Professional Financial Advisors, LLC Reduced Holdings in Q1 2025

Professional Financial Advisors, LLC

  • $385 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-1.13K
- 3.33%
$271.18 - $303.12 $307K - $343K
32.9K $9.04M
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.9K
- 26.12%
$50.29 - $50.5 $651K - $653K
36.6K $1.84M
KKR
Kkr & Co. Inc.

Financial Services
-210
- 1.75%
$108.17 - $167.07 $22.7K - $35.1K
11.8K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
-369
- 3.52%
$190.26 - $242.06 $70.2K - $89.3K
10.1K $1.93M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.47K
- 18.81%
$64.88 - $72.1 $290K - $322K
19.3K $1.27M
SSO
Proshares Ultra S&P 500

ETFs
-402
- 1.61%
$80.57 - $100.21 $32.4K - $40.3K
24.6K $2.04M
META
Meta Platforms, Inc.

Communication Services
-358
- 10.58%
$576.36 - $736.67 $206K - $264K
3.03K $1.74M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-571
- 2.67%
$196.12 - $229.48 $112K - $131K
20.8K $4.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-107
- 3.32%
$468.34 - $539.52 $50.1K - $57.7K
3.12K $1.46M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-680
- 1.41%
$91.76 - $103.26 $62.4K - $70.2K
47.5K $4.39M
CGGR
Capital Group Growth ETF Shs C

ETFs
-582
- 1.86%
$33.98 - $39.84 $19.8K - $23.2K
30.8K $1.05M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-181
- 1.6%
$120.29 - $134.6 $21.8K - $24.4K
11.1K $1.36M
PFIX
Simplify ETF Simplify Int Rate

ETFs
-543
- 3.31%
$44.43 - $57.11 $24.1K - $31K
15.8K $767K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-183
- 2.84%
$102.49 - $119.96 $18.8K - $22K
6.27K $655K
FMF
First Trust Managed Futures St

ETFs
-1.04K
- 7.46%
$45.87 - $48.39 $47.8K - $50.4K
12.9K $595K
SPY
Spdr S&P 500 ETF Trust

ETFs
-56
- 6.93%
$551.42 - $612.93 $30.9K - $34.3K
752 $420K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-733
- 4.92%
$50.87 - $51.09 $37.3K - $37.4K
14.2K $723K
CGGO
Capital Group Global Growth Eq

ETFs
-149
- 0.42%
$28.33 - $30.84 $4.22K - $4.6K
35.6K $1.01M
VOE
Vanguard Mid Cap Value Index F

ETFs
-154
- 5.2%
$156.61 - $168.02 $24.1K - $25.9K
2.81K $450K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.14K
- 7.03%
$37.07 - $40.63 $42.1K - $46.1K
15K $591K
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 7.73%
$554.06 - $615.85 $16.6K - $18.5K
358 $201K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-8
- 0.18%
$117.4 - $131.02 $939 - $1.05K
4.43K $530K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-47
- 0.88%
$40.03 - $46.81 $1.88K - $2.2K
5.31K $216K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-77
- 0.82%
$61.91 - $66.79 $4.77K - $5.14K
9.26K $577K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-37
- 3.19%
$178.65 - $194.73 $6.61K - $7.21K
1.12K $206K
PG
Procter & Gamble CO

Consumer Defensive
-59
- 1.78%
$158.56 - $176.26 $9.36K - $10.4K
3.25K $553K
UGA
United States Gasoline Fund, LP

ETFs
-255
- 2.1%
$58.56 - $68.15 $14.9K - $17.4K
11.9K $765K
Putnam ETF Trust
-215
- 2.9%
N/A
7.2K $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-758
- 3.77%
$33.84 - $37.77 $25.7K - $28.6K
19.3K $704K
MA
Mastercard Inc

Financial Services
-61
- 2.06%
$504.67 - $576.31 $30.8K - $35.2K
2.91K $1.59M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-141
- 0.52%
$37.06 - $41.11 $5.23K - $5.8K
27.2K $1.09M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-353
- 1.56%
$34.58 - $45.97 $12.2K - $16.2K
22.2K $1.02M
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
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