REGISTER FINANCIAL ADVISORS LLC

PrivateCIK: 1962636
Location

ATLANTA, GA

386
Positions
$270.53M
Total AUM (reported)
7.17M
Total Shares

Allocation by class

TOTAL AUM$270.53M386 positions
COM$149.36M55.2%
COM NEW$17.41M6.4%
VALUE ETF$10.13M3.7%
GROWTH ETF$10.04M3.7%
VG TL INTL STK F$8.15M3.0%
CL A$6.55M2.4%
STATE STREET SPD$6.42M2.4%

Portfolio Concentration

Top 311.1%4–1013.6%11–2517.2%Rest58.0%TOP 1024.8%0%100%
Top 3$30.11M11.1%
4–10$36.92M13.6%
11–25$46.51M17.2%
Rest$157.00M58.0%

Top 3 weight

11.1%

Top 10 weight

24.8%

Voting Authority Distribution

Total shares with voting rights: 7.17M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

7.17M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole386
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings386
Rows:

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares51.65K
TypeSH
Market value$10.13M
3.75%
Sole
0.00
Shared
0.00
None
51.65K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares22.99K
TypeSH
Market value$10.04M
3.71%
Sole
0.00
Shared
0.00
None
22.99K

APPLE INC

SOLE
COM
Shares39.13K
TypeSH
Market value$9.93M
3.67%
Sole
0.00
Shared
0.00
None
39.13K

VANGUARD STAR FDS

SOLE
VG TL INTL STK F
Shares105.69K
TypeSH
Market value$8.15M
3.01%
Sole
0.00
Shared
0.00
None
105.69K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares88.27K
TypeSH
Market value$5.23M
1.93%
Sole
0.00
Shared
0.00
None
88.27K

JPMORGAN CHASE & CO

SOLE
COM
Shares17.20K
TypeSH
Market value$5.06M
1.87%
Sole
0.00
Shared
0.00
None
17.20K

MICROSOFT CORP

SOLE
COM
Shares13.66K
TypeSH
Market value$5.06M
1.87%
Sole
0.00
Shared
0.00
None
13.66K

KRATOS DEFENSE & SEC SOLUTIO

SOLE
COM NEW
Shares67.95K
TypeSH
Market value$4.79M
1.77%
Sole
0.00
Shared
0.00
None
67.95K

ATI INC

SOLE
COM
Shares29.85K
TypeSH
Market value$4.34M
1.61%
Sole
0.00
Shared
0.00
None
29.85K

NVIDIA CORPORATION

SOLE
COM
Shares24.63K
TypeSH
Market value$4.30M
1.59%
Sole
0.00
Shared
0.00
None
24.63K

HONEYWELL INTL INC

SOLE
COM
Shares17.59K
TypeSH
Market value$3.98M
1.47%
Sole
0.00
Shared
0.00
None
17.59K

WALMART INC

SOLE
COM
Shares29.77K
TypeSH
Market value$3.70M
1.37%
Sole
0.00
Shared
0.00
None
29.77K

J P MORGAN EXCHANGE TRADED F

SOLE
EQUITY PREMIUM
Shares64.79K
TypeSH
Market value$3.67M
1.36%
Sole
0.00
Shared
0.00
None
64.79K

COUSINS PPTYS INC

SOLE
COM NEW
Shares144.35K
TypeSH
Market value$3.26M
1.20%
Sole
0.00
Shared
0.00
None
144.35K

SYMBOTIC INC

SOLE
CLASS A COM
Shares60.02K
TypeSH
Market value$3.19M
1.18%
Sole
0.00
Shared
0.00
None
60.02K

MICRON TECHNOLOGY INC

SOLE
COM
Shares9.36K
TypeSH
Market value$3.16M
1.17%
Sole
0.00
Shared
0.00
None
9.36K

MODINE MFG CO

SOLE
COM
Shares14.30K
TypeSH
Market value$3.10M
1.15%
Sole
0.00
Shared
0.00
None
14.30K

JOHNSON & JOHNSON

SOLE
COM
Shares12.67K
TypeSH
Market value$3.10M
1.14%
Sole
0.00
Shared
0.00
None
12.67K

REDWIRE CORPORATION

SOLE
COM
Shares360.05K
TypeSH
Market value$3.06M
1.13%
Sole
0.00
Shared
0.00
None
360.05K

RTX CORPORATION

SOLE
COM
Shares14.86K
TypeSH
Market value$2.87M
1.06%
Sole
0.00
Shared
0.00
None
14.86K

QUANTA SVCS INC

SOLE
COM
Shares5.02K
TypeSH
Market value$2.76M
1.02%
Sole
0.00
Shared
0.00
None
5.02K

BROADCOM INC

SOLE
COM
Shares8.79K
TypeSH
Market value$2.72M
1.01%
Sole
0.00
Shared
0.00
None
8.79K

BLACKSTONE INC

SOLE
COM
Shares23.42K
TypeSH
Market value$2.69M
1.00%
Sole
0.00
Shared
0.00
None
23.42K

AMAZON COM INC

SOLE
COM
Shares12.91K
TypeSH
Market value$2.69M
0.99%
Sole
0.00
Shared
0.00
None
12.91K

CISCO SYS INC

SOLE
COM
Shares33.07K
TypeSH
Market value$2.57M
0.95%
Sole
0.00
Shared
0.00
None
33.07K
Page 1 of 16