Professional Financial Advisors, LLC Incresed Positions in Q1 2025

Professional Financial Advisors, LLC

  • $385 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19K
+ 7.33%
$58.01 - $64.46 $1.1M - $1.23M
278K $17.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.14K
+ 0.62%
$95.85 - $99.25 $397K - $411K
669K $66.2M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
17.8K
+ 8.11%
$34.52 - $39.32 $615K - $701K
238K $9.02M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.3K
+ 22.73%
$91.45 - $91.75 $1.21M - $1.22M
71.7K $6.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
153
+ 1.53%
$442.66 - $534.52 $67.7K - $81.8K
10.2K $5.41M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.1K
+ 12.41%
$100.34 - $100.68 $712K - $715K
64.3K $6.47M
ELV
Elevance Health, Inc.

Healthcare
925
+ 32.44%
$365.9 - $436.25 $338K - $404K
3.78K $1.64M
GLD
Spdr Gold Trust

ETFs
401
+ 3.89%
$243.19 - $288.14 $97.5K - $116K
10.7K $3.08M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
6.02K
+ 9.77%
$67.41 - $69.37 $406K - $418K
67.6K $4.65M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.52K
+ 51.35%
$85.29 - $92.57 $385K - $418K
13.3K $1.21M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
3.87K
+ 6.15%
$40.34 - $45.45 $156K - $176K
66.8K $2.95M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.48K
+ 14.14%
$44.41 - $45.98 $288K - $298K
52.3K $2.39M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.56K
+ 6.02%
$36.91 - $41.03 $132K - $146K
62.7K $2.49M
DGRO
Ishares Core Dividend Growth E

ETFs
3.89K
+ 4.24%
$60.46 - $64.42 $235K - $251K
95.8K $5.92M
SLV
I Shares Silver Trust

ETFs
1.17K
+ 2.48%
$26.93 - $31.32 $31.5K - $36.7K
48.5K $1.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
256
+ 0.48%
$56.51 - $62.98 $14.5K - $16.1K
54K $3.27M
UNP
Union Pacific Corp

Industrials
90
+ 0.48%
$225.21 - $254.42 $20.3K - $22.9K
18.8K $4.43M
TFLO
Ishares Treasury Floating Rate

ETFs
2.88K
+ 5.47%
$50.48 - $50.68 $145K - $146K
55.4K $2.81M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.26K
+ 7.6%
$78.97 - $85.82 $99.3K - $108K
17.8K $1.48M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.25K
+ 22.4%
$87.68 - $94.52 $109K - $118K
6.8K $637K
ILF
Ishares Latin America 40 ETF

ETFs
2.34K
+ 7.52%
$20.87 - $24.43 $48.8K - $57.2K
33.4K $787K
MUB
Ishares National Muni Bond ETF

ETFs
1.37K
+ 8.04%
$104.71 - $107.69 $144K - $148K
18.5K $1.95M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
965
+ 1.52%
$27.84 - $31.03 $26.9K - $29.9K
64.4K $1.93M
SCHW
Schwab Charles Corp

Financial Services
304
+ 1.47%
$71.24 - $83.64 $21.7K - $25.4K
20.9K $1.64M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
9.72K
+ 6.23%
$24.88 - $26.85 $242K - $261K
166K $4.18M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
3.72K
+ 10.21%
$23.88 - $25.48 $88.7K - $94.7K
40.1K $974K
IVE
Ishares S&P 500 Value ETF

ETFs
332
+ 5.82%
$185.78 - $198.58 $61.7K - $65.9K
6.04K $1.15M
ABBV
Abb Vie Inc.

Healthcare
16
+ 0.98%
$169.2 - $216.66 $2.71K - $3.47K
1.65K $346K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
14.2K
+ 3.23%
$44.7 - $49.05 $633K - $695K
452K $20.5M
GAA
Cambria Global Asset Allocatio

ETFs
287
+ 0.58%
$28.12 - $29.51 $8.07K - $8.47K
50K $1.46M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.46K
+ 5.93%
$131.8 - $147.86 $192K - $215K
26K $3.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
77
+ 0.67%
$77.7 - $78.94 $5.98K - $6.08K
11.5K $906K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
133
+ 3.94%
$73.78 - $76.59 $9.81K - $10.2K
3.51K $268K
CGDV
Capital Group Divid Value ETF

ETFs
44
+ 0.13%
$34.95 - $37.36 $1.54K - $1.64K
32.9K $1.17M
TYA
Simplify Exchange Traded Fds S

ETFs
988
+ 5.06%
N/A
20.5K $260K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
73
+ 0.4%
$39.96 - $43.3 $2.92K - $3.16K
18.4K $757K
WFC
Wells Fargo & Company

Financial Services
20
+ 0.47%
$66.78 - $81.42 $1.34K - $1.63K
4.3K $308K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
45
+ 0.82%
$51.26 - $52.53 $2.31K - $2.36K
5.52K $284K
GMOM
Cambria ETF Tr Cambria Global

ETFs
42
+ 0.5%
$28.24 - $30.2 $1.19K - $1.27K
8.41K $240K
Tidal Tr Ii
10K
+ 5.36%
N/A
197K $0
Tidal Tr Ii
829
+ 1.04%
N/A
80.5K $0
Tidal Tr Ii
3.57K
+ 4.55%
N/A
82K $0
TUA
Simpl Exch Traded Fds Sht Term
3.16K
+ 17.61%
N/A
21.1K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
27
+ 0.64%
$169.43 - $182.84 $4.57K - $4.94K
4.27K $740K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
435
+ 2.09%
$55.12 - $62.6 $24K - $27.2K
21.3K $1.2M
AMAT
Applied Materials Inc

Technology
10
+ 0.7%
$145.06 - $195.51 $1.45K - $1.96K
1.44K $208K
ORCL
Oracle Corp

Technology
11
+ 0.64%
$139.81 - $186.47 $1.54K - $2.05K
1.72K $240K
DFAS
Dimensional ETF Tr U S Small C

ETFs
19
+ 0.22%
$58.81 - $68.2 $1.12K - $1.3K
8.76K $523K
WMT
Walmart Inc.

Consumer Defensive
42
+ 0.19%
$84.5 - $105.05 $3.55K - $4.41K
22.7K $1.99M
Activity Summary
Buys All Purchases 68 New Holdings 8 Increased Positions 60 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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