The Analysis of Professional Financial Advisors, LLC's Holdings


Currently, Professional Financial Advisors, LLC holds 125 types of securities in its portfolio with a total value $475.2M. In the most recent quarter, they have increased their positions in VTI (+14.2K shares, valued at $4.6M), SPTM (+45.0K shares, valued at $3.6M), BIL (+23.1K shares, valued at $2.1M); decreased their positions in MA (-2.4K shares, valued at $1.4M), USFR (-5.5K shares, valued at $275.7K), FBND (-4.8K shares, valued at $222.5K); initiated new positions in TSM (+5.6K shares, valued at $1.6M), UNH (+4.3K shares, valued at $1.5M), ILF (+37.6K shares, valued at $1.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPTM SPDR SERIES TRUST1.6M shares2.85%2025-09-302025-10-28history
AGG ISHARES TR682.2K shares1.01%2025-09-302025-10-28history
NTSX WISDOMTREE TR493.4K shares3.34%2025-09-302025-10-28history
VXUS VANGUARD STAR FDS296.1K shares3.70%2025-09-302025-10-28history
NTSI WISDOMTREE TR265.2K shares5.64%2025-09-302025-10-28history
VTI VANGUARD INDEX FDS30.8K shares84.99%2025-09-302025-10-28history
BIL SPDR SERIES TRUST100.3K shares29.99%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS12.0K shares10.00%2025-09-302025-10-28history
Sponsored
SGOV ISHARES TR70.4K shares5.62%2025-09-302025-10-28history
DGRO ISHARES TR102.2K shares2.16%2025-09-302025-10-28history
SPMO INVESCO EXCH TRADED FD TR II49.8K shares3.13%2025-09-302025-10-28history
SCZ ISHARES TR77.9K shares2.84%2025-09-302025-10-28history
RSST TIDAL TRUST II220.0K shares5.05%2025-09-302025-10-28history
MTUM ISHARES TR22.7K shares4.53%2025-09-302025-10-28history
MMTM SPDR SERIES TRUST19.7K shares3.59%2025-09-302025-10-28history
BNDW VANGUARD SCOTTSDALE FDS78.1K shares10.73%2025-09-302025-10-28history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL10.5K shares2.77%2025-09-302025-10-28history
DBMF LITMAN GREGORY FDS TR192.6K shares7.22%2025-09-302025-10-28history
UNP UNION PAC CORP19.3K shares0.75%2025-09-302025-10-28history
VFQY VANGUARD WELLINGTON FD27.8K shares2.92%2025-09-302025-10-28history
VEU VANGUARD INTL EQUITY INDEX F54.8K shares75.31%2025-09-302025-10-28history
TFLO ISHARES TR74.4K shares-3.92%2025-09-302025-10-28history
IDMO INVESCO EXCH TRADED FD TR II68.2K shares0.08%2025-09-302025-10-28history
GLD SPDR GOLD TR10.2K shares0.12%2025-09-302025-10-28history
Sponsored
MSFT MICROSOFT CORP6.9K shares2.23%2025-09-302025-10-28history
PGRO PUTNAM ETF TRUST75.3K shares-0.53%2025-09-302025-10-28history
AAPL APPLE INC12.3K shares-0.86%2025-09-302025-10-28history
SSO PROSHARES TR26.4K shares3.75%2025-09-302025-10-28history
IQLT ISHARES TR64.6K shares0.59%2025-09-302025-10-28history
QPX ADVISORSHARES TR63.8K shares-1.55%2025-09-302025-10-28history
NTSE WISDOMTREE TR70.4K shares5.05%2025-09-302025-10-28history
FBND FIDELITY MERRIMACK STR TR53.5K shares-8.25%2025-09-302025-10-28history
Sponsored
GOOG ALPHABET INC10.1K shares2.03%2025-09-302025-10-28history
RSSB TIDAL TRUST II87.2K shares4.42%2025-09-302025-10-28history
AMZN AMAZON COM INC10.7K shares4.61%2025-09-302025-10-28history
USFR WISDOMTREE TR46.3K shares-10.59%2025-09-302025-10-28history
META META PLATFORMS INC3.1K shares2.18%2025-09-302025-10-28history
SLV ISHARES SILVER TR54.1K shares8.03%2025-09-302025-10-28history
MUB ISHARES TR20.6K shares6.67%2025-09-302025-10-28history
WMT WALMART INC20.6K shares0.02%2025-09-302025-10-28history
Sponsored
SCHW SCHWAB CHARLES CORP21.5K shares3.07%2025-09-302025-10-28history
GDX VANECK ETF TRUST25.4K shares0.54%2025-09-302025-10-28history
TAIL CAMBRIA ETF TR163.2K shares8.13%2025-09-302025-10-28history
QQQ INVESCO QQQ TR3.1K shares9.11%2025-09-302025-10-28history
VIGI VANGUARD WHITEHALL FDS19.7K shares7.74%2025-09-302025-10-28history
ITOT ISHARES TR11.5K shares-0.01%2025-09-302025-10-28history
V VISA INC4.7K shares8.95%2025-09-302025-10-28history
GAA CAMBRIA ETF TR50.2K shares1.60%2025-09-302025-10-28history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD5.6K sharesnew addition2025-09-302025-10-28history
COF CAPITAL ONE FINL CORP7.2K shares10.01%2025-09-302025-10-28history
CGDV CAPITAL GROUP DIVIDEND VALUE36.4K shares-1.80%2025-09-302025-10-28history
UNH UNITEDHEALTH GROUP INC4.3K sharesnew addition2025-09-302025-10-28history
IMTM ISHARES TR29.8K shares7.43%2025-09-302025-10-28history
JMOM J P MORGAN EXCHANGE TRADED F20.4K shares-7.98%2025-09-302025-10-28history
IEMG ISHARES INC20.0K shares438.24%2025-09-302025-10-28history
RSBT TIDAL TRUST II75.4K shares-12.44%2025-09-302025-10-28history
Sponsored
CGGR CAPITAL GROUP GROWTH ETF29.8K shares-3.90%2025-09-302025-10-28history
CGGO CAPITAL GROUP GBL GROWTH EQT38.1K shares-2.13%2025-09-302025-10-28history
IVE ISHARES TR6.3K shares-2.83%2025-09-302025-10-28history
DFUS DIMENSIONAL ETF TRUST17.7K shares0.25%2025-09-302025-10-28history
SPYM SPDR SERIES TRUST16.2K shares-0.40%2025-09-302025-10-28history
DGRE WISDOMTREE TR42.5K shares2.43%2025-09-302025-10-28history
ACWV ISHARES INC10.1K shares-4.26%2025-09-302025-10-28history
ILF ISHARES TR37.6K sharesnew addition2025-09-302025-10-28history
Sponsored
TLT ISHARES TR11.7K shares145.04%2025-09-302025-10-28history
RSP INVESCO EXCHANGE TRADED FD T5.4K shares19.01%2025-09-302025-10-28history
UGA UNITED STS GASOLINE FD LP14.9K shares18.18%2025-09-302025-10-28history
TSLA TESLA INC2.1K shares-4.49%2025-09-302025-10-28history
JNK SPDR SERIES TRUST9.6K shares24.57%2025-09-302025-10-28history
LW LAMB WESTON HLDGS INC15.4K shares0.00%2025-09-302025-10-28history
PFIX SIMPLIFY EXCHANGE TRADED FUN17.4K shares5.57%2025-09-302025-10-28history
DFUV DIMENSIONAL ETF TRUST18.5K shares0.44%2025-09-302025-10-28history
Sponsored
CTA SIMPLIFY EXCHANGE TRADED FUN29.4K shares141.37%2025-09-302025-10-28history
CAG CONAGRA BRANDS INC43.6K shares0.00%2025-09-302025-10-28history
SPDW SPDR INDEX SHS FDS18.5K shares-0.78%2025-09-302025-10-28history
IJR ISHARES TR6.0K shares-1.06%2025-09-302025-10-28history
SPEM SPDR INDEX SHS FDS14.9K shares-1.07%2025-09-302025-10-28history
BIV VANGUARD BD INDEX FDS8.9K shares27.40%2025-09-302025-10-28history
USMV ISHARES TR6.8K shares0.26%2025-09-302025-10-28history
SPGM SPDR INDEX SHS FDS8.5K shares-2.03%2025-09-302025-10-28history
Sponsored
IJJ ISHARES TR4.7K shares-4.73%2025-09-302025-10-28history
FLOT ISHARES TR11.8K shares-6.82%2025-09-302025-10-28history
DFAS DIMENSIONAL ETF TRUST8.8K shares0.27%2025-09-302025-10-28history
TUA SIMPLIFY EXCHANGE TRADED FUN25.3K shares12.65%2025-09-302025-10-28history
NVDA NVIDIA CORPORATION2.8K shares11.07%2025-09-302025-10-28history
FMF FIRST TR EXCHANGE-TRADED FD10.6K shares-9.30%2025-09-302025-10-28history
PG PROCTER AND GAMBLE CO3.3K shares-0.06%2025-09-302025-10-28history
VOE VANGUARD INDEX FDS2.8K shares0.04%2025-09-302025-10-28history
Sponsored
ORCL ORACLE CORP1.7K shares0.29%2025-09-302025-10-28history
SPVU INVESCO EXCH TRADED FD TR II8.0K shares0.00%2025-09-302025-10-28history
BOXX EA SERIES TRUST3.7K sharesnew addition2025-09-302025-10-28history
ABBV ABBVIE INC1.7K shares-6.33%2025-09-302025-10-28history
WFC WELLS FARGO CO NEW4.3K shares0.51%2025-09-302025-10-28history
QLTA ISHARES TR7.5K sharesnew addition2025-09-302025-10-28history
VBK VANGUARD INDEX FDS1.2K shares45.09%2025-09-302025-10-28history
DELL DELL TECHNOLOGIES INC2.4K shares0.38%2025-09-302025-10-28history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2025-09-302025-10-28history
PULT PUTNAM ETF TRUST6.3K shares-6.32%2025-09-302025-10-28history
SMMV ISHARES TR7.3K shares51.65%2025-09-302025-10-28history
HD HOME DEPOT INC776 shares0.00%2025-09-302025-10-28history
MUNI PIMCO ETF TR5.9K shares5.93%2025-09-302025-10-28history
SPY SPDR S&P 500 ETF TR457 shares-4.39%2025-09-302025-10-28history
AMAT APPLIED MATLS INC1.4K shares0.28%2025-09-302025-10-28history
QUAL ISHARES TR1.5K shares2.09%2025-09-302025-10-28history
Sponsored
IVW ISHARES TR2.4K shares1.78%2025-09-302025-10-28history
ET ENERGY TRANSFER L P16.4K shares0.00%2025-09-302025-10-28history
MA MASTERCARD INCORPORATED494 shares-83.12%2025-09-302025-10-28history
TYA SIMPLIFY EXCHANGE TRADED FUN20.1K shares-3.11%2025-09-302025-10-28history
GMOM CAMBRIA ETF TR8.3K shares-1.52%2025-09-302025-10-28history
ANET ARISTA NETWORKS INC1.8K sharesnew addition2025-09-302025-10-28history
DYNF BLACKROCK ETF TRUST4.5K shares2.74%2025-09-302025-10-28history
EFV ISHARES TR3.9K shares1.27%2025-09-302025-10-28history
Sponsored
GLDM WORLD GOLD TR3.3K shares1.62%2025-09-302025-10-28history
ROK ROCKWELL AUTOMATION INC700 shares0.00%2025-09-302025-10-28history
GOOGL ALPHABET INC1.0K sharesnew addition2025-09-302025-10-28history
IVV ISHARES TR358 shares0.00%2025-09-302025-10-28history
SCHZ SCHWAB STRATEGIC TR9.8K sharesnew addition2025-09-302025-10-28history
IUSB ISHARES TR4.9K shares7.54%2025-09-302025-10-28history
LPG DORIAN LPG LTD7.3K sharesnew addition2025-09-302025-10-28history
SPSM SPDR SERIES TRUST4.5K shares-13.69%2025-09-302025-10-28history
Sponsored
QMOM EA SERIES TRUST3.2K shares0.00%2025-09-302025-10-28history
AXP AMERICAN EXPRESS CO620 sharesnew addition2025-09-302025-10-28history
VLU SPDR SERIES TRUST1.0K sharesnew addition2025-09-302025-10-28history
EFG ISHARES TR1.8K sharesnew addition2025-09-302025-10-28history
LMT LOCKHEED MARTIN CORP404 sharesnew addition2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available