Professional Financial Advisors

Professional Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 106 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 27.9 $109M 1.5M 71.43
Ishares Tr Core Us Aggbd Et (AGG) 16.5 $64M 665k 96.90
Wisdomtree Tr Us Efficient Cor (NTSX) 5.2 $21M 438k 46.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.9 $15M 259k 58.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $12M 22k 538.80
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $9.9M 34k 289.81
Wisdomtree Tr Internationl Efi (NTSI) 2.0 $7.7M 220k 35.13
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $5.7M 57k 100.32
Ishares Tr Core Div Grwth (DGRO) 1.4 $5.6M 92k 61.34
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.4 $5.3M 58k 91.43
Spdr Ser Tr S&p1500momtilt (MMTM) 1.2 $4.8M 18k 260.30
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.2 $4.6M 48k 95.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $4.5M 10k 453.28
Tidal Tr Ii Return Stckd Us (RSST) 1.1 $4.5M 187k 23.90
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $4.4M 21k 206.92
Union Pacific Corporation (UNP) 1.1 $4.3M 19k 228.04
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.1 $4.2M 62k 68.19
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.0 $4.1M 156k 26.16
Vanguard Wellington Us Quality (VFQY) 0.9 $3.5M 25k 140.89
Apple (AAPL) 0.9 $3.4M 14k 250.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $3.1M 54k 57.41
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.7 $2.8M 71k 38.79
Microsoft Corporation (MSFT) 0.7 $2.7M 6.5k 421.49
Ishares Tr TRS FLT RT BD (TFLO) 0.7 $2.7M 53k 50.47
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.7 $2.6M 63k 40.64
Spdr Gold Tr Gold Shs (GLD) 0.6 $2.5M 10k 242.13
Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $2.5M 50k 50.32
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $2.3M 66k 35.86
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $2.3M 25k 92.51
Amazon (AMZN) 0.6 $2.3M 11k 219.38
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.2M 59k 37.12
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $2.1M 46k 44.87
Wal-Mart Stores (WMT) 0.5 $2.0M 23k 90.35
Meta Platforms Cl A (META) 0.5 $2.0M 3.4k 585.46
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.9M 10k 190.45
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 0.5 $1.9M 80k 23.24
Ishares Tr National Mun Etf (MUB) 0.5 $1.8M 17k 106.55
Wisdomtree Tr Emerging Markets (NTSE) 0.5 $1.8M 63k 28.69
Kkr & Co (KKR) 0.5 $1.8M 12k 147.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.6M 3.2k 511.21
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $1.6M 24k 68.94
Mastercard Incorporated Cl A (MA) 0.4 $1.6M 3.0k 526.50
Charles Schwab Corporation (SCHW) 0.4 $1.5M 21k 74.01
CarMax (KMX) 0.4 $1.5M 18k 81.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.5M 11k 128.62
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $1.4M 50k 28.62
Cambria Etf Tr Tail Risk (TAIL) 0.3 $1.3M 119k 11.20
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $1.3M 17k 79.99
Tidal Tr Ii Rtn Stacked Bd (RSBT) 0.3 $1.3M 78k 16.75
Ishares Silver Tr Ishares (SLV) 0.3 $1.2M 47k 26.33
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $1.2M 21k 58.27
ConAgra Foods (CAG) 0.3 $1.2M 44k 27.75
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.2M 11k 109.20
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $1.2M 31k 37.17
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.2M 33k 35.26
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.1M 18k 63.75
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.1M 5.7k 190.89
Anthem (ELV) 0.3 $1.1M 2.9k 368.94
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.0M 36k 29.22
Lamb Weston Hldgs (LW) 0.3 $1.0M 15k 66.83
Ishares Tr Msci Intl Moment (IMTM) 0.3 $1.0M 27k 37.40
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.2 $910k 36k 25.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $890k 11k 78.01
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.2 $858k 16k 52.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $768k 8.8k 87.33
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $766k 23k 33.91
United Sts Gasoline Units (UGA) 0.2 $766k 12k 62.99
Tesla Motors (TSLA) 0.2 $761k 1.9k 403.84
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $758k 15k 50.88
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $749k 18k 40.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $744k 4.2k 175.23
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $743k 6.5k 115.22
Ishares Msci Pac Jp Etf (EPP) 0.2 $723k 17k 43.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $686k 20k 34.13
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.2 $664k 14k 47.58
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $650k 31k 20.91
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $620k 16k 38.37
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $591k 9.3k 63.33
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $569k 8.7k 65.08
Procter & Gamble Company (PG) 0.1 $555k 3.3k 167.65
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $554k 4.4k 124.96
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $494k 5.6k 88.80
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $479k 3.0k 161.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $474k 808.00 586.24
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $391k 8.0k 49.20
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $381k 18k 21.22
Putnam Etf Trust Esg Ultra Short (PULT) 0.1 $374k 7.4k 50.44
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $321k 16k 19.59
Wells Fargo & Company (WFC) 0.1 $301k 4.3k 70.23
Home Depot (HD) 0.1 $300k 772.00 388.99
Abbvie (ABBV) 0.1 $291k 1.6k 177.75
Oracle Corporation (ORCL) 0.1 $285k 1.7k 166.63
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $283k 5.5k 51.73
Dell Technologies CL C (DELL) 0.1 $271k 2.4k 115.25
International Business Machines (IBM) 0.1 $261k 1.2k 219.83
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $252k 3.4k 74.72
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $241k 5.4k 44.92
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $240k 8.4k 28.73
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $240k 20k 12.27
Applied Materials (AMAT) 0.1 $232k 1.4k 162.66
Ishares Tr Core S&p500 Etf (IVV) 0.1 $229k 388.00 589.10
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $228k 9.1k 24.99
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $214k 1.2k 184.12
NVIDIA Corporation (NVDA) 0.1 $210k 1.6k 134.29
Ishares Tr Russell 2000 Etf (IWM) 0.1 $205k 928.00 220.89
Rockwell Automation (ROK) 0.1 $200k 700.00 285.79