Sponsored

The Analysis of Professional Financial Advisors, LLC's Holdings & P&L

Currently, Professional Financial Advisors, LLC holds 137 types of securities in its portfolio with a total value $491.1M. In the most recent quarter, they have increased their positions in RSSB (+337.8K shares, valued at $9.2M), SPBC (+127.2K shares, valued at $5.3M), TLT (+54.1K shares, valued at $4.7M); decreased their positions in N/A (-18.7K shares, valued at $11.1M), SPTM (-106.1K shares, valued at $8.4M), SGOV (-63.6K shares, valued at $6.4M); initiated new positions in SPBC (+127.2K shares, valued at $5.3M), TLT (+54.1K shares, valued at $4.7M), SCZ (+58.5K shares, valued at $4.6M).

1M P&L

+14.8M+3.01%

3M P&L

+17.8M+3.64%

HY P&L

+38.9M+8.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A443.6M

93.4%

2Railroads4.4M

0.9%

3Credit Services3.6M

0.8%

Top Industries by Stock Count

1N/A97 stocks

75.8%

2Credit Services3 stocks

2.3%

3Oil & Gas Midstream2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST1.5M shares-6.48%2026-03-312026-04-13

AGG ISHARES TR695.4K shares0.62%2026-03-312026-04-13

NTSX WISDOMTREE TR508.4K shares4.10%2026-03-312026-04-13

VXUS VANGUARD STAR FDS323.6K shares9.00%2026-03-312026-04-13

VTI VANGUARD INDEX FDS39.1K shares27.27%2026-03-312026-04-13

RSSB TIDAL TRUST II426.9K shares379.36%2026-03-312026-04-13

NTSI WISDOMTREE TR237.8K shares-12.44%2026-03-312026-04-13

DBMF LITMAN GREGORY FDS TR316.9K shares58.32%2026-03-312026-04-13

Sponsored

BIL SPDR SERIES TRUST84.1K shares-19.97%2026-03-312026-04-13

DGRO ISHARES TR109.3K shares6.48%2026-03-312026-04-13

MTUM ISHARES TR25.4K shares12.38%2026-03-312026-04-13

MMTM SPDR SERIES TRUST21.7K shares6.83%2026-03-312026-04-13

SPMO INVESCO EXCH TRADED FD TR II48.3K shares-0.65%2026-03-312026-04-13

SPBC SIMPLIFY EXCHANGE TRADED FUN127.2K sharesnew addition2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.7K shares1.90%2026-03-312026-04-13

GLD SPDR GOLD TR11.2K shares1.75%2026-03-312026-04-13

Sponsored

TLT ISHARES TR54.1K sharesnew addition2026-03-312026-04-13

SCZ ISHARES TR58.5K sharesnew addition2026-03-312026-04-13

UNP UNION PAC CORP18.3K shares-1.70%2026-03-312026-04-13

IUS INVESCO EXCH TRD SLF IDX FD74.6K sharesnew addition2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F55.9K shares1.20%2026-03-312026-04-13

RSST TIDAL TRUST II148.4K shares-31.51%2026-03-312026-04-13

BIV VANGUARD BD INDEX FDS51.5K shares475.84%2026-03-312026-04-13

IDMO INVESCO EXCH TRADED FD TR II65.7K shares-1.84%2026-03-312026-04-13

Sponsored

DFGP DIMENSIONAL ETF TRUST65.6K sharesnew addition2026-03-312026-04-13

AAPL APPLE INC12.3K shares-0.11%2026-03-312026-04-13

PGRO PUTNAM ETF TRUST74.7K shares-0.27%2026-03-312026-04-13

IQLT ISHARES TR63.3K shares-4.91%2026-03-312026-04-13

MSFT MICROSOFT CORP7.5K shares8.33%2026-03-312026-04-13

QPX ADVISORSHARES TR64.7K shares1.62%2026-03-312026-04-13

IUSB ISHARES TR57.8K shares1083.71%2026-03-312026-04-13

SSO PROSHARES TR50.1K shares-6.14%2026-03-312026-04-13

Sponsored

FBND FIDELITY MERRIMACK STR TR56.8K shares6.74%2026-03-312026-04-13

MUB ISHARES TR24.3K shares13.87%2026-03-312026-04-13

TFLO ISHARES TR50.2K shares-2.46%2026-03-312026-04-13

WMT WALMART INC20.4K shares-0.83%2026-03-312026-04-13

VSDM VANGUARD MUN BD FDS32.6K sharesnew addition2026-03-312026-04-13

GDX VANECK ETF TRUST25.6K shares0.05%2026-03-312026-04-13

ALPHABET INC ALPHABET INC8.2K shares-15.69%2026-03-312026-04-13

CTA SIMPLIFY EXCHANGE TRADED FUN76.4K shares84.17%2026-03-312026-04-13

Sponsored

BNDW VANGUARD SCOTTSDALE FDS31.4K shares-63.64%2026-03-312026-04-13

SLV ISHARES SILVER TR30.2K shares2.62%2026-03-312026-04-13

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN76.8K sharesnew addition2026-03-312026-04-13

VIGI VANGUARD WHITEHALL FDS23.2K shares16.70%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP21.8K shares1.30%2026-03-312026-04-13

NTSE WISDOMTREE TR51.3K shares-27.89%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR3.5K shares-1.34%2026-03-312026-04-13

GAA CAMBRIA ETF TR59.0K shares7.42%2026-03-312026-04-13

Sponsored

NEAR ISHARES U S ETF TR37.3K shares295.87%2026-03-312026-04-13

IMTM ISHARES TR39.0K shares32.02%2026-03-312026-04-13

UGA UNITED STS GASOLINE FD LP17.8K shares5.33%2026-03-312026-04-13

VXF VANGUARD INDEX FDS8.4K sharesnew addition2026-03-312026-04-13

MA MASTERCARD INCORPORATED3.3K shares8.68%2026-03-312026-04-13

JMOM J P MORGAN EXCHANGE TRADED F24.5K shares16.94%2026-03-312026-04-13

V VISA INC5.5K shares10.02%2026-03-312026-04-13

IVE ISHARES TR7.5K shares22.61%2026-03-312026-04-13

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE36.8K shares2.16%2026-03-312026-04-13

ACWV ISHARES INC12.6K shares21.83%2026-03-312026-04-13

SBAR SIMPLIFY EXCHANGE TRADED FUN57.6K sharesnew addition2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K shares-88.88%2026-03-312026-04-13

ILF ISHARES TR38.4K shares2.14%2026-03-312026-04-13

SPDR SERIES TRUST SPDR SERIES TRUST14.1K shares26.65%2026-03-312026-04-13

GBTC GRAYSCALE BITCOIN TRUST ETF25.4K sharesnew addition2026-03-312026-04-13

CGGO CAPITAL GROUP GBL GROWTH EQT38.4K shares1.29%2026-03-312026-04-13

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.7K sharesnew addition2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST17.9K shares0.83%2026-03-312026-04-13

BOXX EA SERIES TRUST10.8K shares95.08%2026-03-312026-04-13

IEMG ISHARES INC17.5K shares-21.50%2026-03-312026-04-13

BOKF BOK FINL CORP9.4K sharesnew addition2026-03-312026-04-13

CGGR CAPITAL GROUP GROWTH ETF29.4K shares-0.74%2026-03-312026-04-13

ITOT ISHARES TR8.3K shares-28.33%2026-03-312026-04-13

AMT AMERICAN TOWER CORP6.4K sharesnew addition2026-03-312026-04-13

Sponsored

SPYM SPDR SERIES TRUST14.0K shares-11.92%2026-03-312026-04-13

CPRT COPART INC30.8K sharesnew addition2026-03-312026-04-13

AMZN AMAZON COM INC4.6K shares-59.05%2026-03-312026-04-13

TSLA TESLA INC2.5K shares8.35%2026-03-312026-04-13

SGOV ISHARES TR9.1K shares-87.50%2026-03-312026-04-13

DFUV DIMENSIONAL ETF TRUST18.7K shares0.37%2026-03-312026-04-13

PDBC INVESCO ACTVELY MNGD ETC FD49.6K sharesnew addition2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS18.2K shares-4.84%2026-03-312026-04-13

Sponsored

ORLY OREILLY AUTOMOTIVE INC8.7K sharesnew addition2026-03-312026-04-13

CAG CONAGRA BRANDS INC45.6K shares0.04%2026-03-312026-04-13

IJR ISHARES TR5.7K shares-3.96%2026-03-312026-04-13

FLOT ISHARES TR13.1K shares15.50%2026-03-312026-04-13

META META PLATFORMS INC1.1K shares-64.08%2026-03-312026-04-13

LW LAMB WESTON HLDGS INC15.4K shares0.00%2026-03-312026-04-13

DFAS DIMENSIONAL ETF TRUST8.9K shares0.27%2026-03-312026-04-13

USMV ISHARES TR6.8K shares-0.16%2026-03-312026-04-13

Sponsored

IJJ ISHARES TR4.6K shares-0.35%2026-03-312026-04-13

NVDA NVIDIA CORPORATION3.4K shares19.05%2026-03-312026-04-13

USFR WISDOMTREE TR11.3K shares-77.22%2026-03-312026-04-13

SPGM SPDR INDEX SHS FDS7.4K shares1.51%2026-03-312026-04-13

JSCP J P MORGAN EXCHANGE TRADED F10.6K shares3.66%2026-03-312026-04-13

AMAT APPLIED MATLS INC1.4K shares-0.28%2026-03-312026-04-13

PG PROCTER & GAMBLE CO3.3K shares-0.70%2026-03-312026-04-13

SPVU INVESCO EXCH TRADED FD TR II7.9K shares0.00%2026-03-312026-04-13

Sponsored

DELL DELL TECHNOLOGIES INC2.4K shares0.42%2026-03-312026-04-13

ABBV ABBVIE INC1.8K shares8.62%2026-03-312026-04-13

FEGE RBB FUND TRUST8.0K sharesnew addition2026-03-312026-04-13

WFC WELLS FARGO & CO4.5K shares3.39%2026-03-312026-04-13

VFQY VANGUARD WELLINGTON FD2.4K shares-91.42%2026-03-312026-04-13

SPAB SPDR SERIES TRUST12.9K shares58.01%2026-03-312026-04-13

SPEM SPDR INDEX SHS FDS7.0K shares-53.53%2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST5.6K shares24.36%2026-03-312026-04-13

Sponsored

ET ENERGY TRANSFER L P16.4K shares0.00%2026-03-312026-04-13

GLDM WORLD GOLD TR3.3K shares0.64%2026-03-312026-04-13

VGK VANGUARD INTL EQUITY INDEX F3.7K shares7.37%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T463 shares18.11%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.2K shares4.30%2026-03-312026-04-13

RAAX VANECK ETF TRUST7.3K sharesnew addition2026-03-312026-04-13

ALPHABET INC ALPHABET INC1.0K shares1.29%2026-03-312026-04-13

GMOM CAMBRIA ETF TR8.1K shares-0.71%2026-03-312026-04-13

Sponsored

PULT PUTNAM ETF TRUST5.7K shares-5.75%2026-03-312026-04-13

RSBT TIDAL TRUST II15.4K shares-81.66%2026-03-312026-04-13

HD HOME DEPOT INC851 shares2.90%2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC2.2K shares12.11%2026-03-312026-04-13

EWJ ISHARES INC3.2K shares7.13%2026-03-312026-04-13

IVW ISHARES TR2.4K shares-0.92%2026-03-312026-04-13

IWM ISHARES TR1.1K shares7.90%2026-03-312026-04-13

MUNI PIMCO ETF TR5.1K shares-3.70%2026-03-312026-04-13

Sponsored

VBK VANGUARD INDEX FDS862 shares-27.13%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC759 shares-87.04%2026-03-312026-04-13

ORCL ORACLE CORP1.7K shares-0.17%2026-03-312026-04-13

LPG DORIAN LPG LTD7.3K sharesnew addition2026-03-312026-04-13

ROK ROCKWELL AUTOMATION INC700 shares0.00%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP414 sharesnew addition2026-03-312026-04-13

XLG INVESCO EXCHANGE TRADED FD T4.6K sharesnew addition2026-03-312026-04-13

QLTA ISHARES TR5.2K shares0.00%2026-03-312026-04-13

Sponsored

IVV ISHARES TR379 shares5.87%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP1.3K shares-83.27%2026-03-312026-04-13

VGIT VANGUARD SCOTTSDALE FDS4.0K shares10.97%2026-03-312026-04-13

RSBA TIDAL TRUST II11.1K sharesnew addition2026-03-312026-04-13

SMMV ISHARES TR5.2K shares-28.94%2026-03-312026-04-13

SCHZ SCHWAB STRATEGIC TR9.6K shares-0.67%2026-03-312026-04-13

QMOM EA SERIES TRUST3.2K shares0.00%2026-03-312026-04-13

SPSM SPDR SERIES TRUST4.3K shares-4.12%2026-03-312026-04-13

Sponsored

EFV ISHARES TR2.7K shares-30.80%2026-03-312026-04-13

SPTM

SPDR SERIES TRUST

-6.48%

Shares1.5M

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

0.62%

Shares695.4K

Event2026-03-31

Filed2026-04-13

NTSX

WISDOMTREE TR

4.10%

Shares508.4K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

9.00%

Shares323.6K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

27.27%

Shares39.1K

Event2026-03-31

Filed2026-04-13

RSSB

TIDAL TRUST II

379.36%

Shares426.9K

Event2026-03-31

Filed2026-04-13

NTSI

WISDOMTREE TR

-12.44%

Shares237.8K

Event2026-03-31

Filed2026-04-13

DBMF

LITMAN GREGORY FDS TR

58.32%

Shares316.9K

Event2026-03-31

Filed2026-04-13

BIL

SPDR SERIES TRUST

-19.97%

Shares84.1K

Event2026-03-31

Filed2026-04-13

DGRO

ISHARES TR

6.48%

Shares109.3K

Event2026-03-31

Filed2026-04-13

MTUM

ISHARES TR

12.38%

Shares25.4K

Event2026-03-31

Filed2026-04-13

MMTM

SPDR SERIES TRUST

6.83%

Shares21.7K

Event2026-03-31

Filed2026-04-13

SPMO

INVESCO EXCH TRADED FD TR II

-0.65%

Shares48.3K

Event2026-03-31

Filed2026-04-13

SPBC

SIMPLIFY EXCHANGE TRADED FUN

New

Shares127.2K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

1.90%

Shares10.7K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

1.75%

Shares11.2K

Event2026-03-31

Filed2026-04-13

TLT

ISHARES TR

New

Shares54.1K

Event2026-03-31

Filed2026-04-13

SCZ

ISHARES TR

New

Shares58.5K

Event2026-03-31

Filed2026-04-13

UNP

UNION PAC CORP

-1.70%

Shares18.3K

Event2026-03-31

Filed2026-04-13

IUS

INVESCO EXCH TRD SLF IDX FD

New

Shares74.6K

Event2026-03-31

Filed2026-04-13

VEU

VANGUARD INTL EQUITY INDEX F

1.20%

Shares55.9K

Event2026-03-31

Filed2026-04-13

RSST

TIDAL TRUST II

-31.51%

Shares148.4K

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

475.84%

Shares51.5K

Event2026-03-31

Filed2026-04-13

IDMO

INVESCO EXCH TRADED FD TR II

-1.84%

Shares65.7K

Event2026-03-31

Filed2026-04-13

DFGP

DIMENSIONAL ETF TRUST

New

Shares65.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.11%

Shares12.3K

Event2026-03-31

Filed2026-04-13

PGRO

PUTNAM ETF TRUST

-0.27%

Shares74.7K

Event2026-03-31

Filed2026-04-13

IQLT

ISHARES TR

-4.91%

Shares63.3K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

8.33%

Shares7.5K

Event2026-03-31

Filed2026-04-13

QPX

ADVISORSHARES TR

1.62%

Shares64.7K

Event2026-03-31

Filed2026-04-13

IUSB

ISHARES TR

1083.71%

Shares57.8K

Event2026-03-31

Filed2026-04-13

SSO

PROSHARES TR

-6.14%

Shares50.1K

Event2026-03-31

Filed2026-04-13

FBND

FIDELITY MERRIMACK STR TR

6.74%

Shares56.8K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

13.87%

Shares24.3K

Event2026-03-31

Filed2026-04-13

TFLO

ISHARES TR

-2.46%

Shares50.2K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

-0.83%

Shares20.4K

Event2026-03-31

Filed2026-04-13

VSDM

VANGUARD MUN BD FDS

New

Shares32.6K

Event2026-03-31

Filed2026-04-13

GDX

VANECK ETF TRUST

0.05%

Shares25.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-15.69%

Shares8.2K

Event2026-03-31

Filed2026-04-13

CTA

SIMPLIFY EXCHANGE TRADED FUN

84.17%

Shares76.4K

Event2026-03-31

Filed2026-04-13

BNDW

VANGUARD SCOTTSDALE FDS

-63.64%

Shares31.4K

Event2026-03-31

Filed2026-04-13

SLV

ISHARES SILVER TR

2.62%

Shares30.2K

Event2026-03-31

Filed2026-04-13

SIMPLIFY EXCHANGE TRADED FUN

New

Shares76.8K

Event2026-03-31

Filed2026-04-13

VIGI

VANGUARD WHITEHALL FDS

16.70%

Shares23.2K

Event2026-03-31

Filed2026-04-13

SCHW

SCHWAB CHARLES CORP

1.30%

Shares21.8K

Event2026-03-31

Filed2026-04-13

NTSE

WISDOMTREE TR

-27.89%

Shares51.3K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-1.34%

Shares3.5K

Event2026-03-31

Filed2026-04-13

GAA

CAMBRIA ETF TR

7.42%

Shares59.0K

Event2026-03-31

Filed2026-04-13

NEAR

ISHARES U S ETF TR

295.87%

Shares37.3K

Event2026-03-31

Filed2026-04-13

IMTM

ISHARES TR

32.02%

Shares39.0K

Event2026-03-31

Filed2026-04-13

UGA

UNITED STS GASOLINE FD LP

5.33%

Shares17.8K

Event2026-03-31

Filed2026-04-13

VXF

VANGUARD INDEX FDS

New

Shares8.4K

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED

8.68%

Shares3.3K

Event2026-03-31

Filed2026-04-13

JMOM

J P MORGAN EXCHANGE TRADED F

16.94%

Shares24.5K

Event2026-03-31

Filed2026-04-13

VISA INC

10.02%

Shares5.5K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

22.61%

Shares7.5K

Event2026-03-31

Filed2026-04-13

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.16%

Shares36.8K

Event2026-03-31

Filed2026-04-13

ACWV

ISHARES INC

21.83%

Shares12.6K

Event2026-03-31

Filed2026-04-13

SBAR

SIMPLIFY EXCHANGE TRADED FUN

New

Shares57.6K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-88.88%

Shares2.3K

Event2026-03-31

Filed2026-04-13

ILF

ISHARES TR

2.14%

Shares38.4K

Event2026-03-31

Filed2026-04-13

SPDR SERIES TRUST

26.65%

Shares14.1K

Event2026-03-31

Filed2026-04-13

GBTC

GRAYSCALE BITCOIN TRUST ETF

New

Shares25.4K

Event2026-03-31

Filed2026-04-13

CGGO

CAPITAL GROUP GBL GROWTH EQT

1.29%

Shares38.4K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

New

Shares6.7K

Event2026-03-31

Filed2026-04-13

DFUS

DIMENSIONAL ETF TRUST

0.83%

Shares17.9K

Event2026-03-31

Filed2026-04-13

BOXX

EA SERIES TRUST

95.08%

Shares10.8K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

-21.50%

Shares17.5K

Event2026-03-31

Filed2026-04-13

BOKF

BOK FINL CORP

New

Shares9.4K

Event2026-03-31

Filed2026-04-13

CGGR

CAPITAL GROUP GROWTH ETF

-0.74%

Shares29.4K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

-28.33%

Shares8.3K

Event2026-03-31

Filed2026-04-13

AMT

AMERICAN TOWER CORP

New

Shares6.4K

Event2026-03-31

Filed2026-04-13

SPYM

SPDR SERIES TRUST

-11.92%

Shares14.0K

Event2026-03-31

Filed2026-04-13

CPRT

COPART INC

New

Shares30.8K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-59.05%

Shares4.6K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

8.35%

Shares2.5K

Event2026-03-31

Filed2026-04-13

SGOV

ISHARES TR

-87.50%

Shares9.1K

Event2026-03-31

Filed2026-04-13

DFUV

DIMENSIONAL ETF TRUST

0.37%

Shares18.7K

Event2026-03-31

Filed2026-04-13

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares49.6K

Event2026-03-31

Filed2026-04-13

SPDW

SPDR INDEX SHS FDS

-4.84%

Shares18.2K

Event2026-03-31

Filed2026-04-13

ORLY

OREILLY AUTOMOTIVE INC

New

Shares8.7K

Event2026-03-31

Filed2026-04-13

CAG

CONAGRA BRANDS INC

0.04%

Shares45.6K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-3.96%

Shares5.7K

Event2026-03-31

Filed2026-04-13

FLOT

ISHARES TR

15.50%

Shares13.1K

Event2026-03-31

Filed2026-04-13