Voya Financial Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Voya Financial Advisors, Inc. reported 241 stock positions worth $875.7 million. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 15.9% of the portfolio, followed by Vanguard Total Bond Market (BND, 12.2%) and Vanguard Ftse All-World Ex-U (VEU, 9.1%). Compared with Q4 2023, it opened 18 new positions, sold out of 7, added to 104 and reduced 119. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +78%) and the biggest sale SS SPDR PF LNG TRM TSY E-Usd (SPTL, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- WINDSOR, CT
- CIK
- 0001424367
- Portfolio Value
- $875.7M (Q1 2024)
- SEC Filing
- 0001424367-24-000004 ↗ filed May 15, 2024
Holdings Value
Holdings 241 stocks · $875.7M
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 15.95% | 581,122 | $139.7M | Add +0.7% |
| BND Vanguard Total Bond Market | 12.17% | 1,465,480 | $106.6M | Add +6.5% |
| VEU Vanguard Ftse All-World Ex-U | 9.06% | 1,352,489 | $79.4M | Add +5.0% |
| USIG iShares Broad Usd Investment | 5.93% | 1,022,168 | $51.9M | Reduce -39.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 5.85% | 1,831,940 | $51.2M | Reduce -40.9% |
| IVV iShares Core S&P 500 ETF | 5.53% | 92,151 | $48.4M | Add +77.7% |
| IJH iShares Core S&P Midcap ETF | 5.27% | 761,491 | $46.1M | Add +82.5% |
| IJR iShares Core S&P Small-Cap E | 5.04% | 401,575 | $44.2M | Add +77.6% |
| VXF Vanguard Extended Market ETF | 4.31% | 215,926 | $37.8M | Add +1.1% |
| BSV Vanguard Short-Term Bond ETF | 2.59% | 295,496 | $22.7M | Add +5.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.62% | 182,465 | $14.2M | Reduce -0.5% |
| MSFT Microsoft Corp. | 1.04% | 21,630 | $9.1M | Reduce -2.1% |
| MBB iShares MBS ETF | 0.82% | 77,018 | $7.1M | Add +5.4% |
| XOM Exxon Mobil Corp. | 0.70% | 53,210 | $6.1M | Add +4.7% |
| AMZN Amazon.com Inc. | 0.58% | 28,186 | $5.1M | Add +6.0% |
| NVDA Nvidia Corp. | 0.49% | 4,800 | $4.3M | Reduce -13.3% |
| META Meta Platforms Inc. Class A | 0.47% | 8,291 | $4.1M | Add +10.9% |
| GOOGL Alphabet Inc. Class A | 0.45% | 25,894 | $3.9M | Add +8.1% |
| SCHW Schwab (charles) Corp. | 0.40% | 48,328 | $3.5M | Add +14.2% |
| V Visa Inc. Class A | 0.39% | 12,361 | $3.4M | Add +8.6% |
| JPM JPMorgan Chase & Co. | 0.39% | 17,042 | $3.4M | Add +3.2% |
| ELV Elevance Health Inc. | 0.37% | 6,230 | $3.2M | Add +10.7% |
| BKNG Booking Holdings Inc. | 0.35% | 833 | $3.1M | Add +16.2% |
| CMCSA Comcast Corp. Class A | 0.34% | 68,323 | $2.9M | Add +15.2% |
| GOOG Alphabet Inc. Class C | 0.33% | 18,963 | $2.9M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 6,812 | $2.8M | Add +5.7% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 23,240 | $2.8M | Add +3.8% |
| IQV Iqvia Holdings Inc. | 0.31% | 10,734 | $2.7M | Add +14.5% |
| PM Philip Morris International | 0.30% | 28,799 | $2.7M | Add +10.3% |
| MA Mastercard Inc. Class A | 0.30% | 5,551 | $2.7M | Reduce -1.6% |
| LMT Lockheed Martin Corp. | 0.30% | 5,740 | $2.6M | Reduce -3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 9,865 | $2.6M | Add +10.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.27% | 20,320 | $2.4M | Add +3.4% |
| SBUX Starbucks Corp. | 0.26% | 24,511 | $2.2M | Add +37.3% |
| UNH Unitedhealth Group Inc. | 0.25% | 4,439 | $2.2M | Reduce -1.8% |
| MDT Medtronic PLC | 0.24% | 24,631 | $2.1M | Add +10.9% |
| CRM Salesforce Inc. | 0.24% | 6,957 | $2.1M | Add +1.2% |
| KMX Carmax Inc. | 0.23% | 23,423 | $2.0M | Add +30.1% |
| VEEV Veeva Systems Inc. Class A | 0.23% | 8,579 | $2.0M | Add +0.3% |
| WFC Wells Fargo & Co. | 0.23% | 34,515 | $2.0M | Add +14.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 14,328 | $2.0M | Add +12.7% |
| CSGP Costar Group Inc. | 0.22% | 19,843 | $1.9M | Reduce -4.5% |
| NOW ServiceNow Inc. | 0.22% | 2,501 | $1.9M | Reduce -8.3% |
| ORCL Oracle Corp. | 0.21% | 14,936 | $1.9M | Add +20.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 15,244 | $1.8M | Add +13.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.21% | 35,477 | $1.8M | Reduce -18.4% |
| COR Cencora Inc. | 0.21% | 7,366 | $1.8M | Add +10.5% |
| ADI Analog Devices Inc. | 0.20% | 9,102 | $1.8M | Add +6.4% |
| EPD Enterprise Products Partners | 0.20% | 59,686 | $1.7M | Reduce -4.3% |
| APD Air Products & Chemicals Inc. | 0.18% | 6,628 | $1.6M | Add +24.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.18% | 31,212 | $1.6M | Add +7.2% |
| ADSK Autodesk Inc. | 0.18% | 6,006 | $1.6M | Add +5.8% |
| ADBE Adobe Inc. | 0.17% | 2,943 | $1.5M | Reduce -1.9% |
| SPGI S&P Global Inc. | 0.17% | 3,451 | $1.5M | Reduce -4.2% |
| DEO Diageo PLC-Sponsored ADR | 0.16% | 9,224 | $1.4M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.15% | 16,572 | $1.4M | Reduce -14.4% |
| LLY Eli Lilly & Co. | 0.15% | 1,726 | $1.3M | Reduce -10.5% |
| CHKP Check Point Software Tech | 0.15% | 8,022 | $1.3M | Add +16.2% |
| AGG iShares Core U.S. Aggregate | 0.15% | 13,249 | $1.3M | Reduce -6.8% |
| DUK Duke Energy Corp. | 0.15% | 13,511 | $1.3M | Add +2.8% |
| HEI Heico Corp. | 0.15% | 6,588 | $1.3M | Reduce -3.0% |
| UPS United Parcel Service Class B | 0.15% | 8,682 | $1.3M | Add +4.1% |
| QCOM Qualcomm Inc. | 0.14% | 7,495 | $1.3M | Add +15.5% |
| ENB Enbridge Inc. | 0.14% | 34,988 | $1.3M | Add +5.8% |
| AAPL Apple Inc. | 0.14% | 7,091 | $1.2M | Reduce -16.9% |
| FAST Fastenal Co. | 0.14% | 15,667 | $1.2M | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.14% | 1,648 | $1.2M | Reduce -3.9% |
| GPC Genuine Parts Co. | 0.14% | 7,726 | $1.2M | Add +4.4% |
| WST West Pharmaceutical Services | 0.14% | 3,039 | $1.2M | Reduce -2.9% |
| NVS Novartis AG-Sponsored ADR | 0.14% | 12,445 | $1.2M | Add +11.8% |
| CVS CVS Health Corp. | 0.14% | 14,983 | $1.2M | Add +6.6% |
| CVX Chevron Corp. | 0.13% | 7,510 | $1.2M | Add +9.3% |
| GD General Dynamics Corp. | 0.13% | 4,140 | $1.2M | Add +9.3% |
| TFC Truist Financial Corp. | 0.13% | 28,886 | $1.1M | Add +2.6% |
| OMC Omnicom Group | 0.13% | 11,513 | $1.1M | Add +10.6% |
| ALGN Align Technology Inc. | 0.12% | 3,253 | $1.1M | Add +1.6% |
| PFE Pfizer Inc. | 0.12% | 37,849 | $1.1M | Add +8.7% |
| UL Unilever PLC | 0.12% | 20,873 | $1.0M | Add +9.2% |
| KO The Coca-Cola Co. | 0.12% | 17,076 | $1.0M | Add +3.1% |
| GLOB Globant SA | 0.12% | 5,060 | $1.0M | Reduce -4.5% |
| VEA Vanguard Ftse Developed ETF | 0.12% | 20,596 | $1.0M | Add +11.4% |
| AMGN Amgen Inc. | 0.12% | 3,606 | $1.0M | Add +0.9% |
| TLT iShares 20+ Year Treasury BD | 0.12% | 10,794 | $1.0M | Add +0.0% |
| FISV Fiserv Inc. | 0.11% | 6,296 | $1.0M | Add +8.3% |
| NEE Nextera Energy Inc. | 0.11% | 15,489 | $988K | Reduce -1.9% |
| ROL Rollins Inc. | 0.11% | 20,753 | $969K | Reduce -2.8% |
| BX Blackstone Inc. | 0.11% | 7,404 | $969K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.11% | 7,203 | $949K | Reduce -7.0% |
| AVGO Broadcom Inc. | 0.11% | 716 | $944K | Add +15.7% |
| TYL Tyler Technologies Inc. | 0.11% | 2,226 | $936K | Reduce -4.3% |
| BLK BlackRock Finance Inc. | 0.11% | 1,108 | $924K | Add +6.8% |
| ABT Abbott Laboratories | 0.11% | 8,142 | $924K | Reduce -4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 23,860 | $902K | Add +6.0% |
| EIX Edison International | 0.10% | 12,858 | $892K | Add +6.9% |
| AMT American Tower Corp. | 0.10% | 4,436 | $875K | Add +50.4% |
| ETR Entergy Corp. | 0.10% | 8,308 | $871K | New |
| COP Conocophillips | 0.10% | 6,817 | $865K | Reduce -6.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 15,142 | $862K | Add +6.7% |
| SNY Sanofi-ADR | 0.10% | 17,373 | $861K | Add +23.8% |
| MCHP Microchip Technology Inc. | 0.10% | 9,620 | $858K | Reduce -29.5% |
Portfolio Sells Q4 2023 → Q1 2024
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -40.9% | 5.85% | −5.07 |
| USIG iShares Broad Usd Investment | Reduce -39.0% | 5.93% | −4.42 |
| FIS Fidelity National Info Serv | Reduce -77.5% | 0.05% | −0.16 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.5% | 1.62% | −0.09 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -18.4% | 0.21% | −0.06 |
| AAPL Apple Inc. | Reduce -16.9% | 0.14% | −0.06 |
| LULU Lululemon Athletica Inc. | Reduce -34.7% | 0.05% | −0.06 |
| MCHP Microchip Technology Inc. | Reduce -29.5% | 0.10% | −0.05 |
| ADBE Adobe Inc. | Reduce -1.9% | 0.17% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| FIVE Five Below | Reduce -21.3% | 0.08% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -30.9% | 0.07% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -14.4% | 0.15% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -1.8% | 0.25% | −0.04 |
| GLOB Globant SA | Reduce -4.5% | 0.12% | −0.03 |
| BEP Brookfield Renewable Partner | Reduce -33.9% | 0.04% | −0.03 |
| DE Deere & Co. | Sold out | 0.00% | −0.03 |
| LOPE Grand Canyon Education Inc. | Reduce -27.5% | 0.07% | −0.03 |
| MS Morgan Stanley | Reduce -35.3% | 0.04% | −0.03 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.03 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.03 |
| SPGI S&P Global Inc. | Reduce -4.2% | 0.17% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| EWA iShares MSCI Australia ETF | Sold out | 0.00% | −0.02 |
| TEL Te Connectivity Ltd. | Sold out | 0.00% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -3.5% | 0.30% | −0.02 |
| ECL Ecolab Inc. | Reduce -33.9% | 0.06% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -6.8% | 0.15% | −0.02 |
| SBAC SBA Communications Corp. | Reduce -9.6% | 0.06% | −0.02 |
| RBA RB Global Inc. | Reduce -26.0% | 0.08% | −0.02 |
| INTU Intuit Inc. | Reduce -16.5% | 0.08% | −0.02 |
| WK Workiva Inc. | Reduce -3.7% | 0.05% | −0.02 |
| NOW ServiceNow Inc. | Reduce -8.3% | 0.22% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -5.7% | 0.33% | −0.01 |
| PRVA Privia Health Group Inc. | Reduce -3.2% | 0.04% | −0.01 |
| VLTO Veralto Corp. | Reduce -25.4% | 0.04% | −0.01 |
| IDXX Idexx Laboratories Inc. | Reduce -4.0% | 0.08% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -29.9% | 0.05% | −0.01 |
| TYL Tyler Technologies Inc. | Reduce -4.3% | 0.11% | −0.01 |
| ANSS Ansys Inc. | Reduce -2.2% | 0.08% | −0.01 |
| VRSK Verisk Analytics Inc. | Reduce -4.4% | 0.07% | −0.01 |
| ABT Abbott Laboratories | Reduce -4.8% | 0.11% | −0.01 |
| ROST Ross Stores Inc. | Reduce -14.9% | 0.05% | −0.01 |
| CME Cme Group Inc. | Reduce -6.3% | 0.07% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -4.0% | 0.08% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.3% | 0.09% | −0.01 |
| TTE Totalenergies SE -Spon ADR | Reduce -16.4% | 0.03% | −0.01 |
| GNRC Generac Holdings Inc. | Reduce -4.8% | 0.04% | −0.01 |
| RHI Robert Half Inc. | Reduce -5.2% | 0.03% | −0.01 |
| PLD Prologis Inc. | Reduce -1.9% | 0.05% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| IVV iShares Core S&P 500 ETF | Add +77.7% | 5.53% | +2.54 |
| IJH iShares Core S&P Midcap ETF | Add +82.5% | 5.27% | +2.46 |
| IJR iShares Core S&P Small-Cap E | Add +77.6% | 5.04% | +2.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.7% | 15.95% | +0.73 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.0% | 9.06% | +0.36 |
| DEO Diageo PLC-Sponsored ADR | New | 0.16% | +0.16 |
| META Meta Platforms Inc. Class A | Add +10.9% | 0.47% | +0.15 |
| ETR Entergy Corp. | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +6.0% | 0.58% | +0.09 |
| XOM Exxon Mobil Corp. | Add +4.7% | 0.70% | +0.09 |
| DIS The Walt Disney Co. | Add +13.5% | 0.21% | +0.06 |
| KMX Carmax Inc. | Add +30.1% | 0.23% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.7% | 0.22% | +0.06 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +20.6% | 0.21% | +0.06 |
| KNSL Kinsale Capital Group Inc. | New | 0.05% | +0.05 |
| ELV Elevance Health Inc. | Add +10.7% | 0.37% | +0.05 |
| SBUX Starbucks Corp. | Add +37.3% | 0.26% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +3.2% | 0.39% | +0.05 |
| IQV Iqvia Holdings Inc. | Add +14.5% | 0.31% | +0.05 |
| WFC Wells Fargo & Co. | Add +14.1% | 0.23% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.7% | 0.32% | +0.05 |
| SCHW Schwab (charles) Corp. | Add +14.2% | 0.40% | +0.05 |
| BKNG Booking Holdings Inc. | Add +16.2% | 0.35% | +0.04 |
| COR Cencora Inc. | Add +10.5% | 0.21% | +0.04 |
| AMP Ameriprise Financial Inc. | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +8.1% | 0.45% | +0.04 |
| MRVL Marvell Technology Inc. | New | 0.04% | +0.04 |
| VXF Vanguard Extended Market ETF | Add +1.1% | 4.31% | +0.04 |
| V Visa Inc. Class A | Add +8.6% | 0.39% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.3% | 0.29% | +0.04 |
| TDG Transdigm Group Inc. | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | Add +15.5% | 0.14% | +0.03 |
| SCI Service Corp. International | New | 0.03% | +0.03 |
| VEEV Veeva Systems Inc. Class A | Add +0.3% | 0.23% | +0.03 |
| ROAD Construction Partners Inc. Class A | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.03% | +0.03 |
| DELL Dell Technologies -C | Add +36.6% | 0.06% | +0.03 |
| HWM Howmet Aerospace Inc. | New | 0.03% | +0.03 |
| WDAY Workday Inc. Class A | Add +104.8% | 0.05% | +0.03 |
| IEF iShares 7-10 Year Treasury B | New | 0.03% | +0.03 |
| PXD Pioneer Natural Resources Co. | New | 0.03% | +0.03 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +15.7% | 0.11% | +0.02 |
| CHKP Check Point Software Tech | Add +16.2% | 0.15% | +0.02 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.02% | +0.02 |
| MDT Medtronic PLC | Add +10.9% | 0.24% | +0.02 |
| LYB Lyondellbasell Indu Class A | New | 0.02% | +0.02 |
| AMT American Tower Corp. | Add +50.4% | 0.10% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 208 | $1.1B | VV, BND, VEU, SPTL, USIG |
| Q1 2026 | 209 | $1.0B | VV, BND, VEU, USIG, SPTL |
| Q4 2025 | 218 | $1.0B | VV, BND, VEU, VXF, USIG |
| Q3 2025 | 221 | $1.0B | VV, BND, VEU, USIG, SPTL |
| Q2 2025 | 226 | $991.3M | VV, BND, VEU, USIG, IVV |
| Q1 2025 | 222 | $906.2M | VV, BND, VEU, SPTL, USIG |
| Q4 2024 | 218 | $919.3M | VV, BND, VEU, USIG, SPTL |
| Q3 2024 | 231 | $927.0M | VV, BND, VEU, SPTL, USIG |
| Q2 2024 | 228 | $884.7M | VV, BND, VEU, SPTL, USIG |
| Q1 2024 | 241 | $875.7M | VV, BND, VEU, USIG, SPTL |