Financial Management Professionals
Latest statistics and disclosures from Financial Management Professionals's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GSLC, SCHG, JHMM, DFAI, GSIE, and represent 33.35% of Financial Management Professionals's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$27M), VTV (+$22M), BWZ (+$20M), BBAX (+$7.1M), IJH (+$6.9M), IVV (+$6.0M), IEMG, EPP, IYF, DFAI.
- Started 90 new stock positions in PEGA, IAK, Etf Opportunities Trust, HDB, HG, XOP, AIOT, BDC, BWXT, TU.
- Reduced shares in these 10 stocks: GSLC (-$22M), BIL (-$18M), IWB (-$8.2M), SPY (-$7.4M), ACWI (-$7.1M), SCHG (-$5.7M), VT, , PSP, VOX.
- Sold out of its positions in AEO, AMK, BNTX, BRC, EBR.B, CLF, CNM, DLTR, FAST, FUTY.
- Financial Management Professionals was a net buyer of stock by $39M.
- Financial Management Professionals has $805M in assets under management (AUM), dropping by 10.55%.
- Central Index Key (CIK): 0001568132
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Portfolio Holdings for Financial Management Professionals
Financial Management Professionals holds 1015 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Financial Management Professionals has 1015 total positions. Only the first 250 positions are shown.
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- Download the Financial Management Professionals September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Actvbeta US LRG ETF Etf (GSLC) | 10.9 | $88M | -19% | 776k | 112.94 |
|
| Schwab US Large Cap Growth ETF Etf (SCHG) | 5.9 | $47M | -10% | 453k | 104.18 |
|
| John Hancock Multifctr Mid CP ETF Etf (JHMM) | 5.8 | $47M | 781k | 60.20 |
|
|
| Dimensional Intern Core EQT MKT ETF Etf (DFAI) | 5.6 | $45M | +8% | 1.4M | 31.78 |
|
| Goldman Sachs Actvbt International Equity ETF Etf (GSIE) | 5.2 | $42M | +5% | 1.2M | 36.17 |
|
| iShares Russell 1000 ETF IV Etf (IWB) | 4.1 | $33M | -19% | 106k | 314.39 |
|
| iShares MSCI USA Multifct ETF Etf (SMLF) | 3.9 | $31M | 473k | 66.35 |
|
|
| Vanguard Total Bond Market ETF Etf (BND) | 3.9 | $31M | +3% | 416k | 75.11 |
|
| JPMorgan Ultra Short Income ETF Etf (JPST) | 3.9 | $31M | +8% | 613k | 50.74 |
|
| Vanguard S&P 500 ETF Etf (VOO) | 3.6 | $29M | 55k | 527.67 |
|
|
| Schwab US Large Cap ETF Etf (SCHX) | 3.4 | $27M | +14141% | 398k | 67.85 |
|
| iShares Core MSCI Emerging ETF Etf (IEMG) | 3.2 | $26M | +23% | 452k | 57.41 |
|
| Vanguard Value ETF Stock (VTV) | 2.8 | $22M | NEW | 128k | 174.57 |
|
| SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ) | 2.5 | $20M | +20080% | 724k | 27.54 |
|
| PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS) | 2.5 | $20M | +6% | 208k | 95.50 |
|
| Fidelity High Yield Factor ETF Etf (FDHY) | 2.4 | $20M | +12% | 395k | 49.31 |
|
| Vanguard Large Cap ETF Etf (VV) | 2.0 | $16M | 62k | 263.29 |
|
|
| Schwab International Equity ETF Etf (SCHF) | 2.0 | $16M | -2% | 385k | 41.12 |
|
| Vanguard Ultra Short Bond ETF Etf (VUSB) | 1.6 | $13M | +7% | 261k | 49.94 |
|
| JPMorgan Income ETF Etf (JPIE) | 1.2 | $9.4M | -2% | 203k | 46.39 |
|
| Vanguard Mid Cap ETF Etf (VO) | 1.0 | $8.1M | 31k | 263.82 |
|
|
| Spdr S&p 500 Etf Etf (SPY) | 1.0 | $7.8M | -48% | 14k | 573.76 |
|
| SPDR S&P 500 Growth ETF Etf (SPYG) | 0.9 | $7.6M | -4% | 92k | 82.94 |
|
| iShares Total US Stock Market ETF IV Etf (ITOT) | 0.9 | $7.3M | 58k | 125.62 |
|
|
| JPM Betabuld DV Asia Pcifc ETF IV Etf (BBAX) | 0.9 | $7.1M | NEW | 132k | 54.03 |
|
| Vanguard FTSE All World Ex US ETF IV Etf (VEU) | 0.9 | $7.0M | 112k | 63.00 |
|
|
| iShares Core S&P Mid Cap ETF IV Etf (IJH) | 0.9 | $6.9M | +96733% | 111k | 62.32 |
|
| iShares Core S&P 500 ETF Etf (IVV) | 0.8 | $6.1M | +10395% | 11k | 576.85 |
|
| Apple Stock (AAPL) | 0.7 | $5.4M | 23k | 233.01 |
|
|
| JPMorgan Internatinal BND Opport ETF Etf (JPIB) | 0.6 | $5.2M | +5% | 107k | 48.65 |
|
| Invesco Dwa Industrials Momentum ETF Stock (PRN) | 0.5 | $4.2M | +3% | 27k | 152.99 |
|
| iShares US Technology ETF IV Etf (IYW) | 0.5 | $4.1M | +2% | 27k | 151.64 |
|
| Vanguard FTSE Emerging Mark ETF IV Etf (VWO) | 0.5 | $3.8M | 80k | 47.85 |
|
|
| iShares MSCI Pacific Ex Japan ETF Stock (EPP) | 0.5 | $3.8M | NEW | 78k | 48.84 |
|
| iShares US Financials ETF Etf (IYF) | 0.4 | $3.5M | NEW | 34k | 103.90 |
|
| Deutsch X TRKS MSCI EAFE HDG Eqy ETF Stock (DBEF) | 0.4 | $3.4M | 81k | 42.02 |
|
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| Exxon Mobil Corp Stock (XOM) | 0.4 | $3.2M | 27k | 117.23 |
|
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| Home Bancshares Stock (HOMB) | 0.3 | $2.7M | -9% | 100k | 27.09 |
|
| Invesco S&P 500 Quality ETF Etf (SPHQ) | 0.3 | $2.7M | NEW | 40k | 67.28 |
|
| Jpmorgn Hedgd Eqty Lad Ovrly ETF Etf (HELO) | 0.3 | $2.6M | +8% | 43k | 61.15 |
|
| Nvidia Corp Stock (NVDA) | 0.3 | $2.5M | -6% | 21k | 121.42 |
|
| Schwab US Broad Market ETF Etf (SCHB) | 0.3 | $2.5M | -12% | 38k | 66.52 |
|
| Microsoft Corp Stock (MSFT) | 0.3 | $2.5M | 5.8k | 430.40 |
|
|
| JPMorgan Chase & Co Stock (JPM) | 0.3 | $2.3M | 11k | 210.86 |
|
|
| Invesco Dorsey WRGT CNSMR CYCLS ETF Etf (PEZ) | 0.2 | $1.7M | NEW | 17k | 104.07 |
|
| Grayscale Bitcoin TR BTC Closed End Fund (GBTC) | 0.2 | $1.7M | -2% | 35k | 50.49 |
|
| Amazon.Com Stock (AMZN) | 0.2 | $1.7M | 8.9k | 186.39 |
|
|
| iShares Global Comm Services ETF Etf (IXP) | 0.2 | $1.6M | +2% | 17k | 94.12 |
|
| NXP Semiconductors F Stock (NXPI) | 0.2 | $1.6M | 6.5k | 240.02 |
|
|
| ProShares Ultra Bitcoin ETF Etf (BITU) | 0.2 | $1.3M | 49k | 25.90 |
|
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| Unitedhealth GRP Stock (UNH) | 0.2 | $1.2M | +58% | 2.1k | 584.59 |
|
| SPDR Nuveen S&P High Yield Muni BD ETF Stock (HYMB) | 0.2 | $1.2M | NEW | 47k | 26.27 |
|
| Berkshire Hathaway Class B Stock (BRK.B) | 0.2 | $1.2M | 2.6k | 460.11 |
|
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| Tesla Stock (TSLA) | 0.1 | $1.2M | -10% | 4.5k | 261.57 |
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| Meta Platforms Inc Class A Stock (META) | 0.1 | $1.2M | -3% | 2.0k | 572.34 |
|
| iShares 1-3 Year Treasry Bond ETF Etf (SHY) | 0.1 | $1.1M | 13k | 83.13 |
|
|
| Broadcom Stock (AVGO) | 0.1 | $1.1M | +905% | 6.2k | 172.42 |
|
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.1 | $1.0M | +3% | 18k | 55.52 |
|
| SPDR S&P Homebuilders ETF IV Etf (XHB) | 0.1 | $1.0M | +6% | 8.1k | 124.51 |
|
| Abbvie Stock (ABBV) | 0.1 | $1.0M | 5.1k | 197.52 |
|
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| Texas Instruments Stock (TXN) | 0.1 | $969k | 4.7k | 206.57 |
|
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| iShares Philadelphia Semiconductor ETF Stock (SOXX) | 0.1 | $962k | +8% | 4.2k | 230.64 |
|
| PIMCO Enhncd SHRT Matrty Actv ETF IV Etf (MINT) | 0.1 | $962k | 9.6k | 100.67 |
|
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| Chevron Corp Stock (CVX) | 0.1 | $948k | 6.4k | 147.25 |
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| Lilly Eli & Co Stock (LLY) | 0.1 | $920k | -2% | 1.0k | 885.47 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $894k | +12% | 1.8k | 491.48 |
|
| Home Depot Stock (HD) | 0.1 | $859k | 2.1k | 405.00 |
|
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| Sherwin Williams Stock (SHW) | 0.1 | $806k | 2.1k | 381.63 |
|
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $797k | 1.4k | 584.31 |
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| Morgan Stanley Stock (MS) | 0.1 | $791k | -2% | 7.6k | 104.27 |
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| Invesco Aerospace & Defense ETF Stock (PPA) | 0.1 | $765k | NEW | 6.7k | 114.92 |
|
| Coca-Cola Stock (KO) | 0.1 | $759k | +3% | 11k | 71.88 |
|
| Alphabet Inc. Class A Stock (GOOGL) | 0.1 | $755k | -3% | 4.6k | 165.75 |
|
| iShares US Insurance ETF Etf (IAK) | 0.1 | $745k | NEW | 5.8k | 129.09 |
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| Procter & Gamble Stock (PG) | 0.1 | $718k | +7% | 4.1k | 173.14 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $656k | 5.7k | 115.37 |
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| Schlumberger LTD F Stock (SLB) | 0.1 | $643k | +3% | 15k | 41.93 |
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| Alphabet Inc. Class C Stock (GOOG) | 0.1 | $630k | 3.8k | 167.15 |
|
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| iShares Short Treasury Bond ETF Etf (SHV) | 0.1 | $625k | 5.7k | 110.60 |
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| Conocophillips Stock (COP) | 0.1 | $618k | 5.9k | 105.26 |
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| Metlife Stock (MET) | 0.1 | $576k | 7.0k | 82.47 |
|
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| Iron MTN Inc New REIT Reit (IRM) | 0.1 | $576k | 4.8k | 118.89 |
|
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| Johnson Controls Inter F Stock (JCI) | 0.1 | $567k | 7.3k | 77.66 |
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| Bitwise Bitcoin ETF Etf (BITB) | 0.1 | $553k | 16k | 34.58 |
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| Gilead Sciences Stock (GILD) | 0.1 | $536k | 6.4k | 83.89 |
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| Sempra Stock (SRE) | 0.1 | $528k | 6.3k | 83.57 |
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| Cummins Stock (CMI) | 0.1 | $525k | 1.6k | 324.07 |
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| Cisco Systems Stock (CSCO) | 0.1 | $524k | +3% | 9.9k | 53.19 |
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| Pepsico Stock (PEP) | 0.1 | $504k | 3.0k | 169.98 |
|
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| Prologis Inc. REIT Reit (PLD) | 0.1 | $491k | 3.9k | 126.19 |
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| iShares Core MSCI EAFE ETF Etf (IEFA) | 0.1 | $477k | +3% | 6.1k | 78.11 |
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| Texas Pacific Land Corp Stock (TPL) | 0.1 | $453k | 512.00 | 884.77 |
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| PNC Finl Services Stock (PNC) | 0.1 | $452k | 2.4k | 185.02 |
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| Philip Morris Intl Stock (PM) | 0.1 | $449k | +2% | 3.7k | 121.38 |
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| Globe Life Stock (GL) | 0.1 | $434k | -76% | 4.1k | 105.93 |
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| Medtronic PLC F Stock (MDT) | 0.1 | $434k | 4.8k | 90.12 |
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| Costco Wholesale Stock (COST) | 0.1 | $434k | 490.00 | 885.71 |
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| Amgen Stock (AMGN) | 0.1 | $433k | 1.3k | 322.41 |
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| Air Prod & Chemicals Stock (APD) | 0.1 | $429k | 1.4k | 297.71 |
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| WalMart Stock (WMT) | 0.1 | $422k | +7% | 5.2k | 80.66 |
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| Bank Of America Corp Stock (BAC) | 0.1 | $421k | -14% | 11k | 39.69 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $410k | -4% | 503.00 | 815.11 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $406k | 9.5k | 42.82 |
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| Motorola Solutions Stock (MSI) | 0.1 | $406k | +7% | 903.00 | 449.61 |
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| Target Corp Stock (TGT) | 0.1 | $403k | -6% | 2.6k | 155.84 |
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| Kimberly Clark Corp Stock (KMB) | 0.0 | $400k | 2.8k | 142.40 |
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| Merck & Co Stock (MRK) | 0.0 | $396k | -8% | 3.5k | 113.43 |
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| iShares Core US Aggregate Bond ETF Etf (AGG) | 0.0 | $391k | -4% | 3.9k | 101.35 |
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| Accenture PLC F Class A Stock (ACN) | 0.0 | $388k | +142% | 1.1k | 353.05 |
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| Amern Tower Corp REIT Reit (AMT) | 0.0 | $386k | +1069% | 1.7k | 232.53 |
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| Oracle Corp Stock (ORCL) | 0.0 | $375k | -2% | 2.2k | 170.53 |
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| BlackRock Stock (BLK) | 0.0 | $373k | +962% | 393.00 | 949.11 |
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| Dell Technologies Inc Class C Stock (DELL) | 0.0 | $351k | -4% | 3.0k | 118.54 |
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| BHP Group LTD F Stock (BHP) | 0.0 | $346k | 5.6k | 62.12 |
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| Ferguson Enterprises Stock (FERG) | 0.0 | $345k | NEW | 1.7k | 198.50 |
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| United Parcel SRVC Class B Stock (UPS) | 0.0 | $345k | +5% | 2.5k | 136.36 |
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| Paychex Stock (PAYX) | 0.0 | $336k | 2.5k | 134.19 |
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| American Intl Group Stock (AIG) | 0.0 | $323k | 4.4k | 73.16 |
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| SPDR Gold Shares ETF Etf (GLD) | 0.0 | $317k | 1.3k | 242.73 |
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| Valero Energy Corp Stock (VLO) | 0.0 | $316k | 2.3k | 134.87 |
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| Trane Technologies PLC F Stock (TT) | 0.0 | $312k | -17% | 803.00 | 388.54 |
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| Alexandria Real Est REIT Reit (ARE) | 0.0 | $306k | 2.6k | 118.65 |
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| iShares Preferred Income Sec ETF Etf (PFF) | 0.0 | $302k | 9.1k | 33.18 |
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| Martin Marietta Material Stock (MLM) | 0.0 | $301k | 560.00 | 537.50 |
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| iShares Bitcoin ETF IV Etf (IBIT) | 0.0 | $261k | 7.2k | 36.09 |
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| Chubb LTD F Stock (CB) | 0.0 | $260k | -5% | 900.00 | 288.89 |
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| iShares MSCI Acwi ETF Etf (ACWI) | 0.0 | $259k | -96% | 2.2k | 119.35 |
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| Linde PLC F Stock (LIN) | 0.0 | $256k | -2% | 536.00 | 477.61 |
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| Shell PLC F Un Stock (SHEL) | 0.0 | $256k | +2% | 3.9k | 65.91 |
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| Mastercard Inc Class A Stock (MA) | 0.0 | $249k | 504.00 | 494.05 |
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| Visa Inc Class A Stock (V) | 0.0 | $238k | +4% | 864.00 | 275.46 |
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| Palo Alto Networks Stock (PANW) | 0.0 | $237k | +5% | 694.00 | 341.50 |
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| CIGNA Corp Stock (CI) | 0.0 | $236k | 681.00 | 346.55 |
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| Advanced Micro Devic Stock (AMD) | 0.0 | $236k | -3% | 1.4k | 164.12 |
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| Analog Devices Stock (ADI) | 0.0 | $231k | +3% | 1.0k | 230.31 |
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| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Etf (BIL) | 0.0 | $231k | -98% | 2.5k | 91.89 |
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| Fiserv Stock (FI) | 0.0 | $224k | 1.2k | 179.34 |
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| iShares iBoxx High Yield Bond ETF IV Etf (HYG) | 0.0 | $219k | 2.7k | 80.40 |
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| Netflix Stock (NFLX) | 0.0 | $213k | +17% | 301.00 | 707.64 |
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| Freeport-Mcmoran Stock (FCX) | 0.0 | $209k | -2% | 4.2k | 50.02 |
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| Grayscale Bitcoin Mini Trust ETF Etf | 0.0 | $199k | NEW | 35k | 5.62 |
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| Union Pacific Corp Stock (UNP) | 0.0 | $198k | 804.00 | 246.27 |
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| Phillips 66 Stock (PSX) | 0.0 | $196k | +35% | 1.5k | 131.63 |
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| Capital One FC Stock (COF) | 0.0 | $194k | 1.3k | 149.81 |
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| Vanguard Russell 1000 ETF Etf (VONE) | 0.0 | $193k | 743.00 | 259.76 |
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| Applied Materials Stock (AMAT) | 0.0 | $184k | -5% | 912.00 | 201.75 |
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| American Express Stock (AXP) | 0.0 | $181k | -12% | 669.00 | 270.55 |
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| Thermo Fisher SCNTFC Stock (TMO) | 0.0 | $181k | +40% | 293.00 | 617.75 |
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| iShares Total Usd Bond Market ETF Etf (IUSB) | 0.0 | $181k | 3.8k | 47.10 |
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| Taiwan Semiconductr F Stock (TSM) | 0.0 | $180k | +16% | 1.0k | 173.58 |
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| Carmax Stock (KMX) | 0.0 | $177k | -5% | 2.3k | 77.29 |
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| Arista Networks Stock (ANET) | 0.0 | $177k | 461.00 | 383.95 |
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| Charles Schwab Corp Stock (SCHW) | 0.0 | $177k | -13% | 2.7k | 64.72 |
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| Qualcomm Stock (QCOM) | 0.0 | $172k | 1.0k | 170.30 |
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| Honeywell Intl Stock (HON) | 0.0 | $171k | -7% | 825.00 | 207.27 |
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| Parker-Hannifin Corp Stock (PH) | 0.0 | $169k | -3% | 267.00 | 632.96 |
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| Asml HLDGS NV F Stock (ASML) | 0.0 | $169k | 203.00 | 832.51 |
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| TJX Companies Stock (TJX) | 0.0 | $167k | 1.4k | 117.85 |
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| Synopsys Stock (SNPS) | 0.0 | $165k | -5% | 326.00 | 506.13 |
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| Stryker Corp Stock (SYK) | 0.0 | $164k | -7% | 454.00 | 361.23 |
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| Caterpillar Stock (CAT) | 0.0 | $164k | -2% | 419.00 | 391.41 |
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| A T & T Stock (T) | 0.0 | $160k | +5% | 7.3k | 22.02 |
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| Danaher Corp Stock (DHR) | 0.0 | $156k | +59% | 562.00 | 277.58 |
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| Icon PLC F Stock (ICLR) | 0.0 | $151k | -2% | 527.00 | 286.53 |
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| Nextera Energy Stock (NEE) | 0.0 | $149k | +3% | 1.8k | 84.80 |
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| Cavco Industries Stock (CVCO) | 0.0 | $148k | 346.00 | 427.75 |
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| McDonalds Corp Stock (MCD) | 0.0 | $145k | +12% | 475.00 | 305.26 |
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| IBM Corp Stock (IBM) | 0.0 | $145k | +14% | 654.00 | 221.71 |
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| Marathon Pete Corp Stock (MPC) | 0.0 | $141k | 865.00 | 163.01 |
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| Johnson & Johnson Stock (JNJ) | 0.0 | $141k | -32% | 868.00 | 162.44 |
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| Lowes Companies Stock (LOW) | 0.0 | $134k | +13% | 493.00 | 271.81 |
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| Southern Stock (SO) | 0.0 | $133k | 1.5k | 90.29 |
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| CKX Lands Stock (CKX) | 0.0 | $132k | 9.5k | 13.93 |
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| Progress Software Stock (PRGS) | 0.0 | $131k | 2.0k | 67.18 |
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| Corpay Stock (CPAY) | 0.0 | $128k | 408.00 | 313.73 |
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| SPDR Dow Jones Industrial Avr ETF IV Etf (DIA) | 0.0 | $127k | 300.00 | 423.33 |
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| Western Alliance BNC Stock (WAL) | 0.0 | $126k | 1.5k | 86.18 |
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| Firstcash HLDGS Stock (FCFS) | 0.0 | $125k | 1.1k | 114.57 |
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| Valvoline Stock (VVV) | 0.0 | $124k | 3.0k | 41.96 |
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| Prosperity Bancshare Stock (PB) | 0.0 | $124k | +32% | 1.7k | 72.01 |
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| Vanguard Short Term Treasury ETF Etf (VGSH) | 0.0 | $124k | 2.1k | 59.22 |
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| Oneok Stock (OKE) | 0.0 | $123k | 1.3k | 91.25 |
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| Ark Innovation ETF Etf (ARKK) | 0.0 | $116k | 2.4k | 47.48 |
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| Hilton Worldwide HLD Stock (HLT) | 0.0 | $114k | -4% | 493.00 | 231.24 |
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| CSX Corp Stock (CSX) | 0.0 | $113k | 3.3k | 34.59 |
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| Colgate-Palmolive Stock (CL) | 0.0 | $110k | +2% | 1.1k | 103.77 |
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| Salesforce Stock (CRM) | 0.0 | $109k | +3% | 398.00 | 273.87 |
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| Fidelity Total Bond ETF Etf (FBND) | 0.0 | $109k | +323% | 2.3k | 46.78 |
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| Pfizer Stock (PFE) | 0.0 | $106k | -82% | 3.7k | 28.95 |
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| SPDR S&P Biotech ETF IV Etf (XBI) | 0.0 | $105k | 1.1k | 98.96 |
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| Verra Mobility Corp Stock (VRRM) | 0.0 | $105k | 3.8k | 27.87 |
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| Walker & Dunlop Stock (WD) | 0.0 | $104k | 917.00 | 113.41 |
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| Addus Homecare Corp Stock (ADUS) | 0.0 | $103k | 776.00 | 132.73 |
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| Northrop Grumman Corp Stock (NOC) | 0.0 | $103k | -3% | 195.00 | 528.21 |
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| Oasis Petroleum Stock (CHRD) | 0.0 | $102k | 781.00 | 130.60 |
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| Raytheon Technologies Stock (RTX) | 0.0 | $98k | +7% | 809.00 | 121.14 |
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| Hca Healthcare Stock (HCA) | 0.0 | $97k | +54% | 238.00 | 407.56 |
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| Walt Disney Stock (DIS) | 0.0 | $94k | +2% | 977.00 | 96.21 |
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| Royal Caribbean Group F Stock (RCL) | 0.0 | $93k | -16% | 524.00 | 177.48 |
|
| Magnolia Oil & Gas Corp Class A Stock (MGY) | 0.0 | $91k | 3.7k | 24.35 |
|
|
| Healthcare SVC Group Stock (HCSG) | 0.0 | $91k | +85% | 8.2k | 11.12 |
|
| B J S Wholesale Club Hol Stock (BJ) | 0.0 | $91k | 1.1k | 82.80 |
|
|
| Invesco Galaxy Bitcoin ETF Etf (BTCO) | 0.0 | $86k | -59% | 1.3k | 63.85 |
|
| Boeing Stock (BA) | 0.0 | $85k | -13% | 562.00 | 151.25 |
|
| Firstservice Corp F Stock (FSV) | 0.0 | $85k | 466.00 | 182.40 |
|
|
| Novo-Nordisk A S F Stock (NVO) | 0.0 | $84k | -51% | 706.00 | 118.98 |
|
| Burford Capital Limite F Stock (BUR) | 0.0 | $81k | 6.1k | 13.19 |
|
|
| Enterprise Prods Part Master Limited Partnership (EPD) | 0.0 | $81k | 2.8k | 29.00 |
|
|
| Civitas Res Stock (CIVI) | 0.0 | $80k | 1.6k | 50.51 |
|
|
| Abbott Laboratories Stock (ABT) | 0.0 | $80k | +31% | 700.00 | 114.29 |
|
| Onespaworld HLDGS Com Usd0.0001 Stock (OSW) | 0.0 | $78k | 4.7k | 16.60 |
|
|
| PIMCO Enhncd LW DRTN Actv ETF Etf (LDUR) | 0.0 | $78k | 811.00 | 96.18 |
|
|
| Abercrombie & Fitch Stock (ANF) | 0.0 | $77k | 548.00 | 140.51 |
|
|
| Roper Technologies Stock (ROP) | 0.0 | $76k | +8% | 137.00 | 554.74 |
|
| iShares 0 To 3 MNTH Treasury BND ETF Etf (SGOV) | 0.0 | $76k | 750.00 | 101.33 |
|
|
| W.P. Carey Inc. REIT Reit (WPC) | 0.0 | $75k | -19% | 1.2k | 62.19 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $75k | +9% | 773.00 | 97.02 |
|
| Vanguard Total International BND ETF Etf (BNDX) | 0.0 | $74k | 1.5k | 50.31 |
|
|
| Halliburton Co HLDG Stock (HAL) | 0.0 | $73k | 2.5k | 28.91 |
|
|
| Landstar SYS Stock (LSTR) | 0.0 | $73k | 389.00 | 187.66 |
|
|
| Sapiens Interntnl Corp F Stock (SPNS) | 0.0 | $72k | +57% | 1.9k | 37.02 |
|
| Garrett Motion Stock (GTX) | 0.0 | $71k | -47% | 8.7k | 8.20 |
|
| Vanguard SHRT Tax Exempt BND ETF Etf (VTES) | 0.0 | $71k | 700.00 | 101.43 |
|
|
| Adobe Stock (ADBE) | 0.0 | $71k | +5% | 138.00 | 514.49 |
|
| 1ST Finl Banksh Stock (FFIN) | 0.0 | $71k | 1.9k | 36.83 |
|
|
| Amplify Junior Silver Miners ETF Etf (SILJ) | 0.0 | $70k | 5.4k | 12.96 |
|
|
| Electronic Arts Stock (EA) | 0.0 | $70k | +3% | 487.00 | 143.74 |
|
| Cannae Holdings Stock (CNNE) | 0.0 | $68k | 3.6k | 19.11 |
|
|
| Api Group Corp Stock (APG) | 0.0 | $67k | -47% | 2.0k | 32.99 |
|
| Amerisafe Stock (AMSF) | 0.0 | $66k | 1.4k | 48.60 |
|
|
| Progressive Co Ohio Stock (PGR) | 0.0 | $66k | +8% | 261.00 | 252.87 |
|
| General Electric Stock (GE) | 0.0 | $66k | +5% | 351.00 | 188.03 |
|
| Ciena Corp Stock (CIEN) | 0.0 | $66k | 1.1k | 61.68 |
|
|
| Kadant Stock (KAI) | 0.0 | $65k | 193.00 | 336.79 |
|
|
| Grand Canyon Educa Stock (LOPE) | 0.0 | $64k | 451.00 | 141.91 |
|
|
| Goldman Sachs Group Stock (GS) | 0.0 | $63k | +4% | 127.00 | 496.06 |
|
| Brookfiled Asset Manag F Class A Stock (BAM) | 0.0 | $62k | -4% | 1.3k | 47.08 |
|
| Verizon Communicatn Stock (VZ) | 0.0 | $62k | +12% | 1.4k | 45.09 |
|
| Dominion Energy Stock (D) | 0.0 | $61k | -3% | 1.1k | 57.38 |
|
| Goosehead Insurance Stock (GSHD) | 0.0 | $60k | NEW | 675.00 | 88.89 |
|
| Service Now Stock (NOW) | 0.0 | $60k | +76% | 67.00 | 895.52 |
|
| Intuit Stock (INTU) | 0.0 | $60k | +2% | 96.00 | 625.00 |
|
| Clearwater Analytics HLD Class A Stock (CWAN) | 0.0 | $58k | NEW | 2.3k | 25.32 |
|
| Teck Resources LTD F Class B Stock (TECK) | 0.0 | $58k | 1.1k | 52.35 |
|
|
| Matson Stock (MATX) | 0.0 | $58k | 404.00 | 143.56 |
|
|
| Chart Industries Stock (GTLS) | 0.0 | $58k | -31% | 464.00 | 125.00 |
|
| Pegasystems Stock (PEGA) | 0.0 | $57k | NEW | 785.00 | 72.61 |
|
| Marsh & MC Lennan Stock (MMC) | 0.0 | $57k | 254.00 | 224.41 |
|
|
| Intapp Stock (INTA) | 0.0 | $57k | NEW | 1.2k | 48.02 |
|
| Interntnl Money Expre005 Stock (IMXI) | 0.0 | $56k | -42% | 3.0k | 18.37 |
|
Past Filings by Financial Management Professionals
SEC 13F filings are viewable for Financial Management Professionals going back to 2013
- 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
- Financial Management Professionals 2021 Q3 filed Nov. 2, 2021
- Financial Management Professionals 2021 Q2 filed Aug. 5, 2021
- Financial Management Professionals 2021 Q1 filed April 26, 2021
- Financial Management Professionals 2020 Q4 filed Feb. 3, 2021