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VOYA FINANCIAL ADVISORS, INC.

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WINDSOR CT Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Voya Financial Advisors is based out of Windsor. Voya Financial Advisors is a large advisory firm with 12497 clients and discretionary assets under management (AUM) of $45,910,587 (Form ADV from 2024-01-25). Their last reported 13F filing for Q4 2023 included $831,003,054 in managed 13F securities and a top 10 holdings concentration of 73.04%. Voya Financial Advisors's largest holding is VANGUARD LARGE-CAP INDEX FUND-ETF Shares with shares held of 577,189. Whalewisdom has at least 38 13F filings The firm last filed a Form D notice of exempt offering of securities on 2022-03-28. The notice included securities offered of Other

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
VV VANGUARD LARGE-CAP I 15.22%
BND VANGUARD TOTAL BOND 12.21%
SPTL SPDR(R) Portfolio Lo 10.92%
USIG iShares Broad USD In 10.35%
VEU VANGUARD FTSE ALL-WO 8.7%

2023-12-31

13F Activity

Market Value $0.83b, Prior: $0.80b
New Purchases 18 stocks
Added To 89 stocks
Sold out of 9 stocks
Reduced holdings in 120 stocks
Top 10 Holdings % 73.04%
Turnover %[1] 11.74%
Turnover Alt %[2] 24.83%
Time Held Top 20 14.65 quarters
Time Held Top 10 12 quarters
Time Held All 22.13 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance