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 34.67% of Financial Management Professionals's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$39M), BIL (+$20M), SCHX (+$9.8M), SPTM (+$7.4M), SCHF (+$6.7M), BBCA (+$6.7M), BND (+$6.5M), VIOO (+$5.5M), SPSM (+$5.4M), VTI.
- Started 54 new stock positions in MSTR, Grayscale Bitcoin Mini Trust Etf, DNP, CVLT, WST, CHRW, IREN, FAX, SPTM, ISVL.
- Reduced shares in these 10 stocks: BWZ (-$18M), VUSB (-$13M), ITOT (-$7.3M), JPST (-$7.1M), IJH (-$6.9M), BBAX (-$6.4M), IEMG (-$6.4M), EPP, VWO, SPHQ.
- Sold out of its positions in AGCO, PPLT, ACHC, ARE, AFG, AR, ANET, ARW, BCE, BK.
- Financial Management Professionals was a net buyer of stock by $56M.
- Financial Management Professionals has $791M in assets under management (AUM), dropping by -1.78%.
- Central Index Key (CIK): 0001568132
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Portfolio Holdings for Financial Management Professionals
Financial Management Professionals holds 984 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Financial Management Professionals has 984 total positions. Only the first 250 positions are shown.
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- Download the Financial Management Professionals December 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Goldman Sachs Actvbeta US LRG ETF Etf (GSLC) | 11.5 | $91M | 790k | 115.18 |
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Schwab US Large Cap Growth ETF Etf (SCHG) | 6.5 | $51M | +305% | 1.8M | 27.87 |
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John Hancock Multifctr Mid CP ETF Etf (JHMM) | 6.0 | $48M | +2% | 797k | 59.73 |
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Dimensional Intern Core EQT MKT ETF Etf (DFAI) | 5.6 | $44M | +6% | 1.5M | 29.20 |
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Goldman Sachs Actvbt International Equity ETF Etf (GSIE) | 5.1 | $41M | +4% | 1.2M | 33.34 |
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Vanguard Total Bond Market ETF Etf (BND) | 4.6 | $36M | +21% | 506k | 71.91 |
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iShares Russell 1000 ETF IV Etf (IWB) | 4.4 | $35M | +2% | 108k | 322.16 |
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iShares MSCI USA Multifct ETF Etf (SMLF) | 4.1 | $33M | 481k | 67.50 |
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Vanguard S&P 500 ETF Etf (VOO) | 3.9 | $31M | +3% | 57k | 538.81 |
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JPMorgan Ultra Short Income ETF Etf (JPST) | 3.0 | $24M | -23% | 472k | 50.37 |
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Vanguard Value ETF Stock (VTV) | 2.8 | $22M | +2% | 131k | 169.30 |
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PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS) | 2.6 | $20M | +3% | 216k | 93.68 |
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SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Etf (BIL) | 2.5 | $20M | +8668% | 220k | 91.43 |
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Fidelity High Yield Factor ETF Etf (FDHY) | 2.5 | $20M | +4% | 412k | 48.25 |
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Schwab US Large Cap ETF Etf (SCHX) | 2.4 | $19M | +106% | 822k | 23.18 |
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iShares Core MSCI Emerging ETF Etf (IEMG) | 2.2 | $17M | -27% | 329k | 52.22 |
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Vanguard Large Cap ETF Etf (VV) | 2.1 | $17M | 61k | 269.70 |
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Schwab International Equity ETF Etf (SCHF) | 1.8 | $14M | +94% | 749k | 18.50 |
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JPMorgan Income ETF Etf (JPIE) | 1.1 | $9.0M | -2% | 197k | 45.62 |
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SPDR S&P 500 Growth ETF Etf (SPYG) | 1.1 | $8.3M | +2% | 95k | 87.90 |
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Spdr S&p 500 Etf Etf (SPY) | 1.0 | $8.3M | +4% | 14k | 586.08 |
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Vanguard Mid Cap ETF Etf (VO) | 1.0 | $8.2M | 31k | 264.13 |
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SPDR Portfolio S P 1500 CMPST ST ETF Etf (SPTM) | 0.9 | $7.4M | NEW | 104k | 71.43 |
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Vanguard FTSE All World Ex US ETF IV Etf (VEU) | 0.8 | $6.7M | +4% | 117k | 57.41 |
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JPMorgan Betabuilders Canada ETF Etf (BBCA) | 0.8 | $6.7M | NEW | 95k | 70.59 |
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iShares Core S&P 500 ETF Etf (IVV) | 0.8 | $6.2M | 11k | 588.68 |
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Apple Stock (AAPL) | 0.7 | $5.7M | 23k | 250.42 |
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Vanguard S&P Small Cap 600 ETF Etf (VIOO) | 0.7 | $5.5M | +470490% | 52k | 106.04 |
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SPDR Portfolio S&P 600 Small Cap ETF Etf (SPSM) | 0.7 | $5.4M | NEW | 120k | 44.92 |
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JPMorgan Internatinal BND Opport ETF Etf (JPIB) | 0.7 | $5.2M | +2% | 110k | 47.26 |
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iShares US Technology ETF IV Etf (IYW) | 0.6 | $4.4M | 27k | 159.52 |
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Invesco Dwa Industrials Momentum ETF Stock (PRN) | 0.5 | $4.1M | 27k | 153.76 |
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iShares US Financials ETF Etf (IYF) | 0.5 | $3.8M | +3% | 35k | 110.58 |
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ProShares Ultra Bitcoin ETF Etf (BITU) | 0.5 | $3.8M | +58% | 77k | 49.42 |
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Nvidia Corp Stock (NVDA) | 0.4 | $3.1M | +10% | 23k | 134.29 |
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Vanguard Total Stock Market ETF Etf (VTI) | 0.4 | $3.1M | +529250% | 11k | 289.81 |
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Exxon Mobil Corp Stock (XOM) | 0.4 | $2.9M | 27k | 107.57 |
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iShares MSCI Canada ETF Etf (EWC) | 0.3 | $2.7M | NEW | 67k | 40.30 |
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Jpmorgn Hedgd Eqty Lad Ovrly ETF Etf (HELO) | 0.3 | $2.7M | 43k | 62.04 |
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JPMorgan Chase & Co Stock (JPM) | 0.3 | $2.6M | +3% | 11k | 239.71 |
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Deutsch X TRKS MSCI EAFE HDG Eqy ETF Stock (DBEF) | 0.3 | $2.6M | -21% | 64k | 41.40 |
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Home Bancshares Stock (HOMB) | 0.3 | $2.5M | -10% | 90k | 28.30 |
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Microsoft Corp Stock (MSFT) | 0.3 | $2.5M | 5.8k | 421.52 |
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PowerShares Dwa Momentum Stock (PDP) | 0.3 | $2.4M | NEW | 23k | 107.61 |
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Schwab US Broad Market ETF Etf (SCHB) | 0.3 | $2.4M | +183% | 107k | 22.70 |
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Amazon.Com Stock (AMZN) | 0.3 | $2.0M | 9.0k | 219.39 |
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Grayscale Bitcoin TR BTC Closed End Fund (GBTC) | 0.2 | $1.7M | -31% | 24k | 74.02 |
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Tesla Stock (TSLA) | 0.2 | $1.6M | -11% | 4.0k | 403.84 |
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Broadcom Stock (AVGO) | 0.2 | $1.5M | +8% | 6.7k | 231.84 |
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Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.2 | $1.5M | 19k | 81.58 |
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NXP Semiconductors F Stock (NXPI) | 0.2 | $1.3M | 6.4k | 207.85 |
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Invesco Dorsey WRGT CNSMR CYCLS ETF Etf (PEZ) | 0.2 | $1.3M | -21% | 13k | 98.75 |
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iShares 1-3 Year Treasry Bond ETF Etf (SHY) | 0.2 | $1.3M | +16% | 16k | 81.98 |
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Berkshire Hathaway Class B Stock (BRK.B) | 0.2 | $1.2M | 2.7k | 453.28 |
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SPDR Nuveen S&P High Yield Muni BD ETF Stock (HYMB) | 0.2 | $1.2M | 48k | 25.58 |
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SPDR S&P Capital Markets ETF Etf (KCE) | 0.1 | $1.2M | NEW | 8.5k | 137.70 |
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Meta Platforms Inc Class A Stock (META) | 0.1 | $1.1M | -3% | 2.0k | 585.51 |
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Unitedhealth GRP Stock (UNH) | 0.1 | $1.1M | +4% | 2.2k | 505.86 |
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PowerShares Dwa Utilities Stock (PUI) | 0.1 | $1.1M | NEW | 29k | 38.69 |
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Chevron Corp Stock (CVX) | 0.1 | $1.1M | +16% | 7.5k | 144.85 |
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SPDR S&P Homebuilders ETF IV Etf (XHB) | 0.1 | $1.1M | +26% | 10k | 104.50 |
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Morgan Stanley Stock (MS) | 0.1 | $1.0M | +8% | 8.3k | 125.72 |
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Invesco Aerospace & Defense ETF Stock (PPA) | 0.1 | $1.0M | +31% | 8.8k | 114.73 |
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iShares US Insurance ETF Etf (IAK) | 0.1 | $999k | +36% | 7.9k | 126.47 |
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Abbvie Stock (ABBV) | 0.1 | $980k | +8% | 5.5k | 177.68 |
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PIMCO Enhncd SHRT Matrty Actv ETF IV Etf (MINT) | 0.1 | $954k | 9.5k | 100.34 |
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Texas Instruments Stock (TXN) | 0.1 | $949k | +7% | 5.1k | 187.51 |
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iShares Short Treasury Bond ETF Etf (SHV) | 0.1 | $931k | +49% | 8.5k | 110.11 |
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Intuitive Surgical Stock (ISRG) | 0.1 | $924k | -2% | 1.8k | 521.96 |
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Home Depot Stock (HD) | 0.1 | $893k | +8% | 2.3k | 388.99 |
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Alphabet Inc. Class A Stock (GOOGL) | 0.1 | $873k | 4.6k | 189.30 |
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Lilly Eli & Co Stock (LLY) | 0.1 | $790k | 1.0k | 772.00 |
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Alphabet Inc. Class C Stock (GOOG) | 0.1 | $735k | +2% | 3.9k | 190.44 |
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Sherwin Williams Stock (SHW) | 0.1 | $720k | 2.1k | 339.93 |
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Lockheed Martin Corp Stock (LMT) | 0.1 | $719k | +8% | 1.5k | 485.88 |
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Coca-Cola Stock (KO) | 0.1 | $713k | +8% | 12k | 62.26 |
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Procter & Gamble Stock (PG) | 0.1 | $702k | 4.2k | 167.65 |
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Duke Energy Corp Stock (DUK) | 0.1 | $676k | +10% | 6.3k | 107.74 |
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Gilead Sciences Stock (GILD) | 0.1 | $672k | +13% | 7.3k | 92.37 |
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Johnson Controls Inter F Stock (JCI) | 0.1 | $647k | +12% | 8.2k | 78.93 |
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Metlife Stock (MET) | 0.1 | $636k | +11% | 7.8k | 81.88 |
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Schlumberger LTD F Stock (SLB) | 0.1 | $633k | +7% | 17k | 38.34 |
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Conocophillips Stock (COP) | 0.1 | $633k | +8% | 6.4k | 99.18 |
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Cisco Systems Stock (CSCO) | 0.1 | $632k | +8% | 11k | 59.20 |
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Sempra Stock (SRE) | 0.1 | $630k | +13% | 7.2k | 87.72 |
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Cummins Stock (CMI) | 0.1 | $616k | +9% | 1.8k | 348.60 |
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Iron MTN Inc New REIT Reit (IRM) | 0.1 | $571k | +12% | 5.4k | 105.11 |
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PNC Finl Services Stock (PNC) | 0.1 | $536k | +13% | 2.8k | 192.86 |
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Paychex Stock (PAYX) | 0.1 | $535k | +52% | 3.8k | 140.22 |
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Invesco QQQ Trust Etf (QQQ) | 0.1 | $529k | +4040% | 1.0k | 511.23 |
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Bank Of America Corp Stock (BAC) | 0.1 | $502k | +7% | 11k | 43.95 |
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Medtronic PLC F Stock (MDT) | 0.1 | $500k | +30% | 6.3k | 79.88 |
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Philip Morris Intl Stock (PM) | 0.1 | $498k | +11% | 4.1k | 120.35 |
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WalMart Stock (WMT) | 0.1 | $474k | 5.2k | 90.35 |
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Air Prod & Chemicals Stock (APD) | 0.1 | $466k | +11% | 1.6k | 290.02 |
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Truist Finl Corp Stock (TFC) | 0.1 | $464k | +12% | 11k | 43.38 |
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Prologis Inc. REIT Reit (PLD) | 0.1 | $457k | +11% | 4.3k | 105.70 |
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Globe Life Stock (GL) | 0.1 | $457k | 4.1k | 111.52 |
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Costco Wholesale Stock (COST) | 0.1 | $450k | 491.00 | 915.83 |
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BlackRock Stock (BLK) | 0.1 | $449k | NEW | 438.00 | 1025.11 |
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Texas Pacific Land Corp Stock (TPL) | 0.1 | $447k | -21% | 404.00 | 1105.14 |
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Starbucks Corp Stock (SBUX) | 0.1 | $444k | +529% | 4.9k | 91.25 |
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Accenture PLC F Class A Stock (ACN) | 0.1 | $429k | +10% | 1.2k | 351.79 |
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iShares MSCI Acwi ETF Etf (ACWI) | 0.1 | $425k | +66% | 3.6k | 117.50 |
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iShares Core MSCI EAFE ETF Etf (IEFA) | 0.1 | $420k | -2% | 6.0k | 70.28 |
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Kimberly Clark Corp Stock (KMB) | 0.1 | $414k | +12% | 3.2k | 131.04 |
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Motorola Solutions Stock (MSI) | 0.1 | $408k | -2% | 883.00 | 462.23 |
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Lam Research Corp Stock (LRCX) | 0.1 | $408k | NEW | 5.6k | 72.23 |
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iShares Core US Aggregate Bond ETF Etf (AGG) | 0.0 | $389k | +4% | 4.0k | 96.90 |
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iShares Bitcoin ETF IV Etf (IBIT) | 0.0 | $386k | 7.3k | 53.05 |
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Oracle Corp Stock (ORCL) | 0.0 | $384k | +4% | 2.3k | 166.64 |
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Target Corp Stock (TGT) | 0.0 | $382k | +9% | 2.8k | 135.18 |
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Merck & Co Stock (MRK) | 0.0 | $380k | +9% | 3.8k | 99.48 |
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Amgen Stock (AMGN) | 0.0 | $373k | +6% | 1.4k | 260.64 |
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American Intl Group Stock (AIG) | 0.0 | $360k | +12% | 4.9k | 72.80 |
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SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ) | 0.0 | $354k | -98% | 14k | 25.34 |
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Bitwise Bitcoin ETF Etf (BITB) | 0.0 | $345k | -57% | 6.8k | 50.85 |
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United Parcel SRVC Class B Stock (UPS) | 0.0 | $342k | +7% | 2.7k | 126.10 |
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Ferguson Enterprises Stock (FERG) | 0.0 | $339k | +12% | 2.0k | 173.57 |
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Amern Tower Corp REIT Reit (AMT) | 0.0 | $334k | +9% | 1.8k | 183.41 |
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Dell Technologies Inc Class C Stock (DELL) | 0.0 | $330k | -3% | 2.9k | 115.24 |
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Martin Marietta Material Stock (MLM) | 0.0 | $325k | +12% | 630.00 | 516.50 |
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iShares Preferred Income Sec ETF Etf (PFF) | 0.0 | $322k | +12% | 10k | 31.44 |
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Valero Energy Corp Stock (VLO) | 0.0 | $322k | +11% | 2.6k | 122.59 |
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SPDR Gold Shares ETF Etf (GLD) | 0.0 | $319k | 1.3k | 242.13 |
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BHP Group LTD F Stock (BHP) | 0.0 | $318k | +16% | 6.5k | 48.83 |
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Trane Technologies PLC F Stock (TT) | 0.0 | $295k | 798.00 | 369.35 |
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Netflix Stock (NFLX) | 0.0 | $272k | 305.00 | 891.32 |
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Mastercard Inc Class A Stock (MA) | 0.0 | $269k | 511.00 | 526.57 |
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Visa Inc Class A Stock (V) | 0.0 | $264k | -3% | 835.00 | 316.04 |
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Fiserv Stock (FI) | 0.0 | $258k | 1.3k | 205.42 |
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Palo Alto Networks Stock (PANW) | 0.0 | $253k | +100% | 1.4k | 181.96 |
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Chubb LTD F Stock (CB) | 0.0 | $251k | 907.00 | 276.30 |
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iShares iBoxx High Yield Bond ETF IV Etf (HYG) | 0.0 | $241k | +12% | 3.1k | 78.65 |
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Pepsico Stock (PEP) | 0.0 | $237k | -47% | 1.6k | 152.06 |
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Shell PLC F Un Stock (SHEL) | 0.0 | $237k | -2% | 3.8k | 62.65 |
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Capital One FC Stock (COF) | 0.0 | $231k | 1.3k | 178.32 |
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Linde PLC F Stock (LIN) | 0.0 | $225k | 538.00 | 418.98 |
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Analog Devices Stock (ADI) | 0.0 | $221k | +3% | 1.0k | 212.46 |
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Arista Networks Stock | 0.0 | $211k | NEW | 1.9k | 110.53 |
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Caterpillar Stock (CAT) | 0.0 | $204k | +34% | 563.00 | 362.76 |
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Vanguard Russell 1000 ETF Etf (VONE) | 0.0 | $198k | 743.00 | 266.72 |
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Grayscale Bitcoin Mini Trust ETF Etf | 0.0 | $197k | NEW | 4.7k | 41.87 |
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Charles Schwab Corp Stock (SCHW) | 0.0 | $195k | -3% | 2.6k | 74.01 |
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Vanguard Ultra Short Bond ETF Etf (VUSB) | 0.0 | $189k | -98% | 3.8k | 49.62 |
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Carmax Stock (KMX) | 0.0 | $189k | 2.3k | 81.76 |
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Honeywell Intl Stock (HON) | 0.0 | $187k | 828.00 | 225.89 |
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American Express Stock (AXP) | 0.0 | $186k | -6% | 627.00 | 296.79 |
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Union Pacific Corp Stock (UNP) | 0.0 | $185k | 810.00 | 228.04 |
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CIGNA Corp Stock (CI) | 0.0 | $185k | 669.00 | 276.07 |
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Taiwan Semiconductr F Stock (TSM) | 0.0 | $178k | -13% | 900.00 | 197.49 |
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iShares Total Usd Bond Market ETF Etf (IUSB) | 0.0 | $174k | 3.8k | 45.20 |
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TJX Companies Stock (TJX) | 0.0 | $173k | 1.4k | 120.81 |
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Parker-Hannifin Corp Stock (PH) | 0.0 | $172k | 270.00 | 636.03 |
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Phillips 66 Stock (PSX) | 0.0 | $171k | 1.5k | 113.95 |
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Stryker Corp Stock (SYK) | 0.0 | $167k | +2% | 465.00 | 360.05 |
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A T & T Stock (T) | 0.0 | $167k | 7.3k | 22.77 |
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Progressive Co Ohio Stock (PGR) | 0.0 | $164k | +161% | 683.00 | 239.61 |
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Advanced Micro Devic Stock (AMD) | 0.0 | $160k | -7% | 1.3k | 120.79 |
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Synopsys Stock (SNPS) | 0.0 | $158k | 326.00 | 485.36 |
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IBM Corp Stock (IBM) | 0.0 | $152k | +5% | 689.00 | 219.83 |
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Applied Materials Stock (AMAT) | 0.0 | $145k | -2% | 892.00 | 162.63 |
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Boeing Stock (BA) | 0.0 | $141k | +41% | 795.00 | 177.00 |
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Qualcomm Stock (QCOM) | 0.0 | $140k | -9% | 913.00 | 153.62 |
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Ark Innovation ETF Etf (ARKK) | 0.0 | $140k | 2.5k | 56.76 |
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Asml HLDGS NV F Stock (ASML) | 0.0 | $139k | 200.00 | 693.08 |
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Corpay Stock (CPAY) | 0.0 | $137k | 405.00 | 338.42 |
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Oneok Stock (OKE) | 0.0 | $136k | 1.4k | 100.38 |
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Salesforce Stock (CRM) | 0.0 | $136k | +2% | 406.00 | 334.67 |
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McDonalds Corp Stock (MCD) | 0.0 | $135k | 467.00 | 289.99 |
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Thermo Fisher SCNTFC Stock (TMO) | 0.0 | $131k | -13% | 252.00 | 520.23 |
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Prosperity Bancshare Stock (PB) | 0.0 | $129k | 1.7k | 75.35 |
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SPDR Dow Jones Industrial Avr ETF IV Etf (DIA) | 0.0 | $128k | 300.00 | 425.50 |
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Progress Software Stock (PRGS) | 0.0 | $126k | 1.9k | 65.15 |
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Healthcare SVC Group Stock (HCSG) | 0.0 | $126k | +32% | 11k | 11.62 |
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Danaher Corp Stock (DHR) | 0.0 | $126k | -2% | 548.00 | 229.55 |
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Hilton Worldwide HLD Stock (HLT) | 0.0 | $124k | 502.00 | 247.16 |
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Nextera Energy Stock (NEE) | 0.0 | $124k | 1.7k | 71.69 |
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Invesco Galaxy Bitcoin ETF Etf (BTCO) | 0.0 | $123k | 1.3k | 93.31 |
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Lowes Companies Stock (LOW) | 0.0 | $123k | 497.00 | 246.80 |
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Western Alliance BNC Stock (WAL) | 0.0 | $121k | 1.5k | 83.54 |
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Royal Caribbean Group F Stock (RCL) | 0.0 | $121k | 524.00 | 230.69 |
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Southern Stock (SO) | 0.0 | $121k | 1.5k | 82.32 |
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CKX Lands Stock (CKX) | 0.0 | $119k | 9.5k | 12.60 |
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Marathon Pete Corp Stock (MPC) | 0.0 | $118k | 849.00 | 139.51 |
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Walt Disney Stock (DIS) | 0.0 | $112k | +3% | 1.0k | 111.35 |
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Firstcash HLDGS Stock (FCFS) | 0.0 | $112k | 1.1k | 103.60 |
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Johnson & Johnson Stock (JNJ) | 0.0 | $107k | -15% | 737.00 | 144.62 |
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CSX Corp Stock (CSX) | 0.0 | $105k | 3.2k | 32.27 |
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Fidelity Total Bond ETF Etf (FBND) | 0.0 | $105k | 2.3k | 44.87 |
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Pfizer Stock (PFE) | 0.0 | $103k | +5% | 3.9k | 26.53 |
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Cavco Industries Stock (CVCO) | 0.0 | $100k | -35% | 224.00 | 446.23 |
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B J S Wholesale Club Hol Stock (BJ) | 0.0 | $98k | 1.1k | 89.35 |
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Upwork Stock (UPWK) | 0.0 | $97k | NEW | 5.9k | 16.35 |
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Addus Homecare Corp Stock (ADUS) | 0.0 | $97k | 771.00 | 125.35 |
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Colgate-Palmolive Stock (CL) | 0.0 | $96k | 1.1k | 90.91 |
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Raytheon Technologies Stock (RTX) | 0.0 | $95k | 822.00 | 115.72 |
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SPDR S&P Biotech ETF IV Etf (XBI) | 0.0 | $95k | 1.1k | 90.06 |
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Vanguard Short Term Treasury ETF Etf (VGSH) | 0.0 | $93k | -23% | 1.6k | 58.19 |
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Onespaworld HLDGS Com Usd0.0001 Stock (OSW) | 0.0 | $93k | 4.7k | 19.90 |
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Northrop Grumman Corp Stock (NOC) | 0.0 | $92k | 197.00 | 469.29 |
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Ciena Corp Stock (CIEN) | 0.0 | $91k | 1.1k | 84.81 |
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Walker & Dunlop Stock (WD) | 0.0 | $89k | 912.00 | 97.21 |
|
|
Goldman Sachs Group Stock (GS) | 0.0 | $88k | +21% | 154.00 | 572.62 |
|
Chart Industries Stock (GTLS) | 0.0 | $88k | 461.00 | 190.84 |
|
|
Enterprise Prods Part Master Limited Partnership (EPD) | 0.0 | $88k | 2.8k | 31.36 |
|
|
Magnolia Oil & Gas Corp Class A Stock (MGY) | 0.0 | $87k | 3.7k | 23.38 |
|
|
Firstservice Corp F Stock (FSV) | 0.0 | $84k | 462.00 | 181.02 |
|
|
Abercrombie & Fitch Stock (ANF) | 0.0 | $82k | 548.00 | 149.47 |
|
|
Garrett Motion Stock (GTX) | 0.0 | $78k | 8.6k | 9.03 |
|
|
Burford Capital Limite F Stock (BUR) | 0.0 | $78k | 6.1k | 12.75 |
|
|
Abbott Laboratories Stock (ABT) | 0.0 | $77k | -2% | 682.00 | 113.11 |
|
PIMCO Enhncd LW DRTN Actv ETF Etf (LDUR) | 0.0 | $77k | 811.00 | 94.99 |
|
|
Soundhound Ai Inc Class A Stock (SOUN) | 0.0 | $76k | -3% | 3.9k | 19.84 |
|
Intapp Stock (INTA) | 0.0 | $76k | 1.2k | 64.09 |
|
|
iShares 0 To 3 MNTH Treasury BND ETF Etf (SGOV) | 0.0 | $75k | 750.00 | 100.32 |
|
|
Brookfiled Asset Manag F Class A Stock (BAM) | 0.0 | $74k | +4% | 1.4k | 54.19 |
|
Grand Canyon Educa Stock (LOPE) | 0.0 | $73k | 447.00 | 163.80 |
|
|
Service Now Stock (NOW) | 0.0 | $73k | +2% | 69.00 | 1060.12 |
|
Pegasystems Stock (PEGA) | 0.0 | $73k | 780.00 | 93.20 |
|
|
Api Group Corp Stock (APG) | 0.0 | $73k | 2.0k | 35.97 |
|
|
Vanguard Total International BND ETF Etf (BNDX) | 0.0 | $72k | 1.5k | 49.05 |
|
|
Goosehead Insurance Stock (GSHD) | 0.0 | $72k | 671.00 | 107.22 |
|
|
Roper Technologies Stock (ROP) | 0.0 | $72k | 138.00 | 519.85 |
|
|
Electronic Arts Stock (EA) | 0.0 | $71k | 487.00 | 146.30 |
|
|
Valvoline Stock (VVV) | 0.0 | $71k | -33% | 2.0k | 36.18 |
|
Cannae Holdings Stock (CNNE) | 0.0 | $70k | 3.5k | 19.86 |
|
|
Vanguard SHRT Tax Exempt BND ETF Etf (VTES) | 0.0 | $70k | 700.00 | 100.25 |
|
|
Amerisafe Stock (AMSF) | 0.0 | $70k | 1.4k | 51.54 |
|
|
1ST Finl Banksh Stock (FFIN) | 0.0 | $70k | 1.9k | 36.05 |
|
|
Novo-Nordisk A S F Stock (NVO) | 0.0 | $69k | +13% | 802.00 | 86.02 |
|
Halliburton Co HLDG Stock (HAL) | 0.0 | $68k | 2.5k | 27.19 |
|
|
Xponential Fitness Inc Class A Stock (XPOF) | 0.0 | $68k | +117% | 5.0k | 13.45 |
|
Landstar SYS Stock (LSTR) | 0.0 | $67k | 387.00 | 171.86 |
|
|
Kadant Stock (KAI) | 0.0 | $66k | 192.00 | 344.99 |
|
|
Shift4 PMTS Inc Class A Stock (FOUR) | 0.0 | $65k | 624.00 | 103.78 |
|
|
Interntnl Money Expre005 Stock (IMXI) | 0.0 | $63k | 3.0k | 20.83 |
|
|
Hackett Group Stock (HCKT) | 0.0 | $63k | 2.0k | 30.72 |
|
|
Clearwater Analytics HLD Class A Stock (CWAN) | 0.0 | $63k | 2.3k | 27.52 |
|
|
Intuit Stock (INTU) | 0.0 | $62k | +2% | 98.00 | 628.50 |
|
Icon PLC F Stock (ICLR) | 0.0 | $61k | -44% | 291.00 | 209.71 |
|
Toyota Motor Corp F Stock (TM) | 0.0 | $61k | +18% | 312.00 | 194.61 |
|
Freeport-Mcmoran Stock (FCX) | 0.0 | $60k | -62% | 1.6k | 38.08 |
|
American Airls Group Stock (AAL) | 0.0 | $60k | 3.4k | 17.43 |
|
|
Sony Group Corp F Stock (SONY) | 0.0 | $60k | +390% | 2.8k | 21.16 |
|
Cadence Design SYS Stock (CDNS) | 0.0 | $60k | +2% | 198.00 | 300.46 |
|
Verra Mobility Corp Stock (VRRM) | 0.0 | $59k | -35% | 2.4k | 24.18 |
|
Verizon Communicatn Stock (VZ) | 0.0 | $58k | +6% | 1.5k | 39.99 |
|
Transalta Corp F Stock (TAC) | 0.0 | $58k | 4.1k | 14.15 |
|
|
T-Mobile US Stock (TMUS) | 0.0 | $58k | -2% | 262.00 | 220.73 |
|
Past Filings by Financial Management Professionals
SEC 13F filings are viewable for Financial Management Professionals going back to 2013
- 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
- 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