Professional Financial Advisors

Professional Financial Advisors as of June 30, 2024

Portfolio Holdings for Professional Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 27.3 $99M 1.5M 66.35
Ishares Tr Core Us Aggbd Et (AGG) 17.4 $63M 651k 97.07
Wisdomtree Tr Us Efficient Cor (NTSX) 5.3 $19M 438k 43.91
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.0 $14M 239k 60.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.2 $12M 23k 500.12
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $9.4M 35k 267.51
Wisdomtree Tr Internationl Efi (NTSI) 2.1 $7.8M 213k 36.41
Ishares Tr Core Div Grwth (DGRO) 1.4 $5.2M 91k 57.61
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.4 $5.2M 52k 100.71
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.4 $5.1M 55k 91.78
Union Pacific Corporation (UNP) 1.2 $4.4M 20k 226.26
Tidal Tr Ii Return Stckd Us (RSST) 1.2 $4.4M 179k 24.51
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.2 $4.4M 145k 30.06
Spdr Ser Tr S&p1500momtilt (MMTM) 1.1 $4.1M 17k 242.91
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $4.1M 21k 194.87
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.1 $4.1M 46k 87.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $3.9M 9.5k 406.81
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.1 $3.8M 56k 68.00
Vanguard Wellington Us Quality (VFQY) 0.9 $3.2M 24k 134.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $2.9M 50k 58.64
Apple (AAPL) 0.8 $2.9M 14k 210.62
Ishares Tr TRS FLT RT BD (TFLO) 0.7 $2.7M 53k 50.66
Microsoft Corporation (MSFT) 0.7 $2.6M 5.8k 446.94
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.7 $2.4M 69k 35.50
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.6 $2.3M 56k 41.30
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $2.2M 66k 33.88
Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $2.2M 43k 50.31
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $2.1M 25k 82.60
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.1M 53k 39.05
Amazon (AMZN) 0.6 $2.0M 10k 193.25
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.9M 8.9k 215.01
Meta Platforms Cl A (META) 0.5 $1.9M 3.7k 504.25
Wisdomtree Tr Emerging Markets (NTSE) 0.5 $1.8M 62k 29.46
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 0.5 $1.8M 78k 22.69
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.8M 9.7k 183.41
Ishares Tr National Mun Etf (MUB) 0.5 $1.7M 16k 106.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $1.6M 3.4k 479.16
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $1.6M 24k 64.00
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $1.5M 54k 28.47
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $1.5M 33k 44.93
Wal-Mart Stores (WMT) 0.4 $1.5M 22k 67.71
Kkr & Co (KKR) 0.4 $1.4M 14k 105.24
Charles Schwab Corporation (SCHW) 0.4 $1.4M 19k 73.69
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.4M 12k 118.78
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $1.3M 16k 81.28
Uber Technologies (UBER) 0.4 $1.3M 18k 72.68
Mastercard Incorporated Cl A (MA) 0.3 $1.3M 2.8k 441.11
CarMax (KMX) 0.3 $1.2M 17k 73.34
Ishares Silver Tr Ishares (SLV) 0.3 $1.2M 47k 26.57
Lamb Weston Hldgs (LW) 0.3 $1.2M 15k 84.08
Cambria Etf Tr Tail Risk (TAIL) 0.3 $1.2M 106k 11.59
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.2M 12k 104.64
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $1.2M 22k 53.60
ConAgra Foods (CAG) 0.3 $1.2M 41k 28.42
Tidal Tr Ii Rtn Stacked Bd (RSBT) 0.3 $1.1M 58k 18.31
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.0M 31k 33.00
Ishares Tr Msci Intl Moment (IMTM) 0.3 $1.0M 27k 38.69
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.0M 35k 29.44
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $983k 30k 32.89
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.3 $923k 35k 26.39
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $913k 5.0k 182.01
United Sts Gasoline Units (UGA) 0.2 $857k 13k 67.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $815k 5.0k 164.28
Ishares Msci Pac Jp Etf (EPP) 0.2 $809k 19k 43.00
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $789k 15k 51.09
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.2 $778k 16k 48.66
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $754k 31k 24.76
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.2 $715k 15k 47.85
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $705k 20k 35.08
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $667k 6.3k 106.66
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $644k 19k 33.93
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $622k 10k 60.78
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $613k 16k 37.67
Procter & Gamble Company (PG) 0.1 $538k 3.3k 164.92
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $486k 4.3k 113.46
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $472k 5.6k 83.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $458k 842.00 544.07
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $433k 2.9k 150.42
Tesla Motors (TSLA) 0.1 $410k 2.1k 197.88
Putnam Etf Trust Esg Ultra Short (PULT) 0.1 $379k 7.5k 50.50
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $377k 7.9k 47.87
Applied Materials (AMAT) 0.1 $335k 1.4k 235.95
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $332k 16k 21.32
Dell Technologies CL C (DELL) 0.1 $322k 2.3k 137.89
Dorian Lpg Shs Usd (LPG) 0.1 $308k 7.3k 41.96
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $307k 5.9k 52.06
Abbvie (ABBV) 0.1 $272k 1.6k 171.52
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $266k 16k 16.22
Home Depot (HD) 0.1 $260k 754.00 344.24
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $258k 2.2k 119.31
Wells Fargo & Company (WFC) 0.1 $251k 4.2k 59.38
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $251k 10k 25.09
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $247k 3.3k 74.89
Oracle Corporation (ORCL) 0.1 $240k 1.7k 141.21
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $239k 8.4k 28.52
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $235k 18k 12.95
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $231k 5.6k 41.53
Vanguard World Mega Grwth Ind (MGK) 0.1 $215k 684.00 314.21
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $206k 1.2k 172.05
International Business Machines (IBM) 0.1 $203k 1.2k 172.95
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $200k 3.5k 57.26
Brainstorm Cell Therapeutics Com New 0.0 $5.8k 17k 0.34