Professional Financial Advisors

Professional Financial Advisors as of March 31, 2023

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 60 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 35.3 $60M 1.1M 55.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.7 $11M 28k 415.17
Vanguard Index Fds Total Stk Mkt (VTI) 4.9 $8.2M 36k 227.67
Ishares Tr Core Div Grwth (DGRO) 4.6 $7.9M 147k 53.41
Ishares Tr Msci Usa Mmentm (MTUM) 3.8 $6.4M 38k 168.27
Union Pacific Corporation (UNP) 3.2 $5.4M 20k 273.20
Spdr Ser Tr S&p1500momtilt (MMTM) 3.1 $5.2M 27k 193.61
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.1 $3.6M 58k 61.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $3.4M 9.7k 352.91
Vanguard Wellington Us Quality (VFQY) 1.9 $3.3M 28k 116.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $2.4M 40k 59.74
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $2.3M 40k 57.59
Apple (AAPL) 1.4 $2.3M 13k 174.61
Ishares Tr Msci Intl Qualty (IQLT) 1.3 $2.3M 62k 36.87
Vanguard World Mega Grwth Ind (MGK) 1.3 $2.2M 9.4k 235.40
Ishares Tr Msci Intl Moment (IMTM) 1.3 $2.1M 61k 35.46
Ishares Tr Msci Usa Smcp Mn (SMMV) 1.3 $2.1M 57k 37.18
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.3 $2.1M 27k 79.05
Wisdomtree Tr Em Ex St-owned (XSOE) 1.2 $2.0M 63k 32.66
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.2 $2.0M 8.1k 248.14
Ishares Msci Gbl Min Vol (ACWV) 1.1 $1.9M 19k 104.82
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $1.9M 20k 96.27
Microsoft Corporation (MSFT) 1.1 $1.8M 5.9k 308.33
Cambria Etf Tr Glb Asset Allo (GAA) 1.0 $1.7M 59k 29.56
ConAgra Foods (CAG) 0.8 $1.4M 41k 33.57
Amazon (AMZN) 0.8 $1.3M 407.00 3259.95
Northern Lts Fd Tr Iv Frmlaflio Tact 0.8 $1.3M 44k 29.26
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.2M 434.00 2792.99
UnitedHealth (UNH) 0.7 $1.1M 2.2k 509.98
Charles Schwab Corporation (SCHW) 0.6 $1.1M 13k 84.31
Visa Com Cl A (V) 0.6 $1.1M 4.8k 221.77
Ishares Tr Grwt Allocat Etf (AOR) 0.6 $1.1M 20k 53.96
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.1M 20k 53.13
Wal-Mart Stores (WMT) 0.6 $1.0M 6.8k 148.91
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $976k 29k 34.28
Meta Platforms Cl A (META) 0.6 $973k 4.4k 222.36
Kkr & Co (KKR) 0.6 $942k 16k 58.47
Lamb Weston Hldgs (LW) 0.5 $874k 15k 59.91
CarMax (KMX) 0.5 $873k 9.0k 96.48
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.5 $858k 33k 26.02
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.5 $794k 15k 54.80
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $749k 6.9k 107.87
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $708k 17k 42.07
Tesla Motors (TSLA) 0.3 $591k 548.00 1077.60
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.3 $508k 11k 45.27
Procter & Gamble Company (PG) 0.3 $505k 3.3k 152.82
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $499k 13k 38.64
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $421k 5.4k 77.58
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $388k 8.1k 47.65
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $357k 3.5k 100.95
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $352k 3.5k 101.34
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $342k 2.3k 149.67
Ishares Tr Conser Alloc Etf (AOK) 0.2 $312k 8.3k 37.67
Advisorshares Tr Q Dynamic Growth (QPX) 0.2 $276k 9.9k 27.81
Ishares Tr Core S&p500 Etf (IVV) 0.2 $271k 597.00 453.88
Abbvie (ABBV) 0.2 $257k 1.6k 162.11
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.2 $255k 1.6k 155.00
At&t (T) 0.1 $250k 11k 23.63
Ishares Tr Global Reit Etf (REET) 0.1 $247k 8.5k 29.21
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $239k 7.4k 32.23