First Horizon Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), First Horizon Advisors, Inc. reported 2,313 stock positions worth $3.6 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 3.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.2%) and Apple (AAPL, 2.0%). Compared with Q4 2024, it opened 148 new positions, sold out of 115, added to 768 and reduced 760. The biggest buy was Coca-Cola (KO, shares +154%) and the biggest sale Walmart (WMT, shares −49%).
- Most Recent 13F
- Q2 2025
- Location
- MEMPHIS, TN
- CIK
- 0001588539
- Portfolio Value
- $3.6B (Q1 2025)
- SEC Filing
- 0001588539-25-000002 ↗ filed Apr 28, 2025
Holdings Value
Holdings 2,313 stocks · $3.6B
| SPY SS SPDR S&P 500 ETF Trust-US | 3.30% | 209,521 | $117.2M | Reduce -7.6% |
| IVV iShares Core S&P 500 ETF | 3.19% | 201,811 | $113.4M | Reduce -2.5% |
| AAPL Apple Inc. | 2.03% | 324,979 | $72.2M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 1.70% | 246,210 | $60.4M | Add +4.0% |
| MSFT Microsoft Corp. | 1.69% | 160,181 | $60.1M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 1.60% | 974,097 | $56.8M | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 1.40% | 803,710 | $49.6M | Reduce -4.5% |
| EFA iShares MSCI Eafe ETF | 1.39% | 601,616 | $49.2M | Reduce -2.8% |
| HD Home Depot Inc. | 1.31% | 127,014 | $46.5M | Add +9.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.31% | 187,123 | $46.5M | Reduce -5.0% |
| JNJ Johnson & Johnson | 1.24% | 265,668 | $44.1M | Add +5.0% |
| AGG iShares Core U.S. Aggregate | 1.24% | 443,826 | $43.9M | Reduce -17.7% |
| MCD McDonald's Corp. | 1.21% | 137,754 | $43.0M | Add +7.3% |
| PG The Procter & Gamble Co. | 1.20% | 249,284 | $42.5M | Add +1.6% |
| AVGO Broadcom Inc. | 1.18% | 250,301 | $41.9M | Reduce -2.9% |
| VZ Verizon Communications Inc. | 1.16% | 910,067 | $41.3M | Add +6.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.15% | 109,786 | $40.7M | Reduce -6.2% |
| IWF iShares Russell 1000 Growth | 1.13% | 110,692 | $40.0M | Reduce -4.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 1.10% | 466,610 | $39.1M | Reduce -6.0% |
| VEU Vanguard Ftse All-World Ex-U | 1.10% | 643,456 | $39.0M | Add +1.5% |
| TRV The Travelers Cos Inc. | 1.07% | 143,705 | $38.0M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 1.06% | 317,351 | $37.7M | Add +4.5% |
| IWD iShares Russell 1000 Value E | 1.04% | 197,132 | $37.1M | Reduce -1.2% |
| AMGN Amgen Inc. | 1.02% | 116,048 | $36.2M | Add +109.2% |
| KO The Coca-Cola Co. | 1.01% | 501,255 | $35.9M | Add +154.0% |
| PM Philip Morris International | 0.96% | 214,490 | $34.0M | Reduce -1.4% |
| MET Metlife Inc. | 0.96% | 422,684 | $33.9M | Add +4.8% |
| SO The Southern Co. | 0.94% | 362,345 | $33.3M | Add +12.5% |
| LMT Lockheed Martin Corp. | 0.94% | 74,388 | $33.2M | Add +7.3% |
| ABBV Abbvie Inc. | 0.92% | 155,030 | $32.5M | Reduce -13.1% |
| PEG Public Service Enterprise GP | 0.91% | 392,697 | $32.3M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.88% | 164,667 | $31.3M | Add +1.0% |
| LYB Lyondellbasell Indu Class A | 0.84% | 421,662 | $29.7M | Add +50.4% |
| RSP Invesco S&P 500 Equal Weight | 0.79% | 162,090 | $28.1M | Add +2.4% |
| T AT&T Inc. | 0.79% | 989,360 | $28.0M | Add +1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.78% | 226,442 | $27.6M | Add +5.0% |
| BMY Bristol-Myers Squibb Co. | 0.77% | 446,375 | $27.2M | Add +9.8% |
| IWM iShares Russell 2000 ETF | 0.76% | 135,357 | $27.0M | Add +2.0% |
| IVW iShares S&P 500 Growth ETF | 0.73% | 279,409 | $25.9M | Add +7.3% |
| GLD SPDR Gold Shares | 0.73% | 89,515 | $25.8M | Reduce -5.1% |
| XLK SS Technology Select Sector | 0.72% | 124,329 | $25.7M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 0.72% | 500,859 | $25.5M | Add +3.5% |
| GRMN Garmin Ltd. | 0.71% | 116,609 | $25.3M | Reduce -4.9% |
| DUK Duke Energy Corp. | 0.71% | 207,140 | $25.3M | Add +344.7% |
| NVDA Nvidia Corp. | 0.68% | 223,766 | $24.3M | Add +179.7% |
| GOOG Alphabet Inc. Class C | 0.67% | 151,219 | $23.6M | Reduce -6.5% |
| SBUX Starbucks Corp. | 0.66% | 240,266 | $23.6M | Reduce -3.4% |
| C Citigroup Inc. | 0.66% | 330,616 | $23.5M | Add +1.4% |
| EMR Emerson Electric Co. | 0.66% | 212,252 | $23.3M | Add +2.7% |
| TXN Texas Instruments Inc. | 0.62% | 122,866 | $22.1M | Add +6.3% |
| CMI Cummins Inc. | 0.61% | 69,646 | $21.8M | Add +2.6% |
| META Meta Platforms Inc. Class A | 0.61% | 37,284 | $21.5M | Add +0.9% |
| ACN Accenture PLC Class A | 0.60% | 68,265 | $21.3M | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 0.59% | 135,941 | $21.0M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.59% | 121,582 | $21.0M | Add +3.0% |
| UNP Union Pacific Corp. | 0.59% | 88,771 | $21.0M | Add +6.2% |
| PFE Pfizer Inc. | 0.59% | 825,044 | $20.9M | Add +26.3% |
| KHC The Kraft Heinz Co. | 0.59% | 686,862 | $20.9M | Add +53.7% |
| COST Costco Wholesale Corp. | 0.58% | 21,825 | $20.6M | Reduce -6.6% |
| OMC Omnicom Group | 0.58% | 248,954 | $20.6M | Add +7.6% |
| SWKS Skyworks Solutions Inc. | 0.58% | 317,899 | $20.5M | Add +559.7% |
| PRU Prudential Financial Inc. | 0.58% | 183,189 | $20.5M | Add +9.6% |
| WMT Walmart Inc. | 0.57% | 231,838 | $20.4M | Reduce -49.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 70,566 | $19.4M | Reduce -2.0% |
| BSV Vanguard Short-Term Bond ETF | 0.54% | 245,970 | $19.3M | Reduce -4.1% |
| FTNT Fortinet Inc. | 0.52% | 190,797 | $18.4M | Reduce -8.0% |
| ADBE Adobe Inc. | 0.51% | 46,847 | $18.0M | Add +9.8% |
| HPQ HP Inc. | 0.50% | 647,137 | $17.9M | Add +10.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 37,738 | $17.7M | Add +10.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.49% | 66,621 | $17.2M | Add +1.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.48% | 349,564 | $17.1M | Reduce -8.1% |
| CVX Chevron Corp. | 0.48% | 101,693 | $17.0M | Add +2.9% |
| EA Electronic Arts Inc. | 0.46% | 111,891 | $16.2M | Add +18.5% |
| IVE iShares S&P 500 Value ETF | 0.45% | 83,300 | $15.9M | Add +25.5% |
| SNPS Synopsys Inc. | 0.44% | 36,743 | $15.8M | Add +26.3% |
| AKAM Akamai Technologies Inc. | 0.44% | 195,127 | $15.7M | Add +31.6% |
| AMT American Tower Corp. | 0.44% | 71,953 | $15.7M | Add +22.6% |
| MRK Merck & Co. Inc. | 0.43% | 168,561 | $15.1M | Add +3.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.42% | 302,380 | $15.0M | Reduce -14.3% |
| ALL Allstate Corp. | 0.42% | 71,404 | $14.8M | Reduce -1.6% |
| VSS Vanguard Ftse All Wo X-US SC | 0.41% | 126,512 | $14.6M | Add +3.0% |
| IWV iShares Russell 3000 ETF | 0.39% | 43,773 | $13.9M | Reduce -25.1% |
| VYM Vanguard High DVD Yield ETF | 0.38% | 105,759 | $13.6M | Reduce -20.9% |
| MCK McKesson Corp. | 0.38% | 20,055 | $13.5M | Reduce -10.5% |
| IWO iShares Russell 2000 Growth | 0.37% | 51,760 | $13.2M | Add +6.2% |
| CB Chubb Ltd. | 0.37% | 43,280 | $13.1M | Add +3.3% |
| IYW iShares Ustechnology ETF | 0.36% | 92,067 | $12.9M | Add +1.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.35% | 50,976 | $12.5M | Reduce -5.3% |
| HON Honeywell International Inc. | 0.35% | 58,255 | $12.3M | Reduce -6.4% |
| JQUA JPMorgan US Quality Factor | 0.34% | 214,738 | $12.1M | Reduce -8.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.34% | 262,098 | $12.1M | Add +7.7% |
| V Visa Inc. Class A | 0.34% | 34,302 | $12.0M | Add +40.2% |
| WM Waste Management Inc. | 0.34% | 51,464 | $11.9M | Reduce -5.1% |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 69,263 | $11.8M | Add +22.1% |
| GILD Gilead Sciences Inc. | 0.33% | 103,718 | $11.6M | Reduce -64.4% |
| PH Parker Hannifin Corp. | 0.33% | 19,062 | $11.6M | Reduce -3.1% |
| MSCI MSCI Inc. | 0.33% | 20,428 | $11.6M | Add +8.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 151,615 | $11.5M | Reduce -6.8% |
| DGRO iShares Core Dividend Growth | 0.32% | 183,459 | $11.3M | Add +2.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.31% | 366,550 | $10.9M | Add +7.2% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $315K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 250 | $300K | No change |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 282 | $13K | New |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 62 | $2K | No change |
Total filed on the 13F, all lines: $3.6B.
Portfolio Sells Q4 2024 → Q1 2025
| WMT Walmart Inc. | Reduce -49.2% | 0.57% | −0.58 |
| AVGO Broadcom Inc. | Reduce -2.9% | 1.18% | −0.49 |
| QCOM Qualcomm Inc. | Reduce -87.5% | 0.06% | −0.44 |
| GILD Gilead Sciences Inc. | Reduce -64.4% | 0.33% | −0.43 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.6% | 3.30% | −0.42 |
| MUB iShares National Muni Bond E | Reduce -58.5% | 0.28% | −0.40 |
| AEP American Electric Power | Reduce -85.6% | 0.08% | −0.39 |
| AAPL Apple Inc. | Reduce -3.4% | 2.03% | −0.33 |
| AGG iShares Core U.S. Aggregate | Reduce -17.7% | 1.24% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -2.5% | 3.19% | −0.22 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.69% | −0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.2% | 1.15% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -6.5% | 0.67% | −0.20 |
| INTU Intuit Inc. | Reduce -45.0% | 0.21% | −0.18 |
| IWF iShares Russell 1000 Growth | Reduce -4.2% | 1.13% | −0.17 |
| IWV iShares Russell 3000 ETF | Reduce -25.1% | 0.39% | −0.16 |
| UNM Unum Group | Reduce -91.5% | 0.02% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.59% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.8% | 1.60% | −0.13 |
| PEP Pepsico Inc. | Reduce -43.0% | 0.15% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -23.9% | 0.27% | −0.10 |
| XLK SS Technology Select Sector | Reduce -1.5% | 0.72% | −0.10 |
| VYM Vanguard High DVD Yield ETF | Reduce -20.9% | 0.38% | −0.09 |
| FE Firstenergy Corp. | Reduce -86.5% | 0.01% | −0.09 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -37.0% | 0.17% | −0.09 |
| ABT Abbott Laboratories | Reduce -33.3% | 0.29% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -14.3% | 0.42% | −0.07 |
| PID Invesco International Divide | Reduce -78.0% | 0.02% | −0.07 |
| TSLA Tesla Inc. | Reduce -2.5% | 0.09% | −0.05 |
| FIXD First Trust Smith Opportunis | Reduce -32.5% | 0.11% | −0.05 |
| CRM Salesforce Inc. | Reduce -8.0% | 0.14% | −0.05 |
| HON Honeywell International Inc. | Reduce -6.4% | 0.35% | −0.05 |
| PAYX Paychex Inc. | Reduce -46.0% | 0.07% | −0.04 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -8.1% | 0.48% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.0% | 0.55% | −0.04 |
| ZTS Zoetis Inc. | Reduce -30.5% | 0.09% | −0.04 |
| JQUA JPMorgan US Quality Factor | Reduce -8.9% | 0.34% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -21.6% | 0.12% | −0.03 |
| ORCL Oracle Corp. | Reduce -6.4% | 0.12% | −0.03 |
| FTNT Fortinet Inc. | Reduce -8.0% | 0.52% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.3% | 0.35% | −0.03 |
| A Agilent Technologies Inc. | Reduce -31.3% | 0.05% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -38.0% | 0.04% | −0.03 |
| PEG Public Service Enterprise GP | Reduce -0.9% | 0.91% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -12.4% | 0.30% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -21.0% | 0.10% | −0.03 |
| IFRA iShares US Infrastructure | Reduce -82.4% | 0.01% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -3.1% | 0.33% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -66.1% | 0.01% | −0.02 |
| IWS iShares Russell Mid-Cap Valu | Reduce -5.7% | 0.27% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| KO The Coca-Cola Co. | Add +154.0% | 1.01% | +0.67 |
| AMGN Amgen Inc. | Add +109.2% | 1.02% | +0.61 |
| DUK Duke Energy Corp. | Add +344.7% | 0.71% | +0.57 |
| SWKS Skyworks Solutions Inc. | Add +559.7% | 0.58% | +0.46 |
| NVDA Nvidia Corp. | Add +179.7% | 0.68% | +0.38 |
| LYB Lyondellbasell Indu Class A | Add +50.4% | 0.84% | +0.25 |
| VRTX Vertex Pharmaceuticals Inc. | Add +778.4% | 0.26% | +0.24 |
| JNJ Johnson & Johnson | Add +5.0% | 1.24% | +0.22 |
| VZ Verizon Communications Inc. | Add +6.4% | 1.16% | +0.20 |
| KHC The Kraft Heinz Co. | Add +53.7% | 0.59% | +0.20 |
| SO The Southern Co. | Add +12.5% | 0.94% | +0.20 |
| PNC PNC Financial Services Group | Add +216.6% | 0.29% | +0.19 |
| MCD McDonald's Corp. | Add +7.3% | 1.21% | +0.17 |
| T AT&T Inc. | Add +1.0% | 0.79% | +0.16 |
| XOM Exxon Mobil Corp. | Add +4.5% | 1.06% | +0.15 |
| PCH Potlatchdeltic Corp. | New | 0.14% | +0.14 |
| AMT American Tower Corp. | Add +22.6% | 0.44% | +0.14 |
| MTUM iShares MSCI USA Momentum Fa | Add +194.3% | 0.20% | +0.13 |
| BMY Bristol-Myers Squibb Co. | Add +9.8% | 0.77% | +0.12 |
| V Visa Inc. Class A | Add +40.2% | 0.34% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +4.0% | 1.70% | +0.11 |
| PFE Pfizer Inc. | Add +26.3% | 0.59% | +0.10 |
| IVE iShares S&P 500 Value ETF | Add +25.5% | 0.45% | +0.09 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.5% | 1.10% | +0.08 |
| OEF iShares S&P 100 ETF | Add +531.4% | 0.09% | +0.08 |
| CVX Chevron Corp. | Add +2.9% | 0.48% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +3.5% | 0.72% | +0.07 |
| EA Electronic Arts Inc. | Add +18.5% | 0.46% | +0.07 |
| HIMU iShares High Yild Muni A ETF | New | 0.06% | +0.06 |
| TLH iShares 10-20 Year Treasury | Add +226.6% | 0.08% | +0.06 |
| UNP Union Pacific Corp. | Add +6.2% | 0.59% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +81.5% | 0.12% | +0.06 |
| QUAL iShares MSCI USA Quality Fac | Add +22.1% | 0.33% | +0.05 |
| SNPS Synopsys Inc. | Add +26.3% | 0.44% | +0.05 |
| TJX TJX Companies Inc. | Add +5.0% | 0.78% | +0.05 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +1063.8% | 0.05% | +0.05 |
| AKAM Akamai Technologies Inc. | Add +31.6% | 0.44% | +0.05 |
| PG The Procter & Gamble Co. | Add +1.6% | 1.20% | +0.04 |
| IAU iShares Gold Trust | Add +23.6% | 0.14% | +0.04 |
| CB Chubb Ltd. | Add +3.3% | 0.37% | +0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Add +49.5% | 0.13% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 0.27% | +0.04 |
| HD Home Depot Inc. | Add +9.0% | 1.31% | +0.04 |
| FTCS First Trust Capital Strength | Add +13.8% | 0.28% | +0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +7.7% | 0.34% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.0% | 0.59% | +0.03 |
| MET Metlife Inc. | Add +4.8% | 0.96% | +0.03 |
| CLW Clearwater Paper Corp. | Add +74042.9% | 0.03% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +11.8% | 0.29% | +0.03 |
| JIRE JPMorgan Int Res Enh Eqty | Add +2.6% | 0.26% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | New | 282 | $13K |
| MDYV SS SPDR S&P 400 MC Val ETF | ST STR SP400VAL | Sold out | 0 | $33before exit |
| FOLD Amicus Therapeutics Inc. | COM | Reduce -100.0% | 0 | $0 |
| HTRB Hartford TTL RTRN BND ETF | TOTAL RTRN ETF | Reduce -100.0% | 0 | $0 |
| ASCCY Asics Corp. -Unsp ADR | ADR | New | 0 | $0 |
| BYDDY BYD Co. Ltd.-Unsponsored ADR | COM | New | 0 | $0 |
| BXBLY Brambles Ltd.-Sponsored ADR | ADR | New | 0 | $0 |
| EDPFY Energias DE Portugal-SP ADR | ADR | New | 0 | $0 |
| GVDNY Givaudan-Unspon ADR | ADR | New | 0 | $0 |
| HESAY Hermes Intl-Unsponsored ADR | ADR | New | 0 | $0 |
| MONOY Monotaro Co. Ltd. - Unsp ADR | ADR | New | 0 | $0 |
| NRILY Nomura Research Ins-Unsp ADR | ADR | New | 0 | $0 |
| OLYMY Olympus Corp. - ADR | ADR | New | 0 | $0 |
| PRYMY Prysmian SPA-Unsponsoree ADR | ADR | New | 0 | $0 |
| SAUHY Straumann Holding AG-Uns ADR | ADR | New | 0 | $0 |
| ZLAB Zai Lab Ltd.-ADR | ADR | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 2,315 | $3.8B | SPY, IVV, MSFT, JPM, AVGO |
| Q1 2025 | 2,313 | $3.6B | SPY, IVV, AAPL, JPM, MSFT |
| Q4 2024 | 2,278 | $3.6B | SPY, IVV, AAPL, MSFT, IJH |
| Q3 2024 | 2,321 | $3.6B | IVV, SPY, AAPL, MSFT, IJH |
| Q2 2024 | 2,292 | $3.3B | IVV, SPY, AAPL, MSFT, IJH |
| Q1 2024 | 2,298 | $3.2B | IVV, SPY, MSFT, IJH, AAPL |