0001085146-23-003560.txt : 20231004 0001085146-23-003560.hdr.sgml : 20231004 20231004125213 ACCESSION NUMBER: 0001085146-23-003560 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20231004 DATE AS OF CHANGE: 20231004 EFFECTIVENESS DATE: 20231004 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FINANCIAL ADVISORY PARTNERS, LLC CENTRAL INDEX KEY: 0001994252 IRS NUMBER: 263300029 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23391 FILM NUMBER: 231307285 BUSINESS ADDRESS: STREET 1: 1201 S. ORLANDO AVENUE STREET 2: SUITE 350 CITY: WINTER PARK STATE: FL ZIP: 32789 BUSINESS PHONE: 407-478-6314 MAIL ADDRESS: STREET 1: 1201 S. ORLANDO AVENUE STREET 2: SUITE 350 CITY: WINTER PARK STATE: FL ZIP: 32789 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001994252 XXXXXXXX 12-31-2022 12-31-2022 false FINANCIAL ADVISORY PARTNERS, LLC

1201 S. ORLANDO AVENUE SUITE 350 WINTER PARK FL 32789

13F HOLDINGS REPORT 028-23391 000310914 801-120062 N DAVID S. SUTPHIN 407-478-6314 /s/ DAVID S. SUTPHIN WINTER PARK FL 10-04-2023 0 66 242692605 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 3831891 34902 SH SOLE 0 0 34902 ABBVIE INC COM 00287Y109 270196 1671 SH SOLE 0 0 1671 AMERICAN TOWER CORP NEW COM 03027X100 4461983 21061 SH SOLE 0 0 21061 APPLE INC COM 037833100 3998856 30777 SH SOLE 0 0 30777 BANK AMERICA CORP COM 060505104 3281132 99068 SH SOLE 0 0 99068 CHEVRON CORP NEW COM 166764100 3421259 19061 SH SOLE 0 0 19061 CISCO SYS INC COM 17275R102 3824396 80277 SH SOLE 0 0 80277 CONSOLIDATED EDISON INC COM 209115104 727072 7628 SH SOLE 0 0 7628 CROWN CASTLE INC COM 22822V101 4379951 32291 SH SOLE 0 0 32291 DOMINION ENERGY INC COM 25746U109 1215785 19826 SH SOLE 0 0 19826 DTE ENERGY CO COM 233331107 3949596 33605 SH SOLE 0 0 33605 GOLDMAN SACHS GROUP INC COM 38141G104 3985955 11608 SH SOLE 0 0 11608 HOME DEPOT INC COM 437076102 4099547 12979 SH SOLE 0 0 12979 HONEYWELL INTL INC COM 438516106 3516877 16411 SH SOLE 0 0 16411 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 1874946 91327 SH SOLE 0 0 91327 ISHARES TR 0-3 MNTH TREASRY 46436E718 9015604 90030 SH SOLE 0 0 90030 ISHARES TR 0-5YR HI YL CP 46434V407 12742714 311634 SH SOLE 0 0 311634 ISHARES TR FLTG RATE NT ETF 46429B655 3907269 77633 SH SOLE 0 0 77633 ISHARES TR INTL SEL DIV ETF 464288448 906655 33382 SH SOLE 0 0 33382 ISHARES TR PFD AND INCM SEC 464288687 6451783 211326 SH SOLE 0 0 211326 ISHARES TR U.S. MED DVC ETF 464288810 331191 6300 SH SOLE 0 0 6300 JPMORGAN CHASE & CO COM 46625H100 3344722 24942 SH SOLE 0 0 24942 KIMBERLY-CLARK CORP COM 494368103 3219719 23718 SH SOLE 0 0 23718 LOCKHEED MARTIN CORP COM 539830109 4158030 8547 SH SOLE 0 0 8547 LOWES COS INC COM 548661107 3850114 19324 SH SOLE 0 0 19324 MCDONALDS CORP COM 580135101 4081816 15489 SH SOLE 0 0 15489 MEDTRONIC PLC SHS G5960L103 2757506 35480 SH SOLE 0 0 35480 MICROSOFT CORP COM 594918104 3940243 16430 SH SOLE 0 0 16430 NEXTERA ENERGY INC COM 65339F101 5064364 60623 SH SOLE 0 0 60623 NIKE INC CL B 654106103 3162546 27028 SH SOLE 0 0 27028 NORFOLK SOUTHN CORP COM 655844108 244143 990 SH SOLE 0 0 990 NUCOR CORP COM 670346105 3840548 29137 SH SOLE 0 0 29137 PAYCHEX INC COM 704326107 3991096 34537 SH SOLE 0 0 34537 PEPSICO INC COM 713448108 3906565 21623 SH SOLE 0 0 21623 PROCTER AND GAMBLE CO COM 742718109 3982468 26276 SH SOLE 0 0 26276 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 769031 12551 SH SOLE 0 0 12551 REPUBLIC SVCS INC COM 760759100 4002947 31033 SH SOLE 0 0 31033 SEMPRA COM 816851109 742161 4802 SH SOLE 0 0 4802 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 242716 8175 SH SOLE 0 0 8175 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 417960 17415 SH SOLE 0 0 17415 SPDR SER TR PORTFOLIO S&P500 78464A854 987356 21951 SH SOLE 0 0 21951 SPDR SER TR S&P BIOTECH 78464A870 259375 3125 SH SOLE 0 0 3125 STARBUCKS CORP COM 855244109 3955501 39874 SH SOLE 0 0 39874 TELUS CORPORATION COM 87971M103 4369737 226294 SH SOLE 0 0 226294 TEXAS INSTRS INC COM 882508104 3685563 22307 SH SOLE 0 0 22307 TRUIST FINL CORP COM 89832Q109 3112446 72332 SH SOLE 0 0 72332 UNION PAC CORP COM 907818108 3428458 16557 SH SOLE 0 0 16557 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 223080 6600 SH SOLE 0 0 6600 VANGUARD INDEX FDS GROWTH ETF 922908736 18821449 88318 SH SOLE 0 0 88318 VANGUARD INDEX FDS MID CAP ETF 922908629 2883504 14148 SH SOLE 0 0 14148 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 566711 1613 SH SOLE 0 0 1613 VANGUARD INDEX FDS SMALL CP ETF 922908751 2880660 15695 SH SOLE 0 0 15695 VANGUARD INDEX FDS VALUE ETF 922908744 9930195 70743 SH SOLE 0 0 70743 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1838085 31431 SH SOLE 0 0 31431 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 19256584 248440 SH SOLE 0 0 248440 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 346626 4610 SH SOLE 0 0 4610 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4665439 30724 SH SOLE 0 0 30724 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 4147491 21650 SH SOLE 0 0 21650 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1446132 5830 SH SOLE 0 0 5830 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 3591433 19664 SH SOLE 0 0 19664 VANGUARD WORLD FDS INF TECH ETF 92204A702 3575156 11193 SH SOLE 0 0 11193 VERIZON COMMUNICATIONS INC COM 92343V104 1520367 38588 SH SOLE 0 0 38588 VISA INC COM CL A 92826C839 3740511 18004 SH SOLE 0 0 18004 WALMART INC COM 931142103 3673212 25906 SH SOLE 0 0 25906 WISDOMTREE TR US MIDCAP DIVID 97717W505 1975214 48012 SH SOLE 0 0 48012 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1898967 66771 SH SOLE 0 0 66771