Professional Financial Advisors

Professional Financial Advisors as of June 30, 2025

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 116 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfoli S&p1500 (SPTM) 27.4 $118M 1.6M 74.89
Ishares Tr Core Us Aggbd Et (AGG) 15.5 $67M 675k 99.20
Wisdomtree Tr Us Efficient Cor (NTSX) 5.5 $24M 478k 50.06
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.6 $20M 286k 69.09
Wisdomtree Tr Internationl Efi (NTSI) 2.4 $10M 251k 40.99
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.6 $7.1M 77k 91.73
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $6.7M 67k 100.69
Ishares Tr Core Div Grwth (DGRO) 1.5 $6.4M 100k 63.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $6.2M 11k 568.05
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $5.5M 76k 72.68
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.3 $5.4M 48k 112.47
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.3 $5.4M 57k 95.77
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $5.2M 22k 240.31
Spdr Series Trust S&p1500momtilt (MMTM) 1.2 $5.1M 19k 266.59
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $5.1M 17k 303.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $5.0M 10k 485.76
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.1 $4.9M 71k 69.33
Tidal Tr Ii Return Stckd Us (RSST) 1.1 $4.9M 210k 23.32
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.1 $4.6M 180k 25.73
Union Pacific Corporation (UNP) 1.0 $4.4M 19k 230.08
Ishares Tr TRS FLT RT BD (TFLO) 0.9 $3.9M 77k 50.65
Vanguard Wellington Us Quality (VFQY) 0.9 $3.9M 27k 143.72
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.8 $3.5M 68k 51.24
Microsoft Corporation (MSFT) 0.8 $3.3M 6.7k 497.41
Spdr Gold Tr Gold Shs (GLD) 0.7 $3.1M 10k 304.83
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.7 $3.1M 76k 41.09
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.8M 64k 43.22
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.6 $2.7M 58k 45.75
Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $2.6M 52k 50.31
Apple (AAPL) 0.6 $2.5M 12k 205.18
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $2.5M 65k 38.74
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $2.5M 26k 97.72
Meta Platforms Cl A (META) 0.5 $2.3M 3.1k 738.05
Amazon (AMZN) 0.5 $2.2M 10k 219.38
Wisdomtree Tr Emerging Markets (NTSE) 0.5 $2.2M 67k 33.19
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 0.5 $2.2M 84k 26.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $2.1M 31k 67.22
Ishares Tr National Mun Etf (MUB) 0.5 $2.0M 19k 104.48
Wal-Mart Stores (WMT) 0.5 $2.0M 21k 97.78
Charles Schwab Corporation (SCHW) 0.4 $1.9M 21k 91.24
Cambria Etf Tr Tail Risk (TAIL) 0.4 $1.8M 151k 11.99
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.8M 9.9k 177.39
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $1.6M 18k 90.12
Mastercard Incorporated Cl A (MA) 0.4 $1.6M 2.9k 561.89
Ishares Silver Tr Ishares (SLV) 0.4 $1.6M 50k 32.81
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.6M 12k 135.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.5M 2.8k 551.68
Visa Com Cl A (V) 0.4 $1.5M 4.3k 355.08
Cambria Etf Tr Glb Asset Allo (GAA) 0.4 $1.5M 49k 30.55
Anthem (ELV) 0.3 $1.5M 3.8k 388.95
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.5M 37k 39.49
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $1.4M 22k 64.29
Capital One Financial (COF) 0.3 $1.4M 6.6k 212.77
Tidal Tr Ii Rtn Stacked Bd (RSBT) 0.3 $1.4M 86k 16.21
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $1.3M 25k 52.06
Ishares Tr Msci Intl Moment (IMTM) 0.3 $1.3M 28k 45.69
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $1.3M 31k 40.65
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.3M 6.4k 195.41
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.3M 11k 118.57
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.2M 39k 31.97
Spdr Series Trust Portfolio S&p500 (SPYM) 0.3 $1.2M 16k 72.69
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.2M 18k 67.02
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.3 $1.1M 42k 27.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $923k 12k 79.50
ConAgra Foods (CAG) 0.2 $892k 44k 20.47
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.2 $871k 17k 52.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $818k 4.5k 181.74
Lamb Weston Hldgs (LW) 0.2 $799k 15k 51.85
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $780k 19k 42.28
United Sts Gasoline Units (UGA) 0.2 $762k 13k 60.22
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $754k 19k 40.49
Spdr Series Trust Bloomberg High Y (JNK) 0.2 $750k 7.7k 97.27
Tesla Motors (TSLA) 0.2 $715k 2.3k 317.66
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $661k 6.0k 109.29
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $647k 13k 51.02
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $644k 15k 42.74
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $640k 6.8k 93.87
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $604k 4.9k 123.58
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $601k 8.7k 69.00
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $560k 8.8k 63.71
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $538k 7.0k 77.35
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $529k 12k 45.21
Procter & Gamble Company (PG) 0.1 $523k 3.3k 159.31
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $495k 23k 22.03
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $467k 2.8k 164.46
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $422k 4.8k 88.25
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $414k 8.0k 52.02
NVIDIA Corporation (NVDA) 0.1 $397k 2.5k 157.99
Oracle Corporation (ORCL) 0.1 $378k 1.7k 218.63
International Business Machines (IBM) 0.1 $350k 1.2k 294.79
Wells Fargo & Company (WFC) 0.1 $346k 4.3k 80.11
Putnam Etf Trust Esg Ultra Short (PULT) 0.1 $341k 6.7k 50.70
Abbvie (ABBV) 0.1 $328k 1.8k 185.67
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $326k 12k 26.74
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $297k 16k 18.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $296k 478.00 618.14
Dell Technologies CL C (DELL) 0.1 $291k 2.4k 122.61
Home Depot (HD) 0.1 $285k 776.00 366.75
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $284k 5.5k 51.36
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $280k 21k 13.49
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $271k 1.5k 182.82
Applied Materials (AMAT) 0.1 $264k 1.4k 183.04
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $260k 2.4k 110.10
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $249k 8.4k 29.66
Ishares Tr Eafe Value Etf (EFV) 0.1 $245k 3.9k 63.49
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $238k 4.4k 54.46
Rockwell Automation (ROK) 0.1 $233k 700.00 332.17
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $229k 825.00 276.95
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $224k 5.3k 42.60
Ishares Core Msci Emkt (IEMG) 0.1 $224k 3.7k 60.02
Kkr & Co (KKR) 0.1 $224k 1.7k 133.03
Ishares Tr Core S&p500 Etf (IVV) 0.1 $222k 358.00 620.43
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $214k 3.3k 65.52
Ishares Tr Core Total Usd (IUSB) 0.0 $210k 4.5k 46.23
Ea Series Trust Us Quan Momentum (QMOM) 0.0 $208k 3.2k 64.97
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.0 $204k 4.8k 42.01