Professional Financial Advisors, LLC Portfolio Holdings

Professional Financial Advisors, LLC

  • $382 Million
  • Q4 2024

Professional Financial Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $382 Million distributed in 106 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 $109M, Ishares Core U.S. Aggregate Bo with a value of $64.4M, Wisdomtree Tr Wisdomtree U.S. with a value of $20.5M, Vanguard Star Fd Vanguard Tota with a value of $15.3M, and Vanguard Index Fds S&P 500 ETF with a value of $11.8M.

Examining the 13F form we can see an increase of $5.01M in the current position value, from $377M to 382M.

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

Portfolio value $382 Million
ETFs: $345 Million
Financial Services: $9.7 Million
Technology: $7.37 Million
Consumer Cyclical: $4.85 Million
Consumer Defensive: $4.84 Million
Industrials: $4.46 Million
Communication Services: $3.91 Million
Healthcare: $1.34 Million
Other: $321,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $382 Million
  • Prior Value $377 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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