Portland Financial Advisors Inc Incresed Positions in Q1 2025

Portland Financial Advisors Inc

  • $39.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
14.4K
+ 119.76%
$29.82 - $30.1 $431K - $435K
26.5K $798M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7K
+ 62.32%
$23.32 - $23.84 $163K - $167K
18.2K $427M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.19K
+ 7.72%
$50.29 - $50.5 $161K - $161K
44.6K $2.24B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.8K
+ 30.16%
$50.87 - $51.09 $143K - $143K
12.1K $618M
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.6K
+ 10.11%
$30.71 - $30.87 $111K - $111K
39.2K $1.21B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.73K
+ 12.79%
$47.08 - $50.67 $81.4K - $87.7K
15.3K $766M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.09K
+ 12.82%
$37.07 - $40.63 $77.3K - $84.7K
18.3K $722M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.93K
+ 26.21%
$42.5 - $46.71 $82K - $90.2K
9.29K $421M
OHI
Omega Healthcare Investors Inc

Real Estate
1.89K
+ 3.82%
$35.7 - $38.33 $67.3K - $72.3K
51.3K $1.95B
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.39K
+ 38.65%
$32.5 - $33.3 $77.5K - $79.4K
8.56K $284M
VEA
Vanguard Ftse Developed Market

ETFs
880
+ 20.46%
$47.4 - $52.99 $41.7K - $46.6K
5.18K $263M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
940
+ 12.47%
$33.84 - $37.77 $31.8K - $35.5K
8.48K $309M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
150
+ 1.29%
$43.6 - $49.84 $6.54K - $7.48K
11.8K $560M
CWB
Spdr Bloomberg Convertible Sec

ETFs
723
+ 8.63%
$75.99 - $81.58 $54.9K - $59K
9.1K $698M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.26K
+ 8.07%
$24.05 - $24.86 $30.4K - $31.4K
16.9K $421M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
180
+ 1.68%
$126.11 - $135.06 $22.7K - $24.3K
10.9K $1.41B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.27K
+ 6.37%
$20.2 - $22.24 $25.6K - $28.1K
21.1K $455M
VTV
Vanguard Value ETF

ETFs
115
+ 3.45%
$167.73 - $179.21 $19.3K - $20.6K
3.44K $595M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
430
+ 4.86%
$23.29 - $23.38 $10K - $10.1K
9.28K $217M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
265
+ 2.48%
$42.38 - $43.28 $11.2K - $11.5K
10.9K $465M
MSFT
Microsoft Corp

Technology
105
+ 15.22%
$375.39 - $447.2 $39.4K - $47K
795 $298M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
359
+ 5.67%
$64.88 - $72.1 $23.3K - $25.9K
6.69K $440M
VIG
Vanguard Dividend Appreciation

ETFs
15
+ 0.8%
N/A
1.89K $366M
Activity Summary
Buys All Purchases 26 New Holdings 2 Increased Positions 24 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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