Professional Financial Advisors

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

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Positions held by Professional Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Professional Financial Advisors

Companies in the Professional Financial Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 12.3 $20M +166% 403k 49.19
Ishares Tr Core S&p Ttl Stk (ITOT) 10.3 $17M +6077% 181k 91.60
Vanguard Index Fds Total Stk Mkt (VTI) 7.9 $13M +53% 62k 206.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.7 $11M -28% 30k 364.29
Ishares Tr Eafe Sml Cp Etf (SCZ) 6.4 $10M +2% 144k 71.84
Ishares Tr Core Div Grwth (DGRO) 3.3 $5.3M +78% 109k 48.27
Ishares Tr Msci Usa Mmentm (MTUM) 3.1 $4.9M +71% 31k 160.85
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.0 $4.8M +46% 80k 60.68
Union Pacific Corporation (UNP) 2.8 $4.5M -3% 21k 220.40
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.7 $2.8M +52% 53k 53.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $2.2M 8.8k 255.42
Ishares Msci Gbl Min Vol (ACWV) 1.3 $2.1M -65% 21k 98.66
Apple (AAPL) 1.2 $2.0M +24% 16k 122.17
Ishares Tr Msci Intl Moment (IMTM) 1.1 $1.8M +58% 48k 37.61

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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.1 $1.8M +62% 21k 82.84
Ishares Tr Msci Usa Smcp Mn (SMMV) 1.1 $1.8M +2719% 48k 36.85
Wisdomtree Tr Em Ex St-owned (XSOE) 1.0 $1.7M +3131% 42k 40.68
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.0 $1.6M +2693% 6.0k 274.68
Cambria Etf Tr Glb Asset Allo (GAA) 1.0 $1.6M -7% 54k 30.71
Ishares Tr Msci Intl Qualty (IQLT) 1.0 $1.6M +1296% 45k 36.44
ConAgra Foods (CAG) 1.0 $1.5M 41k 37.59
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.5M +2750% 15k 100.47
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.9 $1.5M +20% 100k 15.00
Calamos (CCD) 0.9 $1.4M NEW 45k 31.97
Microsoft Corporation (MSFT) 0.9 $1.4M -17% 6.1k 235.73
Amazon (AMZN) 0.8 $1.3M 425.00 3094.12
Northern Lts Fd Tr Iv Frmlaflio Tact (FFTG) 0.8 $1.2M +4% 43k 28.63
CarMax (KMX) 0.7 $1.2M +3% 8.9k 132.64
Lamb Weston Hldgs (LW) 0.7 $1.1M 15k 77.47
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.1M -24% 519.00 2069.36
Facebook Cl A (FB) 0.7 $1.0M -22% 3.6k 294.46
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $1.0M -24% 29k 35.36
Charles Schwab Corporation (SCHW) 0.6 $1.0M NEW 16k 65.17
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $1.0M +45% 16k 62.67
Invesco Db Commdy Indx Trck Unit (DBC) 0.6 $957k NEW 58k 16.61
Ishares Tr Grwt Allocat Etf (AOR) 0.6 $925k -38% 17k 53.58
UnitedHealth (UNH) 0.6 $922k +13% 2.5k 372.22
Mastercard Incorporated Cl A (MA) 0.6 $921k -22% 2.6k 356.29
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.6 $901k -76% 17k 52.33
Visa Com Cl A (V) 0.5 $870k +11% 4.1k 211.68
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $833k -61% 7.7k 108.53
Wal-Mart Stores (WMT) 0.5 $823k -2% 6.1k 135.79
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $782k -47% 17k 46.63
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.5 $770k +2723% 26k 29.74
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.5 $744k +12% 17k 44.67
Spdr Gold Tr Gold Shs (GLD) 0.4 $699k -16% 4.4k 159.95
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $638k -29% 15k 42.29
Etf Ser Solutions Prmse Cp Divrsfd (TCTL) 0.4 $625k -4% 20k 31.22
Tesla Motors (TSLA) 0.4 $608k -28% 910.00 668.13
Barclays Bank Ipspgs Ttl Etn (GSP) 0.3 $563k NEW 44k 12.95
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $514k -27% 12k 43.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $490k -7% 1.5k 319.01
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $454k +21% 8.5k 53.32
Procter & Gamble Company (PG) 0.3 $441k 3.3k 135.32
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.3 $436k +1378% 11k 40.96
Servicenow (NOW) 0.3 $409k NEW 818.00 500.00
Pinduoduo Sponsored Ads (PDD) 0.2 $395k +4444% 3.0k 133.72
Customers Ban (CUBI) 0.2 $390k NEW 12k 31.79
TrustCo Bank Corp NY 0.2 $389k NEW 53k 7.38
Hanmi Finl Corp Com New (HAFC) 0.2 $388k NEW 20k 19.75
Ishares Tr Russell 2000 Etf (IWM) 0.2 $385k -10% 1.7k 220.76
Clearwater Paper (CLW) 0.2 $383k NEW 10k 37.65
Preferred Bk Los Angeles Ca Com New (PFBC) 0.2 $383k NEW 6.0k 63.74
Ishares Msci Jpn Etf New (EWJ) 0.2 $379k +7% 5.5k 68.58
Ethan Allen Interiors (ETH) 0.2 $379k NEW 14k 27.64
Echo Global Logistics (ECHO) 0.2 $378k NEW 12k 31.37
Allegiance Bancshares (ABTX) 0.2 $378k NEW 9.3k 40.53
Ishares Tr Conser Alloc Etf (AOK) 0.2 $374k +16% 9.7k 38.64
Tandem Diabetes Care Com New (TNDM) 0.2 $370k NEW 4.2k 88.33
Rekor Systems (REKR) 0.2 $362k NEW 18k 19.99
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $361k +3% 5.2k 69.20
Crowdstrike Hldgs Cl A (CRWD) 0.2 $342k NEW 1.9k 182.69
Teladoc (TDOC) 0.2 $338k NEW 1.9k 182.01
At&t (T) 0.2 $321k -24% 11k 30.30
Uber Technologies (UBER) 0.2 $321k -18% 5.9k 54.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $310k -33% 782.00 396.42
Cambria Etf Tr Glb Moment Etf (GMOM) 0.2 $300k -4% 11k 28.59
Carvana Cl A (CVNA) 0.2 $285k NEW 1.1k 262.19
Smartsheet Com Cl A (SMAR) 0.2 $268k NEW 4.2k 63.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $259k +10% 1.9k 134.90
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $230k -75% 1.7k 138.97
Ishares Tr Global Reit Etf (REET) 0.1 $198k -46% 7.8k 25.42
Dell Technologies CL C (DELL) 0.1 $195k 2.2k 88.12
Rockwell Automation (ROK) 0.1 $186k 700.00 265.71
Applied Materials (AMAT) 0.1 $185k 1.4k 133.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $179k -84% 3.4k 51.97
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $173k -87% 4.3k 39.88
Abbvie (ABBV) 0.1 $171k 1.6k 108.09
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $169k +418% 1.9k 91.01
Home Depot (HD) 0.1 $159k 520.00 305.77
Wells Fargo & Company (WFC) 0.1 $154k 3.9k 39.08
Dentsply Sirona (XRAY) 0.1 $153k 2.4k 63.70
Ishares Tr Modert Alloc Etf (AOM) 0.1 $148k +21% 3.4k 43.49
Cognizant Technology Solutio Cl A (CTSH) 0.1 $141k 1.8k 78.38
Walt Disney Company (DIS) 0.1 $140k 759.00 184.45
Northern Lts Fd Tr Iv Formula Folios (FFHG) 0.1 $137k 4.0k 33.90
International Business Machines (IBM) 0.1 $133k 1.0k 133.00
CenturyLink 0.1 $130k 9.7k 13.34
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $127k +5% 1.9k 67.16
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $126k 1.1k 113.92
Lockheed Martin Corporation (LMT) 0.1 $122k 330.00 369.70
Delek Logistics Partners Com Unt Rp Int (DKL) 0.1 $122k 3.4k 36.01
Vanguard World Mega Grwth Ind (MGK) 0.1 $121k 584.00 207.19
Oracle Corporation (ORCL) 0.1 $114k 1.6k 70.37
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $103k -72% 6.1k 16.93
Direxion Shares Etf Trust Daily Rgnal Bull Etf Dly Tech Bull 3x (TECL) 0.1 $103k +1134% 432.00 237.50
Verizon Communications (VZ) 0.1 $99k -8% 1.7k 58.17
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $96k 573.00 167.54
Dcp Midstream Com Ut Ltd Ptn (DCP) 0.1 $96k 4.4k 21.76
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.1 $93k -14% 1.5k 63.14
Wisdomtree Tr 90/60 Balnced Fd (NTSX) 0.1 $93k NEW 2.5k 37.14
Alphabet Cap Stk Cl A (GOOGL) 0.1 $93k -79% 45.00 2066.67
Oasis Midstream Partners Com Units Reps (OMP) 0.1 $92k 4.1k 22.30
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $87k -98% 897.00 96.99
Tyson Foods Cl A (TSN) 0.1 $86k 1.2k 74.39
Invesco Exch Traded Fd Tr Ii S&p Smlcp Helt (PSCH) 0.1 $86k 469.00 183.37
Pepsi (PEP) 0.1 $84k 595.00 141.18
Usa Compression Partners Comunit Ltdpar (USAC) 0.0 $79k 5.1k 15.35
Allstate Corporation (ALL) 0.0 $66k 570.00 115.79
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $66k 449.00 146.99
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.0 $63k 1.0k 61.40
Ishares Tr Msci Intl Sml Cp (ISCF) 0.0 $59k 1.7k 34.77
Exxon Mobil Corporation (XOM) 0.0 $58k 1.0k 55.88
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.0 $55k 1.3k 43.76
Costco Wholesale Corporation (COST) 0.0 $53k 151.00 350.99
Buckle (BKE) 0.0 $50k 1.3k 38.97
Global X Fds S&p 500 Catholic (CATH) 0.0 $50k +15% 1.0k 49.12
Exelon Corporation (EXC) 0.0 $49k 1.1k 43.36
Kohl's Corporation (KSS) 0.0 $47k 781.00 60.18
First Tr Exchange-traded Dorsey Wright (FVC) 0.0 $47k -90% 1.4k 34.11
Nextera Energy (NEE) 0.0 $46k 608.00 75.66
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $46k -62% 377.00 122.02
Boeing Company (BA) 0.0 $46k -16% 181.00 254.14
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $45k +7% 261.00 172.41
Victory Portfolios Ii Vcshs Intl Hg Dv (CID) 0.0 $45k 1.4k 32.28
Brighthouse Finl (BHF) 0.0 $45k -5% 1.0k 44.60
Ishares Tr Msci Usa Value (VLUE) 0.0 $43k +4588% 422.00 101.90
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $43k +213% 937.00 45.89
Host Hotels & Resorts (HST) 0.0 $42k 2.5k 16.81
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $41k 1.1k 37.61
Netflix (NFLX) 0.0 $41k -9% 78.00 525.64
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $41k +102% 390.00 105.13
Morgan Stanley Com New (MS) 0.0 $41k 525.00 78.10
Ishares Tr Core S&p500 Etf (IVV) 0.0 $40k -12% 101.00 396.04
Cambria Etf Tr Global Value Etf (GVAL) 0.0 $39k 1.8k 22.22
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $39k -9% 5.1k 7.59
Blackstone Group Inc Com Cl A (BX) 0.0 $38k 514.00 73.93
Vanguard Index Fds Growth Etf (VUG) 0.0 $38k -18% 146.00 260.27
Shell Midstream Partners Unit Ltd Int (SHLX) 0.0 $37k 2.8k 13.31
Whirlpool Corporation (WHR) 0.0 $37k 169.00 218.93
Cerner Corporation (CERN) 0.0 $37k 512.00 72.27
Ford Motor Company (F) 0.0 $35k 2.9k 12.24
Aberdeen Std Gold Etf Tr Physcl Gold Shs (SGOL) 0.0 $35k -30% 2.1k 16.34
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $35k 766.00 45.69
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $35k 720.00 48.61
Invesco SHS (IVZ) 0.0 $34k 1.3k 25.54
Kansas City Southern Com New (KSU) 0.0 $33k 125.00 264.00
Vanguard Index Fds Small Cp Etf (VB) 0.0 $31k -10% 144.00 215.28
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.0 $31k 655.00 47.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $30k -40% 402.00 74.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $30k 181.00 165.75
Altria (MO) 0.0 $30k 588.00 51.02
Ishares Tr Core Msci Total (IXUS) 0.0 $30k -37% 427.00 70.26
Fortune Brands (FBHS) 0.0 $29k 300.00 96.67
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $28k +11% 876.00 31.96
Vanguard Index Fds Value Etf (VTV) 0.0 $28k 215.00 130.23
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.0 $28k 530.00 52.83
Booking Holdings (BKNG) 0.0 $28k 12.00 2333.33
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $28k +4100% 84.00 333.33
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $28k -18% 271.00 103.32
Spdr Index Shs Fds Msci Wrld Strgic (QWLD) 0.0 $27k 276.00 97.83
Ishares Tr Msci Usa Sze Ft (SIZE) 0.0 $27k -13% 225.00 120.00
Peak (PEAK) 0.0 $27k 850.00 31.76
Deere & Company (DE) 0.0 $26k 70.00 371.43
General Dynamics Corporation (GD) 0.0 $26k 145.00 179.31
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $25k 895.00 27.93
Alpha Architect Etf Tr Us Quan Momentum (QMOM) 0.0 $25k 473.00 52.85
Discover Financial Services (DFS) 0.0 $25k 262.00 95.42
Lifevantage Corp Com New (LFVN) 0.0 $24k 2.5k 9.54
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.0 $24k 565.00 42.48
Hca Holdings (HCA) 0.0 $24k 125.00 192.00
Ishares Tr Global 100 Etf (IOO) 0.0 $23k 351.00 65.53
Enviva Partners Com Unit (EVA) 0.0 $23k -2% 473.00 48.63
V.F. Corporation (VFC) 0.0 $23k 288.00 79.86
Kinder Morgan (KMI) 0.0 $22k 1.3k 16.33
Duke Energy Corp Com New (DUK) 0.0 $22k 231.00 95.24
Johnson & Johnson (JNJ) 0.0 $22k 131.00 167.94
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $22k -65% 388.00 56.70
Coca-Cola Company (KO) 0.0 $22k 421.00 52.26
Enbridge (ENB) 0.0 $22k 604.00 36.42
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $21k +12433% 376.00 55.85
ConocoPhillips (COP) 0.0 $21k 392.00 53.57
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.0 $20k NEW 661.00 30.26
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $20k -93% 90.00 222.22
Moderna (MRNA) 0.0 $20k 156.00 128.21
Ark Etf Tr Innovation Etf (ARKK) 0.0 $20k +64% 166.00 120.48
Ishares Silver Tr Ishares (SLV) 0.0 $19k -40% 824.00 23.06
Cisco Systems (CSCO) 0.0 $19k -19% 375.00 50.67
McDonald's Corporation (MCD) 0.0 $19k 85.00 223.53
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $19k 548.00 34.67
Ishares Core Msci Emkt (IEMG) 0.0 $18k 280.00 64.29
Enterprise Products Partners (EPD) 0.0 $18k 795.00 22.64
Proshares Tr Pshs Ultruss2000 (UWM) 0.0 $18k -30% 159.00 113.21
Cambria Etf Tr Shshld Yield Etf (SYLD) 0.0 $18k 292.00 61.64
Crossamerica Partners Ut Ltd Ptn Int (CAPL) 0.0 $17k 894.00 19.02
General Motors Company (GM) 0.0 $17k 298.00 57.05
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $17k 437.00 38.90
Realty Income (O) 0.0 $17k 260.00 65.38
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.0 $17k NEW 566.00 30.04
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $16k +23% 264.00 60.61
Dominion Resources (D) 0.0 $16k 213.00 75.12
Proshares Tr Pshs Ult Mcap400 (MVV) 0.0 $16k -34% 267.00 59.93
Wec Energy Group (WEC) 0.0 $16k 176.00 90.91
Intel Corporation (INTC) 0.0 $16k 251.00 63.74
Global Partners Com Units (GLP) 0.0 $16k 738.00 21.68
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $16k -62% 534.00 29.96
Alliant Energy Corporation (LNT) 0.0 $15k 275.00 54.55
Hldgs (UAL) 0.0 $15k 269.00 55.76
Snap-on Incorporated (SNA) 0.0 $15k 64.00 234.38
Cambria Etf Tr Cannabis Etf (TOKE) 0.0 $14k 679.00 20.62
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $14k 452.00 30.97
Nucor Corporation (NUE) 0.0 $14k 180.00 77.78
Dish Network Corporation Cl A (DISH) 0.0 $14k 400.00 35.00
Nikola Corp (NKLA) 0.0 $14k 1.0k 14.00
Phillips 66 (PSX) 0.0 $13k 154.00 84.42
Pfizer (PFE) 0.0 $13k -29% 353.00 36.83
Twitter (TWTR) 0.0 $13k -37% 200.00 65.00
Jinkosolar Hldg Sponsored Adr (JKS) 0.0 $13k 300.00 43.33
Cambria Etf Tr Tail Risk (TAIL) 0.0 $13k 700.00 18.57
Williams Companies (WMB) 0.0 $12k 523.00 22.94
MPLX Com Unit Rep Ltd (MPLX) 0.0 $12k 464.00 25.86
Occidental Petroleum Corporation (OXY) 0.0 $12k 466.00 25.75
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $12k -92% 131.00 91.60
Bank of America Corporation (BAC) 0.0 $12k 300.00 40.00
Antero Midstream Corp antero midstream (AM) 0.0 $12k 1.3k 9.29
General Electric Company (GE) 0.0 $11k 851.00 12.93
Penn National Gaming (PENN) 0.0 $11k 106.00 103.77
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $11k +1070% 363.00 30.30
Enable Midstream Partners Com Unit Rp In (ENBL) 0.0 $10k 1.5k 6.46
Raytheon Technologies Corp (RTX) 0.0 $10k 133.00 75.19
M&T Bank Corporation (MTB) 0.0 $10k 66.00 151.52
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.0 $10k -76% 77.00 129.87
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.0 $10k -59% 186.00 53.76
Nustar Energy Unit Com (NS) 0.0 $9.0k 528.00 17.05
Spdr Ser Tr Portfli Mortgage (SPMB) 0.0 $9.0k 343.00 26.24
Canopy Gro (CGC) 0.0 $9.0k 266.00 33.83
American Financial (AFG) 0.0 $9.0k -33% 82.00 109.76
Cadence Design Systems (CDNS) 0.0 $9.0k 64.00 140.62
Allscripts Healthcare Solutions (MDRX) 0.0 $9.0k 600.00 15.00
Mondelez Intl Cl A (MDLZ) 0.0 $9.0k 150.00 60.00
Metropcs Communications (TMUS) 0.0 $9.0k +11% 75.00 120.00
CSX Corporation (CSX) 0.0 $9.0k 97.00 92.78
Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $9.0k -48% 185.00 48.65
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $9.0k 286.00 31.47
Usd Partners Com Ut Rep Ltd (USDP) 0.0 $8.0k 1.4k 5.82
Ishares Tr Intl Trea Bd Etf (IGOV) 0.0 $8.0k 163.00 49.08
Proshares Tr Msci Emrg Etf (EET) 0.0 $8.0k 76.00 105.26
Welltower Inc Com reit (WELL) 0.0 $8.0k 112.00 71.43
Teradata Corporation (TDC) 0.0 $8.0k 200.00 40.00
CVS Caremark Corporation (CVS) 0.0 $8.0k 100.00 80.00
NCR Corporation (NCR) 0.0 $8.0k 200.00 40.00
American Tower Reit (AMT) 0.0 $8.0k -3% 32.00 250.00
Caterpillar (CAT) 0.0 $8.0k 35.00 228.57
Merck & Co (MRK) 0.0 $8.0k -32% 101.00 79.21
BP Sponsored Adr (BP) 0.0 $8.0k 336.00 23.81
Delta Air Lines Inc Del Com New (DAL) 0.0 $7.0k 135.00 51.85
Smucker J M Com New (SJM) 0.0 $7.0k 52.00 134.62
Emerson Electric (EMR) 0.0 $7.0k 79.00 88.61
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $7.0k 20.00 350.00
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $7.0k 100.00 70.00
Paypal Holdings (PYPL) 0.0 $7.0k 30.00 233.33
Lithium Amers Corp Com New (LAC) 0.0 $7.0k NEW 462.00 15.15
Equitrans Midstream Corp (ETRN) 0.0 $6.0k 714.00 8.40
Ventas (VTR) 0.0 $6.0k 111.00 54.05
Fidelity Covington Trust Consmr Staples (FSTA) 0.0 $6.0k -55% 141.00 42.55
Us Bancorp Del Com New (USB) 0.0 $6.0k 100.00 60.00
Bristol Myers Squibb (BMY) 0.0 $6.0k 100.00 60.00
MercadoLibre (MELI) 0.0 $6.0k 4.00 1500.00
Brookfield Renewable Partner Partnership Unit (BEP) 0.0 $6.0k 150.00 40.00
Sirius Xm Holdings (SIRI) 0.0 $6.0k 1.0k 6.00
Donaldson Company (DCI) 0.0 $6.0k 103.00 58.25
Invesco Db Multi-sector Comm Precious Metal (DBP) 0.0 $6.0k 122.00 49.18
Hanesbrands (HBI) 0.0 $6.0k 306.00 19.61
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $5.0k 509.00 9.82
Ishares Msci Emerg Mkt (EMGF) 0.0 $5.0k 101.00 49.51
Ishares Tr Mrngstr Inc Etf (IYLD) 0.0 $5.0k 214.00 23.36
Citigroup Com New (C) 0.0 $5.0k 74.00 67.57
Proshares Tr Ultr Russl2000 (URTY) 0.0 $5.0k NEW 43.00 116.28
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $5.0k -71% 54.00 92.59
Thomson Reuters Corp. Com New (TRI) 0.0 $5.0k 57.00 87.72
Vanguard World Fds Health Car Etf (VHT) 0.0 $5.0k 20.00 250.00
Gw Pharmaceuticals Ads 0.0 $5.0k 25.00 200.00
Fidelity National Financial Fnf Group Com (FNF) 0.0 $5.0k -43% 128.00 39.06
Us Foods Hldg Corp call (USFD) 0.0 $5.0k 125.00 40.00
Yum China Holdings (YUMC) 0.0 $5.0k 80.00 62.50
Zoom Video Communications In Cl A (ZM) 0.0 $5.0k 16.00 312.50
Draftkings Com Cl A (DKNG) 0.0 $5.0k +300% 80.00 62.50
Workday Cl A (WDAY) 0.0 $5.0k 22.00 227.27
Select Sector Spdr Tr Energy (XLE) 0.0 $5.0k 102.00 49.02
Viacomcbs CL B (VIAC) 0.0 $5.0k 119.00 42.02
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $4.0k -99% 65.00 61.54
Avis Budget (CAR) 0.0 $4.0k 60.00 66.67
Dolby Laboratories Com Cl A (DLB) 0.0 $4.0k 40.00 100.00
Vaneck Vectors Etf Tr Social Sentiment (BUZZ) 0.0 $4.0k NEW 165.00 24.24
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $4.0k 134.00 29.85
Aurinia Pharmaceuticals (AUPH) 0.0 $3.0k 260.00 11.54
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $3.0k NEW 28.00 107.14
Ishares Tr Eafe Value Etf (EFV) 0.0 $3.0k NEW 62.00 48.39
Markel Corporation (MKL) 0.0 $3.0k 3.00 1000.00
Southwest Airlines (LUV) 0.0 $3.0k 50.00 60.00
Spdr Ser Tr S&p Pharmac (XPH) 0.0 $3.0k NEW 50.00 60.00
Veritiv Corp - When Issued (VRTV) 0.0 $3.0k NEW 64.00 46.88
Principal Exchange-traded Helthcare Indx (BTEC) 0.0 $3.0k NEW 50.00 60.00
Peloton Interactive Cl A Com (PTON) 0.0 $3.0k -99% 25.00 120.00
Bellerophon Therapeutics Com New (BLPH) 0.0 $3.0k -36% 500.00 6.00
Arista Networks (ANET) 0.0 $3.0k 9.00 333.33
Dollar Tree (DLTR) 0.0 $3.0k 22.00 136.36
Maxar Technologies (MAXR) 0.0 $3.0k 71.00 42.25
Astrazeneca Sponsored Adr (AZN) 0.0 $3.0k 56.00 53.57
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $3.0k NEW 65.00 46.15
Nokia Corp Sponsored Adr (NOK) 0.0 $2.0k 445.00 4.49
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $2.0k +50% 75.00 26.67
Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.0 $2.0k 37.00 54.05
Alps Etf Tr Sectr Div Dogs (SDOG) 0.0 $2.0k 35.00 57.14
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $2.0k NEW 17.00 117.65
Kraft Heinz (KHC) 0.0 $2.0k +2% 51.00 39.22
Seneca Foods Corp Cl A (SENEA) 0.0 $2.0k NEW 47.00 42.55
EnPro Industries (NPO) 0.0 $2.0k 22.00 90.91
Cummins (CMI) 0.0 $2.0k 7.00 285.71
H&R Block (HRB) 0.0 $2.0k 100.00 20.00
Black Hills Corporation (BKH) 0.0 $2.0k 32.00 62.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $2.0k 25.00 80.00
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $2.0k 100.00 20.00
Autodesk (ADSK) 0.0 $2.0k 6.00 333.33
Solaredge Technologies (SEDG) 0.0 $2.0k 6.00 333.33
Chevron Corporation (CVX) 0.0 $2.0k 15.00 133.33
Prudential Financial (PRU) 0.0 $2.0k 24.00 83.33
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $2.0k NEW 43.00 46.51
First Tr Value Line Divid In SHS (FVD) 0.0 $2.0k NEW 52.00 38.46
Exchange Traded Concepts Tr Capital Link Gbl (KOIN) 0.0 $2.0k +1225% 53.00 37.74
International Game Technolog Shs Usd (IGT) 0.0 $2.0k 149.00 13.42
Ishares Tr Msci Gbl Multifc (ACWF) 0.0 $2.0k 67.00 29.85
Viatris (VTRS) 0.0 $2.0k NEW 177.00 11.30
Amc Entmt Hldgs Cl A Com (AMC) 0.0 $1.0k NEW 115.00 8.70
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.0 $1.0k 15.00 66.67
Osi Etf Tr Oshares Us Smlcp (OUSM) 0.0 $1.0k NEW 15.00 66.67
Nio Spon Ads (NIO) 0.0 $1.0k +26% 19.00 52.63
Target Corporation (TGT) 0.0 $1.0k 5.00 200.00
Toyota Motor Corp Sp Adr Rep2com (TM) 0.0 $1.0k 4.00 250.00
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $1.0k 10.00 100.00
Exp World Holdings Inc equities (EXPI) 0.0 $1.0k +100% 16.00 62.50
Lemonade (LMND) 0.0 $1.0k 10.00 100.00
Quantumscape Corp Com Cl A (QS) 0.0 $1.0k NEW 20.00 50.00
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $999.999000 +250% 35.00 28.57
ACCO Brands Corporation (ACCO) 0.0 $999.999000 110.00 9.09
American Intl Group Com New (AIG) 0.0 $999.999000 27.00 37.04
United Sts Gasoline Units (UGA) 0.0 $999.999000 21.00 47.62
Velodyne Lidar (VLDR) 0.0 $999.999000 NEW 105.00 9.52
Bed Bath & Beyond (BBBY) 0.0 $0 6.00 0.00
J.B. Hunt Transport Services (JBHT) 0.0 $0 2.00 0.00
Callaway Golf Company (ELY) 0.0 $0 15.00 0.00
Macy's (M) 0.0 $0 30.00 0.00
Advanced Micro Devices (AMD) 0.0 $0 3.00 0.00
Under Armour Cl A (UAA) 0.0 $0 11.00 0.00
Liberty All Star Equity Sh Ben Int (USA) 0.0 $0 9.00 0.00
Zoetis Cl A (ZTS) 0.0 $0 2.00 0.00
Blackberry (BB) 0.0 $0 NEW 15.00 0.00
American Airls (AAL) 0.0 $0 10.00 0.00
Etf Ser Solutions Us Glb Jets (JETS) 0.0 $0 10.00 0.00
Workhorse Group Com New (WKHS) 0.0 $0 24.00 0.00
Aphria Inc foreign 0.0 $0 25.00 0.00
Amplify Etf Tr Blockchain Ldr (BLOK) 0.0 $0 4.00 0.00
Twist Bioscience Corp (TWST) 0.0 $0 +100% 2.00 0.00
Natwest Group Spons Adr 2 Ord (NWG) 0.0 $0 1.00 0.00
Luminar Technologies Com Cl A (LAZR) 0.0 $0 NEW 15.00 0.00

Past Filings by Professional Financial Advisors

SEC 13F filings are viewable for Professional Financial Advisors going back to 2019