Professional Financial Advisors, LLC Portfolio Holdings

Professional Financial Advisors, LLC

  • $377 Million
  • Q3 2024

Professional Financial Advisors, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $377 Million distributed in 105 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 $105M, Ishares Core U.S. Aggregate Bo with a value of $66.5M, Wisdomtree Tr Wisdomtree U.S. with a value of $20.2M, Vanguard Star Fd Vanguard Tota with a value of $15.8M, and Vanguard Total Stock Market Et with a value of $9.81M.

Examining the 13F form we can see an increase of $22.9M in the current position value, from $354M to 377M.

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

Portfolio value $377 Million
ETFs: $342 Million
Financial Services: $9.1 Million
Technology: $6.94 Million
Industrials: $4.85 Million
Consumer Defensive: $4.6 Million
Consumer Cyclical: $4.09 Million
Communication Services: $3.59 Million
Healthcare: $1.56 Million
Other: $515,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.93B
$944,000 0.25% of portfolio
14,586
Q2 2020 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $377 Million
  • Prior Value $354 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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