Professional Financial Advisors

Professional Financial Advisors as of Dec. 31, 2023

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 94 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 24.6 $74M 1.3M 58.45
Ishares Tr Core Us Aggbd Et (AGG) 21.1 $64M 641k 99.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.0 $21M 48k 436.80
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $9.6M 166k 57.96
Proshares Tr Pshs Ult S&p 500 (SSO) 2.7 $8.2M 126k 65.07
Wisdomtree Tr Us Efficient Cor (NTSX) 2.6 $8.0M 202k 39.30
Wisdomtree Tr Internationl Efi (NTSI) 1.7 $5.0M 140k 35.72
Spdr Ser Tr S&p1500momtilt (MMTM) 1.6 $5.0M 25k 202.09
Union Pacific Corporation (UNP) 1.6 $4.8M 19k 245.62
Ishares Tr Core Div Grwth (DGRO) 1.5 $4.5M 84k 53.82
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.4 $4.3M 43k 100.27
Ishares Tr Msci Usa Mmentm (MTUM) 1.3 $3.9M 25k 156.89
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.1 $3.3M 36k 91.39
Wisdomtree Tr Floatng Rat Trea (USFR) 1.1 $3.3M 65k 50.24
Ishares Tr TRS FLT RT BD (TFLO) 1.1 $3.3M 65k 50.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.3M 9.1k 356.66
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.1 $3.2M 49k 65.50
Vanguard Wellington Us Quality (VFQY) 1.0 $3.0M 24k 126.47
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.9 $2.8M 110k 25.76
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.8M 12k 237.22
Apple (AAPL) 0.9 $2.6M 14k 192.53
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $2.5M 67k 37.56
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.8 $2.5M 36k 69.21
Microsoft Corporation (MSFT) 0.7 $2.2M 5.9k 376.02
Advisorshares Tr Q Dynamic Growth (QPX) 0.7 $2.1M 67k 30.58
Cambria Etf Tr Glb Asset Allo (GAA) 0.6 $1.8M 64k 27.88
Amazon (AMZN) 0.6 $1.8M 12k 151.94
Ishares Msci Gbl Min Vol (ACWV) 0.6 $1.8M 18k 100.35
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.6 $1.7M 47k 36.83
Meta Platforms Cl A (META) 0.6 $1.7M 4.9k 353.96
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.6 $1.7M 59k 28.97
Wisdomtree Tr Emerging Markets (NTSE) 0.5 $1.6M 56k 28.32
Lamb Weston Hldgs (LW) 0.5 $1.6M 15k 108.09
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.5M 10k 140.93
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.4M 7.5k 191.17
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.4M 25k 55.90
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.2M 12k 105.23
CarMax (KMX) 0.4 $1.2M 16k 76.74
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.4 $1.2M 24k 50.62
ConAgra Foods (CAG) 0.4 $1.2M 41k 28.66
Ishares Tr National Mun Etf (MUB) 0.4 $1.2M 11k 108.41
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $1.2M 15k 79.34
Charles Schwab Corporation (SCHW) 0.4 $1.1M 17k 68.80
Cambria Etf Tr Tail Risk (TAIL) 0.4 $1.1M 88k 12.81
Wal-Mart Stores (WMT) 0.4 $1.1M 7.2k 157.64
Mastercard Incorporated Cl A (MA) 0.4 $1.1M 2.6k 426.55
UnitedHealth (UNH) 0.4 $1.1M 2.1k 526.55
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.0M 10k 104.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $1.0M 22k 46.04
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $935k 30k 31.17
Ishares Tr Msci Intl Moment (IMTM) 0.3 $931k 27k 34.29
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.3 $872k 61k 14.21
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.3 $826k 34k 24.58
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $825k 32k 25.73
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $821k 29k 28.23
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $818k 27k 29.84
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $812k 15k 56.14
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $803k 4.6k 173.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $787k 23k 34.01
Putnam Etf Trust Esg Ultra Short (PULT) 0.2 $686k 14k 50.25
Ishares Tr Global 100 Etf (IOO) 0.2 $670k 8.3k 80.52
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $602k 5.6k 108.26
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $570k 10k 55.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $520k 15k 35.41
Ishares Silver Tr Ishares (SLV) 0.2 $512k 24k 21.78
Procter & Gamble Company (PG) 0.2 $479k 3.3k 146.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $478k 1.2k 409.46
Tesla Motors (TSLA) 0.1 $448k 1.8k 248.48
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $441k 5.7k 78.04
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $425k 2.9k 145.03
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $399k 3.5k 114.04
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $345k 7.8k 44.21
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $325k 13k 25.64
Dorian Lpg Shs Usd (LPG) 0.1 $321k 7.3k 43.87
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $300k 3.1k 96.85
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $283k 2.7k 104.92
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $271k 3.5k 76.37
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $269k 5.1k 52.80
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.1 $265k 6.6k 40.00
Tidal Tr Ii Rtn Stacked Bd (RSBT) 0.1 $262k 15k 17.25
Home Depot (HD) 0.1 $261k 754.00 346.55
Ishares Tr Core S&p500 Etf (IVV) 0.1 $250k 523.00 478.06
Abbvie (ABBV) 0.1 $245k 1.6k 154.97
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $239k 8.7k 27.49
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $235k 5.6k 42.18
Ishares Tr Tips Bd Etf (TIP) 0.1 $232k 2.2k 107.64
Applied Materials (AMAT) 0.1 $229k 1.4k 162.08
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $226k 16k 13.80
Rockwell Automation (ROK) 0.1 $217k 700.00 310.48
Tidal Tr Ii Return Stckd Us (RSST) 0.1 $217k 11k 20.21
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $210k 1.3k 160.29
Wells Fargo & Company (WFC) 0.1 $206k 4.2k 49.22
At&t (T) 0.1 $176k 11k 16.78
Brainstorm Cell Therapeutics Com New 0.0 $4.7k 17k 0.27