Professional Financial Advisors, LLC Purchases in Q2 2025

Professional Financial Advisors, LLC

  • $422 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
30.7K
+ 1.98%
$60.34 - $74.89 $1.85M - $2.3M
1.58M $118M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
75.8K
New
$57.14 - $72.68 $4.33M - $5.51M
75.8K $5.51M
IEF
Ishares Barclays

ETFs
56.6K
New
$93.15 - $96.56 $5.27M - $5.46M
56.6K $5.42M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
25.2K
+ 5.58%
$40.73 - $50.06 $1.03M - $1.26M
477K $23.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.13K
+ 2.56%
$55.54 - $69.09 $396K - $492K
286K $19.7M
COF
Capital One Financial Corp

Financial Services
6.56K
New
$150.57 - $212.76 $988K - $1.4M
6.56K $1.4M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
13.5K
+ 5.67%
$34.04 - $41.25 $459K - $556K
251K $10.3M
TFLO
Ishares Treasury Floating Rate

ETFs
22K
+ 39.77%
$50.47 - $50.66 $1.11M - $1.12M
77.4K $3.92M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
805
+ 1.7%
$82.32 - $112.47 $66.3K - $90.5K
48.3K $5.43M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
890
+ 4.28%
$180.84 - $240.32 $161K - $214K
21.7K $5.21M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.48K
+ 0.97%
$96.84 - $99.46 $628K - $645K
675K $67M
USFR
Wisdomtree Floating Rate Treas

ETFs
15.2K
+ 41.53%
$50.28 - $50.47 $764K - $767K
51.8K $2.61M
JNK
Spdr Bloomberg High Yield Bond

ETFs
7.71K
New
$91.23 - $97.27 $703K - $750K
7.71K $749K
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
4.62K
+ 6.5%
$30.94 - $41.09 $143K - $190K
75.7K $3.11M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
289
+ 1.54%
$212.85 - $266.59 $61.5K - $77K
19K $5.06M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.37K
+ 2.04%
$39.69 - $51.24 $54.2K - $69.9K
68.1K $3.49M
META
Meta Platforms, Inc.

Communication Services
49
+ 1.62%
$484.66 - $738.09 $23.7K - $36.2K
3.07K $2.27M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.45K
+ 7.6%
$91.43 - $91.74 $498K - $500K
77.1K $7.08M
DGRO
Ishares Core Dividend Growth E

ETFs
4.24K
+ 4.43%
$55.22 - $63.94 $234K - $271K
100K $6.4M
SSO
Proshares Ultra S&P 500

ETFs
862
+ 3.5%
$64.8 - $97.72 $55.9K - $84.2K
25.5K $2.49M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
13.9K
+ 8.41%
$24.61 - $25.89 $343K - $361K
180K $4.62M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
957
+ 3.67%
$118.46 - $143.72 $113K - $138K
27K $3.88M
NVDA
Nvidia Corp

Technology
2.51K
New
$94.31 - $157.99 $237K - $397K
2.51K $396K
CTA
Simplify Exch Traded Fds Simpl

ETFs
12.2K
New
$26.61 - $29.9 $324K - $364K
12.2K $325K
AMZN
Amazon Com Inc

Consumer Cyclical
73
+ 0.72%
$167.32 - $223.3 $12.2K - $16.3K
10.2K $2.24M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.03K
+ 13.6%
$41.45 - $54.46 $125K - $165K
25.3K $1.32M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
2.58K
+ 4.01%
$26.33 - $33.39 $67.9K - $86.1K
67K $2.22M
CGDV
Capital Group Divid Value ETF

ETFs
4.11K
+ 12.49%
$31.93 - $39.49 $131K - $162K
37K $1.46M
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.49K
+ 2.38%
$35.9 - $43.76 $53.6K - $65.4K
64.2K $2.78M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.96K
+ 11.38%
$44.68 - $45.96 $266K - $274K
58.3K $2.67M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.44K
+ 98.01%
$75.05 - $77.34 $258K - $266K
6.95K $537K
CGGO
Capital Group Global Growth Eq

ETFs
3.3K
+ 9.26%
$25.31 - $32.17 $83.5K - $106K
38.9K $1.24M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
2.88K
+ 4.26%
$68.11 - $69.33 $196K - $200K
70.5K $4.89M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.31K
+ 3.59%
$100.35 - $100.71 $232K - $233K
66.6K $6.71M
ROK
Rockwell Automation, Inc

Industrials
700
New
$218.97 - $332.17 $153K - $233K
700 $232K
VBK
Vanguard Small Cap Growth ETF

ETFs
825
New
$219.76 - $276.94 $181K - $228K
825 $228K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
906
+ 4.26%
$50.29 - $64.29 $45.6K - $58.2K
22.2K $1.42M
GLDM
World Gold Trust

ETFs
3.26K
New
$58.96 - $67.97 $192K - $222K
3.26K $213K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
3.21K
New
$52.11 - $64.98 $167K - $208K
3.21K $208K
CGGR
Capital Group Growth ETF Shs C

ETFs
272
+ 0.88%
$30.53 - $40.65 $8.3K - $11.1K
31.1K $1.26M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
4.85K
New
$37.87 - $42.54 $184K - $206K
4.85K $203K
IEMG
Ishares Inc

ETFs
3.72K
New
N/A
3.72K $199K
ITOT
Ishares Core S&P Total U.S. St

ETFs
363
+ 3.26%
$108.12 - $135.04 $39.2K - $49K
11.5K $1.55M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
512
+ 1.88%
$36.01 - $45.69 $18.4K - $23.4K
27.7K $1.27M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
479
+ 2.69%
$75.29 - $91.16 $36.1K - $43.7K
18.3K $1.65M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
1.45K
+ 3.62%
$22.28 - $27.57 $32.3K - $40K
41.5K $1.15M
TSLA
Tesla, Inc.

Consumer Cyclical
94
+ 4.36%
$221.86 - $362.89 $20.9K - $34.1K
2.25K $714K
SLV
I Shares Silver Trust

ETFs
1.64K
+ 3.39%
$27.08 - $33.74 $44.5K - $55.5K
50.1K $1.64M
ORCL
Oracle Corp

Technology
6
+ 0.35%
$122.82 - $218.63 $737 - $1.31K
1.73K $377K
Activity Summary
Buys All Purchases 83 New Holdings 12 Increased Positions 71 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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