Professional Financial Advisors, LLC Portfolio Holdings

Professional Financial Advisors, LLC

  • $422 Million
  • Q2 2025

Professional Financial Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $422 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $118M, Ishares Core U.S. Aggregate Bo with a value of $67M, Wisdomtree Tr Wisdomtree U.S. with a value of $23.9M, Vanguard Star Fd Vanguard Tota with a value of $19.7M, and Wisdomtree Tr Intl Efficient C with a value of $10.3M.

Examining the 13F form we can see an increase of $36.4M in the current position value, from $385M to 422M.

Below you can find more details about Professional Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $422 Million
ETFs: $384 Million
Financial Services: $12 Million
Technology: $7.56 Million
Industrials: $4.63 Million
Consumer Defensive: $4.23 Million
Communication Services: $4.03 Million
Consumer Cyclical: $3.23 Million
Healthcare: $1.82 Million
Other: $297,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$118 Million 28.06% of portfolio
1,579,615
Q2 2025 Added 1.98%
$0
$67 Million 15.89% of portfolio
675,358
Q2 2025 Added 0.97%
$0
$23.9 Million 5.67% of portfolio
477,465
Q2 2025 Added 5.58%
$0
$19.7 Million 4.68% of portfolio
285,515
Q2 2025 Added 2.56%
$0
$10.3 Million 2.43% of portfolio
251,005
Q2 2025 Added 5.67%
$0
$7.08 Million 1.68% of portfolio
77,146
Q2 2025 Added 7.6%
$0
$6.71 Million 1.59% of portfolio
66,626
Q2 2025 Added 3.59%
$0
$6.4 Million 1.52% of portfolio
100,024
Q2 2025 Added 4.43%
$0
$6.2 Million 1.47% of portfolio
10,922
Q2 2025 Reduced 49.98%
$0
$5.51 Million 1.31% of portfolio
75,772
Q2 2025 New
$0
$5.43 Million 1.29% of portfolio
48,259
Q2 2025 Added 1.7%
$0
$5.42 Million 1.28% of portfolio
56,573
Q2 2025 New
$0
$5.21 Million 1.24% of portfolio
21,694
Q2 2025 Added 4.28%
$0
$5.06 Million 1.2% of portfolio
16,656
Q2 2025 Reduced 49.39%
$0
$5.06 Million 1.2% of portfolio
18,998
Q2 2025 Added 1.54%
$621B
$4.95 Million 1.17% of portfolio
10,198
Q2 2025 Added 0.34%
$0
$4.62 Million 1.1% of portfolio
179,591
Q2 2025 Added 8.41%
$135B
$4.4 Million 1.04% of portfolio
19,117
Q2 2025 Added 1.84%
$0
$3.92 Million 0.93% of portfolio
77,424
Q2 2025 Added 39.77%
$0
$3.88 Million 0.92% of portfolio
26,999
Q2 2025 Added 3.67%
$0
$3.49 Million 0.83% of portfolio
68,136
Q2 2025 Added 2.04%
$3.95T
$3.34 Million 0.79% of portfolio
6,714
Q2 2025 Added 0.78%
$106B
$3.11 Million 0.74% of portfolio
10,209
Q2 2025 Reduced 4.58%
$0
$3.11 Million 0.74% of portfolio
75,676
Q2 2025 Added 6.5%
$0
$2.78 Million 0.66% of portfolio
64,219
Q2 2025 Added 2.38%
$0
$2.67 Million 0.63% of portfolio
58,287
Q2 2025 Added 11.38%
$0
$2.61 Million 0.62% of portfolio
51,784
Q2 2025 Added 41.53%
$3.69T
$2.54 Million 0.6% of portfolio
12,392
Q2 2025 Reduced 8.65%
$0
$2.51 Million 0.6% of portfolio
64,840
Q2 2025 Reduced 0.41%
$0
$2.49 Million 0.59% of portfolio
25,478
Q2 2025 Added 3.5%
$1.78T
$2.27 Million 0.54% of portfolio
3,074
Q2 2025 Added 1.62%
$0
$2.22 Million 0.53% of portfolio
66,970
Q2 2025 Added 4.01%
$2.26T
$2.24 Million 0.53% of portfolio
10,191
Q2 2025 Added 0.72%
$0
$2.1 Million 0.5% of portfolio
31,274
Q2 2025 Reduced 42.03%
$0
$2.02 Million 0.48% of portfolio
19,333
Q2 2025 Added 4.77%
$281B
$2.01 Million 0.48% of portfolio
20,590
Q2 2025 Reduced 9.35%
$179B
$1.9 Million 0.45% of portfolio
20,857
Q2 2025 Reduced 0.4%
$0
$1.81 Million 0.43% of portfolio
150,885
Q2 2025 Added 2.78%
$1.24T
$1.76 Million 0.42% of portfolio
9,923
Q2 2025 Reduced 2.21%
$0
$1.65 Million 0.39% of portfolio
18,266
Q2 2025 Added 2.69%
$548B
$1.64 Million 0.39% of portfolio
2,926
Q2 2025 Added 0.72%
$18B
$1.64 Million 0.39% of portfolio
50,100
Q2 2025 Added 3.39%
$0
$1.54 Million 0.37% of portfolio
2,799
Q2 2025 Reduced 10.26%
$0
$1.55 Million 0.37% of portfolio
11,487
Q2 2025 Added 3.26%
$551B
$1.53 Million 0.36% of portfolio
4,311
Q2 2025 Added 1.41%
$0
$1.51 Million 0.36% of portfolio
49,449
Q2 2025 Reduced 1.06%
$0
$1.46 Million 0.35% of portfolio
37,038
Q2 2025 Added 12.49%
$70.7B
$1.49 Million 0.35% of portfolio
3,840
Q2 2025 Added 1.69%
$0
$1.42 Million 0.34% of portfolio
22,158
Q2 2025 Added 4.26%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $422 Million
  • Prior Value $385 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Professional Financial Advisors, LLC Portfolio

Follow Professional Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Professional Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Professional Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email