3.8BSPY, IVV, MSFT, JPM, AVGO
Q1 2025 2,313$3.6BSPY, IVV, AAPL, JPM, MSFT
Q4 2024 2,278$3.6BSPY, IVV, AAPL, MSFT, IJH
Q3 2024 2,321$3.6BIVV, SPY, AAPL, MSFT, IJH
Q2 2024 2,292$3.3BIVV, SPY, AAPL, MSFT, IJH
Q1 2024 2,298$3.2BIVV, SPY, MSFT, IJH, AAPL