Faithward Advisors 13F annual report
Faithward Advisors is an investment fund managing more than $550 billion ran by Adrian Young. There are currently 207 companies in Mr. Young’s portfolio. The largest investments include Northern Lts Fd Tr Iv and Ishares Tr, together worth $105 billion.
Limited to 30 biggest holdings
$550 billion Assets Under Management (AUM)
As of 7th August 2024, Faithward Advisors’s top holding is 2,898,004 shares of Northern Lts Fd Tr Iv currently worth over $77.2 billion and making up 14.1% of the portfolio value.
In addition, the fund holds 285,546 shares of Ishares Tr worth $28.1 billion.
The third-largest holding is Proshares Tr worth $26 billion and the next is Schwab Strategic Tr worth $18.3 billion, with 513,930 shares owned.
Currently, Faithward Advisors's portfolio is worth at least $550 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Faithward Advisors
The Faithward Advisors office and employees reside in Lancaster, Pennsylvania. According to the last 13-F report filed with the SEC, Adrian Young serves as the Managing Member/Chief Compliance Officer at Faithward Advisors.
Recent trades
In the most recent 13F filing, Faithward Advisors revealed that it had opened a new position in
Ishares Tr and bought 285,546 shares worth $28.1 billion.
The investment fund also strengthened its position in Schwab Strategic Tr by buying
260 additional shares.
This makes their stake in Schwab Strategic Tr total 513,930 shares worth $18.3 billion.
On the other hand, there are companies that Faithward Advisors is getting rid of from its portfolio.
Faithward Advisors closed its position in Darling Ingredients Inc on 14th August 2024.
It sold the previously owned 67,541 shares for $3.14 billion.
Adrian Young also disclosed a decreased stake in Northern Lts Fd Tr Iv by approximately 0.1%.
This leaves the value of the investment at $77.2 billion and 2,898,004 shares.
One of the average hedge funds
The two most similar investment funds to Faithward Advisors are Founders Capital Management and Destiny Wealth Partners. They manage $549 billion and $550 billion respectively.
Adrian Young investment strategy
Faithward Advisors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 15.7% of
the total portfolio value.
The fund focuses on investments in the United States as
49.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
47% of the total holdings value.
On the other hand, small-cap stocks make up only 2.9% of the portfolio.
The average market cap of the portfolio companies is close to $133 billion.
The complete list of Faithward Advisors trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Northern Lts Fd Tr Iv |
0.90%
2,898,004
|
$77,246,252,000 | 14.05% |
| Ishares Tr |
Opened
285,546
|
$28,087,751,000 | 5.11% |
| Proshares Tr |
1.84%
943,556
|
$25,993,597,000 | 4.73% |
| Schwab Strategic Tr |
0.05%
513,930
|
$18,313,262,000 | 3.33% |
| Ishares Silver Tr |
7.85%
510,948
|
$13,575,888,000 | 2.47% |
| Ishares Gold Tr |
0.57%
290,414
|
$12,757,887,000 | 2.32% |
| KraneShares Trust |
1.74%
667,922
|
$12,363,245,000 | 2.25% |
| Apple Inc |
2.30%
51,596
|
$10,867,192,000 | 1.98% |
| Ishares Tr |
63.58%
472,795
|
$17,928,821,000 | 3.26% |
| Invesco Actvely Mngd Etc Fd |
0.62%
584,948
|
$8,218,513,000 | 1.50% |
| Super Micro Computer Inc |
0.33%
9,933
|
$8,138,604,000 | 1.48% |
| Timothy Plan |
9.32%
577,368
|
$19,831,011,000 | 3.61% |
| Crowdstrike Holdings Inc |
2.10%
15,537
|
$5,953,623,000 | 1.08% |
| Vanguard Scottsdale Fds |
11.21%
126,150
|
$9,371,923,000 | 1.70% |
| NVIDIA Corp |
884.98%
44,127
|
$5,451,452,000 | 0.99% |
| Arista Networks Inc |
0.34%
15,515
|
$5,437,697,000 | 0.99% |
| KLA Corp. |
0.86%
6,562
|
$5,410,435,000 | 0.98% |
| Microsoft Corporation |
6.48%
11,576
|
$5,174,105,000 | 0.94% |
| Palantir Technologies Inc. |
0.01%
200,166
|
$5,070,205,000 | 0.92% |
| Shopify Inc |
2.36%
76,486
|
$5,051,900,000 | 0.92% |
| Asml Holding N V |
1.17%
4,910
|
$5,021,604,000 | 0.91% |
| Garmin Ltd |
0.24%
28,907
|
$4,709,528,000 | 0.86% |
| Diamondback Energy Inc |
1.21%
23,511
|
$4,706,739,000 | 0.86% |
| Waste Mgmt Inc Del |
0.45%
21,959
|
$4,684,670,000 | 0.85% |
| Cintas Corporation |
0.05%
6,614
|
$4,631,520,000 | 0.84% |
| Janus Detroit Str Tr |
69.95%
103,563
|
$5,246,735,000 | 0.95% |
| Caterpillar Inc. |
2,164.47%
13,383
|
$4,457,877,000 | 0.81% |
| Freeport-McMoRan Inc |
0.18%
91,145
|
$4,429,647,000 | 0.81% |
| Broadcom Inc |
3.38%
2,755
|
$4,423,235,000 | 0.80% |
| United Rentals, Inc. |
0.02%
6,620
|
$4,281,209,000 | 0.78% |
| Oneok Inc. |
0.66%
51,449
|
$4,195,666,000 | 0.76% |
| ServiceNow Inc |
0.49%
5,320
|
$4,185,084,000 | 0.76% |
| Manhattan Associates, Inc. |
1.11%
16,712
|
$4,122,516,000 | 0.75% |
| Copart, Inc. |
Opened
75,418
|
$4,084,639,000 | 0.74% |
| AMKOR Technology Inc. |
1.88%
101,503
|
$4,062,150,000 | 0.74% |
| Cloudflare Inc |
1.68%
45,592
|
$3,776,385,000 | 0.69% |
| Generac Holdings Inc |
0.95%
28,495
|
$3,767,609,000 | 0.69% |
| Fortinet Inc |
0.99%
62,234
|
$3,750,843,000 | 0.68% |
| Veeva Sys Inc |
1.36%
19,438
|
$3,557,348,000 | 0.65% |
| Huntington Ingalls Inds Inc |
1.36%
14,259
|
$3,512,419,000 | 0.64% |
| Science Applications Intl Co |
1.60%
29,465
|
$3,463,611,000 | 0.63% |
| Dollar Gen Corp New |
1.02%
25,947
|
$3,430,972,000 | 0.62% |
| Nexstar Media Group Inc |
3.20%
20,660
|
$3,429,767,000 | 0.62% |
| Trinity Cap Inc |
1.85%
239,352
|
$3,384,437,000 | 0.62% |
| West Pharmaceutical Svsc Inc |
1.72%
10,080
|
$3,320,255,000 | 0.60% |
| Teledyne Technologies Inc |
1.68%
8,535
|
$3,311,409,000 | 0.60% |
| Xometry Inc |
3.58%
284,396
|
$3,287,618,000 | 0.60% |
| Darling Ingredients Inc |
Closed
67,541
|
$3,141,332,000 | |
| Nutrien Ltd |
2.25%
61,535
|
$3,132,745,000 | 0.57% |
| Vanguard Index Fds |
Opened
14,024
|
$3,214,643,000 | 0.58% |
| Home Depot, Inc. |
1.69%
8,560
|
$2,946,859,000 | 0.54% |
| Spdr Ser Tr |
Opened
71,422
|
$4,627,597,000 | 0.84% |
| Helen of Troy Ltd |
2.78%
30,837
|
$2,859,823,000 | 0.52% |
| Exxon Mobil Corp. |
29.70%
24,713
|
$2,844,965,000 | 0.52% |
| Amicus Therapeutics Inc |
2.98%
281,659
|
$2,794,057,000 | 0.51% |
| Vanguard Index Fds |
54.97%
7,073
|
$3,047,466,000 | 0.55% |
| Vanguard Bd Index Fds |
Opened
33,987
|
$2,448,763,000 | 0.45% |
| JPMorgan Chase & Co. |
3.90%
11,837
|
$2,394,066,000 | 0.44% |
| Zebra Technologies Corporati |
0.08%
7,574
|
$2,339,836,000 | 0.43% |
| Affirm Holdings, Inc. |
Opened
75,618
|
$2,284,420,000 | 0.42% |
| Bunge Global SA |
0.51%
19,900
|
$2,124,723,000 | 0.39% |
| Chubb Limited |
1.23%
7,884
|
$2,011,101,000 | 0.37% |
| Pimco Etf Tr |
0.37%
20,381
|
$1,937,640,000 | 0.35% |
| Costco Whsl Corp New |
3.45%
2,277
|
$1,935,445,000 | 0.35% |
| Westlake Corporation |
0.87%
13,283
|
$1,923,644,000 | 0.35% |
| Vaneck Merk Gold Tr |
Opened
79,269
|
$1,780,382,000 | 0.32% |
| Amphenol Corp. |
99.81%
26,211
|
$1,765,835,000 | 0.32% |
| Unitedhealth Group Inc |
6.11%
3,402
|
$1,732,478,000 | 0.32% |
| J P Morgan Exchange Traded F |
4.48%
31,020
|
$1,721,610,000 | 0.31% |
| American Centy Etf Tr |
Opened
19,173
|
$1,720,202,000 | 0.31% |
| Procter And Gamble Co |
4.37%
10,409
|
$1,716,592,000 | 0.31% |
| Invesco Exchange Traded Fd T |
6.38%
14,684
|
$1,673,836,000 | 0.30% |
| Blackrock Inc. |
6.23%
1,926
|
$1,516,378,000 | 0.28% |
| Ubiquiti Inc |
4.00%
10,367
|
$1,510,057,000 | 0.27% |
| Jazz Pharmaceuticals plc |
1.88%
14,120
|
$1,507,028,000 | 0.27% |
| Crocs Inc |
471.36%
10,176
|
$1,485,085,000 | 0.27% |
| Ssga Active Etf Tr |
4.41%
33,021
|
$1,380,278,000 | 0.25% |
| Eaton Corp Plc |
5.13%
4,246
|
$1,331,333,000 | 0.24% |
| Visa Inc |
4.15%
5,068
|
$1,330,067,000 | 0.24% |
| Micron Technology Inc. |
1.72%
10,039
|
$1,320,430,000 | 0.24% |
| Johnson & Johnson |
3.23%
8,981
|
$1,312,653,000 | 0.24% |
| Pepsico Inc |
4.87%
7,898
|
$1,302,617,000 | 0.24% |
| First Tr Exchange-traded Fd |
Opened
26,828
|
$1,289,085,000 | 0.23% |
| Merck & Co Inc |
2.38%
10,383
|
$1,285,417,000 | 0.23% |
| Microstrategy Inc. |
No change
900
|
$1,239,732,000 | 0.23% |
| Oracle Corp. |
0.53%
8,668
|
$1,223,985,000 | 0.22% |
| Palo Alto Networks Inc |
0.79%
3,583
|
$1,214,673,000 | 0.22% |
| Mcdonalds Corp |
5.47%
4,605
|
$1,173,538,000 | 0.21% |
| S&P Global Inc |
4.62%
2,583
|
$1,152,018,000 | 0.21% |
| NextEra Energy Inc |
5.49%
16,166
|
$1,144,743,000 | 0.21% |
| Alphabet Inc |
68.99%
8,157
|
$1,493,681,000 | 0.27% |
| Mastercard Incorporated |
3.75%
2,545
|
$1,122,752,000 | 0.20% |
| Linde Plc. |
5.64%
2,527
|
$1,108,873,000 | 0.20% |
| Coca-Cola Co |
4.36%
16,630
|
$1,058,500,000 | 0.19% |
| Lockheed Martin Corp. |
4.76%
2,177
|
$1,017,033,000 | 0.19% |
| Cisco Sys Inc |
7.24%
21,392
|
$1,016,340,000 | 0.18% |
| Analog Devices Inc. |
18.83%
4,292
|
$979,692,000 | 0.18% |
| Select Sector Spdr Tr |
22.00%
30,466
|
$2,372,516,000 | 0.43% |
| First Tr Exchng Traded Fd Vi |
0.91%
32,309
|
$1,383,164,000 | 0.25% |
| Walmart Inc |
7.24%
14,005
|
$948,292,000 | 0.17% |
| Accenture Plc Ireland |
6.66%
3,044
|
$923,580,000 | 0.17% |
| Fidelity Covington Trust |
Closed
60,868
|
$2,609,353,000 | |
| CSX Corp. |
5.45%
25,349
|
$847,924,000 | 0.15% |
| Abbott Labs |
14.58%
8,133
|
$845,100,000 | 0.15% |
| Select Sector Spdr Tr |
Closed
10,242
|
$1,057,395,000 | |
| Schwab Charles Corp |
6.41%
11,168
|
$822,970,000 | 0.15% |
| Ishares Inc |
Closed
15,609
|
$805,424,000 | |
| Advanced Micro Devices Inc. |
7.38%
4,961
|
$804,724,000 | 0.15% |
| Vanguard Intl Equity Index F |
Closed
6,864
|
$801,990,000 | |
| Tjx Cos Inc New |
4.15%
6,882
|
$757,708,000 | 0.14% |
| Pnc Finl Svcs Group Inc |
0.36%
4,497
|
$699,125,000 | 0.13% |
| National Presto Inds Inc |
1.10%
9,288
|
$697,807,000 | 0.13% |
| Republic Svcs Inc |
1.45%
3,557
|
$691,267,000 | 0.13% |
| Chevron Corp. |
6.08%
4,396
|
$687,622,000 | 0.13% |
| Taiwan Semiconductor Mfg Ltd |
2.06%
3,956
|
$687,592,000 | 0.13% |
| Alps Etf Tr |
13.33%
14,325
|
$687,318,000 | 0.13% |
| Booz Allen Hamilton Hldg Cor |
1.31%
4,401
|
$677,314,000 | 0.12% |
| Capital Group Core Equity Et |
85.31%
20,949
|
$675,605,000 | 0.12% |
| Lowes Cos Inc |
3.97%
2,985
|
$658,073,000 | 0.12% |
| Berkley W R Corp |
4.41%
8,373
|
$657,950,000 | 0.12% |
| Fulton Finl Corp Pa |
0.09%
36,467
|
$619,211,000 | 0.11% |
| The Southern Co. |
1.89%
7,781
|
$603,572,000 | 0.11% |
| Texas Instrs Inc |
6.53%
3,082
|
$599,541,000 | 0.11% |
| Abrdn Etfs |
57.93%
28,898
|
$587,496,000 | 0.11% |
| United Parcel Service, Inc. |
3.78%
4,252
|
$581,819,000 | 0.11% |
| Public Svc Enterprise Grp In |
No change
7,713
|
$568,448,000 | 0.10% |
| Stryker Corp. |
2.20%
1,669
|
$567,877,000 | 0.10% |
| Capital Group Growth Etf |
85.32%
17,116
|
$562,945,000 | 0.10% |
| Vanguard World Fd |
3.08%
1,918
|
$812,942,000 | 0.15% |
| Innovator ETFs Trust |
0.32%
27,910
|
$1,102,729,000 | 0.20% |
| Eli Lilly & Co |
2.08%
612
|
$554,093,000 | 0.10% |
| Invesco Exch Traded Fd Tr Ii |
8.29%
42,945
|
$1,532,355,000 | 0.28% |
| Goldman Sachs Group, Inc. |
3.82%
1,196
|
$540,975,000 | 0.10% |
| Air Prods & Chems Inc |
9.77%
2,090
|
$539,325,000 | 0.10% |
| Intuit Inc |
2.07%
803
|
$527,784,000 | 0.10% |
| AT&T Inc. |
5.56%
26,833
|
$512,772,000 | 0.09% |
| Applied Matls Inc |
9.48%
2,138
|
$504,547,000 | 0.09% |
| Eog Res Inc |
1.46%
3,993
|
$502,599,000 | 0.09% |
| Verizon Communications Inc |
0.85%
12,032
|
$496,190,000 | 0.09% |
| Marsh & McLennan Cos., Inc. |
0.13%
2,346
|
$494,280,000 | 0.09% |
| Illinois Tool Wks Inc |
2.63%
2,072
|
$490,981,000 | 0.09% |
| Abbvie Inc |
2.52%
2,845
|
$487,974,000 | 0.09% |
| Phillips 66 |
1.81%
3,419
|
$482,601,000 | 0.09% |
| Target Corp |
3.83%
3,214
|
$475,801,000 | 0.09% |
| Amazon.com Inc. |
6.96%
2,461
|
$475,588,000 | 0.09% |
| Astrazeneca plc |
6.00%
6,059
|
$472,541,000 | 0.09% |
| Wells Fargo Co New |
3.03%
7,485
|
$444,534,000 | 0.08% |
| Paychex Inc. |
1.71%
3,681
|
$436,419,000 | 0.08% |
| Medtronic Plc |
2.44%
5,434
|
$427,710,000 | 0.08% |
| Marvell Technology Inc |
3.33%
6,044
|
$422,483,000 | 0.08% |
| Tractor Supply Co. |
3.22%
1,564
|
$422,280,000 | 0.08% |
| Nike, Inc. |
Closed
4,427
|
$416,091,000 | |
| Colgate-Palmolive Co. |
0.90%
4,248
|
$412,226,000 | 0.07% |
| Becton Dickinson & Co. |
3.10%
1,752
|
$409,507,000 | 0.07% |
| MetLife, Inc. |
9.42%
5,832
|
$409,348,000 | 0.07% |
| Skyworks Solutions, Inc. |
1.70%
3,753
|
$399,995,000 | 0.07% |
| Nano Dimension Ltd |
0.59%
176,189
|
$387,616,000 | 0.07% |
| Blackstone Inc |
14.48%
3,118
|
$386,008,000 | 0.07% |
| Starbucks Corp. |
4.69%
4,888
|
$380,531,000 | 0.07% |
| Thomson-Reuters Corp |
4.02%
2,242
|
$377,890,000 | 0.07% |
| Hershey Company |
10.57%
2,031
|
$373,359,000 | 0.07% |
| Spdr Ser Tr |
72.44%
16,272
|
$925,293,000 | 0.17% |
| Honeywell International Inc |
1.66%
1,718
|
$366,862,000 | 0.07% |
| Tesla Inc |
2.40%
1,835
|
$363,177,000 | 0.07% |
| Northern Tr Corp |
2.59%
4,152
|
$348,685,000 | 0.06% |
| WEC Energy Group Inc |
5.52%
4,398
|
$345,067,000 | 0.06% |
| International Business Machs |
0.95%
1,984
|
$343,186,000 | 0.06% |
| General Dynamics Corp. |
4.16%
1,175
|
$341,007,000 | 0.06% |
| Aflac Inc. |
0.18%
3,803
|
$339,666,000 | 0.06% |
| Capital Group Intl Focus Eqt |
84.30%
12,957
|
$333,254,000 | 0.06% |
| Ishares U S Etf Tr |
4.19%
6,743
|
$333,005,000 | 0.06% |
| Blackrock Science & Technolo |
1.58%
8,727
|
$328,664,000 | 0.06% |
| Suncor Energy, Inc. |
0.77%
8,293
|
$315,963,000 | 0.06% |
| Citigroup Inc |
0.24%
4,971
|
$315,443,000 | 0.06% |
| Clorox Co. |
71.44%
2,311
|
$315,382,000 | 0.06% |
| Qualcomm, Inc. |
6.57%
1,574
|
$313,595,000 | 0.06% |
| Union Pac Corp |
18.28%
1,365
|
$308,845,000 | 0.06% |
| Comcast Corp New |
1.65%
7,798
|
$305,370,000 | 0.06% |
| American Centy Etf Tr |
84.50%
7,465
|
$304,423,000 | 0.06% |
| Snap-on, Inc. |
0.26%
1,148
|
$300,076,000 | 0.05% |
| Sempra |
11.65%
3,919
|
$298,079,000 | 0.05% |
| Manulife Finl Corp |
1.45%
11,037
|
$293,805,000 | 0.05% |
| PayPal Holdings Inc |
3.24%
5,025
|
$291,601,000 | 0.05% |
| AMGEN Inc. |
2.56%
914
|
$285,579,000 | 0.05% |
| Ares Management Corp |
6.35%
2,125
|
$283,220,000 | 0.05% |
| TotalEnergies SE |
1.41%
4,140
|
$276,055,000 | 0.05% |
| First Tr Exchng Traded Fd Vi |
Opened
6,938
|
$270,718,000 | 0.05% |
| Brown & Brown, Inc. |
5.28%
2,997
|
$267,962,000 | 0.05% |
| Rio Tinto plc |
No change
4,045
|
$266,687,000 | 0.05% |
| Vanguard Specialized Funds |
1.95%
1,459
|
$266,278,000 | 0.05% |
| Bristol-Myers Squibb Co. |
Closed
4,894
|
$265,392,000 | |
| Novo-nordisk A S |
7.31%
1,839
|
$262,499,000 | 0.05% |
| Zoetis Inc |
Opened
1,471
|
$255,013,000 | 0.05% |
| PPL Corp |
0.44%
8,848
|
$244,649,000 | 0.04% |
| Graco Inc. |
Closed
2,586
|
$241,712,000 | |
| Sherwin-Williams Co. |
3.40%
795
|
$237,252,000 | 0.04% |
| Nordson Corp. |
Closed
861
|
$236,400,000 | |
| Resmed Inc. |
4.41%
1,215
|
$232,575,000 | 0.04% |
| Apollo Global Mgmt Inc |
2.88%
1,957
|
$231,063,000 | 0.04% |
| Ares Capital Corp |
18.93%
11,062
|
$230,534,000 | 0.04% |
| Vanguard Whitehall Fds |
Opened
1,906
|
$226,052,000 | 0.04% |
| Ishares Tr |
Closed
1,204
|
$225,650,000 | |
| Ecolab, Inc. |
9.73%
946
|
$225,148,000 | 0.04% |
| Truist Finl Corp |
Closed
5,634
|
$219,613,000 | |
| L3Harris Technologies Inc |
Opened
972
|
$218,292,000 | 0.04% |
| Disney Walt Co |
Closed
1,776
|
$217,254,000 | |
| Price T Rowe Group Inc |
Closed
1,780
|
$217,060,000 | |
| D.R. Horton Inc. |
Closed
1,316
|
$216,548,000 | |
| New Jersey Res Corp |
2.97%
4,934
|
$210,879,000 | 0.04% |
| Masco Corp. |
7.25%
3,162
|
$210,811,000 | 0.04% |
| Meta Platforms Inc |
Closed
432
|
$209,790,000 | |
| Zimmer Biomet Holdings Inc |
Closed
1,572
|
$207,473,000 | |
| Donaldson Co. Inc. |
5.63%
2,868
|
$205,234,000 | 0.04% |
| Proshares Tr Ii |
Opened
5,469
|
$202,845,000 | 0.04% |
| RTX Corp |
6.80%
2,015
|
$202,294,000 | 0.04% |
| Northern Lts Fd Tr Iv |
Closed
5,195
|
$202,138,000 | |
| Lennar Corp. |
Closed
1,173
|
$201,733,000 | |
| Cleanspark Inc |
No change
11,865
|
$189,247,000 | 0.03% |
| Blackrock Muniyield Pa Qlty |
No change
11,300
|
$144,075,000 | 0.03% |
| Nuveen Pennsylvania Qlt Mun |
No change
10,700
|
$130,540,000 | 0.02% |
| Rocket Lab Usa Inc |
Opened
23,201
|
$111,365,000 | 0.02% |
| Fastly Inc |
15.54%
15,000
|
$110,550,000 | 0.02% |
| Pacific Biosciences Calif In |
No change
30,000
|
$41,100,000 | 0.01% |
| Amtd Digital Inc |
No change
10,353
|
$37,374,000 | 0.01% |
| Northern Dynasty Minerals Lt |
No change
10,000
|
$3,105,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 225 holdings | |||
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