Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Financial Management Professionals

Latest statistics and disclosures from Financial Management Professionals's latest quarterly 13F-HR filing:

Top 5 stock holdings are GSLC, SCHG, DFAI, SCHX, JHMM, and represent 37.01% of Financial Management Professionals's stock portfolio.
Added to shares of these 10 stocks: FDHY (+$20M), SPY (+$10M), SPTM (+$9.2M), PXH, DFAI, IJH, ITOT, ARKW, GSIE, JHMM.
Started 65 new stock positions in VIXY, HIMS, CLPT, SPTM, NSSC, ARKO, LIVN, AMRK, AMR, ASRT.
Reduced shares in these 10 stocks: PULS (-$18M), SCHF (-$10M), , PSL, IWF, , , EFAV, IAK, PUI.
Sold out of its positions in ATGE, AMED, ANSS, ACHR, BAX, EAT, VAMO, CNC, CEPU, GTLS.
Financial Management Professionals was a net buyer of stock by $19M.
Financial Management Professionals has $961M in assets under management (AUM), dropping by 8.10%.
Central Index Key (CIK): 0001568132

Tip: Access up to 7 years of quarterly data

Positions held by Financial Management Professionals consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Financial Management Professionals

Financial Management Professionals holds 947 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Financial Management Professionals has 947 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Management Professionals Sept. 30, 2025 positions
Download the Financial Management Professionals September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)	11.7	$112M		861k	130.28	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	6.6	$64M		2.0M	31.91	View chart
Dimensional Intern Core EQT MKT ETF Etf (DFAI)	6.4	$62M	+3%	1.7M	36.35	View chart
Schwab US Large Cap ETF Etf (SCHX)	6.3	$60M		2.3M	26.34	View chart
John Hancock Multifctr Mid CP ETF Etf (JHMM)	6.0	$58M	+2%	892k	64.69	View chart
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)	5.7	$54M	+2%	1.3M	41.11	View chart
iShares Russell 1000 ETF IV Etf (IWB)	4.6	$44M	+2%	121k	365.48	View chart
iShares MSCI USA Multifct ETF Etf (SMLF)	4.1	$39M		530k	74.35	View chart
Vanguard S&P 500 ETF Etf (VOO)	4.1	$39M	+2%	64k	614.11	View chart
Vanguard Total Bond Market ETF Etf (BND)	3.7	$36M	+2%	484k	74.37	View chart
Vanguard Value ETF Stock (VTV)	2.7	$26M	+2%	140k	187.43	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	2.5	$24M		365k	65.92	View chart
Vanguard Large Cap ETF Etf (VV)	2.5	$24M	+2%	78k	308.68	View chart
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)	2.3	$23M		810k	27.82	View chart
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)	2.2	$21M	+2%	217k	95.68	View chart
Fidelity High Yield Factor ETF Etf (FDHY)	2.1	$20M	+40534%	408k	49.55	View chart
JPMorgan Ultra Short Income ETF Etf (JPST)	1.7	$16M	+2%	321k	50.73	View chart
Schwab International Equity ETF Etf (SCHF)	1.6	$15M	-40%	655k	23.28	View chart
Spdr S&p 500 Etf Etf (SPY)	1.3	$13M	+424%	19k	667.99	View chart
SPDR S&P 500 Growth ETF Etf (SPYG)	1.1	$11M		103k	104.51	View chart
Vanguard Mid Cap ETF Etf (VO)	1.1	$10M	+3%	35k	294.77	View chart
iShares MSCI Acwi ETF Etf (ACWI)	1.1	$10M	+2%	73k	138.24	View chart
Vanguard FTSE All World Ex US ETF IV Etf (VEU)	1.0	$9.7M		136k	71.37	View chart
SPDR Portfolio S P 1500 CMPST ST ETF Etf (SPTM)	1.0	$9.2M	NEW	114k	80.65	View chart
JPMorgan Income ETF Etf (JPIE)	0.9	$8.2M	-3%	176k	46.41	View chart
Apple Stock (AAPL)	0.7	$6.5M	+23%	26k	254.63	View chart
JPMorgan Internatinal BND Opport ETF Etf (JPIB)	0.6	$5.9M	+5%	121k	49.03	View chart
Nvidia Corp Stock (NVDA)	0.6	$5.9M	+13%	32k	186.59	View chart
Jpmorgn Hedgd Eqty Lad Ovrly ETF Etf (HELO)	0.4	$4.1M		63k	65.00	View chart
JPMorgan Chase & Co Stock (JPM)	0.4	$3.6M		11k	315.43	View chart
ProShares Ultra Bitcoin ETF Etf (BITU)	0.4	$3.4M		63k	53.39	View chart
Microsoft Corp Stock (MSFT)	0.3	$3.3M	+5%	6.4k	517.98	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$2.8M	-6%	25k	112.75	View chart
Amazon.Com Stock (AMZN)	0.3	$2.5M	+20%	11k	219.57	View chart
Vaneck Vectors Junior Gold Miners ETF Stock (GDXJ)	0.3	$2.4M	-9%	25k	99.03	View chart
Home Bancshares Stock (HOMB)	0.2	$2.4M		84k	28.30	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.2	$2.3M	-7%	90k	25.71	View chart
iShares Global Industrials ETF Etf (EXI)	0.2	$2.3M	-5%	13k	172.75	View chart
Invesco Rafi Emerging Markets ETF Etf (PXH)	0.2	$2.3M	NEW	91k	25.42	View chart
First Trust Utilities Alphadex ETF Etf (FXU)	0.2	$2.3M	-4%	51k	45.45	View chart
iShares Core S&P Mid Cap ETF IV Etf (IJH)	0.2	$2.2M	+16499%	33k	65.26	View chart
iShares Total US Stock Market ETF IV Etf (ITOT)	0.2	$2.1M	NEW	15k	145.65	View chart
Ark Next Generation Internet ETF Etf (ARKW)	0.2	$2.0M	+2639%	12k	174.61	View chart
Grayscale Bitcoin TR BTC Closed End Fund (GBTC)	0.2	$2.0M		23k	89.77	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.2	$2.0M	+2%	20k	99.81	View chart
Tesla Stock (TSLA)	0.2	$2.0M	-2%	4.5k	444.72	View chart
Broadcom Stock (AVGO)	0.2	$2.0M	-14%	5.9k	329.92	View chart
iShares Short Treasury Bond ETF Etf (SHV)	0.2	$1.9M		17k	110.49	View chart
iShares US Aerospace Stock (ITA)	0.2	$1.8M	-8%	8.4k	209.26	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Etf (BIL)	0.2	$1.7M		19k	91.75	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$1.6M	+40%	4.6k	355.47	View chart
Invesco II Invsco DRSY WGT DVLPD ETF Etf (PIZ)	0.2	$1.6M	-9%	34k	47.67	View chart
NXP Semiconductors F Stock (NXPI)	0.2	$1.6M	+23%	6.9k	228.74	View chart
Meta Platforms Inc Class A Stock (META)	0.2	$1.5M	+2%	2.1k	734.38	View chart
Abbvie Stock (ABBV)	0.1	$1.3M		5.6k	231.54	View chart
Morgan Stanley Stock (MS)	0.1	$1.3M	+2%	8.0k	158.96	View chart
Alphabet Inc. Class A Stock (GOOGL)	0.1	$1.3M		5.2k	243.10	View chart
iShares 1-3 Year Treasry Bond ETF Etf (SHY)	0.1	$1.3M		15k	82.96	View chart
Berkshire Hathaway Class B Stock (BRK.B)	0.1	$1.2M	+2%	2.5k	502.74	View chart
Vanguard Total World Stock Et ETF IV Etf (VT)	0.1	$1.2M	-16%	8.6k	137.80	View chart
Chevron Corp Stock (CVX)	0.1	$1.1M	+3%	7.3k	155.30	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$1.1M	+1888%	3.4k	329.08	View chart
iShares MSCI EAFE Value Stock (EFV)	0.1	$1.1M	NEW	16k	67.83	View chart
iShares MSCI Eurozone ETF IV Etf (EZU)	0.1	$998k	-23%	16k	61.94	View chart
iShares Bitcoin ETF IV Etf (IBIT)	0.1	$957k	+60%	15k	65.00	View chart
Alphabet Inc. Class C Stock (GOOG)	0.1	$956k		3.9k	243.55	View chart
PIMCO Enhncd SHRT Matrty Actv ETF IV Etf (MINT)	0.1	$949k	-12%	9.4k	100.69	View chart
TJX Companies Stock (TJX)	0.1	$918k	+3%	6.3k	144.54	View chart
Home Depot Stock (HD)	0.1	$905k		2.2k	405.19	View chart
Advanced Micro Devic Stock (AMD)	0.1	$901k	+115%	5.6k	161.79	View chart
Johnson Controls Inter F Stock (JCI)	0.1	$879k		8.0k	110.35	View chart
Texas Instruments Stock (TXN)	0.1	$862k	-2%	4.7k	183.73	View chart
Oracle Corp Stock (ORCL)	0.1	$825k		2.9k	281.24	View chart
Abbott Laboratories Stock (ABT)	0.1	$816k		6.1k	133.94	View chart
Cisco Systems Stock (CSCO)	0.1	$802k		12k	68.42	View chart
Gilead Sciences Stock (GILD)	0.1	$789k		7.1k	111.00	View chart
Cadence Design SYS Stock (CDNS)	0.1	$764k	+59%	2.2k	351.26	View chart
Duke Energy Corp Stock (DUK)	0.1	$759k		6.1k	123.76	View chart
Medtronic PLC F Stock (MDT)	0.1	$756k	+23%	7.9k	95.95	View chart
Berkshire Hathaway Inc D Class A Stock (BRK.A)	0.1	$754k		1.00	754200.00	View chart
Intuitive Surgical Stock (ISRG)	0.1	$751k		1.7k	447.23	View chart
Coca-Cola Stock (KO)	0.1	$741k		11k	66.83	View chart
Sherwin Williams Stock (SHW)	0.1	$732k		2.1k	346.26	View chart
Costco Wholesale Stock (COST)	0.1	$727k	+44%	786.00	925.27	View chart
Cummins Stock (CMI)	0.1	$727k		1.7k	422.37	View chart
Lilly Eli & Co Stock (LLY)	0.1	$716k	-4%	938.00	763.08	View chart
Philip Morris Intl Stock (PM)	0.1	$660k		4.1k	162.20	View chart
Metlife Stock (MET)	0.1	$629k		7.6k	82.37	View chart
Procter & Gamble Stock (PG)	0.1	$623k		4.1k	153.65	View chart
Sempra Stock (SRE)	0.1	$622k		6.9k	89.98	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$605k		1.2k	499.11	View chart
Conocophillips Stock (COP)	0.1	$589k		6.2k	94.59	View chart
Bank Of America Corp Stock (BAC)	0.1	$585k		11k	51.59	View chart
Globe Life Stock (GL)	0.1	$563k	-3%	3.9k	142.97	View chart
PNC Finl Services Stock (PNC)	0.1	$560k		2.8k	200.94	View chart
Iron MTN Inc New REIT Reit (IRM)	0.1	$542k		5.3k	102.72	View chart
Starbucks Corp Stock (SBUX)	0.1	$533k		6.3k	84.61	View chart
Netflix Stock (NFLX)	0.1	$525k	+54%	438.00	1198.92	View chart
BlackRock Stock (BLK)	0.1	$503k		431.00	1165.87	View chart
SPDR S&P Telecom ETF Etf (XTL)	0.1	$484k	NEW	3.5k	139.92	View chart
Mastercard Inc Class A Stock (MA)	0.0	$464k	+44%	816.00	568.60	View chart
Broadridge Finl Solu Stock (BR)	0.0	$464k	+95%	1.9k	239.14	View chart
WalMart Stock (WMT)	0.0	$462k	-2%	4.5k	103.06	View chart
Paychex Stock (PAYX)	0.0	$461k		3.6k	126.76	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.0	$457k	-2%	5.2k	87.31	View chart
Wisdomtree International HGH DIV ETF Etf (DTH)	0.0	$444k	NEW	9.0k	49.15	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.0	$443k		4.7k	93.37	View chart
Valero Energy Corp Stock (VLO)	0.0	$440k		2.6k	170.26	View chart
Ferguson Enterprises Stock (FERG)	0.0	$429k		1.9k	225.41	View chart
Dell Technologies Inc Class C Stock (DELL)	0.0	$427k		3.0k	141.77	View chart
Air Prod & Chemicals Stock (APD)	0.0	$424k		1.6k	272.79	View chart
Bitwise Bitcoin ETF Etf (BITB)	0.0	$423k		6.8k	62.22	View chart
Paypal Holdings Incorpor Stock (PYPL)	0.0	$401k	+793%	6.0k	67.06	View chart
Amgen Stock (AMGN)	0.0	$397k		1.4k	282.20	View chart
Motorola Solutions Stock (MSI)	0.0	$395k		862.00	458.38	View chart
Kimberly Clark Corp Stock (KMB)	0.0	$389k		3.1k	125.58	View chart
Martin Marietta Material Stock (MLM)	0.0	$389k		617.00	630.28	View chart
American Intl Group Stock (AIG)	0.0	$384k		4.9k	78.54	View chart
Texas Pacific Land Corp Stock (TPL)	0.0	$374k		400.00	933.89	View chart
Marsh & MC Lennan Stock (MMC)	0.0	$362k	-2%	1.8k	201.53	View chart
BHP Group LTD F Stock (BHP)	0.0	$358k	+2%	6.4k	55.75	View chart
General Electric Stock (GE)	0.0	$351k		1.2k	301.18	View chart
Williams Companies Stock (WMB)	0.0	$348k	+1012%	5.5k	63.35	View chart
Amern Tower Corp REIT Reit (AMT)	0.0	$346k	-2%	1.8k	194.02	View chart
Trane Technologies PLC F Stock (TT)	0.0	$343k		813.00	421.96	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.0	$336k		3.4k	100.25	View chart
Union Pacific Corp Stock (UNP)	0.0	$323k		1.4k	236.37	View chart
Te Connectivity PLC F Stock (TEL)	0.0	$322k	NEW	1.5k	219.53	View chart
Merck & Co Stock (MRK)	0.0	$321k		3.8k	84.74	View chart
Uber Technologies Stock (UBER)	0.0	$321k	+7%	3.3k	97.97	View chart
Lam Research Corp Stock (LRCX)	0.0	$320k	-34%	2.4k	134.16	View chart
iShares Preferred Income Sec ETF Etf (PFF)	0.0	$316k		10k	31.62	View chart
Cme Group Inc Class A Stock (CME)	0.0	$312k	+2522%	1.2k	270.19	View chart
Unitedhealth GRP Stock (UNH)	0.0	$306k	+10%	886.00	345.30	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$306k	+3%	3.2k	95.47	View chart
Capital One FC Stock (COF)	0.0	$302k		1.4k	212.58	View chart
Palo Alto Networks Stock (PANW)	0.0	$293k		1.4k	203.62	View chart
Shell PLC F Un Stock (SHEL)	0.0	$290k		4.1k	71.52	View chart
SPDR Dow Jones Industrial Avr ETF IV Etf (DIA)	0.0	$286k		614.00	465.06	View chart
Visa Inc Class A Stock (V)	0.0	$283k		830.00	341.38	View chart
Taiwan Semiconductr F Stock (TSM)	0.0	$268k	-6%	955.00	280.16	View chart
Arista Networks Stock (ANET)	0.0	$264k	+14%	1.8k	145.71	View chart
Johnson & Johnson Stock (JNJ)	0.0	$257k	+63%	1.4k	185.42	View chart
CIGNA Corp Stock (CI)	0.0	$256k	+33%	888.00	288.10	View chart
Linde PLC F Stock (LIN)	0.0	$247k	+2%	521.00	474.74	View chart
iShares iBoxx High Yield Bond ETF IV Etf (HYG)	0.0	$242k		3.0k	81.19	View chart
Analog Devices Stock (ADI)	0.0	$235k		957.00	245.70	View chart
Chubb LTD F Stock (CB)	0.0	$235k		828.00	283.22	View chart
Vanguard Russell 1000 ETF Etf (VONE)	0.0	$225k		743.00	302.35	View chart
Schlumberger LTD F Stock (SLB)	0.0	$215k	+6%	6.2k	34.65	View chart
Ark Innovation ETF Etf (ARKK)	0.0	$209k		2.4k	86.29	View chart
Asml HLDGS NV F Stock (ASML)	0.0	$209k		216.00	968.09	View chart
Stryker Corp Stock (SYK)	0.0	$203k		549.00	370.51	View chart
Pepsico Stock (PEP)	0.0	$198k	+4%	1.4k	140.44	View chart
IBM Corp Stock (IBM)	0.0	$195k		691.00	282.16	View chart
Parker-Hannifin Corp Stock (PH)	0.0	$186k	+2%	245.00	758.15	View chart
Applied Materials Stock (AMAT)	0.0	$185k		904.00	204.74	View chart
A T & T Stock (T)	0.0	$185k	-14%	6.5k	28.24	View chart
iShares Ai Invatn And Tec Act ETF Etf (BAI)	0.0	$184k	+462%	5.4k	34.16	View chart
Palantir Technologies In Class A Stock (PLTR)	0.0	$182k	-5%	996.00	182.42	View chart
O Reilly Automotive Stock (ORLY)	0.0	$178k	+188%	1.6k	107.81	View chart
T-Mobile US Stock (TMUS)	0.0	$174k	+179%	725.00	239.38	View chart
Honeywell Intl Stock (HON)	0.0	$168k	+2%	800.00	210.50	View chart
Marathon Pete Corp Stock (MPC)	0.0	$161k		836.00	192.66	View chart
iShares Russell 2000 ETF Stock (IWM)	0.0	$158k		652.00	241.96	View chart
Ciena Corp Stock (CIEN)	0.0	$156k		1.1k	145.67	View chart
Boeing Stock (BA)	0.0	$156k	-8%	721.00	215.83	View chart
Qualcomm Stock (QCOM)	0.0	$155k	-18%	933.00	166.44	View chart
Enterprise Prods Part Master Limited Partnership (EPD)	0.0	$154k	+83%	4.9k	31.27	View chart
Synopsys Stock (SNPS)	0.0	$154k		313.00	493.39	View chart
Grayscale Bitcoin Mini Trust ETF Etf (BTC)	0.0	$153k	+3%	3.0k	50.63	View chart
iShares Total Usd Bond Market ETF Etf (IUSB)	0.0	$152k		3.2k	46.71	View chart
JPMorgan U S Tech Leaders ETF IV Etf (JTEK)	0.0	$149k	NEW	1.6k	91.97	View chart
Walt Disney Stock (DIS)	0.0	$149k	+34%	1.3k	114.48	View chart
Celestica Inc F Class Equity Stock (CLS)	0.0	$146k		593.00	246.38	View chart
Fidelity MSCI Infor Tech Indx ETF Etf (FTEC)	0.0	$144k	NEW	648.00	222.17	View chart
Raytheon Technologies Stock (RTX)	0.0	$142k		851.00	167.33	View chart
Southern Stock (SO)	0.0	$142k		1.5k	94.79	View chart
McDonalds Corp Stock (MCD)	0.0	$139k		456.00	303.71	View chart
Nextera Energy Stock (NEE)	0.0	$138k		1.8k	75.49	View chart
Progressive Co Ohio Stock (PGR)	0.0	$137k	-14%	553.00	246.95	View chart
Deere & Co Stock (DE)	0.0	$132k		287.00	458.88	View chart
Ecolab Stock (ECL)	0.0	$129k	+493%	469.00	274.51	View chart
Caseys Gen Stores Stock (CASY)	0.0	$128k	+3%	227.00	565.32	View chart
Electronic Arts Stock (EA)	0.0	$128k		635.00	201.70	View chart
Micron Technology Stock (MU)	0.0	$126k	+59%	753.00	167.42	View chart
CSX Corp Stock (CSX)	0.0	$123k		3.5k	35.51	View chart
S&P Global Stock (SPGI)	0.0	$120k	+2%	247.00	486.71	View chart
Hilton Worldwide HLD Stock (HLT)	0.0	$120k	+2%	462.00	259.44	View chart
Roper Technologies Stock (ROP)	0.0	$116k		233.00	498.69	View chart
Nuscale PWR Corp Class A Stock (SMR)	0.0	$116k		3.2k	36.00	View chart
Brookfiled Asset Manag F Class A Stock (BAM)	0.0	$116k	+3%	2.0k	56.94	View chart
Pgim Ultra Short Bond ETF Etf (PULS)	0.0	$113k	-99%	2.3k	49.83	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.0	$113k	-25%	3.4k	33.37	View chart
Lowes Companies Stock (LOW)	0.0	$111k		441.00	251.31	View chart
Goldman Sachs Group Stock (GS)	0.0	$110k		138.00	796.35	View chart
Thermo Fisher SCNTFC Stock (TMO)	0.0	$110k	+8%	226.00	485.43	View chart
Fidelity Total Bond ETF Etf (FBND)	0.0	$108k		2.3k	46.41	View chart
CKX Lands Stock (CKX)	0.0	$106k		9.5k	11.14	View chart
Phillips 66 Stock (PSX)	0.0	$104k		764.00	136.07	View chart
Ford Motor Stock (F)	0.0	$104k		8.7k	11.96	View chart
Royal Caribbean Group F Stock (RCL)	0.0	$100k	-40%	308.00	324.58	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$99k		1.3k	76.42	View chart
Vanguard Short Term Treasury ETF Etf (VGSH)	0.0	$97k		1.7k	58.84	View chart
Oneok Stock (OKE)	0.0	$97k	-2%	1.3k	72.95	View chart
Marvell Technology Stock (MRVL)	0.0	$95k	+78%	1.1k	84.07	View chart
Seagate Technology HLD F Stock (STX)	0.0	$95k		400.00	236.78	View chart
Salesforce Stock (CRM)	0.0	$94k	-3%	397.00	237.67	View chart
Pfizer Stock (PFE)	0.0	$91k	-3%	3.6k	25.48	View chart
Vanguard Ultra Short Bond ETF Etf (VUSB)	0.0	$90k		1.8k	49.99	View chart
iShares Short Term NTNL Mun BND ETF Etf (SUB)	0.0	$90k		844.00	106.78	View chart
Colgate-Palmolive Stock (CL)	0.0	$86k		1.1k	79.94	View chart
V S E Corp Stock (VSEC)	0.0	$84k		504.00	166.12	View chart
Caterpillar Stock (CAT)	0.0	$82k		172.00	477.15	View chart
Soundhound Ai Inc Class A Stock (SOUN)	0.0	$81k		5.1k	16.08	View chart
PIMCO Enhncd LW DRTN Actv ETF Etf (LDUR)	0.0	$78k		811.00	96.15	View chart
Verizon Communicatn Stock (VZ)	0.0	$78k	+12%	1.8k	43.95	View chart
Wells Fargo & Co Stock (WFC)	0.0	$78k	+8%	925.00	83.86	View chart
Barrick MNG Corp F Stock (B)	0.0	$76k	-4%	2.3k	32.77	View chart
iShares 0 To 3 MNTH Treasury BND ETF Etf (SGOV)	0.0	$76k		750.00	100.70	View chart
Freeport-Mcmoran Stock (FCX)	0.0	$75k	-6%	1.9k	39.22	View chart
Main Street Capital Stock (MAIN)	0.0	$75k		1.2k	63.59	View chart
Alibaba Group HLDG LTD F Stock (BABA)	0.0	$75k	+78%	417.00	178.73	View chart
Intuit Stock (INTU)	0.0	$74k		108.00	682.91	View chart
Hca Healthcare Stock (HCA)	0.0	$73k		171.00	426.20	View chart
iShares Gold Trust Etf (IAU)	0.0	$73k		1.0k	72.77	View chart
Vanguard Total International BND ETF Etf (BNDX)	0.0	$73k		1.5k	49.46	View chart
1ST Finl Banksh Stock (FFIN)	0.0	$72k		2.1k	33.84	View chart
Ark Space Exploration Innvat ETF Etf (ARKX)	0.0	$71k		2.5k	28.55	View chart
Vanguard SHRT Tax Exempt BND ETF Etf (VTES)	0.0	$71k		700.00	101.93	View chart
Wheaton Precious Metal F Stock (WPM)	0.0	$71k		636.00	111.84	View chart
Toyota Motor Corp F Stock (TM)	0.0	$71k		372.00	191.09	View chart
Dominion Energy Stock (D)	0.0	$70k		1.1k	61.15	View chart
Service Now Stock (NOW)	0.0	$69k	+10%	75.00	920.28	View chart
Novartis AG F Stock (NVS)	0.0	$69k	+4%	536.00	128.24	View chart
Royal Bank Of Canada F Stock (RY)	0.0	$64k		437.00	147.32	View chart
Astrazeneca PLC Iam Co F Stock (AZN)	0.0	$64k	+5%	837.00	76.72	View chart
eBay Stock (EBAY)	0.0	$63k	-27%	687.00	90.90	View chart
Amplify Junior Silver Miners ETF Etf (SILJ)	0.0	$62k		2.7k	23.09	View chart
News Corp New Class A Stock (NWSA)	0.0	$61k		2.0k	30.81	View chart
Lumentum Holdings Stock (LITE)	0.0	$61k		375.00	162.71	View chart
Amerisafe Stock (AMSF)	0.0	$60k		1.4k	43.84	View chart
IAMGOLD Corp F Stock (IAG)	0.0	$59k		4.6k	12.93	View chart
American Express Stock (AXP)	0.0	$59k		178.00	332.16	View chart
Welltower Inc REIT Reit (WELL)	0.0	$58k		325.00	178.14	View chart
Fiserv Stock (FI)	0.0	$57k	-14%	444.00	128.93	View chart
GE Vernova Stock (GEV)	0.0	$57k	+3%	93.00	614.90	View chart
Shopify Inc F Class A Stock (SHOP)	0.0	$57k	+6%	384.00	148.61	View chart
SAP Se F Stock (SAP)	0.0	$53k	-5%	199.00	267.21	View chart
Newmont Corp Stock (NEM)	0.0	$51k		606.00	84.31	View chart

Past Filings by Financial Management Professionals

SEC 13F filings are viewable for Financial Management Professionals going back to 2013

Financial Management Professionals 2025 Q3 filed Oct. 15, 2025
Financial Management Professionals 2025 Q2 filed July 15, 2025
Financial Management Professionals 2025 Q1 filed April 10, 2025
Financial Management Professionals 2024 Q4 filed Jan. 15, 2025
Financial Management Professionals 2024 Q3 filed Oct. 24, 2024
Financial Management Professionals 2024 Q2 filed July 12, 2024
Financial Management Professionals 2024 Q1 filed April 16, 2024
Financial Management Professionals 2023 Q4 filed Jan. 12, 2024
Financial Management Professionals 2023 Q3 filed Oct. 13, 2023
Financial Management Professionals 2023 Q2 filed July 10, 2023
Financial Management Professionals 2023 Q1 filed April 13, 2023
Financial Management Professionals 2022 Q4 filed Jan. 11, 2023
Financial Management Professionals 2022 Q3 filed Oct. 27, 2022
Financial Management Professionals 2022 Q2 filed July 12, 2022
Financial Management Professionals 2022 Q1 filed April 27, 2022
Financial Management Professionals 2021 Q4 filed Jan. 28, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z