Professional Financial Advisors, LLC Purchases in Q3 2024

Professional Financial Advisors, LLC

  • $377 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
15.1K
+ 1.01%
$63.28 - $70.06 $953K - $1.05M
1.5M $105M
TLT
Ishares Barclays 20+ Year Trea

ETFs
54.5K
New
$89.91 - $101.33 $4.9M - $5.52M
54.5K $5.35M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.9K
+ 0.91%
$96.25 - $101.98 $567K - $601K
656K $66.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.71K
+ 1.97%
$58.03 - $65.37 $273K - $308K
244K $15.8M
ELV
Elevance Health, Inc.

Healthcare
2.38K
New
$500.12 - $562.29 $1.19M - $1.34M
2.38K $1.24M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.8K
New
$76.94 - $79.54 $833K - $862K
10.8K $860K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
315
+ 3.3%
$405.19 - $478.57 $128K - $151K
9.86K $4.54M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.1K
+ 33.71%
$44.65 - $47.21 $496K - $525K
44.1K $2.06M
DGRO
Ishares Core Dividend Growth E

ETFs
802
+ 0.88%
$57.47 - $62.76 $46.1K - $50.3K
91.9K $5.76M
GLD
Spdr Gold Trust

ETFs
935
+ 10.47%
$215.56 - $246.98 $202K - $231K
9.86K $2.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.39K
+ 6.78%
$56.47 - $63.69 $191K - $216K
53.4K $3.36M
TFLO
Ishares Treasury Floating Rate

ETFs
6.59K
+ 12.42%
$50.42 - $50.66 $332K - $334K
59.7K $3.02M
AAPL
Apple Inc.

Technology
68
+ 0.49%
$207.23 - $234.82 $14.1K - $16K
13.9K $3.25M
WMT
Walmart Inc.

Consumer Defensive
137
+ 0.63%
$66.91 - $81.4 $9.17K - $11.2K
21.8K $1.76M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
541
+ 2.59%
$175.46 - $203.3 $94.9K - $110K
21.4K $4.34M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.9K
+ 15.28%
$33.89 - $41.64 $98.3K - $121K
21.9K $871K
IVV
Ishares Core S&P 500 ETF

ETFs
381
New
$520.18 - $576.82 $198K - $220K
381 $219K
LMT
Lockheed Martin Corp

Industrials
367
New
$460.3 - $584.56 $169K - $215K
367 $214K
IWM
Ishares Russell 2000 ETF

ETFs
926
New
$200.87 - $224.6 $186K - $208K
926 $204K
SSO
Proshares Ultra S&P 500

ETFs
148
+ 0.59%
$73.92 - $90.17 $10.9K - $13.3K
25.2K $2.28M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
3.65K
+ 6.52%
$37.92 - $42.97 $139K - $157K
59.7K $2.51M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
462
+ 0.99%
$79.58 - $91.64 $36.8K - $42.3K
46.9K $4.25M
MA
Mastercard Inc

Financial Services
53
+ 1.86%
$429.6 - $500.99 $22.8K - $26.6K
2.9K $1.43M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
93
+ 0.15%
$28.65 - $32.83 $2.66K - $3.05K
62.1K $2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.65K
+ 3.17%
$100.3 - $100.74 $165K - $166K
53.7K $5.41M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
627
+ 3.98%
$80.13 - $88.89 $50.2K - $55.7K
16.4K $1.45M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
43
+ 0.25%
$223.74 - $251.93 $9.62K - $10.8K
17.1K $4.3M
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
9.36K
+ 8.87%
$11.45 - $13.06 $107K - $122K
115K $1.38M
CGDV
Capital Group Divid Value ETF

ETFs
1.33K
+ 4.28%
$32.96 - $36.48 $44K - $48.7K
32.5K $1.18M
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
3.15K
+ 4.59%
$31.7 - $36.98 $100K - $117K
71.8K $2.59M
SLV
I Shares Silver Trust

ETFs
1.79K
+ 3.84%
$24.33 - $29.38 $43.5K - $52.5K
48.3K $1.37M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2
+ 0.0%
$37.37 - $41.82 $74.7 - $83.6
52.9K $2.2M
IVE
Ishares S&P 500 Value ETF

ETFs
222
+ 4.42%
$181.06 - $197.17 $40.2K - $43.8K
5.24K $1.03M
KMX
Carmax Inc

Consumer Cyclical
500
+ 2.94%
$71.21 - $85.78 $35.6K - $42.9K
17.5K $1.35M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.17K
+ 3.93%
$30.71 - $34.79 $36K - $40.8K
31.1K $1.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
153
+ 2.45%
$105.53 - $118.34 $16.1K - $18.1K
6.41K $749K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
713
+ 2.69%
$35.7 - $41.13 $25.5K - $29.3K
27.2K $1.1M
IBM
International Business Machines Corp

Technology
7
+ 0.6%
$175.1 - $223.38 $1.23K - $1.56K
1.18K $260K
ABBV
Abb Vie Inc.

Healthcare
54
+ 3.41%
$163.84 - $199.33 $8.85K - $10.8K
1.64K $323K
VOE
Vanguard Mid Cap Value Index F

ETFs
12
+ 0.42%
$149.02 - $167.67 $1.79K - $2.01K
2.89K $484K
ORCL
Oracle Corp

Technology
5
+ 0.29%
$125.9 - $170.35 $630 - $852
1.71K $290K
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.53%
$333.64 - $405.2 $1.33K - $1.62K
758 $307K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7
+ 0.12%
$83.76 - $91.82 $586 - $643
5.63K $514K
CGGO
Capital Group Global Growth Eq

ETFs
234
+ 0.68%
$27.25 - $30.52 $6.38K - $7.14K
34.8K $1.05M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
291
+ 0.53%
$91.42 - $91.82 $26.6K - $26.7K
55.4K $5.08M
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
39
+ 0.5%
$46.58 - $50.48 $1.82K - $1.97K
7.92K $394K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1
+ 0.08%
$169.12 - $184.42 $169 - $184
1.2K $221K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
34
+ 1.03%
$74.26 - $78.84 $2.52K - $2.68K
3.33K $260K
Tidal Tr Ii
19K
+ 32.82%
N/A
76.9K $0
Activity Summary
Buys All Purchases 62 New Holdings 6 Increased Positions 56 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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