Tounjian Advisory Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Tounjian Advisory Partners, LLC reported 234 stock positions worth $534.0 million. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Nvidia (NVDA, 3.6%).
- Most Recent 13F
- Q2 2026
- Location
- FORT MYERS, FL
- CIK
- 0002039850
- Portfolio Value
- $534.0M (Q1 2025)
- SEC Filing
- 0001951757-25-000350 ↗ filed Apr 14, 2025
Holdings Value
Holdings 234 stocks · $534.0M
| AAPL Apple Inc. | 4.81% | 115,718 | $25.7M | — |
| MSFT Microsoft Corp. | 3.96% | 56,284 | $21.1M | — |
| NVDA Nvidia Corp. | 3.61% | 177,970 | $19.3M | — |
| VNLA Janus Henderson Short Durati | 3.23% | 351,358 | $17.3M | — |
| FTGS First Trust Grwth Strgth ETF | 2.58% | 462,896 | $13.8M | — |
| AMZN Amazon.com Inc. | 2.45% | 78,750 | $13.1M | — |
| META Meta Platforms Inc. Class A | 2.01% | 18,580 | $10.7M | — |
| PYLD PIMCO Multisector Bond Actv | 1.61% | 325,842 | $8.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.58% | 15,892 | $8.5M | — |
| GOOGL Alphabet Inc. Class A | 1.52% | 52,334 | $8.1M | — |
| UDEC Innovator U.S. Equity Ultra | 1.43% | 221,966 | $7.6M | — |
| AVGO Broadcom Inc. | 1.37% | 43,566 | $7.3M | — |
| UNH Unitedhealth Group Inc. | 1.36% | 17,998 | $7.3M | — |
| PHM Pultegroup Inc. | 1.28% | 66,278 | $6.8M | — |
| XOM Exxon Mobil Corp. | 1.25% | 56,328 | $6.7M | — |
| TSLA Tesla Inc. | 1.19% | 24,580 | $6.4M | — |
| CSCO Cisco Systems Inc. | 1.19% | 102,568 | $6.3M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.17% | 82,534 | $6.2M | — |
| BOND PIMCO Active Bond Exchange-T | 1.17% | 67,290 | $6.2M | — |
| MCD McDonald's Corp. | 1.15% | 19,708 | $6.2M | — |
| NFLX Netflix Inc. | 1.13% | 6,474 | $6.0M | — |
| JPM JPMorgan Chase & Co. | 1.12% | 24,284 | $6.0M | — |
| GE General Electric filed as GE AEROSPACE | 1.10% | 29,448 | $5.9M | — |
| HD Home Depot Inc. | 1.05% | 15,234 | $5.6M | — |
| JAAA Janus Henderson Aaa Clo ETF | 1.04% | 109,678 | $5.6M | — |
| ISRG Intuitive Surgical Inc. | 0.96% | 10,402 | $5.2M | — |
| ICE Intercontinental Exchange Inc. | 0.90% | 27,772 | $4.8M | — |
| JNJ Johnson & Johnson | 0.88% | 28,210 | $4.7M | — |
| GDEC FT Vest US Equity Moderate B | 0.81% | 129,986 | $4.3M | — |
| AVXC Avantis Emg MKT Ex China ETF | 0.79% | 87,184 | $4.2M | — |
| V Visa Inc. Class A | 0.78% | 11,944 | $4.2M | — |
| PG The Procter & Gamble Co. | 0.77% | 51,258 | $4.1M | — |
| BILZ PIMCO Ultra SHRT Govt Active | 0.76% | 40,120 | $4.1M | — |
| GS Goldman Sachs Group Inc. | 0.75% | 7,362 | $4.0M | — |
| MINT PIMCO Enhanced Short Maturit | 0.73% | 38,692 | $3.9M | — |
| LLY Eli Lilly & Co. | 0.72% | 4,626 | $3.8M | — |
| IVV iShares Core S&P 500 ETF | 0.70% | 6,662 | $3.7M | — |
| SPGI S&P Global Inc. | 0.69% | 7,216 | $3.7M | — |
| AFL Aflac Inc. | 0.68% | 32,760 | $3.6M | — |
| TMO Thermo Fisher Scientific Inc. | 0.68% | 7,304 | $3.6M | — |
| T AT&T Inc. | 0.68% | 128,398 | $3.6M | — |
| ABBV Abbvie Inc. | 0.64% | 16,290 | $3.4M | — |
| EXC Exelon Corp. | 0.64% | 73,660 | $3.4M | — |
| IEX Idex Corp. | 0.63% | 18,692 | $3.4M | — |
| CRM Salesforce Inc. | 0.61% | 12,100 | $3.2M | — |
| HON Honeywell International Inc. | 0.60% | 15,250 | $3.2M | — |
| COST Costco Wholesale Corp. | 0.58% | 3,270 | $3.1M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.57% | 25,176 | $3.1M | — |
| MO Altria Group Inc. | 0.56% | 49,598 | $3.0M | — |
| FTGC First Trust Global Tactical | 0.55% | 116,096 | $3.0M | — |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.54% | 86,116 | $2.9M | — |
| PEP Pepsico Inc. | 0.53% | 18,970 | $2.8M | — |
| YUM Yum! Brands Inc. | 0.53% | 17,986 | $2.8M | — |
| CVX Chevron Corp. | 0.53% | 16,890 | $2.8M | — |
| DNOV FT Vest US Equity Deep Buffe | 0.50% | 63,322 | $2.7M | — |
| XONE Bondbloxx BBG 1 Dur US Treas | 0.49% | 52,766 | $2.6M | — |
| MA Mastercard Inc. Class A | 0.49% | 4,758 | $2.6M | — |
| C Citigroup Inc. | 0.48% | 36,414 | $2.6M | — |
| CRPT FT Skybr Crypt & Dig Econ | 0.46% | 202,194 | $2.5M | — |
| SPBO SS SPDR P Corp. Bond ETF | 0.45% | 83,092 | $2.4M | — |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.45% | 80,180 | $2.4M | — |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.45% | 68,316 | $2.4M | — |
| AVIG Avantis Core Fixed Income | 0.45% | 57,892 | $2.4M | — |
| CSX CSX Corp. | 0.45% | 81,112 | $2.4M | — |
| GOVT iShares US Treasury Bond ETF | 0.44% | 103,288 | $2.4M | — |
| UFEB Innovator U.S. Equity Ultra | 0.44% | 73,290 | $2.4M | — |
| AMD Advanced Micro Devices | 0.44% | 22,814 | $2.3M | — |
| SKOR NT Crdscr US Corp. BD ETF | 0.42% | 46,304 | $2.2M | — |
| ILTB iShares Core 10+ Year Usd Bo | 0.41% | 43,604 | $2.2M | — |
| IHDG Wisdomtree International Hed | 0.40% | 49,434 | $2.1M | — |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.40% | 14,492 | $2.1M | — |
| PM Philip Morris International | 0.39% | 13,180 | $2.1M | — |
| VZ Verizon Communications Inc. | 0.39% | 46,038 | $2.1M | — |
| MRK Merck & Co. Inc. | 0.39% | 23,186 | $2.1M | — |
| MU Micron Technology Inc. | 0.38% | 23,396 | $2.0M | — |
| CNP Centerpoint Energy Inc. | 0.38% | 56,106 | $2.0M | — |
| QBER Trueshares Quartly B HDG ETF | 0.36% | 78,306 | $1.9M | — |
| NKE Nike Inc. Class B | 0.35% | 29,778 | $1.9M | — |
| PEG Public Service Enterprise GP | 0.34% | 22,356 | $1.8M | — |
| USB US Bancorp | 0.31% | 39,696 | $1.7M | — |
| DSEP FT Vest U.S. Equity Deep Buf | 0.31% | 41,419 | $1.6M | — |
| LIN Linde PLC | 0.30% | 3,496 | $1.6M | — |
| CFG Citizens Financial Group | 0.30% | 39,644 | $1.6M | — |
| AEP American Electric Power | 0.30% | 14,686 | $1.6M | — |
| DOCT FT Vest U.S. Equity Deep Buf | 0.29% | 40,760 | $1.6M | — |
| CMS CMS Energy Corp. | 0.29% | 20,734 | $1.6M | — |
| ETR Entergy Corp. | 0.28% | 17,650 | $1.5M | — |
| TMUS T-Mobile US Inc. | 0.28% | 5,600 | $1.5M | — |
| PRU Prudential Financial Inc. | 0.28% | 13,360 | $1.5M | — |
| BWA Borgwarner Inc. | 0.28% | 51,504 | $1.5M | — |
| LNT Alliant Energy Corp. | 0.27% | 22,808 | $1.5M | — |
| FIDU Fidelity MSCI Indust Indx | 0.27% | 21,354 | $1.5M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.27% | 3,928 | $1.5M | — |
| WEC WEC Energy Group Inc. | 0.27% | 13,300 | $1.4M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 5,784 | $1.4M | — |
| HBAN Huntington Bancshares Inc. | 0.27% | 95,586 | $1.4M | — |
| D Dominion Energy Inc. | 0.27% | 25,390 | $1.4M | — |
| OMC Omnicom Group | 0.26% | 17,046 | $1.4M | — |
| TFC Truist Financial Corp. | 0.26% | 33,744 | $1.4M | — |
| NI Nisource Inc. | 0.26% | 34,136 | $1.4M | — |
| AMGN Amgen Inc. | 0.26% | 4,376 | $1.4M | — |
| PPL PPL Corp. | 0.25% | 37,610 | $1.4M | — |
| OKE Oneok Inc. | 0.25% | 13,554 | $1.3M | — |
| RF Regions Financial Corp. | 0.25% | 60,950 | $1.3M | — |
| TPR Tapestry Inc. | 0.24% | 18,504 | $1.3M | — |
| OGE Oge Energy Corp. | 0.24% | 28,130 | $1.3M | — |
| PFE Pfizer Inc. | 0.24% | 50,552 | $1.3M | — |
| DTE DTE Energy Company | 0.23% | 9,056 | $1.3M | — |
| KEY Keycorp | 0.23% | 78,046 | $1.2M | — |
| IP International Paper Co. | 0.23% | 23,374 | $1.2M | — |
| MISL First Trust Indxx Aero & Def | 0.23% | 40,150 | $1.2M | — |
| KMB Kimberly-Clark Corp. | 0.22% | 8,286 | $1.2M | — |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 13,960 | $1.2M | — |
| A Agilent Technologies Inc. | 0.22% | 9,982 | $1.2M | — |
| EMR Emerson Electric Co. | 0.22% | 10,622 | $1.2M | — |
| TXN Texas Instruments Inc. | 0.22% | 6,424 | $1.2M | — |
| MNST Monster Beverage Corp. | 0.22% | 19,712 | $1.2M | — |
| FITB Fifth Third Bancorp | 0.22% | 29,418 | $1.2M | — |
| EIX Edison International | 0.22% | 19,536 | $1.2M | — |
| QBUL Trueshare QRT Bull Hdge ETF | 0.21% | 45,850 | $1.1M | — |
| INTC Intel Corp. | 0.21% | 50,064 | $1.1M | — |
| QCOM Qualcomm Inc. | 0.21% | 7,398 | $1.1M | — |
| WMT Walmart Inc. | 0.21% | 12,610 | $1.1M | — |
| ADP Automatic Data Processing | 0.21% | 3,584 | $1.1M | — |
| UBER Uber Technologies Inc. | 0.20% | 14,924 | $1.1M | — |
| FE Firstenergy Corp. | 0.20% | 26,824 | $1.1M | — |
| NRG NRG Energy Inc. | 0.20% | 11,298 | $1.1M | — |
| NEM Newmont Corp. | 0.20% | 22,218 | $1.1M | — |
| CAG Conagra Brands Inc. | 0.20% | 39,932 | $1.1M | — |
| FNF Fidelity National Financial | 0.20% | 16,352 | $1.1M | — |
| GRMN Garmin Ltd. | 0.20% | 4,886 | $1.1M | — |
| NEE Nextera Energy Inc. | 0.20% | 14,788 | $1.0M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 15,776 | $1.0M | — |
| WSO Watsco Inc. | 0.19% | 1,980 | $1.0M | — |
| FMAT Fidelity MSCI Materials Indx | 0.19% | 20,826 | $1.0M | — |
| AMAT Applied Materials Inc. | 0.19% | 6,876 | $998K | — |
| SBUX Starbucks Corp. | 0.18% | 9,954 | $976K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.18% | 97,092 | $974K | — |
| BA The Boeing Co. | 0.18% | 5,704 | $973K | — |
| ADBE Adobe Inc. | 0.18% | 2,534 | $972K | — |
| CTAS Cintas Corp. | 0.18% | 4,706 | $967K | — |
| ADI Analog Devices Inc. | 0.18% | 4,778 | $964K | — |
| IVZ Invesco Ltd. | 0.18% | 62,790 | $953K | — |
| VST Vistra Corp. | 0.18% | 7,984 | $937K | — |
| PFG Principal Financial Group | 0.18% | 11,104 | $937K | — |
| IPG Interpublic Group of Cos Inc. | 0.17% | 34,406 | $934K | — |
| BEN Franklin Templeton Inc. | 0.17% | 48,462 | $933K | — |
| SON Sonoco Products Co. | 0.17% | 19,588 | $925K | — |
| BBY Best Buy Co. Inc. | 0.17% | 12,546 | $923K | — |
| JSI JH Securitized Income ETF | 0.17% | 17,602 | $921K | — |
| UNM Unum Group | 0.17% | 11,018 | $897K | — |
| LRCX Lam Research Corp. | 0.16% | 12,054 | $876K | — |
| CHTR Charter Communications Inc. Class A | 0.16% | 2,328 | $858K | — |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.16% | 34,163 | $852K | — |
| FLDR Fidelity Low Durat Fact ETF | 0.15% | 16,460 | $825K | — |
| LYB Lyondellbasell Indu Class A | 0.15% | 11,368 | $800K | — |
| MDLZ Mondelez International Inc. Class A | 0.15% | 11,636 | $790K | — |
| STX Seagate Technology Holdings | 0.15% | 9,142 | $777K | — |
| PANW Palo Alto Networks Inc. | 0.14% | 4,522 | $772K | — |
| HPQ HP Inc. | 0.14% | 27,672 | $766K | — |
| DJAN FT Vest U.S. Equity Deep Buf | 0.14% | 20,000 | $759K | — |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,460 | $750K | — |
| FHN First Horizon Corp. | 0.14% | 37,442 | $727K | — |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.13% | 8,928 | $709K | — |
| KLAC KLA Corp. | 0.13% | 1,026 | $697K | — |
| CMBS iShares CMBS ETF | 0.13% | 14,508 | $696K | — |
| JULU Allianzim US BF15 Uncap Jul | 0.13% | 26,920 | $687K | — |
| CTSH Cognizant Tech Solutions-A | 0.13% | 8,938 | $684K | — |
| CDNS Cadence Design SYS Inc. | 0.13% | 2,678 | $681K | — |
| FDIS Fidelity MSCI Cons Discr Ind | 0.13% | 8,036 | $679K | — |
| LISTED FDS TR | 0.12% | 17,858 | $667K | — |
| PCAR Paccar Inc. | 0.12% | 6,808 | $663K | — |
| REGN Regeneron Pharmaceuticals | 0.12% | 1,042 | $662K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 15,424 | $644K | — |
| EA Electronic Arts Inc. | 0.12% | 4,410 | $637K | — |
| CPRT Copart Inc. | 0.12% | 11,220 | $635K | — |
| IWO iShares Russell 2000 Growth | 0.12% | 2,482 | $634K | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.12% | 12,308 | $622K | — |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.12% | 8,004 | $617K | — |
| FUTY Fidelity MSCI US Utilities | 0.11% | 11,952 | $609K | — |
| CMA Comerica Inc. | 0.11% | 10,078 | $595K | — |
| HSCZ iShares Cur HDG MSCI Eafe SM | 0.11% | 18,462 | $594K | — |
| DDLS Wisdmtre DY Int Smlcap Ef-US | 0.11% | 16,756 | $592K | — |
| PYPL PayPal Holdings Inc. | 0.11% | 9,020 | $589K | — |
| XSVN Bondbloxx BBG 7 YR US Treas | 0.10% | 11,698 | $559K | — |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.10% | 11,376 | $558K | — |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.10% | 17,460 | $551K | — |
| JBBB Janus Henderson B-BBB Clo Et | 0.10% | 11,260 | $548K | — |
| NORTHERN LTS FD TR IV | 0.10% | 19,716 | $547K | — |
| SNPS Synopsys Inc. | 0.10% | 1,276 | $547K | — |
| WDAY Workday Inc. Class A | 0.10% | 2,330 | $544K | — |
| LISTED FDS TR | 0.10% | 14,242 | $541K | — |
| RTX RTX Corp. | 0.10% | 4,034 | $534K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.10% | 805 | $533K | — |
| LISTED FDS TR | 0.10% | 15,856 | $528K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 1,470 | $518K | — |
| SIXD Allian US Equ 6 Mon BU10-Usd | 0.09% | 18,196 | $477K | — |
| SCHV Schwab US Large-Cap Value | 0.08% | 16,966 | $451K | — |
| GILD Gilead Sciences Inc. | 0.08% | 3,782 | $424K | — |
| PDD PDD Holdings Inc. | 0.08% | 3,554 | $421K | — |
| UJAN Innovator U.S. Equity Ultra | 0.08% | 10,758 | $410K | — |
| PFEB Innovator U.S. Equity Power | 0.08% | 11,450 | $410K | — |
| SMAX iShares L Cap MB Sep ETF | 0.07% | 15,898 | $398K | — |
| CDW CDW Corp. | 0.07% | 2,484 | $398K | — |
| SEIX Virtus Seix Senior Loan ETF | 0.07% | 16,652 | $393K | — |
| WFC Wells Fargo & Co. | 0.07% | 5,458 | $392K | — |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.07% | 17,790 | $391K | — |
| BUFZ FT Vest Laddered Moderate Bu | 0.07% | 16,230 | $381K | — |
| LISTED FDS TR | 0.07% | 11,498 | $379K | — |
| ATR Aptargroup Inc. | 0.07% | 2,512 | $373K | — |
| CTA Simplify Managed Futures St | 0.07% | 12,008 | $355K | — |
| WTS Watts Water Technologies-A | 0.06% | 1,684 | $343K | — |
| SPHY SS SPDR P High Yield ETF | 0.06% | 14,576 | $341K | — |
| FREL Fidelity MSCI RL Est Indx | 0.06% | 12,352 | $339K | — |
| EGP Eastgroup Properties Inc. | 0.06% | 1,812 | $319K | — |
| XLC SS Comm Select Sector SPDR | 0.06% | 3,108 | $300K | — |
| UNP Union Pacific Corp. | 0.06% | 1,268 | $299K | — |
| BUCK Simplify Treasury Option Inc. | 0.05% | 11,632 | $287K | — |
| ETN Eaton Corp. PLC | 0.05% | 1,022 | $278K | — |
| RDVI FT Vest Rising Dividend Achi | 0.05% | 11,665 | $277K | — |
| GGG Graco Inc. | 0.05% | 3,292 | $275K | — |
| UMAR Innovator U.S. Equity Ultra | 0.05% | 7,706 | $274K | — |
| GPC Genuine Parts Co. | 0.05% | 2,272 | $271K | — |
| MET Metlife Inc. | 0.05% | 3,334 | $268K | — |
| CMCSA Comcast Corp. Class A | 0.05% | 7,204 | $266K | — |
| SVOL Simplify Volatility Premium | 0.05% | 14,496 | $264K | — |
| IWF iShares Russell 1000 Growth | 0.05% | 698 | $252K | — |
| NTSX Wisdomtree US Efficient Core | 0.05% | 5,516 | $250K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 532 | $250K | — |
| AGGY Wisdomtree Yield Enhanced US | 0.05% | 5,720 | $248K | — |
| R Ryder System Inc. | 0.05% | 1,682 | $242K | — |
| XLE SS Energy Select Sector | 0.04% | 2,566 | $240K | — |
| XLI SS Industrial Select Sector | 0.04% | 1,622 | $212K | — |
| TYA Simplify Intermediate Term | 0.03% | 10,452 | $138K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 777 | $233.8M | FTGS, BUFR, AAPL, UDEC, NVDA |
| Q1 2026 | 150 | $276.9M | NVDA, AAPL, MSFT, AMZN, IEFA |
| Q4 2025 | 150 | $295.3M | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 149 | $298.8M | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q2 2025 | 234 | $516.0M | AAPL, MSFT, NVDA, FTGS, VNLA |
| Q1 2025 | 234 | $534.0M | AAPL, MSFT, NVDA, VNLA, FTGS |