Professional Financial Advisors

Professional Financial Advisors as of March 31, 2024

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 102 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 27.0 $95M 1.5M 64.15
Ishares Tr Core Us Aggbd Et (AGG) 18.1 $63M 645k 97.94
Wisdomtree Tr Us Efficient Cor (NTSX) 5.2 $18M 427k 42.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.9 $14M 228k 60.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.2 $11M 23k 480.70
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $9.1M 35k 259.90
Wisdomtree Tr Internationl Efi (NTSI) 2.3 $7.9M 214k 37.06
Ishares Tr Core Div Grwth (DGRO) 1.5 $5.1M 88k 58.06
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.4 $5.0M 50k 100.71
Union Pacific Corporation (UNP) 1.4 $4.7M 19k 245.93
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.3 $4.4M 48k 91.80
Tidal Tr Ii Return Stckd Us (RSST) 1.2 $4.2M 178k 23.37
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.2 $4.1M 143k 28.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $4.0M 9.5k 420.52
Spdr Ser Tr S&p1500momtilt (MMTM) 1.1 $3.9M 17k 229.95
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.1 $3.9M 56k 68.61
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $3.8M 20k 187.35
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.1 $3.8M 47k 80.22
Vanguard Wellington Us Quality (VFQY) 0.9 $3.3M 24k 136.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $2.9M 49k 58.65
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $2.6M 52k 50.29
Microsoft Corporation (MSFT) 0.7 $2.4M 5.6k 420.69
Apple (AAPL) 0.7 $2.3M 14k 171.48
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.7 $2.3M 55k 42.05
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.7 $2.3M 70k 32.70
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $2.1M 65k 32.76
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.0M 52k 39.66
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $2.0M 39k 50.69
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $2.0M 26k 77.52
Amazon (AMZN) 0.5 $1.9M 10k 180.38
Meta Platforms Cl A (META) 0.5 $1.8M 3.7k 485.58
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 0.5 $1.7M 76k 22.43
Wisdomtree Tr Emerging Markets (NTSE) 0.5 $1.7M 61k 28.29
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.6M 8.0k 205.72
Lamb Weston Hldgs (LW) 0.4 $1.6M 15k 106.53
Ishares Tr National Mun Etf (MUB) 0.4 $1.5M 14k 107.60
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $1.5M 25k 61.53
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $1.5M 52k 28.93
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $1.5M 32k 45.31
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.5M 9.6k 152.26
CarMax (KMX) 0.4 $1.4M 16k 87.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.4M 3.1k 444.06
Charles Schwab Corporation (SCHW) 0.4 $1.4M 19k 72.34
Kkr & Co (KKR) 0.4 $1.3M 13k 100.58
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.3M 12k 115.30
Mastercard Incorporated Cl A (MA) 0.4 $1.3M 2.7k 481.56
Wal-Mart Stores (WMT) 0.4 $1.3M 21k 60.17
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $1.2M 15k 81.53
ConAgra Foods (CAG) 0.3 $1.2M 41k 29.64
Cambria Etf Tr Tail Risk (TAIL) 0.3 $1.2M 99k 12.12
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.2M 11k 105.27
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $1.2M 22k 52.68
UnitedHealth (UNH) 0.3 $1.1M 2.2k 494.59
Tidal Tr Ii Rtn Stacked Bd (RSBT) 0.3 $1.1M 58k 18.14
Ishares Silver Tr Ishares (SLV) 0.3 $1.0M 46k 22.75
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.0M 32k 32.50
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.0M 35k 28.80
Ishares Tr Msci Intl Moment (IMTM) 0.3 $1.0M 26k 39.23
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $962k 30k 31.99
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $944k 5.1k 186.81
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.3 $887k 35k 25.70
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $858k 17k 51.06
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.2 $740k 15k 50.57
United Sts Gasoline Units (UGA) 0.2 $732k 10k 70.93
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $724k 20k 35.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $720k 4.3k 169.37
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $707k 25k 28.44
Ishares Msci Pac Jp Etf (EPP) 0.2 $707k 17k 42.81
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.2 $693k 16k 44.80
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $609k 10k 59.68
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $603k 19k 31.62
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $591k 16k 36.19
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $577k 5.2k 110.52
Procter & Gamble Company (PG) 0.1 $521k 3.2k 162.25
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $506k 4.3k 118.29
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $474k 5.7k 83.58
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $457k 2.9k 155.90
Tesla Motors (TSLA) 0.1 $405k 2.3k 175.79
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $391k 7.8k 49.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $380k 727.00 523.07
Putnam Etf Trust Esg Ultra Short (PULT) 0.1 $365k 7.2k 50.39
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $319k 15k 21.87
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $308k 5.9k 52.47
Applied Materials (AMAT) 0.1 $292k 1.4k 206.28
Home Depot (HD) 0.1 $289k 754.00 383.60
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $289k 2.5k 114.95
Abbvie (ABBV) 0.1 $288k 1.6k 182.10
Dorian Lpg Shs Usd (LPG) 0.1 $283k 7.3k 38.46
Dell Technologies CL C (DELL) 0.1 $265k 2.3k 114.12
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $258k 16k 15.73
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $253k 10k 25.28
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $250k 3.3k 75.41
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $249k 8.5k 29.10
Wells Fargo & Company (WFC) 0.1 $244k 4.2k 57.95
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $240k 5.6k 43.04
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $237k 18k 13.35
International Business Machines (IBM) 0.1 $224k 1.2k 190.96
Oracle Corporation (ORCL) 0.1 $213k 1.7k 125.63
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $210k 1.2k 175.34
Rockwell Automation (ROK) 0.1 $204k 700.00 291.33
At&t (T) 0.1 $184k 11k 17.60
Brainstorm Cell Therapeutics Com New (BCLI) 0.0 $9.8k 17k 0.56