Professional Financial Advisors

Professional Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Professional Financial Advisors

Professional Financial Advisors holds 125 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfoli S&p1500 (SPTM) 27.6 $131M 1.6M 80.65
Ishares Tr Core Us Aggbd Et (AGG) 14.4 $68M 682k 100.25
Wisdomtree Tr Us Efficient Cor (NTSX) 5.6 $27M 493k 53.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.6 $22M 296k 73.46
Wisdomtree Tr Internationl Efi (NTSI) 2.4 $11M 265k 42.75
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $10M 31k 328.17
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 1.9 $9.2M 100k 91.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $7.4M 12k 612.38
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.5 $7.1M 70k 100.70
Ishares Tr Core Div Grwth (DGRO) 1.5 $7.0M 102k 68.08
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.3 $6.0M 50k 121.06
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.3 $6.0M 78k 76.72
Tidal Trust Ii Return Stckd Us (RSST) 1.2 $5.8M 220k 26.46
Ishares Tr Msci Usa Mmentm (MTUM) 1.2 $5.8M 23k 256.45
Spdr Series Trust S&p1500momtilt (MMTM) 1.2 $5.6M 20k 285.66
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 1.1 $5.4M 78k 69.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $5.3M 11k 502.76
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.1 $5.3M 193k 27.31
Union Pacific Corporation (UNP) 1.0 $4.6M 19k 236.37
Vanguard Wellington Us Quality (VFQY) 0.9 $4.2M 28k 150.82
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $3.9M 55k 71.37
Ishares Tr TRS FLT RT BD (TFLO) 0.8 $3.8M 74k 50.59
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 0.8 $3.7M 68k 53.99
Spdr Gold Tr Gold Shs (GLD) 0.8 $3.6M 10k 355.47
Microsoft Corporation (MSFT) 0.7 $3.6M 6.9k 517.93
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.7 $3.3M 75k 44.45
Apple (AAPL) 0.7 $3.1M 12k 254.64
Proshares Tr Pshs Ult S&p 500 (SSO) 0.6 $3.0M 26k 112.13
Ishares Tr Msci Intl Qualty (IQLT) 0.6 $2.9M 65k 44.19
Advisorshares Tr Q Dynamic Growth (QPX) 0.6 $2.7M 64k 42.96
Wisdomtree Tr Emerging Markets (NTSE) 0.5 $2.5M 70k 36.23
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $2.5M 54k 46.24
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.5M 10k 243.55
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 0.5 $2.5M 87k 28.18
Amazon (AMZN) 0.5 $2.3M 11k 219.56
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $2.3M 46k 50.27
Meta Platforms Cl A (META) 0.5 $2.3M 3.1k 734.37
Ishares Silver Tr Ishares (SLV) 0.5 $2.3M 54k 42.37
Ishares Tr National Mun Etf (MUB) 0.5 $2.2M 21k 106.49
Wal-Mart Stores (WMT) 0.4 $2.1M 21k 103.06
Charles Schwab Corporation (SCHW) 0.4 $2.1M 22k 95.47
Vaneck Etf Trust Gold Miners Etf (GDX) 0.4 $1.9M 25k 76.40
Cambria Etf Tr Tail Risk (TAIL) 0.4 $1.9M 163k 11.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.8M 3.1k 600.45
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $1.8M 20k 89.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.7M 12k 145.65
Visa Com Cl A (V) 0.3 $1.6M 4.7k 341.41
Cambria Etf Tr Glb Asset Allo (GAA) 0.3 $1.6M 50k 31.57
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.6M 5.6k 279.29
Capital One Financial (COF) 0.3 $1.5M 7.2k 212.59
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.3 $1.5M 36k 42.03
UnitedHealth (UNH) 0.3 $1.5M 4.3k 345.34
Ishares Tr Msci Intl Moment (IMTM) 0.3 $1.4M 30k 47.88
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.3 $1.4M 20k 67.90
Ishares Core Msci Emkt (IEMG) 0.3 $1.3M 20k 65.92
Tidal Trust Ii Rtn Stacked Bd (RSBT) 0.3 $1.3M 75k 17.43
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $1.3M 30k 43.92
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $1.3M 38k 34.17
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.3M 6.3k 206.52
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.3M 18k 72.44
Spdr Series Trust Portfolio S&p500 (SPLG) 0.3 $1.3M 16k 78.34
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.3 $1.2M 43k 28.68
Ishares Msci Gbl Min Vol (ACWV) 0.3 $1.2M 10k 119.92
Ishares Tr Latn Amer 40 Etf (ILF) 0.2 $1.1M 38k 28.89
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $1.0M 12k 89.37
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.0M 5.4k 189.70
United Sts Gasoline Units (UGA) 0.2 $964k 15k 64.49
Tesla Motors (TSLA) 0.2 $956k 2.1k 444.72
Spdr Series Trust Bloomberg High Y (JNK) 0.2 $941k 9.6k 97.99
Lamb Weston Hldgs (LW) 0.2 $895k 15k 58.08
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.2 $838k 17k 48.17
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $829k 19k 44.69
Simplify Exchange Traded Fun Managed Futures (CTA) 0.2 $823k 29k 27.97
ConAgra Foods (CAG) 0.2 $798k 44k 18.31
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $791k 19k 42.79
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $711k 6.0k 118.84
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $698k 15k 46.81
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $692k 8.9k 78.09
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $651k 6.8k 95.15
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.1 $639k 8.5k 74.90
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $604k 4.7k 129.72
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $603k 12k 51.08
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $603k 8.8k 68.46
Simplify Exchange Traded Fun Short Term Trea (TUA) 0.1 $553k 25k 21.87
NVIDIA Corporation (NVDA) 0.1 $521k 2.8k 186.58
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $517k 11k 48.70
Procter & Gamble Company (PG) 0.1 $504k 3.3k 153.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $495k 2.8k 174.56
Oracle Corporation (ORCL) 0.1 $487k 1.7k 281.16
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $436k 8.0k 54.86
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $424k 3.7k 113.86
Abbvie (ABBV) 0.1 $384k 1.7k 231.53
Wells Fargo & Company (WFC) 0.1 $364k 4.3k 83.82
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $364k 7.5k 48.47
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $356k 1.2k 297.68
Dell Technologies CL C (DELL) 0.1 $337k 2.4k 141.78
International Business Machines (IBM) 0.1 $335k 1.2k 282.18
Putnam Etf Trust Esg Ultra Short (PULT) 0.1 $320k 6.3k 50.79
Ishares Tr Msci Usa Smcp Mn (SMMV) 0.1 $316k 7.3k 43.05
Home Depot (HD) 0.1 $315k 776.00 405.41
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $306k 5.9k 52.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $305k 457.00 666.51
Applied Materials (AMAT) 0.1 $296k 1.4k 204.69
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $294k 1.5k 194.50
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $290k 2.4k 120.72
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $281k 16k 17.16
Mastercard Incorporated Cl A (MA) 0.1 $281k 494.00 568.60
Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.1 $274k 20k 13.61
Cambria Etf Tr Glb Moment Etf (GMOM) 0.1 $267k 8.3k 32.33
Arista Networks Com Shs (ANET) 0.1 $267k 1.8k 145.71
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.1 $266k 4.5k 59.20
Ishares Tr Eafe Value Etf (EFV) 0.1 $265k 3.9k 67.84
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $253k 3.3k 76.45
Rockwell Automation (ROK) 0.1 $245k 700.00 349.53
Alphabet Cap Stk Cl A (GOOGL) 0.1 $245k 1.0k 243.12
Ishares Tr Core S&p500 Etf (IVV) 0.1 $240k 358.00 669.21
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $230k 9.8k 23.47
Ishares Tr Core Total Usd (IUSB) 0.0 $228k 4.9k 46.71
Dorian Lpg Shs Usd (LPG) 0.0 $219k 7.3k 29.80
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $211k 4.5k 46.32
Ea Series Trust Us Quan Momentum (QMOM) 0.0 $207k 3.2k 64.43
American Express Company (AXP) 0.0 $206k 620.00 332.16
Spdr Series Trust SPDR S&P1500VL (VLU) 0.0 $206k 1.0k 204.05
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $202k 1.8k 113.89
Lockheed Martin Corporation (LMT) 0.0 $202k 404.00 499.51