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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, GSIE, SCHX, JHMM, and represent 35.02% of Financial Management Professionals's stock portfolio.
Added to shares of these 10 stocks: DFAE (+$30M), USHY (+$26M), BIL (+$25M), SPY (+$17M), SPTM (+$11M), BBAX (+$9.3M), IWB (+$8.6M), VO (+$8.5M), PRN, BND.
Started 148 new stock positions in REZI, HL, NRP, BODI, BCS, ETOR, SATS, PRN, CMRC, CPRI.
Reduced shares in these 10 stocks: BWZ (-$24M), IEMG (-$12M), FEZ (-$10M), GSLC (-$8.2M), JHMM (-$6.3M), SCHX (-$5.2M), SMLF, PXH, VOE, VTV.
Sold out of its positions in AGCO, AWF, ASRT, AXON, BRBR, CG, CMC, CSGP, CCK, DPZ.
Financial Management Professionals was a net buyer of stock by $78M.
Financial Management Professionals has $1.1B in assets under management (AUM), dropping by 18.26%.
Central Index Key (CIK): 0001568132

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Portfolio Holdings for Financial Management Professionals

Financial Management Professionals holds 1054 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Financial Management Professionals has 1054 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Management Professionals June 30, 2026 positions
Download the Financial Management Professionals June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)	10.6	$112M	-6%	789k	141.88	View chart
Dimensional Intern Core EQT MKT ETF Etf (DFAI)	6.8	$72M	+2%	1.7M	41.25	View chart
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)	6.1	$65M	+3%	1.4M	45.70	View chart
Schwab US Large Cap ETF Etf (SCHX)	5.7	$61M	-7%	2.1M	29.43	View chart
John Hancock Multifctr Mid CP ETF Etf (JHMM)	5.7	$61M	-9%	809k	74.96	View chart
Schwab US Large Cap Value ETF Etf (SCHV)	5.7	$60M		1.7M	34.81	View chart
iShares Russell 1000 ETF IV Etf (IWB)	5.3	$56M	+18%	137k	409.50	View chart
iShares MSCI USA Multifct ETF Etf (SMLF)	4.0	$42M	-9%	475k	89.14	View chart
Vanguard Total Bond Market ETF Etf (BND)	4.0	$42M	+5%	572k	73.41	View chart
Vanguard Small Cap ETF Etf (VB)	3.6	$38M	-2%	125k	303.11	View chart
Dimensional Emerging Core Equity Market ETF Etf (DFAE)	2.8	$30M	NEW	733k	40.21	View chart
Vanguard Value ETF Stock (VTV)	2.8	$29M	-5%	135k	217.93	View chart
iShares Core MSCI Emerging ETF Etf (IEMG)	2.6	$28M	-30%	336k	82.83	View chart
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Etf (BIL)	2.5	$27M	+1490%	292k	91.64	View chart
Schwab International Equity ETF Etf (SCHF)	2.5	$26M		953k	27.70	View chart
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)	2.5	$26M	+764789%	704k	37.02	View chart
Spdr S&p 500 Etf Etf (SPY)	2.0	$21M	+460%	28k	748.67	View chart
JPMorgan Ultra Short Income ETF Etf (JPST)	1.8	$19M	+4%	383k	50.57	View chart
Vanguard Mid Cap ETF Etf (VO)	1.1	$11M	+300%	140k	80.57	View chart
SPDR Portfolio S P 1500 CMPST ST ETF Etf (SPTM)	1.1	$11M	NEW	123k	90.79	View chart
Vanguard FTSE All World Ex US ETF IV Etf (VEU)	1.0	$11M		131k	83.75	View chart
SPDR S&P 500 Value ETF Etf (SPYV)	1.0	$10M		167k	60.79	View chart
JPM Betabuld DV Asia Pcifc ETF IV Etf (BBAX)	0.9	$9.3M	NEW	155k	59.87	View chart
Apple Stock (AAPL)	0.8	$8.1M	+9%	28k	289.36	View chart
JPMorgan Internatinal BND Opport ETF Etf (JPIB)	0.7	$7.7M	+10%	159k	48.35	View chart
JPMorgan Income ETF Etf (JPIE)	0.7	$7.5M	-3%	164k	46.05	View chart
Nvidia Corp Stock (NVDA)	0.7	$7.2M		36k	200.09	View chart
Bitwise Bitcoin ETF Etf (BITB)	0.5	$5.3M	+18%	168k	31.87	View chart
Jpmorgn Hedgd Eqty Lad Ovrly ETF Etf (HELO)	0.5	$4.9M	+7%	73k	67.58	View chart
JPMorgan Chase & Co Stock (JPM)	0.4	$3.8M		12k	327.33	View chart
Amazon.Com Stock (AMZN)	0.3	$2.9M	+4%	12k	238.34	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$2.9M		21k	136.72	View chart
Invesco Dwa Industrials Momentum ETF Stock (PRN)	0.3	$2.8M	NEW	11k	260.71	View chart
Microsoft Corp Stock (MSFT)	0.2	$2.5M	+5%	6.8k	373.00	View chart
iShares US Telecom ETF Stock (IYZ)	0.2	$2.5M		58k	42.31	View chart
Invesco Dynamic Semiconductors ETF Stock (PSI)	0.2	$2.4M	-15%	13k	187.82	View chart
iShares Global Materials ETF Etf (MXI)	0.2	$2.4M	+12%	23k	105.84	View chart
Home Bancshares Stock (HOMB)	0.2	$2.4M		84k	28.55	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.2	$2.4M	-2%	83k	28.96	View chart
Broadcom Stock (AVGO)	0.2	$2.2M	-6%	5.8k	377.73	View chart
iShares Russell 1000 Value ETF IV Etf (IWD)	0.2	$2.2M	+9139%	8.9k	242.43	View chart
Tesla Stock (TSLA)	0.2	$2.1M		4.9k	420.57	View chart
Cisco Systems Stock (CSCO)	0.2	$2.0M	+28%	17k	117.46	View chart
iShares Core MSCI Totl Intl STCK ETF Etf (IXUS)	0.2	$2.0M	-14%	21k	95.44	View chart
Alphabet Inc. Class A Stock (GOOGL)	0.2	$2.0M		5.5k	357.38	View chart
SPDR S&P Biotech ETF IV Etf (XBI)	0.2	$1.9M	+4185%	12k	158.25	View chart
SPDR S&P Telecom ETF Etf (XTL)	0.2	$1.8M	-19%	8.0k	227.49	View chart
iShares Short Treasury Bond ETF Etf (SHV)	0.2	$1.8M		16k	110.35	View chart
Advanced Micro Devic Stock (AMD)	0.2	$1.8M		3.1k	580.91	View chart
Morgan Stanley Stock (MS)	0.2	$1.7M		8.2k	209.04	View chart
Alphabet Inc. Class C Stock (GOOG)	0.2	$1.7M	+17%	4.7k	353.34	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$1.6M		4.4k	368.38	View chart
Meta Platforms Inc Class A Stock (META)	0.1	$1.6M	+32%	2.8k	563.29	View chart
Abbvie Stock (ABBV)	0.1	$1.5M		6.1k	251.66	View chart
Vaneck Vectors Junior Gold Miners ETF Stock (GDXJ)	0.1	$1.5M	-19%	15k	98.25	View chart
Johnson Controls Inter F Stock (JCI)	0.1	$1.4M		9.5k	146.51	View chart
NXP Semiconductors F Stock (NXPI)	0.1	$1.4M	-31%	4.9k	282.04	View chart
Synopsys Stock (SNPS)	0.1	$1.4M	+859%	3.0k	446.07	View chart
Texas Instruments Stock (TXN)	0.1	$1.3M		4.5k	298.07	View chart
Cummins Stock (CMI)	0.1	$1.3M		1.8k	713.21	View chart
Dell Technologies Inc Class C Stock (DELL)	0.1	$1.3M	+7%	2.9k	431.46	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$1.2M	+2715%	3.3k	370.04	View chart
iShares 1-3 Year Treasry Bond ETF Etf (SHY)	0.1	$1.2M		14k	82.11	View chart
Lilly Eli & Co Stock (LLY)	0.1	$1.1M	+2%	933.00	1199.74	View chart
Energy Transfer Master Limited Partnership (ET)	0.1	$1.1M	-35%	58k	19.12	View chart
Chevron Corp Stock (CVX)	0.1	$1.1M	-7%	6.6k	165.77	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$1.1M		21k	51.05	View chart
Coca-Cola Stock (KO)	0.1	$1.0M	+4%	12k	81.80	View chart
Grayscale Bitcoin TR BTC Closed End Fund (GBTC)	0.1	$998k		22k	45.52	View chart
SPDR S&P Oil & Gas Equipment&svcs ETF Stock (XES)	0.1	$993k	NEW	8.9k	112.08	View chart
TJX Companies Stock (TJX)	0.1	$991k		6.5k	151.50	View chart
Unitedhealth GRP Stock (UNH)	0.1	$969k	+6%	2.3k	415.68	View chart
Micron Technology Stock (MU)	0.1	$959k	+6%	831.00	1154.29	View chart
Berkshire Hathaway Class B Stock (BRK.B)	0.1	$954k	+2%	1.9k	500.39	View chart
PIMCO Enhncd SHRT Matrty Actv ETF IV Etf (MINT)	0.1	$947k		9.4k	100.81	View chart
iShares MSCI Pacific Ex Japan ETF Stock (EPP)	0.1	$933k	NEW	18k	53.26	View chart
WalMart Stock (WMT)	0.1	$930k	+21%	8.2k	113.26	View chart
iShares MSCI EAFE Value Stock (EFV)	0.1	$924k	-10%	12k	76.55	View chart
Gilead Sciences Stock (GILD)	0.1	$915k		7.2k	126.34	View chart
Lam Research Corp Stock (LRCX)	0.1	$869k	-23%	2.0k	433.59	View chart
Johnson & Johnson Stock (JNJ)	0.1	$838k	-6%	3.3k	253.97	View chart
Home Depot Stock (HD)	0.1	$818k	+4%	2.3k	352.71	View chart
Philip Morris Intl Stock (PM)	0.1	$798k	+5%	4.4k	182.38	View chart
Duke Energy Corp Stock (DUK)	0.1	$785k		6.2k	126.57	View chart
Applied Materials Stock (AMAT)	0.1	$752k	+2%	1.0k	723.03	View chart
Berkshire Hathaway Inc D Class A Stock (BRK.A)	0.1	$749k		1.00	748850.00	View chart
Bank Of America Corp Stock (BAC)	0.1	$728k	+5%	13k	56.98	View chart
Sherwin Williams Stock (SHW)	0.1	$726k		2.1k	344.32	View chart
Union Pacific Corp Stock (UNP)	0.1	$711k	+12%	2.6k	271.99	View chart
Globe Life Stock (GL)	0.1	$703k		3.9k	178.68	View chart
PNC Finl Services Stock (PNC)	0.1	$696k		2.8k	246.24	View chart
Valero Energy Corp Stock (VLO)	0.1	$681k		2.6k	260.44	View chart
Cadence Design SYS Stock (CDNS)	0.1	$681k		1.8k	375.32	View chart
Iron MTN Inc New REIT Reit (IRM)	0.1	$680k		5.3k	127.17	View chart
Conocophillips Stock (COP)	0.1	$664k	+5%	6.4k	103.97	View chart
Sempra Stock (SRE)	0.1	$656k		7.0k	93.37	View chart
Starbucks Corp Stock (SBUX)	0.1	$651k	+2%	6.4k	102.20	View chart
Intuitive Surgical Stock (ISRG)	0.1	$640k		1.6k	397.68	View chart
Invesco Wilderhill Clean Energy ETF Etf (PBW)	0.1	$630k	-68%	16k	39.01	View chart
Vanguard Short Term Cor BD ETF Etf (VCSH)	0.1	$616k	+2500%	7.8k	79.03	View chart
Procter & Gamble Stock (PG)	0.1	$611k		4.2k	146.64	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$607k		1.2k	509.33	View chart
Costco Wholesale Stock (COST)	0.1	$603k		645.00	935.31	View chart
Taiwan Semiconductr F Stock (TSM)	0.1	$603k	+6%	1.3k	478.50	View chart
IBM Corp Stock (IBM)	0.1	$601k	-7%	2.1k	281.18	View chart
Amgen Stock (AMGN)	0.1	$588k	+4%	1.6k	362.12	View chart
iShares Bitcoin ETF IV Etf (IBIT)	0.1	$587k		18k	33.29	View chart
Vanguard Intermediate Term Cor ETF Etf (VCIT)	0.1	$584k	NEW	7.1k	82.65	View chart
BHP Group LTD F Stock (BHP)	0.1	$581k		7.0k	83.31	View chart
Analog Devices Stock (ADI)	0.1	$571k	+74%	1.4k	397.17	View chart
Palo Alto Networks Stock (PANW)	0.1	$548k	+11%	1.6k	341.11	View chart
iShares US Aerospace Stock (ITA)	0.1	$545k	-72%	2.2k	242.42	View chart
BlackRock Stock (BLK)	0.1	$542k		564.00	961.56	View chart
Linde PLC F Stock (LIN)	0.1	$528k		1.0k	518.85	View chart
Ciena Corp Stock (CIEN)	0.0	$527k		1.1k	490.56	View chart
ProShares Ultra Bitcoin ETF Etf (BITU)	0.0	$525k		65k	8.12	View chart
Abbott Laboratories Stock (ABT)	0.0	$523k	-5%	5.8k	90.74	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	0.0	$513k	+9%	5.3k	96.58	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.0	$510k	+872%	681.00	749.13	View chart
Vanguard Growth ETF Stock (VUG)	0.0	$502k	NEW	5.8k	86.14	View chart
Merck & Co Stock (MRK)	0.0	$489k		3.8k	129.36	View chart
Asml HLDGS NV F Stock (ASML)	0.0	$480k	+7%	241.00	1989.44	View chart
Medtronic PLC F Stock (MDT)	0.0	$473k		6.0k	78.95	View chart
Air Prod & Chemicals Stock (APD)	0.0	$464k		1.6k	293.17	View chart
Martin Marietta Material Stock (MLM)	0.0	$459k		796.00	576.70	View chart
General Electric Stock (GE)	0.0	$456k		1.2k	373.73	View chart
Oracle Corp Stock (ORCL)	0.0	$454k		3.1k	146.55	View chart
Cme Group Inc Class A Stock (CME)	0.0	$453k	+24%	2.1k	220.83	View chart
Mastercard Inc Class A Stock (MA)	0.0	$424k		825.00	513.41	View chart
Welltower Inc REIT Reit (WELL)	0.0	$421k		1.9k	226.97	View chart
iShares MSCI EAFE ETF Etf (EFA)	0.0	$419k	-7%	4.0k	103.88	View chart
Williams Companies Stock (WMB)	0.0	$418k		5.6k	74.34	View chart
Trane Technologies PLC F Stock (TT)	0.0	$406k		827.00	491.16	View chart
Schwab US Large Cap Growth ETF Etf (SCHG)	0.0	$399k	-6%	12k	33.84	View chart
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)	0.0	$394k	-98%	15k	26.75	View chart
Seagate Technology HLD F Stock (STX)	0.0	$389k		403.00	965.74	View chart
iShares Ai Invatn And Tec Act ETF Etf (BAI)	0.0	$381k	+27%	7.2k	52.72	View chart
3M Stock (MMM)	0.0	$381k	+2%	2.4k	161.91	View chart
Texas Pacific Land Corp Stock (TPL)	0.0	$373k	-5%	852.00	437.64	View chart
Shell PLC F Un Stock (SHEL)	0.0	$372k	+2%	4.8k	77.54	View chart
American Intl Group Stock (AIG)	0.0	$364k		4.9k	74.53	View chart
Vaneck Semiconductor ETF Etf (SMH)	0.0	$362k	+15%	552.00	655.89	View chart
Motorola Solutions Stock (MSI)	0.0	$349k		839.00	416.50	View chart
Fastenal Stock (FAST)	0.0	$347k	-3%	7.2k	48.03	View chart
Kimberly Clark Corp Stock (KMB)	0.0	$346k		3.1k	111.05	View chart
Kla Corp Stock (KLAC)	0.0	$341k	+6177%	1.1k	301.71	View chart
Cirrus Logic Stock (CRUS)	0.0	$332k		2.2k	148.53	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.0	$330k		3.3k	98.97	View chart
Lumentum Holdings Stock (LITE)	0.0	$322k		375.00	858.06	View chart
SPDR Dow Jones Industrial Avr ETF IV Etf (DIA)	0.0	$322k		614.00	523.79	View chart
Rockwell Automation Stock (ROK)	0.0	$320k	+1304%	646.00	495.08	View chart
Netflix Stock (NFLX)	0.0	$318k	-6%	4.5k	71.40	View chart
Capital One FC Stock (COF)	0.0	$310k		1.5k	200.62	View chart
Marsh & MC Lennan Stock (MRSH)	0.0	$303k		1.8k	166.68	View chart
Te Connectivity PLC F Stock (TEL)	0.0	$300k		1.5k	201.61	View chart
Charles Schwab Corp Stock (SCHW)	0.0	$299k		3.2k	92.27	View chart
Schlumberger LTD F Stock (SLB)	0.0	$292k		6.3k	46.79	View chart
Chubb LTD F Stock (CB)	0.0	$288k		844.00	341.76	View chart
iShares US Technology ETF IV Etf (IYW)	0.0	$286k	NEW	1.1k	252.23	View chart
Boeing Stock (BA)	0.0	$277k	+2%	1.3k	216.47	View chart
Vanguard Small Cap Value Stock (VBR)	0.0	$274k	NEW	1.1k	242.99	View chart
Nextera Energy Stock (NEE)	0.0	$265k	+65%	3.0k	87.77	View chart
Parker-Hannifin Corp Stock (PH)	0.0	$252k		258.00	978.12	View chart
iShares Russell 2000 ETF Stock (IWM)	0.0	$252k	+28%	839.00	300.45	View chart
Marathon Pete Corp Stock (MPC)	0.0	$245k	+14%	958.00	255.65	View chart
iShares iBoxx High Yield Bond ETF IV Etf (HYG)	0.0	$242k		3.0k	79.97	View chart
CIGNA Corp Stock (CI)	0.0	$229k		831.00	275.70	View chart
Visa Inc Class A Stock (V)	0.0	$227k	-23%	661.00	343.09	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.0	$224k	+15%	326.00	687.30	View chart
Raytheon Technologies Stock (RTX)	0.0	$222k	+37%	1.2k	189.73	View chart
Paypal Holdings Incorpor Stock (PYPL)	0.0	$216k	-9%	5.0k	43.18	View chart
Eaton Corp PLC F Stock (ETN)	0.0	$206k	+3%	483.00	426.12	View chart
Stryker Corp Stock (SYK)	0.0	$203k	+19%	643.00	315.79	View chart
Ark Innovation ETF Etf (ARKK)	0.0	$196k		2.4k	80.81	View chart
Ford Motor Stock (F)	0.0	$196k	+131%	14k	13.90	View chart
Vanguard Russell 1000 ETF Etf (VONE)	0.0	$193k	-9%	569.00	338.72	View chart
Deere & Co Stock (DE)	0.0	$192k		302.00	636.10	View chart
Uber Technologies Stock (UBER)	0.0	$190k	+3%	2.6k	72.16	View chart
Caseys Gen Stores Stock (CASY)	0.0	$189k		238.00	794.79	View chart
Fidelity MSCI Infor Tech Indx ETF Etf (FTEC)	0.0	$185k		648.00	285.58	View chart
Intel Corp Stock (INTC)	0.0	$184k	+5%	1.3k	139.63	View chart
Enterprise Prods Part Master Limited Partnership (EPD)	0.0	$182k		4.9k	36.76	View chart
Wells Fargo & Co Stock (WFC)	0.0	$175k	+38%	2.1k	82.63	View chart
Pepsico Stock (PEP)	0.0	$172k	-16%	1.3k	135.40	View chart
CSX Corp Stock (CSX)	0.0	$164k		3.5k	47.53	View chart
Hilton Worldwide HLD Stock (HLT)	0.0	$162k		491.00	330.46	View chart
Monster Beverage Corpora Stock (MNST)	0.0	$161k	+463%	1.7k	96.12	View chart
O Reilly Automotive Stock (ORLY)	0.0	$158k		1.7k	92.09	View chart
Phillips 66 Stock (PSX)	0.0	$156k	+20%	920.00	169.03	View chart
Viking HLDGS LTD F Stock (VIK)	0.0	$151k	NEW	1.4k	104.67	View chart
iShares Total Usd Bond Market ETF Etf (IUSB)	0.0	$150k		3.2k	46.15	View chart
Crowdstrike HLDGS Stock (CRWD)	0.0	$150k	+33%	196.00	763.14	View chart
Cloudflare Inc Class A Stock (NET)	0.0	$144k	+662%	587.00	245.28	View chart
Goldman Sachs Group Stock (GS)	0.0	$142k		140.00	1011.37	View chart
Southern Stock (SO)	0.0	$142k		1.5k	95.70	View chart
Hca Healthcare Stock (HCA)	0.0	$142k	+108%	363.00	389.89	View chart
Sandisk Corp Stock (SNDK)	0.0	$141k	+31%	62.00	2273.73	View chart
Ecolab Stock (ECL)	0.0	$139k		496.00	279.34	View chart
Qualcomm Stock (QCOM)	0.0	$138k	+7%	747.00	184.71	View chart
Southwest Airlines Stock (LUV)	0.0	$136k	+2%	2.6k	51.60	View chart
Vanguard FTSE Developed MKTS ETF IV Etf (VEA)	0.0	$133k	NEW	1.9k	71.25	View chart
VGRD FTSE All WRLD Ex US SML Cap ETF Etf (VSS)	0.0	$132k	NEW	858.00	154.35	View chart
Palantir Technologies In Class A Stock (PLTR)	0.0	$132k		1.1k	116.67	View chart
LPL Financial Holdings Stock (LPLA)	0.0	$130k		463.00	281.68	View chart
Vanguard Small Cap Stock (VBK)	0.0	$128k	NEW	349.00	365.70	View chart
McDonalds Corp Stock (MCD)	0.0	$125k		463.00	270.29	View chart
Arista Networks Stock (ANET)	0.0	$124k	+5%	728.00	169.88	View chart
A T & T Stock (T)	0.0	$121k	-2%	5.8k	20.70	View chart
Electronic Arts Stock (EA)	0.0	$118k	+2%	573.00	205.04	View chart
V S E Corp Stock (VSEC)	0.0	$115k		504.00	228.45	View chart
Oneok Stock (OKE)	0.0	$115k		1.3k	86.92	View chart
Mckesson Corp Stock (MCK)	0.0	$115k	+560%	152.00	756.42	View chart
Accenture PLC F Class A Stock (ACN)	0.0	$114k	-38%	914.00	124.44	View chart
Caterpillar Stock (CAT)	0.0	$113k		106.00	1065.20	View chart
Pfizer Stock (PFE)	0.0	$112k	+2%	4.7k	24.08	View chart
Lowes Companies Stock (LOW)	0.0	$112k	+12%	508.00	220.49	View chart
Schwab Emerging Markets Equity ETF Etf (SCHE)	0.0	$108k		3.0k	36.26	View chart
Altria Group Stock (MO)	0.0	$106k	+15%	1.5k	73.02	View chart
Fidelity Total Bond ETF Etf (FBND)	0.0	$106k		2.3k	45.66	View chart
Fermi Stock (FRMI)	0.0	$104k	NEW	11k	9.16	View chart
CKX Lands Stock (CKX)	0.0	$102k		9.5k	10.81	View chart
HSBC HLDGS PLC F Stock (HSBC)	0.0	$101k		1.1k	95.09	View chart
Space Ex Tech Spacex Class A Stock	0.0	$100k	NEW	585.00	170.91	View chart
GE Vernova Stock (GEV)	0.0	$100k		85.00	1175.36	View chart
Royal Caribbean Group F Stock (RCL)	0.0	$100k		312.00	319.01	View chart
Colgate-Palmolive Stock (CL)	0.0	$99k		1.1k	91.71	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.0	$97k		319.00	303.19	View chart
Vaneck Gold Miners ETF Etf (GDX)	0.0	$96k	+8%	1.3k	75.46	View chart
Quanta Services Stock (PWR)	0.0	$93k	+8%	130.00	718.33	View chart
Citigroup Stock (C)	0.0	$93k	+15%	662.00	139.94	View chart
Freeport-Mcmoran Stock (FCX)	0.0	$92k		1.5k	62.89	View chart
Vanguard Ultra Short Bond ETF Etf (VUSB)	0.0	$89k		1.8k	49.78	View chart
Novartis AG F Stock (NVS)	0.0	$88k	+2%	562.00	156.72	View chart
Royal Bank Of Canada F Stock (RY)	0.0	$88k	+3%	424.00	206.97	View chart
Corning Stock (GLW)	0.0	$85k	-12%	334.00	255.43	View chart
Ark Space Exploration Innvat ETF Etf (ARKX)	0.0	$85k		2.5k	34.12	View chart
iShares 0 To 3 MNTH Treasury BND ETF Etf (SGOV)	0.0	$85k	+12%	844.00	100.68	View chart
Vertiv HLDGS Co Class A Stock (VRT)	0.0	$84k	+55%	252.00	334.82	View chart
Select Sector Health Care SPD ETF IV Etf (XLV)	0.0	$84k	NEW	526.00	158.66	View chart
Northwest Nat HLDG Stock (NWN)	0.0	$83k	NEW	1.7k	49.06	View chart
Walt Disney Stock (DIS)	0.0	$83k	-17%	853.00	97.05	View chart
Astrazeneca PLC F Stock (AZN)	0.0	$81k		425.00	189.62	View chart
eBay Stock (EBAY)	0.0	$79k		708.00	111.69	View chart
Barrick MNG Corp F Stock (B)	0.0	$79k	-5%	2.1k	36.73	View chart
PIMCO Enhncd LW DRTN Actv ETF Etf (LDUR)	0.0	$78k		811.00	95.61	View chart
Salesforce Stock (CRM)	0.0	$77k	+25%	491.00	157.23	View chart
Vanguard 0-3 Month Treasury ETF Etf (VBIL)	0.0	$76k		1.0k	75.68	View chart
iShares Gold Trust Etf (IAU)	0.0	$76k		1.0k	75.51	View chart
Nuveen Amt Free Quality Closed End Fund (NEA)	0.0	$75k	+172%	6.3k	11.81	View chart
1ST Finl Banksh Stock (FFIN)	0.0	$74k		2.1k	34.82	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 Q2 filed July 9, 2026
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

View all past filings

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