Portland Financial Advisors Inc New Holdings in Q4 2024

Portland Financial Advisors Inc

  • $37.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
41.4K
New
$50.23 - $50.46 $2.08M - $2.09M
41.4K $2.08B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20.4K
New
$100.24 - $101.35 $2.04M - $2.07M
20.4K $2.05B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.49K
New
$567.81 - $607.81 $1.98M - $2.12M
3.49K $2.04B
VO
Vanguard Mid Cap ETF

ETFs
7.73K
New
$261.5 - $284.63 $2.02M - $2.2M
7.73K $2.04B
OHI
Omega Healthcare Investors Inc

Real Estate
49.4K
New
$37.51 - $42.56 $1.85M - $2.1M
49.4K $1.87B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
12.6K
New
$108.6 - $115.42 $1.37M - $1.45M
12.6K $1.38B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.7K
New
$126.68 - $134.74 $1.36M - $1.45M
10.7K $1.37B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
6.88K
New
$164.89 - $177.66 $1.13M - $1.22M
6.88K $1.14B
FLRN
Spdr Bloomberg Investment Grad

ETFs
35.6K
New
$30.67 - $30.84 $1.09M - $1.1M
35.6K $1.09B
IVV
Ishares Core S&P 500 ETF

ETFs
1.5K
New
$570.51 - $610.59 $855K - $915K
1.5K $882M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
13.5K
New
$47.77 - $51.75 $646K - $700K
13.5K $653M
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.38K
New
$76.21 - $82.24 $639K - $689K
8.38K $653M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10.3K
New
$63.27 - $70.31 $649K - $721K
10.3K $651M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.3K
New
$38.37 - $42.82 $624K - $696K
16.3K $624M
VV
Vanguard Large Cap ETF

ETFs
2.21K
New
$260.27 - $280.65 $574K - $619K
2.21K $595M
BOTZ
Global X Fds

ETFs
18.1K
New
$31.11 - $34.18 $563K - $618K
18.1K $578M
OEF
Ishares S&P 100 ETF

ETFs
1.98K
New
N/A
1.98K $572M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
8.02K
New
$70.1 - $76.53 $562K - $614K
8.02K $567M
VTV
Vanguard Value ETF

ETFs
3.33K
New
$168.32 - $181.87 $560K - $605K
3.33K $564M
VNQ
Vanguard Specialized Funds Van

ETFs
6.23K
New
$87.85 - $98.6 $547K - $614K
6.23K $555M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
4.27K
New
$120.76 - $140.58 $515K - $600K
4.27K $544M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.19K
New
$442.29 - $483.08 $527K - $576K
1.19K $540M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
11.6K
New
$42.8 - $44.98 $498K - $524K
11.6K $509M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.3K
New
$50.73 - $51.08 $472K - $475K
9.3K $473M
VUG
Vanguard Growth ETF

ETFs
1.13K
New
$378.79 - $428.11 $430K - $485K
1.13K $465M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10.7K
New
$42.33 - $43.3 $452K - $462K
10.7K $455M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.33K
New
$66.77 - $71.52 $423K - $453K
6.33K $437M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
10.7K
New
$40.41 - $45.12 $432K - $483K
10.7K $433M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.72K
New
$113.92 - $127.38 $424K - $474K
3.72K $429M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.29K
New
$51.09 - $55.27 $424K - $458K
8.29K $424M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
19.9K
New
$20.55 - $23.26 $408K - $462K
19.9K $418M
XOM
Exxon Mobil Corp

Energy
3.82K
New
$105.51 - $125.37 $403K - $479K
3.82K $411M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5.75K
New
$70.63 - $78.23 $406K - $450K
5.75K $408M
AAPL
Apple Inc.

Technology
1.62K
New
$221.69 - $259.02 $360K - $420K
1.62K $406M
SCHR
Schwab Intermediate Term Us Tr

ETFs
15.7K
New
$24.19 - $50.58 $379K - $792K
15.7K $380M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
32.7K
New
$11.42 - $12.5 $373K - $409K
32.7K $377M
VIG
Vanguard Dividend Appreciation

ETFs
1.87K
New
N/A
1.87K $366M
SPSB
Spdr Portfolio Short Term Corp

ETFs
12.1K
New
$29.77 - $30.19 $359K - $364K
12.1K $360M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
3.28K
New
$108.28 - $117.54 $355K - $386K
3.28K $357M
ILCB
Ishares Morningstar U.S. Equit

ETFs
4.39K
New
$78.43 - $84.56 $344K - $371K
4.39K $356M
Blackrock Inc
344
New
N/A
344 $353M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.26K
New
$94.43 - $105.47 $308K - $344K
3.26K $331M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.36K
New
$44.04 - $49.49 $324K - $364K
7.36K $324M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
6.54K
New
$47.66 - $51.97 $311K - $340K
6.54K $319M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.47K
New
$57.29 - $63.1 $314K - $345K
5.47K $314M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
6.86K
New
$43.02 - $47.32 $295K - $325K
6.86K $297M
VB
Vanguard Small Cap ETF

ETFs
1.22K
New
$233.76 - $261.58 $285K - $319K
1.22K $293M
MSFT
Microsoft Corp

Technology
690
New
$406.35 - $454.46 $280K - $314K
690 $291M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.2K
New
$23.29 - $23.93 $262K - $269K
11.2K $264M
Activity Summary
Buys All Purchases 64 New Holdings 64 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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