Voya Financial Advisors, Inc. Top Holdings and 13F Report (2024)

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About Voya Financial Advisors, Inc.

Investment Activity

Voya Financial Advisors, Inc. has $875.68 million in total holdings as of March 31, 2024.
Voya Financial Advisors, Inc. owns shares of 241 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 12.94% of the portfolio was purchased this quarter.
About 9.15% of the portfolio was sold this quarter.
This quarter, Voya Financial Advisors, Inc. has purchased 230 new stocks and bought additional shares in 104 stocks.
Voya Financial Advisors, Inc. sold shares of 119 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vanguard Large-Cap ETF: $139,655,259
Vanguard Total Bond Market ETF: $106,569,645
Vanguard FTSE All-World ex-US ETF: $79,364,059
iShares Broad USD Investment Grade Corporate Bond ETF: $51,936,371
SPDR Portfolio Long Term Treasury ETF: $51,184,392

Largest New Holdings this Quarter

Diageo: $1,378,250 Holding
Entergy: $871,343 Holding
Hilton Worldwide: $550,854 Holding
Kinsale Capital Group: $475,769 Holding
Ameriprise Financial: $373,199 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 678,026 shares (about $41.07M)
iShares Core S&P 500 ETF: 40,284 shares (about $21.18M)
iShares Core S&P Small-Cap ETF: 175,450 shares (about $19.29M)
Vanguard Total Bond Market ETF: 89,568 shares (about $6.51M)
Vanguard FTSE All-World ex-US ETF: 64,116 shares (about $3.76M)

Largest Sales this Quarter

SPDR Portfolio Long Term Treasury ETF: 1,269,718 shares (about $35.48M)
iShares Broad USD Investment Grade Corporate Bond ETF: 652,364 shares (about $33.15M)
Fidelity National Information Services: 22,252 shares (about $1.63M)
NVIDIA: 737 shares (about $665.14K)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 8,001 shares (about $413.18K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VV Vanguard Large-Cap ETF	$139,655,259	$945,179 ▲	0.7%	581,122	15.9%	ETF
BND Vanguard Total Bond Market ETF	$106,569,645	$6,513,381 ▲	6.5%	1,465,480	12.2%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$79,364,059	$3,762,327 ▲	5.0%	1,352,489	9.1%	ETF
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$51,936,371	$33,146,624 ▼	-39.0%	1,022,168	5.9%	Manufacturing
SPTL SPDR Portfolio Long Term Treasury ETF	$51,184,392	$35,475,913 ▼	-40.9%	1,831,940	5.8%	ETF
IVV iShares Core S&P 500 ETF	$48,445,104	$21,177,877 ▲	77.7%	92,151	5.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$46,131,086	$41,074,781 ▲	812.3%	761,491	5.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$44,157,138	$19,292,461 ▲	77.6%	401,575	5.0%	ETF
VXF Vanguard Extended Market ETF	$37,767,699	$412,963 ▲	1.1%	215,926	4.3%	ETF
BSV Vanguard Short-Term Bond ETF	$22,691,108	$1,251,138 ▲	5.8%	295,496	2.6%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$14,214,024	$63,722 ▼	-0.4%	182,465	1.6%	ETF
MSFT Microsoft	$9,115,485	$197,650 ▼	-2.1%	21,630	1.0%	Computer and Technology
MBB iShares MBS ETF	$7,138,057	$363,863 ▲	5.4%	77,018	0.8%	ETF
XOM Exxon Mobil	$6,117,461	$272,705 ▲	4.7%	53,210	0.7%	Oils/Energy
AMZN Amazon.com	$5,068,616	$286,105 ▲	6.0%	28,186	0.6%	Retail/Wholesale
NVDA NVIDIA	$4,332,000	$665,143 ▼	-13.3%	4,800	0.5%	Computer and Technology
META Meta Platforms	$4,094,346	$402,472 ▲	10.9%	8,291	0.5%	Computer and Technology
GOOGL Alphabet	$3,906,628	$293,140 ▲	8.1%	25,894	0.4%	Computer and Technology
SCHW Charles Schwab	$3,497,908	$434,271 ▲	14.2%	48,328	0.4%	Finance
V Visa	$3,448,966	$272,603 ▲	8.6%	12,361	0.4%	Business Services
JPM JPMorgan Chase & Co.	$3,400,020	$106,338 ▲	3.2%	17,042	0.4%	Finance
ELV Elevance Health	$3,239,091	$313,511 ▲	10.7%	6,230	0.4%	Medical
BKNG Booking	$3,058,189	$425,870 ▲	16.2%	833	0.3%	Retail/Wholesale
CMCSA Comcast	$2,942,660	$389,050 ▲	15.2%	68,323	0.3%	Consumer Discretionary
GOOG Alphabet	$2,881,238	$172,452 ▼	-5.6%	18,963	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$2,840,127	$152,179 ▲	5.7%	6,812	0.3%	Finance
VYM Vanguard High Dividend Yield ETF	$2,801,987	$101,759 ▲	3.8%	23,240	0.3%	ETF
IQV IQVIA	$2,711,086	$342,485 ▲	14.5%	10,734	0.3%	Medical
PM Philip Morris International	$2,656,086	$247,264 ▲	10.3%	28,799	0.3%	Consumer Staples
MA Mastercard	$2,653,100	$42,538 ▼	-1.6%	5,551	0.3%	Business Services
LMT Lockheed Martin	$2,621,280	$94,530 ▼	-3.5%	5,740	0.3%	Aerospace
VTI Vanguard Total Stock Market ETF	$2,562,107	$238,940 ▲	10.3%	9,865	0.3%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$2,374,537	$78,879 ▲	3.4%	20,320	0.3%	ETF
SBUX Starbucks	$2,242,711	$609,652 ▲	37.3%	24,511	0.3%	Retail/Wholesale
UNH UnitedHealth Group	$2,188,871	$39,941 ▼	-1.8%	4,439	0.2%	Medical
MDT Medtronic	$2,140,753	$211,285 ▲	11.0%	24,631	0.2%	Medical
CRM Salesforce	$2,096,701	$25,316 ▲	1.2%	6,957	0.2%	Computer and Technology
KMX CarMax	$2,037,246	$470,890 ▲	30.1%	23,423	0.2%	Retail/Wholesale
VEEV Veeva Systems	$2,002,253	$5,601 ▲	0.3%	8,579	0.2%	Computer and Technology
WFC Wells Fargo & Company	$1,988,380	$245,818 ▲	14.1%	34,515	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,958,494	$220,208 ▲	12.7%	14,328	0.2%	Computer and Technology
CSGP CoStar Group	$1,909,293	$89,581 ▼	-4.5%	19,843	0.2%	Computer and Technology
NOW ServiceNow	$1,898,259	$173,052 ▼	-8.4%	2,501	0.2%	Computer and Technology
ORCL Oracle	$1,871,033	$319,313 ▲	20.6%	14,936	0.2%	Computer and Technology
DIS Walt Disney	$1,844,219	$218,853 ▲	13.5%	15,244	0.2%	Consumer Discretionary
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,832,051	$413,176 ▼	-18.4%	35,477	0.2%	Manufacturing
COR Cencora	$1,802,018	$171,737 ▲	10.5%	7,366	0.2%	Medical
ADI Analog Devices	$1,759,690	$106,525 ▲	6.4%	9,102	0.2%	Computer and Technology
EPD Enterprise Products Partners	$1,733,878	$78,174 ▼	-4.3%	59,686	0.2%	Oils/Energy
APD Air Products and Chemicals	$1,611,145	$313,332 ▲	24.1%	6,628	0.2%	Basic Materials
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,602,112	$107,434 ▲	7.2%	31,212	0.2%	Manufacturing
ADSK Autodesk	$1,567,386	$86,642 ▲	5.9%	6,006	0.2%	Computer and Technology
ADBE Adobe	$1,484,439	$29,255 ▼	-1.9%	2,943	0.2%	Computer and Technology
SPGI S&P Global	$1,459,117	$64,267 ▼	-4.2%	3,451	0.2%	Business Services
DEO Diageo	$1,378,250	$1,378,250 ▲	New Holding	9,224	0.2%	Consumer Staples
SHY iShares 1-3 Year Treasury Bond ETF	$1,356,073	$227,403 ▼	-14.4%	16,572	0.2%	Manufacturing
LLY Eli Lilly and Company	$1,343,139	$157,192 ▼	-10.5%	1,726	0.2%	Medical
CHKP Check Point Software Technologies	$1,316,811	$183,848 ▲	16.2%	8,022	0.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$1,299,197	$94,922 ▼	-6.8%	13,249	0.1%	Finance
DUK Duke Energy	$1,298,176	$35,359 ▲	2.8%	13,511	0.1%	Utilities
HEI HEICO	$1,280,905	$39,275 ▼	-3.0%	6,588	0.1%	Aerospace
UPS United Parcel Service	$1,278,972	$49,939 ▲	4.1%	8,682	0.1%	Transportation
QCOM QUALCOMM	$1,267,629	$170,314 ▲	15.5%	7,495	0.1%	Computer and Technology
ENB Enbridge	$1,259,218	$68,957 ▲	5.8%	34,988	0.1%	Oils/Energy
AAPL Apple	$1,228,878	$249,380 ▼	-16.9%	7,091	0.1%	Computer and Technology
FAST Fastenal	$1,210,746	$35,703 ▼	-2.9%	15,667	0.1%	Retail/Wholesale
COST Costco Wholesale	$1,206,468	$48,317 ▼	-3.9%	1,648	0.1%	Retail/Wholesale
GPC Genuine Parts	$1,198,843	$50,741 ▲	4.4%	7,726	0.1%	Auto/Tires/Trucks
WST West Pharmaceutical Services	$1,197,670	$35,469 ▼	-2.9%	3,039	0.1%	Medical
NVS Novartis	$1,193,131	$125,497 ▲	11.8%	12,445	0.1%	Medical
CVS CVS Health	$1,190,100	$73,870 ▲	6.6%	14,983	0.1%	Retail/Wholesale
CVX Chevron	$1,174,032	$99,738 ▲	9.3%	7,510	0.1%	Oils/Energy
GD General Dynamics	$1,167,066	$99,511 ▲	9.3%	4,140	0.1%	Aerospace
TFC Truist Financial	$1,114,711	$27,785 ▲	2.6%	28,886	0.1%	Finance
OMC Omnicom Group	$1,095,387	$105,038 ▲	10.6%	11,513	0.1%	Business Services
ALGN Align Technology	$1,066,659	$16,723 ▲	1.6%	3,253	0.1%	Medical
PFE Pfizer	$1,051,417	$84,088 ▲	8.7%	37,849	0.1%	Medical
UL Unilever	$1,046,522	$88,342 ▲	9.2%	20,873	0.1%	Consumer Staples
KO Coca-Cola	$1,042,026	$31,244 ▲	3.1%	17,076	0.1%	Consumer Staples
GLOB Globant	$1,036,237	$49,150 ▼	-4.5%	5,060	0.1%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,035,382	$106,373 ▲	11.5%	20,596	0.1%	ETF
AMGN Amgen	$1,032,112	$9,445 ▲	0.9%	3,606	0.1%	Medical
TLT iShares 20+ Year Treasury Bond ETF	$1,022,192	$189 ▲	0.0%	10,794	0.1%	ETF
FI Fiserv	$1,003,142	$76,638 ▲	8.3%	6,296	0.1%	Business Services
NEE NextEra Energy	$988,061	$18,818 ▼	-1.9%	15,489	0.1%	Utilities
ROL Rollins	$969,165	$28,300 ▼	-2.8%	20,753	0.1%	Construction
BX Blackstone	$969,110	$1,178 ▲	0.1%	7,404	0.1%	Finance
MRK Merck & Co., Inc.	$949,035	$71,675 ▼	-7.0%	7,203	0.1%	Medical
AVGO Broadcom	$944,211	$127,917 ▲	15.7%	716	0.1%	Computer and Technology
TYL Tyler Technologies	$936,256	$42,060 ▼	-4.3%	2,226	0.1%	Computer and Technology
BLK BlackRock	$924,478	$59,240 ▲	6.8%	1,108	0.1%	Finance
ABT Abbott Laboratories	$923,954	$46,186 ▼	-4.8%	8,142	0.1%	Medical
BAC Bank of America	$902,109	$51,495 ▲	6.1%	23,860	0.1%	Finance
EIX Edison International	$892,276	$57,875 ▲	6.9%	12,858	0.1%	Utilities
AMT American Tower	$875,380	$293,240 ▲	50.4%	4,436	0.1%	Finance
ETR Entergy	$871,343	$871,343 ▲	New Holding	8,308	0.1%	Utilities
COP ConocoPhillips	$864,541	$57,070 ▼	-6.2%	6,817	0.1%	Oils/Energy
BK Bank of New York Mellon	$861,977	$53,966 ▲	6.7%	15,142	0.1%	Finance
SNY Sanofi	$860,609	$165,355 ▲	23.8%	17,373	0.1%	Medical
MCHP Microchip Technology	$858,008	$358,990 ▼	-29.5%	9,620	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Voya Financial Advisors, Inc. Top Holdings and 13F Report (2024)

About Voya Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Voya Financial Advisors, Inc. Top Holdings and 13F Report (2024)

About Voya Financial Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVoya Financial Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information