Professional Financial Advisors, LLC Incresed Positions in Q4 2024

Professional Financial Advisors, LLC

  • $382 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.86K
+ 45.83%
$521.84 - $558.82 $3.58M - $3.83M
21.8K $11.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
20.8K
+ 1.38%
$69.3 - $74.3 $1.44M - $1.55M
1.53M $109M
USFR
Wisdomtree Floating Rate Treas

ETFs
17.4K
+ 54.06%
$50.23 - $50.46 $873K - $877K
49.5K $2.49M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
1.34K
+ 7.85%
$249.14 - $273.15 $334K - $367K
18.4K $4.8M
AMZN
Amazon Com Inc

Consumer Cyclical
14
+ 0.13%
$180.88 - $232.93 $2.53K - $3.26K
10.5K $2.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.53K
+ 6.57%
$100.16 - $100.7 $353K - $355K
57.2K $5.74M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.23K
+ 2.61%
$89.97 - $98.59 $110K - $121K
48.1K $4.57M
WMT
Walmart Inc.

Consumer Defensive
833
+ 3.81%
$79.1 - $95.7 $65.9K - $79.7K
22.7K $2.05M
TSLA
Tesla, Inc.

Consumer Cyclical
53
+ 2.89%
$213.65 - $479.86 $11.3K - $25.4K
1.89K $761K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
8.58K
+ 2.0%
$45.85 - $49.28 $393K - $423K
438K $20.5M
GOOG
Alphabet Inc.

Communication Services
135
+ 1.36%
$163.08 - $198.16 $22K - $26.8K
10.1K $1.91M
SCHW
Schwab Charles Corp

Financial Services
646
+ 3.23%
$63.31 - $82.85 $40.9K - $53.5K
20.6K $1.53M
PFIX
Simplify ETF Simplify Int Rate

ETFs
680
+ 4.33%
$39.93 - $52.66 $27.2K - $35.8K
16.4K $857K
MUB
Ishares National Muni Bond ETF

ETFs
1.99K
+ 13.18%
$105.78 - $108.7 $210K - $216K
17.1K $1.82M
MSFT
Microsoft Corp

Technology
470
+ 7.84%
$406.35 - $454.46 $191K - $214K
6.47K $2.72M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.29K
+ 5.53%
$139.44 - $150.37 $180K - $194K
24.6K $3.46M
KMX
Carmax Inc

Consumer Cyclical
683
+ 3.91%
$71.11 - $87.2 $48.6K - $59.6K
18.2K $1.48M
MA
Mastercard Inc

Financial Services
64
+ 2.21%
$491.3 - $536.15 $31.4K - $34.3K
2.97K $1.56M
GLD
Spdr Gold Trust

ETFs
435
+ 4.41%
$236.59 - $257.5 $103K - $112K
10.3K $2.49M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
828
+ 5.68%
$62.09 - $82.32 $51.4K - $68.2K
15.4K $1.03M
CGGR
Capital Group Growth ETF Shs C

ETFs
304
+ 0.98%
$34.49 - $39.24 $10.5K - $11.9K
31.4K $1.17M
META
Meta Platforms, Inc.

Communication Services
11
+ 0.33%
$554.08 - $632.68 $6.09K - $6.96K
3.38K $2M
UGA
United States Gasoline Fund, LP

ETFs
110
+ 0.91%
$59.23 - $65.31 $6.52K - $7.18K
12.2K $766K
WFC
Wells Fargo & Company

Financial Services
21
+ 0.49%
$54.98 - $77.35 $1.15K - $1.62K
4.28K $300K
IVE
Ishares S&P 500 Value ETF

ETFs
467
+ 8.91%
$189.5 - $206.17 $88.5K - $96.3K
5.71K $1.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
321
+ 1.37%
$66.77 - $71.52 $21.4K - $23K
23.7K $1.64M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
3.19K
+ 5.35%
$40.59 - $43.47 $130K - $139K
62.9K $2.56M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
578
+ 5.34%
$77.86 - $79.27 $45K - $45.8K
11.4K $890K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
155
+ 3.62%
$121.89 - $135.52 $18.9K - $21K
4.44K $554K
SPY
Spdr S&P 500 ETF Trust

ETFs
23
+ 2.93%
$567.81 - $607.81 $13.1K - $14K
808 $473K
TYA
Simplify Exchange Traded Fds S

ETFs
1.39K
+ 7.64%
N/A
19.5K $248K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
11.4K
+ 7.91%
$26.01 - $28.19 $297K - $322K
156K $4.08M
IVV
Ishares Core S&P 500 ETF

ETFs
7
+ 1.84%
$570.51 - $610.59 $3.99K - $4.27K
388 $228K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.22%
$216.13 - $242.4 $432 - $485
928 $205K
TUA
Simpl Exch Traded Fds Sht Term
1.34K
+ 8.1%
N/A
17.9K $0
Tidal Tr Ii
4.19K
+ 2.29%
N/A
187K $0
IQLT
Ishares Msci Intl Quality Fact

ETFs
6.22K
+ 11.76%
$37.12 - $41.23 $231K - $257K
59.2K $2.2M
IBM
International Business Machines Corp

Technology
7
+ 0.59%
$204.9 - $238.04 $1.43K - $1.67K
1.19K $260K
Tidal Tr Ii
123
+ 0.15%
N/A
79.7K $0
Tidal Tr Ii
1.45K
+ 1.88%
N/A
78.4K $0
PG
Procter & Gamble CO

Consumer Defensive
97
+ 3.02%
$161.05 - $179.7 $15.6K - $17.4K
3.31K $554K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
148
+ 1.5%
$442.29 - $483.08 $65.5K - $71.5K
10K $4.54M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6
+ 0.11%
$44.33 - $49.55 $266 - $297
5.36K $240K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
38
+ 0.48%
$48.65 - $54.12 $1.85K - $2.06K
7.95K $391K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.75K
+ 3.97%
$44.87 - $46.86 $78.6K - $82.1K
45.8K $2.06M
CGGO
Capital Group Global Growth Eq

ETFs
980
+ 2.82%
$29.21 - $30.67 $28.6K - $30.1K
35.8K $1.04M
ORCL
Oracle Corp

Technology
4
+ 0.23%
$165.41 - $192.43 $662 - $770
1.71K $285K
GMOM
Cambria ETF Tr Cambria Global

ETFs
27
+ 0.32%
$28.62 - $30.45 $773 - $822
8.37K $240K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
42
+ 0.66%
$113.92 - $127.38 $4.78K - $5.35K
6.45K $743K
Activity Summary
Buys All Purchases 80 New Holdings 5 Increased Positions 75 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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