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Financial Management Professionals

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

Top 5 stock holdings are GSLC, DFAI, JHMM, GSIE, SCHX, and represent 39.06% of Financial Management Professionals's stock portfolio.
Added to shares of these 10 stocks: SCHV (+$53M), VB (+$34M), SPYV (+$9.3M), FEZ (+$9.0M), SCHF (+$8.7M), IYZ, VOE, MXI, GSLC, IXUS.
Started 74 new stock positions in SOC, QQQX, MXI, SNDK, CSW, SON, SMG, ELMD, AXON, ELVR.
Reduced shares in these 10 stocks: SCHG (-$53M), VOO (-$37M), VV (-$23M), HYS (-$23M), FDHY (-$22M), , ACWI (-$9.0M), SPY (-$9.0M), IGM, IXP.
Sold out of its positions in AAON, ADMA, ALRM, ALIT, AWK, AstraZeneca, AVAH, BX, BLDR, CVE.
Financial Management Professionals was a net seller of stock by $-58M.
Financial Management Professionals has $892M in assets under management (AUM), dropping by -8.05%.
Central Index Key (CIK): 0001568132

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Portfolio Holdings for Financial Management Professionals

Financial Management Professionals holds 962 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Financial Management Professionals has 962 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Management Professionals March 31, 2026 positions
Download the Financial Management Professionals March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)	11.9	$106M	+2%	848k	125.13	View chart
Dimensional Intern Core EQT MKT ETF Etf (DFAI)	7.4	$66M		1.7M	38.96	View chart
John Hancock Multifctr Mid CP ETF Etf (JHMM)	6.7	$60M		893k	67.12	View chart
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)	6.6	$59M	+2%	1.4M	43.13	View chart
Schwab US Large Cap ETF Etf (SCHX)	6.4	$57M		2.2M	25.64	View chart
Schwab US Large Cap Value ETF Etf (SCHV)	5.9	$53M	NEW	1.7M	30.50	View chart
iShares Russell 1000 ETF IV Etf (IWB)	4.7	$42M		116k	356.56	View chart
Vanguard Total Bond Market ETF Etf (BND)	4.5	$40M	+5%	541k	73.64	View chart
iShares MSCI USA Multifct ETF Etf (SMLF)	4.4	$40M		523k	75.49	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	3.8	$34M	-2%	485k	69.75	View chart
Vanguard Small Cap ETF Etf (VB)	3.8	$34M	+118709%	128k	261.92	View chart
Vanguard Value ETF Stock (VTV)	3.1	$28M		142k	196.20	View chart
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)	2.8	$25M	+5%	916k	26.92	View chart
Schwab International Equity ETF Etf (SCHF)	2.7	$24M	+57%	966k	24.75	View chart
JPMorgan Ultra Short Income ETF Etf (JPST)	2.1	$19M	+7%	366k	50.61	View chart
Vanguard Mid Cap ETF Etf (VO)	1.1	$10M	+4%	35k	287.18	View chart
Vanguard FTSE All World Ex US ETF IV Etf (VEU)	1.1	$9.7M		129k	75.10	View chart
SPDR S&P 500 Value ETF Etf (SPYV)	1.0	$9.3M	NEW	164k	56.58	View chart
SPDR Euro Stoxx 50 ETF Etf (FEZ)	1.0	$9.0M	NEW	146k	62.08	View chart
JPMorgan Income ETF Etf (JPIE)	0.9	$7.8M		169k	46.07	View chart
JPMorgan Internatinal BND Opport ETF Etf (JPIB)	0.8	$6.9M	+8%	145k	47.82	View chart
Apple Stock (AAPL)	0.7	$6.5M		26k	253.79	View chart
Nvidia Corp Stock (NVDA)	0.7	$6.3M	+12%	36k	174.41	View chart
Bitwise Bitcoin ETF Etf (BITB)	0.6	$5.2M	+38%	141k	36.81	View chart
Jpmorgn Hedgd Eqty Lad Ovrly ETF Etf (HELO)	0.5	$4.3M	+7%	68k	63.91	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$3.6M	-15%	21k	169.66	View chart
JPMorgan Chase & Co Stock (JPM)	0.4	$3.4M	+2%	12k	294.16	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$3.3M	-73%	5.0k	652.14	View chart
Amazon.Com Stock (AMZN)	0.3	$2.4M		12k	208.27	View chart
Microsoft Corp Stock (MSFT)	0.3	$2.4M		6.4k	370.19	View chart
Invesco Rafi Emerging Markets ETF Etf (PXH)	0.3	$2.4M	-3%	88k	26.91	View chart
iShares US Telecom ETF Stock (IYZ)	0.3	$2.3M	NEW	57k	39.32	View chart
Home Bancshares Stock (HOMB)	0.3	$2.3M		84k	26.93	View chart
Vanguard Mid Cap Value ETF Etf (VOE)	0.2	$2.2M	NEW	12k	184.28	View chart
Vaneck Vectors Junior Gold Miners ETF Stock (GDXJ)	0.2	$2.2M	-22%	18k	120.04	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.2	$2.1M		85k	25.10	View chart
iShares Global Materials ETF Etf (MXI)	0.2	$2.1M	NEW	20k	106.22	View chart
iShares Core MSCI Totl Intl STCK ETF Etf (IXUS)	0.2	$2.1M	NEW	24k	86.64	View chart
Broadcom Stock (AVGO)	0.2	$1.9M	+3%	6.2k	309.53	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$1.9M		4.4k	430.29	View chart
SPDR S&P Telecom ETF Etf (XTL)	0.2	$1.9M	-2%	10k	188.06	View chart
Tesla Stock (TSLA)	0.2	$1.8M		4.9k	371.75	View chart
iShares Short Treasury Bond ETF Etf (SHV)	0.2	$1.8M		16k	110.39	View chart
iShares US Aerospace Stock (ITA)	0.2	$1.8M	-3%	8.1k	218.75	View chart
Energy Transfer Master Limited Partnership (ET)	0.2	$1.8M	+7427%	91k	19.30	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Etf (BIL)	0.2	$1.7M		18k	91.64	View chart
Invesco Wilderhill Clean Energy ETF Etf (PBW)	0.2	$1.6M		51k	31.58	View chart
Alphabet Inc. Class A Stock (GOOGL)	0.2	$1.6M	+2%	5.5k	287.56	View chart
Chevron Corp Stock (CVX)	0.2	$1.5M		7.1k	206.91	View chart
Invesco Dynamic Semiconductors ETF Stock (PSI)	0.2	$1.5M	NEW	15k	94.38	View chart
NXP Semiconductors F Stock (NXPI)	0.2	$1.4M	+4%	7.2k	197.87	View chart
Morgan Stanley Stock (MS)	0.2	$1.3M		8.2k	164.57	View chart
Abbvie Stock (ABBV)	0.1	$1.3M	+8%	6.0k	217.50	View chart
Johnson Controls Inter F Stock (JCI)	0.1	$1.2M		9.5k	131.35	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$1.2M		21k	59.03	View chart
Vanguard FTSE Emerging Mark ETF IV Etf (VWO)	0.1	$1.2M		22k	54.05	View chart
Meta Platforms Inc Class A Stock (META)	0.1	$1.2M		2.1k	572.13	View chart
iShares 1-3 Year Treasry Bond ETF Etf (SHY)	0.1	$1.2M		14k	82.57	View chart
Grayscale Bitcoin TR BTC Closed End Fund (GBTC)	0.1	$1.2M	-2%	22k	52.76	View chart
Alphabet Inc. Class C Stock (GOOG)	0.1	$1.2M	+3%	4.0k	286.86	View chart
iShares MSCI Eurozone ETF IV Etf (EZU)	0.1	$1.1M	NEW	17k	62.64	View chart
Cisco Systems Stock (CSCO)	0.1	$1.1M	+15%	14k	77.59	View chart
TJX Companies Stock (TJX)	0.1	$1.0M		6.5k	159.70	View chart
Gilead Sciences Stock (GILD)	0.1	$1.0M	+3%	7.4k	139.37	View chart
iShares MSCI EAFE Value Stock (EFV)	0.1	$1000k		13k	74.35	View chart
Cummins Stock (CMI)	0.1	$946k		1.8k	538.02	View chart
PIMCO Enhncd SHRT Matrty Actv ETF IV Etf (MINT)	0.1	$940k		9.3k	100.57	View chart
Coca-Cola Stock (KO)	0.1	$897k	+4%	12k	76.56	View chart
Berkshire Hathaway Class B Stock (BRK.B)	0.1	$891k	-14%	1.9k	479.20	View chart
Texas Instruments Stock (TXN)	0.1	$877k		4.5k	194.14	View chart
Johnson & Johnson Stock (JNJ)	0.1	$866k	+31%	3.5k	244.44	View chart
WalMart Stock (WMT)	0.1	$844k		6.8k	124.52	View chart
Lilly Eli & Co Stock (LLY)	0.1	$836k	-3%	909.00	919.96	View chart
Duke Energy Corp Stock (DUK)	0.1	$809k		6.2k	130.93	View chart
Conocophillips Stock (COP)	0.1	$800k	+4%	6.1k	132.01	View chart
ProShares Ultra Bitcoin ETF Etf (BITU)	0.1	$752k		65k	11.64	View chart
Intuitive Surgical Stock (ISRG)	0.1	$734k		1.6k	460.99	View chart
Home Depot Stock (HD)	0.1	$727k		2.2k	328.89	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$722k		1.2k	604.56	View chart
Berkshire Hathaway Inc D Class A Stock (BRK.A)	0.1	$718k		1.00	718140.00	View chart
Philip Morris Intl Stock (PM)	0.1	$690k		4.1k	166.81	View chart
Sempra Stock (SRE)	0.1	$685k		7.0k	97.83	View chart
Sherwin Williams Stock (SHW)	0.1	$675k		2.1k	320.55	View chart
iShares Bitcoin ETF IV Etf (IBIT)	0.1	$673k	+16%	18k	38.42	View chart
Valero Energy Corp Stock (VLO)	0.1	$644k		2.6k	247.08	View chart
Costco Wholesale Stock (COST)	0.1	$640k	-9%	642.00	996.15	View chart
Abbott Laboratories Stock (ABT)	0.1	$627k	+7%	6.1k	102.67	View chart
Advanced Micro Devic Stock (AMD)	0.1	$623k	-39%	3.1k	203.43	View chart
Procter & Gamble Stock (PG)	0.1	$593k	+5%	4.1k	144.44	View chart
Unitedhealth GRP Stock (UNH)	0.1	$593k	+142%	2.2k	270.59	View chart
Bank Of America Corp Stock (BAC)	0.1	$588k		12k	48.75	View chart
PNC Finl Services Stock (PNC)	0.1	$587k		2.8k	208.11	View chart
Union Pacific Corp Stock (UNP)	0.1	$565k		2.3k	242.62	View chart
Lam Research Corp Stock (LRCX)	0.1	$563k	+2%	2.6k	213.92	View chart
IBM Corp Stock (IBM)	0.1	$559k		2.3k	242.39	View chart
Starbucks Corp Stock (SBUX)	0.1	$555k		6.2k	89.60	View chart
Iron MTN Inc New REIT Reit (IRM)	0.1	$550k		5.3k	103.00	View chart
Amgen Stock (AMGN)	0.1	$549k		1.6k	351.85	View chart
Globe Life Stock (GL)	0.1	$548k		3.9k	139.17	View chart
BlackRock Stock (BLK)	0.1	$533k		554.00	961.71	View chart
Medtronic PLC F Stock (MDT)	0.1	$527k	-22%	6.0k	87.36	View chart
BHP Group LTD F Stock (BHP)	0.1	$506k	+8%	7.0k	72.74	View chart
Linde PLC F Stock (LIN)	0.1	$502k	+96%	1.0k	495.67	View chart
Cadence Design SYS Stock (CDNS)	0.1	$501k	-16%	1.8k	277.87	View chart
Cme Group Inc Class A Stock (CME)	0.1	$486k		1.6k	295.35	View chart
Martin Marietta Material Stock (MLM)	0.1	$468k	+28%	795.00	588.68	View chart
Air Prod & Chemicals Stock (APD)	0.1	$459k		1.6k	290.45	View chart
Netflix Stock (NFLX)	0.1	$456k	+5%	4.7k	96.15	View chart
Oracle Corp Stock (ORCL)	0.1	$456k	+4%	3.1k	147.11	View chart
Wisdomtree International HGH DIV ETF Etf (DTH)	0.1	$454k		8.4k	54.09	View chart
Merck & Co Stock (MRK)	0.1	$452k		3.7k	121.14	View chart
Dell Technologies Inc Class C Stock (DELL)	0.0	$444k		2.7k	164.13	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.0	$438k		4.8k	90.53	View chart
Shell PLC F Un Stock (SHEL)	0.0	$434k	-2%	4.7k	92.99	View chart
Texas Pacific Land Corp Stock (TPL)	0.0	$430k	-24%	906.00	474.36	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.0	$423k		4.4k	97.13	View chart
Ciena Corp Stock (CIEN)	0.0	$417k		1.1k	388.23	View chart
Williams Companies Stock (WMB)	0.0	$414k	+3%	5.7k	72.78	View chart
Mastercard Inc Class A Stock (MA)	0.0	$413k		826.00	499.48	View chart
Taiwan Semiconductr F Stock (TSM)	0.0	$400k	+15%	1.2k	338.80	View chart
American Intl Group Stock (AIG)	0.0	$372k		4.9k	75.25	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.0	$368k	-99%	13k	29.13	View chart
Motorola Solutions Stock (MSI)	0.0	$368k		845.00	435.17	View chart
Welltower Inc REIT Reit (WELL)	0.0	$365k	+468%	1.8k	197.71	View chart
Applied Materials Stock (AMAT)	0.0	$348k	+2%	1.0k	341.79	View chart
Fastenal Stock (FAST)	0.0	$347k	NEW	7.5k	46.40	View chart
General Electric Stock (GE)	0.0	$345k		1.2k	284.24	View chart
Trane Technologies PLC F Stock (TT)	0.0	$344k		826.00	416.74	View chart
3M Stock (MMM)	0.0	$334k		2.3k	145.26	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.0	$331k		3.3k	99.27	View chart
Cirrus Logic Stock (CRUS)	0.0	$323k		2.2k	144.62	View chart
Schlumberger LTD F Stock (SLB)	0.0	$321k		6.2k	51.69	View chart
Marsh & MC Lennan Stock (MRSH)	0.0	$315k		1.8k	173.45	View chart
Te Connectivity PLC F Stock (TEL)	0.0	$311k		1.5k	209.02	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$309k	+6%	3.3k	93.98	View chart
Kimberly Clark Corp Stock (KMB)	0.0	$304k		3.1k	97.75	View chart
Asml HLDGS NV F Stock (ASML)	0.0	$297k	+4%	225.00	1320.83	View chart
Accenture PLC F Class A Stock (ACN)	0.0	$294k	+1526%	1.5k	198.29	View chart
SPDR Dow Jones Industrial Avr ETF IV Etf (DIA)	0.0	$285k		614.00	464.18	View chart
Capital One FC Stock (COF)	0.0	$284k	-5%	1.6k	182.43	View chart
Chubb LTD F Stock (CB)	0.0	$275k		842.00	326.90	View chart
Micron Technology Stock (MU)	0.0	$264k	+4%	781.00	337.85	View chart
Lumentum Holdings Stock (LITE)	0.0	$264k		375.00	702.76	View chart
Analog Devices Stock (ADI)	0.0	$262k	-14%	822.00	318.14	View chart
Visa Inc Class A Stock (V)	0.0	$261k	+2%	862.00	302.24	View chart
Paypal Holdings Incorpor Stock (PYPL)	0.0	$249k	-3%	5.5k	45.23	View chart
Boeing Stock (BA)	0.0	$248k	+62%	1.2k	199.03	View chart
iShares iBoxx High Yield Bond ETF IV Etf (HYG)	0.0	$240k		3.0k	79.56	View chart
Pepsico Stock (PEP)	0.0	$237k		1.5k	155.29	View chart
Palo Alto Networks Stock (PANW)	0.0	$232k		1.4k	160.32	View chart
Parker-Hannifin Corp Stock (PH)	0.0	$229k		256.00	895.24	View chart
CIGNA Corp Stock (CI)	0.0	$219k	-2%	820.00	266.75	View chart
Marathon Pete Corp Stock (MPC)	0.0	$204k		837.00	244.06	View chart
iShares Ai Invatn And Tec Act ETF Etf (BAI)	0.0	$187k		5.7k	32.95	View chart
Enterprise Prods Part Master Limited Partnership (EPD)	0.0	$187k		4.9k	37.84	View chart
Vanguard Russell 1000 ETF Etf (VONE)	0.0	$186k	-15%	629.00	295.12	View chart
Vaneck Semiconductor ETF Etf (SMH)	0.0	$183k	+322%	477.00	383.40	View chart
Uber Technologies Stock (UBER)	0.0	$183k	-10%	2.5k	71.93	View chart
Stryker Corp Stock (SYK)	0.0	$178k		540.00	329.47	View chart
A T & T Stock (T)	0.0	$174k	+9%	6.0k	28.99	View chart
Caseys Gen Stores Stock (CASY)	0.0	$173k		238.00	727.86	View chart
Deere & Co Stock (DE)	0.0	$170k		301.00	564.92	View chart
Nextera Energy Stock (NEE)	0.0	$170k		1.8k	92.88	View chart
Palantir Technologies In Class A Stock (PLTR)	0.0	$169k		1.2k	146.28	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.0	$168k	-99%	282.00	597.31	View chart
Eaton Corp PLC F Stock (ETN)	0.0	$166k		465.00	357.67	View chart
Raytheon Technologies Stock (RTX)	0.0	$164k		851.00	192.90	View chart
Ark Innovation ETF Etf (ARKK)	0.0	$164k		2.4k	67.58	View chart
iShares Russell 2000 ETF Stock (IWM)	0.0	$162k	-6%	652.00	248.00	View chart
O Reilly Automotive Stock (ORLY)	0.0	$157k		1.7k	92.31	View chart
Seagate Technology HLD F Stock (STX)	0.0	$157k		400.00	392.50	View chart
iShares Total Usd Bond Market ETF Etf (IUSB)	0.0	$150k		3.2k	46.19	View chart
Hilton Worldwide HLD Stock (HLT)	0.0	$148k	+2%	487.00	304.08	View chart
McDonalds Corp Stock (MCD)	0.0	$142k		457.00	310.95	View chart
Southern Stock (SO)	0.0	$142k	+6%	1.5k	96.51	View chart
CSX Corp Stock (CSX)	0.0	$141k		3.4k	41.05	View chart
Phillips 66 Stock (PSX)	0.0	$139k		765.00	182.15	View chart
LPL Financial Holdings Stock (LPLA)	0.0	$139k		463.00	300.83	View chart
Fidelity MSCI Infor Tech Indx ETF Etf (FTEC)	0.0	$135k		648.00	208.05	View chart
Ecolab Stock (ECL)	0.0	$132k		495.00	266.75	View chart
Pfizer Stock (PFE)	0.0	$128k	+24%	4.6k	28.08	View chart
Synopsys Stock (SNPS)	0.0	$125k	-5%	316.00	396.48	View chart
Progressive Co Ohio Stock (PGR)	0.0	$124k	+10%	625.00	198.24	View chart
Wells Fargo & Co Stock (WFC)	0.0	$122k	-4%	1.5k	79.61	View chart
Oneok Stock (OKE)	0.0	$120k		1.3k	90.37	View chart
Thermo Fisher SCNTFC Stock (TMO)	0.0	$120k		243.00	492.00	View chart
Goldman Sachs Group Stock (GS)	0.0	$118k	+2%	139.00	845.99	View chart
Electronic Arts Stock (EA)	0.0	$114k		560.00	203.87	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$108k	-5%	1.2k	91.78	View chart
Lowes Companies Stock (LOW)	0.0	$107k	+2%	453.00	236.28	View chart
Fidelity Total Bond ETF Etf (FBND)	0.0	$107k		2.3k	45.80	View chart
iShares MSCI Minimum Volatility EAFE ETF Stock (EFAV)	0.0	$106k	+27%	1.2k	91.37	View chart
Walt Disney Stock (DIS)	0.0	$100k	-5%	1.0k	96.39	View chart
S&P Global Stock (SPGI)	0.0	$100k	-3%	235.00	425.34	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.0	$98k	-12%	3.0k	32.95	View chart
CKX Lands Stock (CKX)	0.0	$98k		9.5k	10.35	View chart
Southwest Airlines Stock (LUV)	0.0	$97k		2.6k	37.75	View chart
Brookfiled Asset Manag F Class A Stock (BAM)	0.0	$93k		2.1k	44.45	View chart
Barrick MNG Corp F Stock (B)	0.0	$93k		2.3k	40.79	View chart
V S E Corp Stock (VSEC)	0.0	$93k		504.00	184.36	View chart
Colgate-Palmolive Stock (CL)	0.0	$92k		1.1k	85.23	View chart
Grayscale Bitcoin Mini Trust ETF Etf (BTC)	0.0	$92k	+9%	3.1k	29.99	View chart
Qualcomm Stock (QCOM)	0.0	$90k	-25%	696.00	128.79	View chart
Vanguard Ultra Short Bond ETF Etf (VUSB)	0.0	$89k		1.8k	49.78	View chart
HSBC HLDGS PLC F Stock (HSBC)	0.0	$89k	+58%	1.1k	83.91	View chart
iShares Gold Trust Etf (IAU)	0.0	$88k		1.0k	88.16	View chart
Royal Caribbean Group F Stock (RCL)	0.0	$85k		308.00	276.68	View chart
Cheniere Energy Stock (LNG)	0.0	$85k	+50%	300.00	283.76	View chart
Arista Networks Stock (ANET)	0.0	$85k	-62%	692.00	122.78	View chart
Altria Group Stock (MO)	0.0	$84k		1.3k	67.05	View chart
Freeport-Mcmoran Stock (FCX)	0.0	$84k		1.4k	58.78	View chart
Novartis AG F Stock (NVS)	0.0	$84k		548.00	152.75	View chart
Wheaton Precious Metal F Stock (WPM)	0.0	$83k		636.00	131.20	View chart
Honeywell Intl Stock (HON)	0.0	$83k	+7%	367.00	226.03	View chart
Hca Healthcare Stock (HCA)	0.0	$82k		174.00	473.24	View chart
Astrazeneca PLC F Stock (AZN)	0.0	$82k	NEW	417.00	197.22	View chart
Amplify Junior Silver Miners ETF Etf (SILJ)	0.0	$80k		2.7k	29.72	View chart
Verizon Communicatn Stock (VZ)	0.0	$79k		1.6k	50.20	View chart
PIMCO Enhncd LW DRTN Actv ETF Etf (LDUR)	0.0	$78k		811.00	95.82	View chart
Toyota Motor Corp F Stock (TM)	0.0	$77k	-18%	371.00	206.09	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.0	$76k		319.00	237.50	View chart
Vanguard 0-3 Month Treasury ETF Etf (VBIL)	0.0	$76k	NEW	1.0k	75.65	View chart
iShares 0 To 3 MNTH Treasury BND ETF Etf (SGOV)	0.0	$76k	-44%	750.00	100.66	View chart
GE Vernova Stock (GEV)	0.0	$74k		85.00	873.40	View chart
Caterpillar Stock (CAT)	0.0	$74k	+4%	104.00	708.46	View chart
Ark Space Exploration Innvat ETF Etf (ARKX)	0.0	$73k		2.5k	29.35	View chart
Salesforce Stock (CRM)	0.0	$73k	-20%	390.00	186.87	View chart
Fidelity High Yield Factor ETF Etf (FDHY)	0.0	$73k	-99%	1.5k	48.81	View chart
Vanguard SHRT Tax Exempt BND ETF Etf (VTES)	0.0	$71k		700.00	101.14	View chart
Vanguard Total International BND ETF Etf (BNDX)	0.0	$71k		1.5k	48.05	View chart
Ford Motor Stock (F)	0.0	$70k		6.1k	11.54	View chart
T-Mobile US Stock (TMUS)	0.0	$68k	-58%	322.00	210.03	View chart
Royal Bank Of Canada F Stock (RY)	0.0	$66k	-6%	409.00	161.78	View chart
Quanta Services Stock (PWR)	0.0	$66k		120.00	547.52	View chart
Citigroup Stock (C)	0.0	$65k	+53%	575.00	113.39	View chart
Vanguard Large Cap ETF Etf (VV)	0.0	$65k	-99%	217.00	298.85	View chart
eBay Stock (EBAY)	0.0	$63k		695.00	90.99	View chart
Shopify Inc F Class A Stock (SHOP)	0.0	$63k	-7%	532.00	118.62	View chart
1ST Finl Banksh Stock (FFIN)	0.0	$63k		2.1k	29.64	View chart
Main Street Capital Stock (MAIN)	0.0	$63k		1.2k	52.95	View chart
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)	0.0	$62k	-99%	666.00	93.27	View chart
Dominion Energy Stock (D)	0.0	$62k		1.0k	61.82	View chart
Sysco Corp Stock (SYY)	0.0	$59k	+258%	832.00	71.33	View chart
Alibaba Group HLDG LTD F Stock (BABA)	0.0	$58k	+148%	459.00	125.46	View chart
Crowdstrike HLDGS Stock (CRWD)	0.0	$57k		147.00	390.41	View chart
BP PLC F Stock (BP)	0.0	$57k		1.2k	47.00	View chart
Bio-Rad Labs Inc Class A Stock (BIO)	0.0	$56k		200.00	278.75	View chart
Intel Corp Stock (INTC)	0.0	$55k	+146%	1.2k	44.13	View chart
Entergy Corp Stock (ETR)	0.0	$55k	+2%	487.00	112.41	View chart
American Express Stock (AXP)	0.0	$54k	-3%	178.00	302.48	View chart

Past Filings by Financial Management Professionals

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

Financial Management Professionals 2026 Q1 filed April 15, 2026
Financial Management Professionals 2025 Q4 filed Jan. 27, 2026
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

View all past filings

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