Professional Financial Advisors

Professional Financial Advisors as of March 31, 2025

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 108 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfoli S&p1500 (SPTM) 26.8 $105M 1.5M 68.01
Ishares Tr Core Us Aggbd Et (AGG) 16.8 $66M 669k 98.92
Wisdomtree Tr Us Efficient Cor (NTSX) 5.2 $21M 452k 45.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.4 $17M 278k 62.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.8 $11M 22k 513.90
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $9.0M 33k 274.84
Wisdomtree Tr Internationl Efi (NTSI) 2.3 $9.0M 238k 37.98
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.7 $6.6M 72k 91.73
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $6.5M 64k 100.67
Ishares Tr Core Div Grwth (DGRO) 1.5 $5.9M 96k 61.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $5.4M 10k 532.52
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.2 $4.7M 68k 68.81
Spdr Ser Tr S&p1500momtilt (MMTM) 1.1 $4.5M 19k 240.91
Union Pacific Corporation (UNP) 1.1 $4.4M 19k 236.24
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.1 $4.4M 48k 92.53
Tidal Tr Ii Return Stckd Us (RSST) 1.1 $4.3M 197k 22.09
Ishares Tr Msci Usa Mmentm (MTUM) 1.1 $4.2M 21k 202.13
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.1 $4.2M 166k 25.26
Vanguard Wellington Us Quality (VFQY) 0.9 $3.5M 26k 133.66
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $3.3M 54k 60.66
Spdr Gold Tr Gold Shs (GLD) 0.8 $3.1M 11k 288.14
Apple (AAPL) 0.8 $3.0M 14k 222.12
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.7 $2.9M 67k 44.16
Ishares Tr TRS FLT RT BD (TFLO) 0.7 $2.8M 55k 50.66
Microsoft Corporation (MSFT) 0.6 $2.5M 6.7k 375.37
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.5M 63k 39.69
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.6 $2.5M 71k 34.61
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $2.4M 52k 45.65
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $2.2M 65k 34.34
Proshares Tr Pshs Ult S&p 500 (SSO) 0.5 $2.0M 25k 82.78
Wal-Mart Stores (WMT) 0.5 $2.0M 23k 87.79
Ishares Tr National Mun Etf (MUB) 0.5 $1.9M 19k 105.44
Wisdomtree Tr Emerging Markets (NTSE) 0.5 $1.9M 64k 30.02
Amazon (AMZN) 0.5 $1.9M 10k 190.27
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 0.5 $1.9M 81k 23.43
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $1.8M 37k 50.33
Meta Platforms Cl A (META) 0.4 $1.7M 3.0k 576.30
Cambria Etf Tr Tail Risk (TAIL) 0.4 $1.7M 147k 11.78
Anthem (ELV) 0.4 $1.6M 3.8k 435.01
Charles Schwab Corporation (SCHW) 0.4 $1.6M 21k 78.28
Mastercard Incorporated Cl A (MA) 0.4 $1.6M 2.9k 548.21
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 10k 156.23
Ishares Silver Tr Ishares (SLV) 0.4 $1.5M 49k 30.99
Visa Com Cl A (V) 0.4 $1.5M 4.3k 350.48
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $1.5M 18k 82.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.5M 3.1k 468.90
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $1.5M 50k 29.12
Tidal Tr Ii Rtn Stacked Bd (RSBT) 0.4 $1.4M 82k 16.95
Kkr & Co (KKR) 0.3 $1.4M 12k 115.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.4M 11k 122.01
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $1.3M 19k 65.76
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.3M 11k 116.37
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $1.2M 13k 91.03
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $1.2M 21k 56.36
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.2M 33k 35.64
ConAgra Foods (CAG) 0.3 $1.2M 44k 26.67
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.2M 6.0k 190.58
Ishares Tr Msci Intl Moment (IMTM) 0.3 $1.1M 27k 39.94
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.1M 18k 60.48
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $1.1M 31k 34.25
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $1.0M 22k 45.97
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.0M 36k 28.33
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.2 $975k 40k 24.31
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $907k 12k 78.94
Lamb Weston Hldgs (LW) 0.2 $822k 15k 53.30
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $788k 33k 23.55
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.2 $768k 16k 48.46
United Sts Gasoline Units (UGA) 0.2 $765k 12k 64.25
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $757k 18k 41.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $740k 4.3k 173.23
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $723k 14k 51.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $704k 19k 36.41
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $656k 6.3k 104.57
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $637k 6.8k 93.66
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.2 $596k 13k 46.12
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $591k 15k 39.37
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $578k 9.3k 62.42
Tesla Motors (TSLA) 0.1 $559k 2.2k 259.16
Procter & Gamble Company (PG) 0.1 $554k 3.2k 170.43
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $530k 4.4k 119.73
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $524k 8.8k 59.75
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $464k 21k 21.97
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $451k 2.8k 160.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $421k 752.00 559.56
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $411k 8.0k 51.71
Putnam Etf Trust Esg Ultra Short (PULT) 0.1 $365k 7.2k 50.67
Abbvie (ABBV) 0.1 $347k 1.7k 209.52
Wells Fargo & Company (WFC) 0.1 $309k 4.3k 71.79
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $305k 16k 18.59
International Business Machines (IBM) 0.1 $295k 1.2k 248.66
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $285k 5.5k 51.55
Home Depot (HD) 0.1 $283k 772.00 366.50
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $272k 21k 13.23
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $269k 3.5k 76.58
Ishares Tr Core Total Usd (IUSB) 0.1 $245k 5.3k 46.08
Oracle Corporation (ORCL) 0.1 $241k 1.7k 139.78
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $240k 8.4k 28.59
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $235k 2.4k 100.01
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $234k 1.4k 170.89
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $229k 9.9k 23.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $226k 2.4k 92.83
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $217k 5.3k 40.76
Dell Technologies CL C (DELL) 0.1 $215k 2.4k 91.16
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $213k 4.4k 48.76
Applied Materials (AMAT) 0.1 $208k 1.4k 145.12
Ishares Tr Eafe Value Etf (EFV) 0.1 $207k 3.5k 58.93
Spdr Ser Tr SPDR S&P1500VL (VLU) 0.1 $207k 1.1k 183.77
Ishares Tr Core S&p500 Etf (IVV) 0.1 $201k 358.00 561.12