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, GSIE, IWB, and represent 36.75% of Financial Management Professionals's stock portfolio.
- Added to shares of these 10 stocks: VBK (+$7.0M), BND, GSLC, SCHF, ITB, GSIE, JHMM, Invesco Galaxy Bitcoin Etf, IEMG, IXP.
- Started 102 new stock positions in SPNS, JLL, ZI, VONG, ITB, AXAHY, ZD, VLVLY, CNNE, PUBGY.
- Reduced shares in these 10 stocks: IWP (-$7.3M), GBTC, XES, VOX, LLY, ITOT, HOMB, VTI, JPIE, VT.
- Sold out of its positions in ADEA, AIQUY, AMBC, AMKR, BUD, Aurora Cannabis, BDX, BERY, MYI, BWA.
- Financial Management Professionals was a net buyer of stock by $20M.
- Financial Management Professionals has $679M in assets under management (AUM), dropping by 10.56%.
- Central Index Key (CIK): 0001568132
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Portfolio Holdings for Financial Management Professionals
Financial Management Professionals holds 1046 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Financial Management Professionals has 1046 total positions. Only the first 250 positions are shown.
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- Download the Financial Management Professionals March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs Actvbeta US LRG ETF Etf (GSLC) | 13.9 | $95M | +3% | 912k | 103.79 |
|
| Schwab US Large Cap Growth ETF Etf (SCHG) | 6.9 | $47M | +2% | 504k | 92.72 |
|
| John Hancock Multifctr Mid CP ETF Etf (JHMM) | 6.3 | $43M | +3% | 740k | 57.38 |
|
| Goldman Sachs Actvbt Intereqy ETF Etf (GSIE) | 5.0 | $34M | +4% | 999k | 34.29 |
|
| iShares Russell 1000 ETF IV Etf (IWB) | 4.6 | $31M | 109k | 288.03 |
|
|
| iShares MSCI USA Multifct ETF Etf (SMLF) | 4.3 | $29M | +3% | 459k | 63.58 |
|
| JPMorgan Ultra Short Income ETF Etf (JPST) | 3.9 | $27M | +2% | 527k | 50.45 |
|
| Vanguard S&P 500 ETF Etf (VOO) | 3.7 | $25M | +5% | 52k | 480.69 |
|
| Vanguard Total Bond Market ETF Etf (BND) | 3.5 | $24M | +19% | 324k | 72.63 |
|
| Schwab US Large Cap ETF Etf (SCHX) | 3.4 | $23M | 370k | 62.06 |
|
|
| PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS) | 2.5 | $17M | +3% | 178k | 93.48 |
|
| SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ) | 2.3 | $16M | +4% | 601k | 26.36 |
|
| Schwab International Equity ETF Etf (SCHF) | 2.3 | $16M | +17% | 397k | 39.02 |
|
| Fidelity High Yield Factor ETF Etf (FDHY) | 2.2 | $15M | +5% | 311k | 48.00 |
|
| Vanguard Large Cap ETF Etf (VV) | 2.1 | $14M | 60k | 239.76 |
|
|
| Spdr S&p 500 Etf Etf (SPY) | 2.1 | $14M | +8% | 28k | 523.09 |
|
| Vanguard Ultra Short Bond ETF Etf (VUSB) | 1.7 | $11M | 230k | 49.55 |
|
|
| iShares Core MSCI Emerging ETF Etf (IEMG) | 1.6 | $11M | +15% | 206k | 51.60 |
|
| JPMorgan Income ETF Etf (JPIE) | 1.4 | $9.7M | -3% | 213k | 45.56 |
|
| Vanguard Mid Cap ETF Etf (VO) | 1.1 | $7.6M | +2% | 31k | 249.87 |
|
| Vanguard Small Cap Stock (VBK) | 1.1 | $7.2M | +3852% | 28k | 260.74 |
|
| SPDR S&P 500 Growth ETF Etf (SPYG) | 1.1 | $7.2M | 98k | 73.15 |
|
|
| SPDR Portfolio S P 1500 CMPST ST ETF Etf (SPTM) | 1.0 | $7.0M | 109k | 64.15 |
|
|
| iShares Total US Stock Market ETF IV Etf (ITOT) | 1.0 | $6.8M | -10% | 59k | 115.30 |
|
| iShares MSCI Acwi ETF Etf (ACWI) | 1.0 | $6.7M | 61k | 110.12 |
|
|
| Vanguard FTSE All World Ex US ETF IV Etf (VEU) | 1.0 | $6.5M | +2% | 112k | 58.65 |
|
| JPMorgan Internatinal BND Opport ETF Etf (JPIB) | 0.7 | $4.6M | 97k | 47.62 |
|
|
| Apple Stock (AAPL) | 0.6 | $4.2M | -2% | 24k | 171.48 |
|
| Invesco Dwa Industrials Momentum ETF Stock (PRN) | 0.5 | $3.7M | -7% | 27k | 139.55 |
|
| iShares US Technology ETF IV Etf (IYW) | 0.5 | $3.6M | -8% | 27k | 135.06 |
|
| Vanguard Total Stock Market ETF Etf (VTI) | 0.5 | $3.6M | -10% | 14k | 259.89 |
|
| Vanguard Total World Stock Et ETF IV Etf (VT) | 0.5 | $3.4M | -10% | 31k | 110.50 |
|
| Deutsch X TRKS MSCI EAFE HDG Eqy ETF Stock (DBEF) | 0.5 | $3.3M | -10% | 82k | 40.93 |
|
| Exxon Mobil Corp Stock (XOM) | 0.5 | $3.1M | -4% | 27k | 116.23 |
|
| Globe Life Stock (GL) | 0.4 | $2.9M | 25k | 116.36 |
|
|
| Wisdomtree Japan Hedged Stock (DXJ) | 0.4 | $2.7M | -8% | 25k | 108.51 |
|
| Schwab US Broad Market ETF Etf (SCHB) | 0.4 | $2.7M | 44k | 61.06 |
|
|
| Home Bancshares Stock (HOMB) | 0.4 | $2.7M | -16% | 110k | 24.57 |
|
| Microsoft Corp Stock (MSFT) | 0.4 | $2.7M | 6.3k | 420.82 |
|
|
| Grayscale Bitcoin TR BTC Closed End Fund (GBTC) | 0.3 | $2.3M | -63% | 36k | 63.18 |
|
| SPDR S&P Emerging Markets Divid ETF Etf (EDIV) | 0.3 | $2.2M | -8% | 66k | 33.52 |
|
| JPMorgan Chase & Co Stock (JPM) | 0.3 | $2.1M | 11k | 200.28 |
|
|
| Nvidia Corp Stock (NVDA) | 0.3 | $1.8M | -16% | 2.0k | 903.87 |
|
| iShares U.S. Home Construction ETF Stock (ITB) | 0.3 | $1.8M | NEW | 16k | 115.78 |
|
| Vanguard Telecommunication Services Stock (VOX) | 0.3 | $1.7M | -53% | 13k | 131.21 |
|
| Amazon.Com Stock (AMZN) | 0.2 | $1.6M | -13% | 8.9k | 180.42 |
|
| Invesco Galaxy Bitcoin ETF Etf | 0.2 | $1.4M | NEW | 20k | 71.01 |
|
| iShares Global Comm Services ETF Etf (IXP) | 0.2 | $1.3M | NEW | 16k | 84.16 |
|
| Fidelity Wise Origin Bitcoin Fund Etf | 0.2 | $1.2M | NEW | 19k | 62.05 |
|
| SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Etf (BIL) | 0.2 | $1.2M | -12% | 13k | 91.83 |
|
| Berkshire Hathaway Class B Stock (BRK.B) | 0.2 | $1.1M | -2% | 2.6k | 420.55 |
|
| Bitwise Bitcoin ETF Etf | 0.2 | $1.1M | NEW | 28k | 38.71 |
|
| PIMCO Enhncd SHRT Matrty Actv ETF IV Etf (MINT) | 0.2 | $1.1M | +20% | 11k | 100.54 |
|
| Enterprise Prods Part Master Limited Partnership (EPD) | 0.2 | $1.1M | +1249% | 36k | 29.19 |
|
| iShares 1-3 Year Treasry Bond ETF Etf (SHY) | 0.2 | $1.0M | +15% | 13k | 81.76 |
|
| Meta Platforms Inc Class A Stock (META) | 0.2 | $1.0M | -3% | 2.1k | 485.73 |
|
| Chevron Corp Stock (CVX) | 0.1 | $981k | +6% | 6.2k | 157.77 |
|
| JPMorgan Ultra SHRT Muncipl Incm ETF Etf (JMST) | 0.1 | $980k | NEW | 19k | 50.76 |
|
| Lilly Eli & Co Stock (LLY) | 0.1 | $930k | -56% | 1.2k | 777.59 |
|
| iShares Philadelphia Semiconductor ETF Stock (SOXX) | 0.1 | $876k | +182% | 3.9k | 225.95 |
|
| SPDR S&P Homebuilders ETF IV Etf (XHB) | 0.1 | $845k | -4% | 7.6k | 111.60 |
|
| Texas Instruments Stock (TXN) | 0.1 | $775k | +9% | 4.4k | 174.31 |
|
| Abbvie Stock (ABBV) | 0.1 | $774k | -17% | 4.2k | 182.16 |
|
| Broadcom Stock (AVGO) | 0.1 | $763k | -18% | 576.00 | 1324.65 |
|
| Lam Research Corp Stock (LRCX) | 0.1 | $763k | -2% | 785.00 | 971.97 |
|
| Home Depot Stock (HD) | 0.1 | $762k | +8% | 2.0k | 383.69 |
|
| Morgan Stanley Stock (MS) | 0.1 | $747k | +8% | 7.9k | 94.12 |
|
| Schlumberger LTD F Stock (SLB) | 0.1 | $734k | +139% | 13k | 54.84 |
|
| Sherwin Williams Stock (SHW) | 0.1 | $727k | 2.1k | 347.35 |
|
|
| Alphabet Inc. Class A Stock (GOOGL) | 0.1 | $716k | -7% | 4.7k | 150.96 |
|
| Tesla Stock (TSLA) | 0.1 | $711k | -6% | 4.0k | 175.77 |
|
| Conocophillips Stock (COP) | 0.1 | $710k | +2% | 5.6k | 127.29 |
|
| Duke Energy Corp Stock (DUK) | 0.1 | $683k | +10% | 7.1k | 96.69 |
|
| Business First Bancshare Stock (BFST) | 0.1 | $668k | 30k | 22.27 |
|
|
| Unitedhealth GRP Stock (UNH) | 0.1 | $653k | 1.3k | 494.70 |
|
|
| Coca-Cola Stock (KO) | 0.1 | $653k | +14% | 11k | 61.20 |
|
| 1/100 Berkshire HTWY Cla 100 SHS=1 Whole SH BRK A Stock | 0.1 | $634k | 100.00 | 6340.00 |
|
|
| iShares Short Treasury Bond ETF Etf (SHV) | 0.1 | $627k | +78% | 5.7k | 110.56 |
|
| Invsc Global Listed Private Eq ETF Etf (PSP) | 0.1 | $621k | NEW | 9.4k | 65.97 |
|
| Procter & Gamble Stock (PG) | 0.1 | $590k | +8% | 3.6k | 162.31 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $580k | +6% | 6.3k | 91.64 |
|
| Lockheed Martin Corp Stock (LMT) | 0.1 | $559k | +10% | 1.2k | 454.84 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $544k | 1.4k | 398.83 |
|
|
| Bank Of America Corp Stock (BAC) | 0.1 | $531k | +26% | 14k | 37.89 |
|
| Pfizer Stock (PFE) | 0.1 | $530k | +11% | 19k | 27.76 |
|
| iShares Core MSCI EAFE ETF Etf (IEFA) | 0.1 | $521k | +58% | 7.0k | 74.29 |
|
| Merck & Co Stock (MRK) | 0.1 | $472k | -3% | 3.6k | 131.92 |
|
| Jpmorgn Hedgd Eqty Lad Ovrly ETF Etf (HELO) | 0.1 | $465k | NEW | 8.3k | 56.01 |
|
| Pepsico Stock (PEP) | 0.1 | $454k | -2% | 2.6k | 175.15 |
|
| Cummins Stock (CMI) | 0.1 | $453k | -5% | 1.5k | 294.92 |
|
| Cisco Systems Stock (CSCO) | 0.1 | $450k | +3% | 9.0k | 49.86 |
|
| Metlife Stock (MET) | 0.1 | $442k | +18% | 6.0k | 74.09 |
|
| Gilead Sciences Stock (GILD) | 0.1 | $431k | +6% | 5.9k | 73.32 |
|
| iShares Core US Aggregate Bond ETF Etf (AGG) | 0.1 | $410k | 4.2k | 97.90 |
|
|
| Valero Energy Corp Stock (VLO) | 0.1 | $405k | -12% | 2.4k | 170.60 |
|
| Prologis Inc. REIT Reit (PLD) | 0.1 | $404k | +14% | 3.1k | 130.15 |
|
| American Intl Group Stock (AIG) | 0.1 | $395k | +16% | 5.1k | 78.11 |
|
| Medtronic PLC F Stock (MDT) | 0.1 | $390k | +15% | 4.5k | 87.19 |
|
| Target Corp Stock (TGT) | 0.1 | $385k | +24% | 2.2k | 177.34 |
|
| Amgen Stock (AMGN) | 0.1 | $382k | 1.3k | 284.23 |
|
|
| Air Prod & Chemicals Stock (APD) | 0.1 | $363k | +47% | 1.5k | 242.49 |
|
| Costco Wholesale Stock (COST) | 0.1 | $359k | -4% | 490.00 | 732.65 |
|
| Sempra Stock (SRE) | 0.1 | $356k | +16% | 5.0k | 71.77 |
|
| Johnson Controls Inter F Stock (JCI) | 0.1 | $356k | +21700% | 5.5k | 65.32 |
|
| Iron MTN Inc New REIT Reit (IRM) | 0.1 | $350k | -26% | 4.4k | 80.16 |
|
| PNC Finl Services Stock (PNC) | 0.1 | $347k | +15% | 2.1k | 161.47 |
|
| Ferguson PLC New F Stock (FERG) | 0.1 | $342k | -2% | 1.6k | 218.53 |
|
| Truist Finl Corp Stock (TFC) | 0.0 | $333k | +12% | 8.5k | 39.00 |
|
| United Parcel SRVC Class B Stock (UPS) | 0.0 | $332k | +12% | 2.2k | 148.81 |
|
| Kimberly Clark Corp Stock (KMB) | 0.0 | $330k | +15% | 2.5k | 129.46 |
|
| Kraft Heinz Stock (KHC) | 0.0 | $330k | +15% | 8.9k | 36.95 |
|
| Camden Property TR REIT Reit (CPT) | 0.0 | $328k | +18% | 3.3k | 98.41 |
|
| Advanced Micro Devic Stock (AMD) | 0.0 | $323k | +9% | 1.8k | 180.55 |
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| Southern Stock (SO) | 0.0 | $319k | 4.4k | 71.85 |
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| Dell Technologies Inc Class C Stock (DELL) | 0.0 | $316k | 2.8k | 114.20 |
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| CVS Health Corp Stock (CVS) | 0.0 | $315k | +14% | 3.9k | 79.79 |
|
| Martin Marietta Material Stock (MLM) | 0.0 | $309k | -7% | 504.00 | 613.10 |
|
| Crown Castle Intl Co REIT Reit (CCI) | 0.0 | $306k | +12% | 2.9k | 105.81 |
|
| Texas Pacific Land Corp Stock (TPL) | 0.0 | $303k | +201% | 524.00 | 578.24 |
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| Alexandria Real Est REIT Reit (ARE) | 0.0 | $299k | +66% | 2.3k | 128.93 |
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| Linde PLC F Stock (LIN) | 0.0 | $299k | -5% | 643.00 | 465.01 |
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| Motorola Solutions Stock (MSI) | 0.0 | $299k | 843.00 | 354.69 |
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| Parsons Corp Stock (PSN) | 0.0 | $298k | 3.6k | 83.03 |
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| Chubb LTD F Stock (CB) | 0.0 | $294k | -6% | 1.1k | 258.80 |
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| BHP Group LTD F Stock (BHP) | 0.0 | $291k | +15% | 5.1k | 57.60 |
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| NXP Semiconductors F Stock (NXPI) | 0.0 | $290k | -4% | 1.2k | 247.65 |
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| WalMart Stock (WMT) | 0.0 | $289k | +186% | 4.8k | 60.12 |
|
| Oracle Corp Stock (ORCL) | 0.0 | $283k | -12% | 2.3k | 125.72 |
|
| iShares Bitcoin ETF IV Etf | 0.0 | $282k | NEW | 7.0k | 40.42 |
|
| Paychex Stock (PAYX) | 0.0 | $272k | +9% | 2.2k | 122.80 |
|
| Shell PLC F Un Stock (SHEL) | 0.0 | $255k | -13% | 3.8k | 67.02 |
|
| Charles Schwab Corp Stock (SCHW) | 0.0 | $249k | +20% | 3.4k | 72.26 |
|
| Analog Devices Stock (ADI) | 0.0 | $248k | +351% | 1.3k | 197.77 |
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| CIGNA Corp Stock (CI) | 0.0 | $243k | 669.00 | 363.23 |
|
|
| SPDR Gold Shares ETF Etf (GLD) | 0.0 | $239k | +3% | 1.2k | 205.68 |
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| Mastercard Inc Class A Stock (MA) | 0.0 | $237k | -6% | 492.00 | 481.71 |
|
| Salesforce Stock (CRM) | 0.0 | $237k | -3% | 785.00 | 301.91 |
|
| Visa Inc Class A Stock (V) | 0.0 | $226k | -6% | 809.00 | 279.36 |
|
| iShares BRD Usd Inv GRD Corp BD ETF Etf (USIG) | 0.0 | $226k | NEW | 4.5k | 50.72 |
|
| iShares iBoxx High Yield Bond ETF IV Etf (HYG) | 0.0 | $220k | -6% | 2.8k | 77.82 |
|
| Johnson & Johnson Stock (JNJ) | 0.0 | $218k | 1.4k | 158.55 |
|
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| Carmax Stock (KMX) | 0.0 | $212k | 2.4k | 87.21 |
|
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| Alphabet Inc. Class C Stock (GOOG) | 0.0 | $211k | 1.4k | 151.91 |
|
|
| iShares Preferred Income Sec ETF Etf (PFF) | 0.0 | $208k | +18% | 6.4k | 32.27 |
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| Vanguard Russell 1000 ETF Etf (VONE) | 0.0 | $206k | 864.00 | 238.43 |
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| Union Pacific Corp Stock (UNP) | 0.0 | $203k | 826.00 | 245.76 |
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| Fiserv Stock (FI) | 0.0 | $202k | -11% | 1.3k | 160.19 |
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| Synopsys Stock (SNPS) | 0.0 | $201k | 352.00 | 571.02 |
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| Trane Technologies PLC F Stock (TT) | 0.0 | $196k | 652.00 | 300.61 |
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| Technology Select Sector SPDR ETF IV Etf (XLK) | 0.0 | $195k | +59% | 935.00 | 208.56 |
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| Asml HLDGS NV F Stock (ASML) | 0.0 | $194k | +3% | 200.00 | 970.00 |
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| Applied Materials Stock (AMAT) | 0.0 | $191k | +5% | 924.00 | 206.71 |
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| McDonalds Corp Stock (MCD) | 0.0 | $191k | -6% | 677.00 | 282.13 |
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| Arista Networks Stock (ANET) | 0.0 | $188k | -2% | 650.00 | 289.23 |
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| Honeywell Intl Stock (HON) | 0.0 | $183k | -2% | 894.00 | 204.70 |
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| American Express Stock (AXP) | 0.0 | $175k | +13% | 769.00 | 227.57 |
|
| iShares Total Usd Bond Market ETF Etf (IUSB) | 0.0 | $175k | 3.8k | 45.54 |
|
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| Marathon Pete Corp Stock (MPC) | 0.0 | $172k | -7% | 853.00 | 201.64 |
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| iShares U.S. Real Estate ETF Stock (IYR) | 0.0 | $168k | 1.9k | 89.79 |
|
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| Qualcomm Stock (QCOM) | 0.0 | $165k | -11% | 977.00 | 168.88 |
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| Garrett Motion Stock (GTX) | 0.0 | $162k | +93% | 16k | 9.91 |
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| Caterpillar Stock (CAT) | 0.0 | $157k | -3% | 428.00 | 366.82 |
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| Altria Group Stock (MO) | 0.0 | $153k | -46% | 3.5k | 43.58 |
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| Api Group Corp Stock (APG) | 0.0 | $153k | 3.9k | 39.24 |
|
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| Intel Corp Stock (INTC) | 0.0 | $151k | 3.4k | 44.18 |
|
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| Parker-Hannifin Corp Stock (PH) | 0.0 | $150k | 270.00 | 555.56 |
|
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| Vanguard Short Term Treasury ETF Etf (VGSH) | 0.0 | $145k | +22% | 2.5k | 58.09 |
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| TJX Companies Stock (TJX) | 0.0 | $144k | -7% | 1.4k | 101.41 |
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| Oasis Petroleum Stock (CHRD) | 0.0 | $139k | 781.00 | 177.98 |
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| Firstcash HLDGS Stock (FCFS) | 0.0 | $139k | 1.1k | 127.41 |
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| Cavco Industries Stock (CVCO) | 0.0 | $138k | 346.00 | 398.84 |
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| iShares Core S&P 500 ETF Etf (IVV) | 0.0 | $135k | +267% | 257.00 | 525.29 |
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| Vanguard Short Term Cor BD ETF Etf (VCSH) | 0.0 | $135k | +480% | 1.7k | 77.59 |
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| Valvoline Stock (VVV) | 0.0 | $132k | 3.0k | 44.67 |
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| CSX Corp Stock (CSX) | 0.0 | $132k | +5% | 3.6k | 36.95 |
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| Corpay Stock | 0.0 | $130k | NEW | 420.00 | 309.52 |
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| Rayonier Inc. REIT Reit (RYN) | 0.0 | $127k | +18% | 3.8k | 33.35 |
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| Phillips 66 Stock (PSX) | 0.0 | $126k | -39% | 770.00 | 163.64 |
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| CKX Lands Stock (CKX) | 0.0 | $125k | 9.5k | 13.19 |
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| Ark Innovation ETF Etf (ARKK) | 0.0 | $122k | 2.4k | 49.94 |
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| A T & T Stock (T) | 0.0 | $121k | 6.9k | 17.65 |
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| Interntnl Money Expre005 Stock (IMXI) | 0.0 | $120k | 5.3k | 22.80 |
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| Civitas Res Stock (CIVI) | 0.0 | $120k | +60% | 1.6k | 75.76 |
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| Cardinal Health Stock (CAH) | 0.0 | $120k | +12% | 1.1k | 111.84 |
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| SPDR Dow Jones Industrial Avr ETF IV Etf (DIA) | 0.0 | $119k | 300.00 | 396.67 |
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| Thermo Fisher SCNTFC Stock (TMO) | 0.0 | $118k | -13% | 203.00 | 581.28 |
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| Taiwan Semiconductr F Stock (TSM) | 0.0 | $117k | 862.00 | 135.73 |
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| Select STR Financial Select S ETF IV Stock (XLF) | 0.0 | $116k | +215% | 2.8k | 42.01 |
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| Regeneron Pharms Stock (REGN) | 0.0 | $114k | -4% | 118.00 | 966.10 |
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| Vanguard Intrmdiat TRM TRSRY ETF IV Etf (VGIT) | 0.0 | $112k | NEW | 1.9k | 58.46 |
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| Lowes Companies Stock (LOW) | 0.0 | $110k | -29% | 431.00 | 255.22 |
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| Netflix Stock (NFLX) | 0.0 | $106k | -27% | 175.00 | 605.71 |
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| Oneok Stock (OKE) | 0.0 | $105k | 1.3k | 80.15 |
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| Nextera Energy Stock (NEE) | 0.0 | $104k | +2% | 1.6k | 64.12 |
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| IBM Corp Stock (IBM) | 0.0 | $104k | -15% | 547.00 | 190.13 |
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| Progress Software Stock (PRGS) | 0.0 | $104k | 2.0k | 53.33 |
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| Napco Sec Tech Stock (NSSC) | 0.0 | $103k | 2.6k | 40.19 |
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| SPDR S&P Biotech ETF IV Etf (XBI) | 0.0 | $101k | +34% | 1.1k | 95.19 |
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| Shockwave Medical Stock (SWAV) | 0.0 | $99k | 305.00 | 324.59 |
|
|
| Burford Capital Limite F Stock (BUR) | 0.0 | $98k | 6.1k | 15.96 |
|
|
| Halliburton Co HLDG Stock (HAL) | 0.0 | $97k | -6% | 2.5k | 39.34 |
|
| Boeing Stock (BA) | 0.0 | $97k | -25% | 503.00 | 192.84 |
|
| Magnolia Oil & Gas Corp Class A Stock (MGY) | 0.0 | $97k | 3.7k | 25.96 |
|
|
| Western Alliance BNC Stock (WAL) | 0.0 | $94k | 1.5k | 64.30 |
|
|
| SPDR Fund Consumer Discre Sel ETF IV Etf (XLY) | 0.0 | $94k | +237% | 513.00 | 183.24 |
|
| Select Sector Health Care SPD ETF IV Etf (XLV) | 0.0 | $94k | +234% | 636.00 | 147.80 |
|
| Verra Mobility Corp Stock (VRRM) | 0.0 | $94k | 3.8k | 24.95 |
|
|
| Walker & Dunlop Stock (WD) | 0.0 | $93k | 917.00 | 101.42 |
|
|
| Colgate-Palmolive Stock (CL) | 0.0 | $91k | 1.0k | 89.57 |
|
|
| Novo-Nordisk A S F Stock (NVO) | 0.0 | $91k | +38% | 711.00 | 127.99 |
|
| iShares 0 To 3 MNTH Treasury BND ETF Etf (SGOV) | 0.0 | $88k | +16% | 874.00 | 100.69 |
|
| Prosperity Bancshare Stock (PB) | 0.0 | $86k | 1.3k | 65.95 |
|
|
| Starbucks Corp Stock (SBUX) | 0.0 | $85k | -18% | 933.00 | 91.10 |
|
| Vaneck Gold Miners ETF Etf (GDX) | 0.0 | $85k | +5% | 2.7k | 31.78 |
|
| Danaher Corp Stock (DHR) | 0.0 | $85k | -5% | 342.00 | 248.54 |
|
| Vanguard Growth ETF Stock (VUG) | 0.0 | $85k | NEW | 248.00 | 342.74 |
|
| Walt Disney Stock (DIS) | 0.0 | $84k | +7% | 687.00 | 122.27 |
|
| W.P. Carey Inc. REIT Reit (WPC) | 0.0 | $84k | 1.5k | 56.64 |
|
|
| B J S Wholesale Club Hol Stock (BJ) | 0.0 | $83k | 1.1k | 75.52 |
|
|
| iShares Broad Usd HG YLD CRP BND ETF Etf (USHY) | 0.0 | $82k | +1973% | 2.2k | 36.62 |
|
| Abbott Laboratories Stock (ABT) | 0.0 | $82k | -18% | 718.00 | 114.21 |
|
| Icon PLC F Stock (ICLR) | 0.0 | $80k | 239.00 | 334.73 |
|
|
| Eaton Corp PLC F Stock (ETN) | 0.0 | $79k | -8% | 254.00 | 311.02 |
|
| Capital One FC Stock (COF) | 0.0 | $79k | 532.00 | 148.50 |
|
|
| Cannae Holdings Stock (CNNE) | 0.0 | $79k | NEW | 3.6k | 22.20 |
|
| Stryker Corp Stock (SYK) | 0.0 | $78k | -4% | 218.00 | 357.80 |
|
| PIMCO Enhncd LW DRTN Actv ETF Etf (LDUR) | 0.0 | $77k | 811.00 | 94.94 |
|
|
| Firstservice Corp F Stock (FSV) | 0.0 | $77k | 467.00 | 164.88 |
|
|
| Perrigo Co PLC F Stock (PRGO) | 0.0 | $76k | 2.4k | 31.99 |
|
|
| Webster Finl Stock (WBS) | 0.0 | $75k | 1.5k | 50.85 |
|
|
| Landstar SYS Stock (LSTR) | 0.0 | $75k | 389.00 | 192.80 |
|
|
| Pioneer Natural Res Stock (PXD) | 0.0 | $74k | 282.00 | 262.41 |
|
|
| Deckers Outdoor Corp Stock (DECK) | 0.0 | $73k | -2% | 78.00 | 935.90 |
|
| Diamond Hill Invt GP Class A Stock (DHIL) | 0.0 | $73k | 476.00 | 153.36 |
|
|
| Vanguard Total International BND ETF Etf (BNDX) | 0.0 | $72k | 1.5k | 48.95 |
|
|
| Gxo Logistics Stock (GXO) | 0.0 | $71k | 1.3k | 53.58 |
|
|
| Vanguard SHRT Tax Exempt BND ETF Etf (VTES) | 0.0 | $70k | +133% | 700.00 | 100.00 |
|
| Anthem Stock (ELV) | 0.0 | $69k | +35% | 134.00 | 514.93 |
|
| Abercrombie & Fitch Stock (ANF) | 0.0 | $69k | 548.00 | 125.91 |
|
|
| Inmode LTD F Stock (INMD) | 0.0 | $68k | 3.1k | 21.59 |
|
|
| Toyota Motor Corp F Stock (TM) | 0.0 | $68k | 272.00 | 250.00 |
|
|
| Addus Homecare Corp Stock (ADUS) | 0.0 | $68k | 662.00 | 102.72 |
|
|
| Amerisafe Stock (AMSF) | 0.0 | $68k | 1.4k | 50.07 |
|
|
| Freeport-Mcmoran Stock (FCX) | 0.0 | $67k | -15% | 1.4k | 46.72 |
|
| Vanguard Russell 1000 Value ETF Etf (VONV) | 0.0 | $67k | NEW | 851.00 | 78.73 |
|
| Sitio Royalties Corp New Class A Stock (STR) | 0.0 | $66k | 2.7k | 24.67 |
|
|
| Raytheon Technologies Stock (RTX) | 0.0 | $65k | -20% | 664.00 | 97.89 |
|
| Energy Select Sector SPDR ETF IV Etf (XLE) | 0.0 | $65k | +73% | 684.00 | 95.03 |
|
| Kadant Stock (KAI) | 0.0 | $63k | 193.00 | 326.42 |
|
|
| Palo Alto Networks Stock (PANW) | 0.0 | $63k | 220.00 | 286.36 |
|
Past Filings by Financial Management Professionals
SEC 13F filings are viewable for Financial Management Professionals going back to 2013
- 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
- Financial Management Professionals 2020 Q3 filed Oct. 26, 2020
- Financial Management Professionals 2020 Q2 filed July 21, 2020