Professional Financial Advisors, LLC Portfolio Holdings

Professional Financial Advisors, LLC

  • $422 Million
  • Q2 2025

Professional Financial Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $422 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $118M, Ishares Core U.S. Aggregate Bo with a value of $67M, Wisdomtree Tr Wisdomtree U.S. with a value of $23.9M, Vanguard Star Fd Vanguard Tota with a value of $19.7M, and Wisdomtree Tr Intl Efficient C with a value of $10.3M.

Examining the 13F form we can see an increase of $36.4M in the current position value, from $385M to 422M.

Below you can find more details about Professional Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $422 Million
ETFs: $384 Million
Financial Services: $12 Million
Technology: $7.56 Million
Industrials: $4.63 Million
Consumer Defensive: $4.23 Million
Communication Services: $4.03 Million
Consumer Cyclical: $3.23 Million
Healthcare: $1.82 Million
Other: $297,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$631B
$4.95 Million 1.17% of portfolio
10,198
Q2 2025 Added 0.34%
$145B
$4.4 Million 1.04% of portfolio
19,117
Q2 2025 Added 1.84%
$3.75T
$3.34 Million 0.79% of portfolio
6,714
Q2 2025 Added 0.78%
$3.39T
$2.54 Million 0.6% of portfolio
12,392
Q2 2025 Reduced 8.65%
$1.62T
$2.27 Million 0.54% of portfolio
3,074
Q2 2025 Added 1.62%
$2.27T
$2.24 Million 0.53% of portfolio
10,191
Q2 2025 Added 0.72%
$263B
$2.01 Million 0.48% of portfolio
20,590
Q2 2025 Reduced 9.35%
$168B
$1.9 Million 0.45% of portfolio
20,857
Q2 2025 Reduced 0.4%
$1.08T
$1.76 Million 0.42% of portfolio
9,923
Q2 2025 Reduced 2.21%
$539B
$1.64 Million 0.39% of portfolio
2,926
Q2 2025 Added 0.72%
$585B
$1.53 Million 0.36% of portfolio
4,311
Q2 2025 Added 1.41%
$83.5B
$1.49 Million 0.35% of portfolio
3,840
Q2 2025 Added 1.69%
$83.7B
$1.4 Million 0.33% of portfolio
6,564
Q2 2025 New
$9.77B
$891,000 0.21% of portfolio
43,558
Q4 2024 Added 6.06%
$7.37B
$799,000 0.19% of portfolio
15,414
Q4 2024 Added 5.68%
$934B
$714,000 0.17% of portfolio
2,250
Q2 2025 Added 4.36%
$406B
$396,000 0.09% of portfolio
2,512
Q2 2025 New
$636B
$377,000 0.09% of portfolio
1,728
Q2 2025 Added 0.35%
$260B
$349,000 0.08% of portfolio
1,186
Q4 2024 Added 0.59%
$337B
$328,000 0.08% of portfolio
1,769
Q2 2025 Added 6.95%
$310B
$346,000 0.08% of portfolio
4,321
Q2 2025 Added 0.51%
$380B
$284,000 0.07% of portfolio
776
Q2 2025 Added 0.52%
$32.8B
$290,000 0.07% of portfolio
2,371
Q2 2025 Added 0.51%
$54.5B
$297,000 0.07% of portfolio
16,401
Q4 2023 New
$39.3B
$232,000 0.06% of portfolio
700
Q2 2025 New
$168B
$263,000 0.06% of portfolio
1,440
Q2 2025 Added 0.28%
$120B
$223,000 0.05% of portfolio
1,680
Q2 2025 Reduced 85.78%
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.45%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $422 Million
  • Prior Value $385 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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