Professional Financial Advisors

Professional Financial Advisors as of Sept. 30, 2024

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 105 positions in its portfolio as reported in the September 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 $105M 1.5M 70.06
Ishares Tr Core Us Aggbd Et (AGG) 17.2 $67M 657k 101.27
Wisdomtree Tr Us Efficient Cor (NTSX) 5.2 $20M 430k 46.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.1 $16M 244k 64.74
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $9.8M 35k 283.16
Wisdomtree Tr Internationl Efi (NTSI) 2.1 $8.3M 211k 39.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $7.9M 15k 527.66
Ishares Tr Core Div Grwth (DGRO) 1.5 $5.8M 92k 62.69
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.4 $5.4M 54k 100.72
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $5.3M 55k 98.10
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.3 $5.1M 55k 91.81
Union Pacific Corporation (UNP) 1.2 $4.6M 19k 246.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $4.5M 9.9k 460.24
Tidal Tr Ii Return Stckd Us (RSST) 1.2 $4.5M 183k 24.50
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $4.3M 21k 202.76
Spdr Ser Tr S&p1500momtilt (MMTM) 1.1 $4.3M 17k 251.81
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.1 $4.3M 61k 70.61
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.1 $4.3M 47k 90.64
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.1 $4.1M 145k 28.13
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.9 $3.4M 53k 63.00
Vanguard Wellington Us Quality (VFQY) 0.9 $3.3M 23k 142.88
Apple (AAPL) 0.8 $3.2M 14k 233.01
Ishares Tr TRS FLT RT BD (TFLO) 0.8 $3.0M 60k 50.60
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.7 $2.6M 72k 36.07
Microsoft Corporation (MSFT) 0.7 $2.6M 6.0k 430.30
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.7 $2.5M 60k 42.08
Spdr Gold Tr Gold Shs (GLD) 0.6 $2.4M 9.9k 243.06
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $2.3M 66k 35.44
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $2.3M 25k 90.17
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.2M 53k 41.49
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $2.1M 44k 46.74
Wisdomtree Tr Emerging Markets (NTSE) 0.5 $2.0M 62k 32.19
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 0.5 $2.0M 80k 24.98
Amazon (AMZN) 0.5 $2.0M 11k 186.33
Meta Platforms Cl A (META) 0.5 $1.9M 3.4k 572.47
Wal-Mart Stores (WMT) 0.5 $1.8M 22k 80.75
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.7M 9.9k 167.19
Ishares Tr National Mun Etf (MUB) 0.4 $1.6M 15k 108.63
Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $1.6M 32k 50.22
Kkr & Co (KKR) 0.4 $1.6M 12k 130.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.6M 3.2k 488.00
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $1.6M 23k 67.51
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $1.6M 52k 29.70
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $1.4M 16k 88.28
Mastercard Incorporated Cl A (MA) 0.4 $1.4M 2.9k 493.73
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.4M 11k 125.63
Tidal Tr Ii Rtn Stacked Bd (RSBT) 0.4 $1.4M 77k 18.18
Cambria Etf Tr Tail Risk (TAIL) 0.4 $1.4M 115k 12.05
Ishares Silver Tr Ishares (SLV) 0.4 $1.4M 48k 28.41
CarMax (KMX) 0.4 $1.4M 18k 77.38
ConAgra Foods (CAG) 0.3 $1.3M 41k 32.52
Charles Schwab Corporation (SCHW) 0.3 $1.3M 20k 64.81
Anthem (ELV) 0.3 $1.2M 2.4k 520.03
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.2M 11k 114.52
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $1.2M 21k 57.13
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.2M 33k 36.44
Ishares Tr Msci Intl Moment (IMTM) 0.3 $1.1M 27k 40.38
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $1.1M 31k 34.79
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.0M 35k 30.15
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.0M 5.2k 197.17
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.2 $952k 34k 27.75
Lamb Weston Hldgs (LW) 0.2 $944k 15k 64.74
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $872k 22k 39.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $860k 11k 79.42
Ishares Msci Pac Jp Etf (EPP) 0.2 $831k 17k 48.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $798k 4.5k 179.16
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $772k 30k 25.91
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $767k 15k 51.04
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $750k 6.4k 116.96
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $746k 20k 37.56
United Sts Gasoline Units (UGA) 0.2 $704k 12k 58.43
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.2 $676k 14k 47.50
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $647k 16k 41.28
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.2 $646k 16k 41.12
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $631k 9.7k 64.77
Procter & Gamble Company (PG) 0.1 $556k 3.2k 173.20
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $529k 4.3k 123.62
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $514k 5.6k 91.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $485k 2.9k 167.65
Tesla Motors (TSLA) 0.1 $479k 1.8k 261.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $450k 785.00 573.76
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $394k 7.9k 49.79
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $382k 17k 22.99
Putnam Etf Trust Esg Ultra Short (PULT) 0.1 $380k 7.5k 50.74
Abbvie (ABBV) 0.1 $324k 1.6k 197.48
Home Depot (HD) 0.1 $307k 758.00 405.20
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $291k 5.5k 52.98
Oracle Corporation (ORCL) 0.1 $291k 1.7k 170.40
Applied Materials (AMAT) 0.1 $288k 1.4k 202.03
Dell Technologies CL C (DELL) 0.1 $278k 2.3k 118.53
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $263k 16k 16.05
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $262k 2.1k 126.21
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $261k 18k 14.37
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $261k 3.3k 78.37
International Business Machines (IBM) 0.1 $261k 1.2k 221.08
Dorian Lpg Shs Usd (LPG) 0.1 $253k 7.3k 34.42
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $247k 8.3k 29.60
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $244k 5.4k 45.51
Wells Fargo & Company (WFC) 0.1 $241k 4.3k 56.49
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $235k 9.0k 26.14
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $221k 1.2k 184.45
Ishares Tr Core S&p500 Etf (IVV) 0.1 $220k 381.00 576.84
Lockheed Martin Corporation (LMT) 0.1 $214k 367.00 583.90
Ishares Tr Russell 2000 Etf (IWM) 0.1 $205k 926.00 220.96
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $204k 3.5k 58.28