$190 Million is the total value of Financial Management Professionals, Inc.'s 487 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GSLC | New | GOLDMAN SACHS ACTVBETAuie | $9,150,000 | – | 215,574 | +100.0% | 4.82% | – |
| VWO | New | VANGUARD FTSE EMERGINGuie | $6,660,000 | – | 189,185 | +100.0% | 3.50% | – |
| PUI | New | PWRSHRS DWA UTILITIESuie | $4,774,000 | – | 171,265 | +100.0% | 2.51% | – |
| GDX | New | VANECK VECTORS GOLDuie | $3,565,000 | – | 128,681 | +100.0% | 1.88% | – |
| IVE | New | ISHARES S&P 500 VALUEuie | $2,440,000 | – | 26,295 | +100.0% | 1.28% | – |
| VGT | New | VANGUARD INFORMATIONuie | $2,390,000 | – | 22,329 | +100.0% | 1.26% | – |
| New | SANTANDER BANK N. 0.7%17cds | $169,000 | – | 170,000 | +100.0% | 0.09% | – | |
| CERN | New | CERNER CORP | $140,000 | – | 2,400 | +100.0% | 0.07% | – |
| New | TRIST CAP BK 0.55%16cds | $111,000 | – | 112,000 | +100.0% | 0.06% | – | |
| New | CALCASU-CAMERON LA 4%18bmu | $105,000 | – | 100,000 | +100.0% | 0.06% | – | |
| New | GOLDMAN SACHS BK 0.55%16cds | $95,000 | – | 95,000 | +100.0% | 0.05% | – | |
| New | SANTANDER BANK N 0.65%16cds | $67,000 | – | 68,000 | +100.0% | 0.04% | – | |
| New | DISCOVER BK 0.55%16cds | $65,000 | – | 65,000 | +100.0% | 0.03% | – | |
| New | DISCOVER BK 1.25%17cds | $65,000 | – | 65,000 | +100.0% | 0.03% | – | |
| New | GOLDMAN SACHS BK 1.8%17cds | $62,000 | – | 62,000 | +100.0% | 0.03% | – | |
| New | BMO HARRIS BANK 0.75%17cds | $59,000 | – | 60,000 | +100.0% | 0.03% | – | |
| NXPI | New | NXP SEMICONDUCTORS Ffgo | $57,000 | – | 736 | +100.0% | 0.03% | – |
| IEFA | New | ISHARES CORE MSCI EAFEuie | $54,000 | – | 1,045 | +100.0% | 0.03% | – |
| STON | New | STONEMOR PARTNERS LPmlp | $50,000 | – | 2,000 | +100.0% | 0.03% | – |
| New | SKYBRIDGE G II FUND LLCllc | $45,000 | – | 48 | +100.0% | 0.02% | – | |
| New | TELEFONICA EMI 5.877%19Fudd | $44,000 | – | 40,000 | +100.0% | 0.02% | – | |
| VZ | New | VERIZON COMMUNICATN | $33,000 | – | 625 | +100.0% | 0.02% | – |
| AGG | New | ISHARES CORE US AGGRGTuie | $32,000 | – | 289 | +100.0% | 0.02% | – |
| SH | New | PROSHARES SHORT S&P 500uie | $29,000 | – | 736 | +100.0% | 0.02% | – |
| MAT | New | MATTEL INCORPORATED | $26,000 | – | 806 | +100.0% | 0.01% | – |
| RRMS | New | ROSE ROCK MIDSTREAM LPmlp | $26,000 | – | 1,000 | +100.0% | 0.01% | – |
| BA | New | BOEING CO | $22,000 | – | 153 | +100.0% | 0.01% | – |
| LMT | New | LOCKHEED MARTIN CORP | $22,000 | – | 90 | +100.0% | 0.01% | – |
| New | COPPELL TX ISD 0%17bmu | $20,000 | – | 21,000 | +100.0% | 0.01% | – | |
| New | KEYBANK NA 1.05%17cds | $19,000 | – | 19,000 | +100.0% | 0.01% | – | |
| MAA | New | MID AMERICA APARTMENret | $19,000 | – | 180 | +100.0% | 0.01% | – |
| RAI | New | REYNOLDS AMERICAN | $19,000 | – | 357 | +100.0% | 0.01% | – |
| HYG | New | ISHARES IBOXX HIGH YIELDuie | $18,000 | – | 221 | +100.0% | 0.01% | – |
| PFF | New | ISHARES U.S. PREFERREDuie | $18,000 | – | 477 | +100.0% | 0.01% | – |
| DOW | New | DOW CHEMICAL COMPANY | $17,000 | – | 345 | +100.0% | 0.01% | – |
| MCD | New | MC DONALDS CORP | $17,000 | – | 143 | +100.0% | 0.01% | – |
| New | DISCOVER BK 1.15%17cds | $15,000 | – | 15,000 | +100.0% | 0.01% | – | |
| New | HARRIS CNTY TX 0%17bmu | $16,000 | – | 17,000 | +100.0% | 0.01% | – | |
| New | DALLAS TX CONV HOTE 0%18bmu | $15,000 | – | 16,000 | +100.0% | 0.01% | – | |
| NEE | New | NEXTERA ENERGY INC | $16,000 | – | 134 | +100.0% | 0.01% | – |
| EWJ | New | ISHARES MSCI JAPAN ETFuie | $16,000 | – | 1,426 | +100.0% | 0.01% | – |
| IEV | New | ISHARES EUROPE ETFuie | $16,000 | – | 434 | +100.0% | 0.01% | – |
| ABBV | New | ABBVIE INC | $13,000 | – | 218 | +100.0% | 0.01% | – |
| D | New | DOMINION RES INC VA | $14,000 | – | 190 | +100.0% | 0.01% | – |
| FNCL | New | FIDELITY MSCI FINANCIALSuie | $13,000 | – | 474 | +100.0% | 0.01% | – |
| FLT | New | FLEETCOR TECHNOLOGIE | $13,000 | – | 92 | +100.0% | 0.01% | – |
| GPC | New | GENUINE PARTS CO | $14,000 | – | 146 | +100.0% | 0.01% | – |
| GSK | New | GLAXOSMITHKLINE PLC Fadr | $14,000 | – | 331 | +100.0% | 0.01% | – |
| LAMR | New | LAMAR ADVERTISINGret | $14,000 | – | 222 | +100.0% | 0.01% | – |
| SNI | New | SCRIPPS NTWK INTERAC | $13,000 | – | 226 | +100.0% | 0.01% | – |
| FENY | New | FIDELITY MSCI ENERGYuie | $11,000 | – | 578 | +100.0% | 0.01% | – |
| FHLC | New | FIDELITY MSCI HEALTHuie | $12,000 | – | 384 | +100.0% | 0.01% | – |
| CMS | New | C M S ENERGY CORP | $12,000 | – | 269 | +100.0% | 0.01% | – |
| BGS | New | B & G FOODS INC | $11,000 | – | 242 | +100.0% | 0.01% | – |
| IP | New | INTERNATIONAL PAPER | $12,000 | – | 297 | +100.0% | 0.01% | – |
| AMGN | New | AMGEN INCORPORATED | $12,000 | – | 84 | +100.0% | 0.01% | – |
| UPS | New | UNITED PARCEL SRVC | $12,000 | – | 113 | +100.0% | 0.01% | – |
| NNN | New | NATL RETAIL PPTYret | $12,000 | – | 233 | +100.0% | 0.01% | – |
| CINF | New | CINCINNATI FINANCIAL | $10,000 | – | 136 | +100.0% | 0.01% | – |
| PAYX | New | PAYCHEX INC | $10,000 | – | 181 | +100.0% | 0.01% | – |
| FBHS | New | FORTUNE BRANDS HM&S | $9,000 | – | 163 | +100.0% | 0.01% | – |
| FCFS | New | FIRST CASH FINL SVCS | $9,000 | – | 185 | +100.0% | 0.01% | – |
| LQD | New | ISHARES IBOXX INVT GRADEuie | $9,000 | – | 76 | +100.0% | 0.01% | – |
| SERV | New | SERVICEMASTER GLBL | $10,000 | – | 271 | +100.0% | 0.01% | – |
| EVHC | New | ENVISION HEALTHCARE | $9,000 | – | 355 | +100.0% | 0.01% | – |
| RPM | New | RPM INTERNATIONAL | $9,000 | – | 214 | +100.0% | 0.01% | – |
| PVTB | New | PRIVATEBANCORP INC | $9,000 | – | 227 | +100.0% | 0.01% | – |
| LKQ | New | LKQ CORP | $9,000 | – | 287 | +100.0% | 0.01% | – |
| HCSG | New | HEALTHCARE SVC GROUP | $9,000 | – | 223 | +100.0% | 0.01% | – |
| WTR | New | AQUA AMERICA INC | $9,000 | – | 272 | +100.0% | 0.01% | – |
| CHD | New | CHURCH & DWIGHT CO | $9,000 | – | 95 | +100.0% | 0.01% | – |
| CCI | New | CROWN CASTLE INTL COret | $9,000 | – | 90 | +100.0% | 0.01% | – |
| SRCL | New | STERICYCLE INC | $10,000 | – | 103 | +100.0% | 0.01% | – |
| RMD | New | RESMED INC | $8,000 | – | 132 | +100.0% | 0.00% | – |
| New | ALLY BANK 1.15%18cds | $8,000 | – | 8,000 | +100.0% | 0.00% | – | |
| MCHI | New | ISHARES MSCI CHINA ETFuie | $8,000 | – | 208 | +100.0% | 0.00% | – |
| VTIP | New | VANGUARD SHRT INF PROTuie | $8,000 | – | 163 | +100.0% | 0.00% | – |
| NSP | New | INSPERITY INC | $7,000 | – | 96 | +100.0% | 0.00% | – |
| BERY | New | BERRY PLASTICS GROUP | $8,000 | – | 211 | +100.0% | 0.00% | – |
| CRI | New | CARTERS INC | $7,000 | – | 72 | +100.0% | 0.00% | – |
| DLR | New | DIGITAL REALTY TRUSTret | $8,000 | – | 88 | +100.0% | 0.00% | – |
| MXIM | New | MAXIM INTEGRATED PRO | $8,000 | – | 240 | +100.0% | 0.00% | – |
| ECHO | New | ECHO GLOBAL LOGISTIC | $7,000 | – | 322 | +100.0% | 0.00% | – |
| UMPQ | New | UMPQUA HOLDINGS CORP | $7,000 | – | 460 | +100.0% | 0.00% | – |
| EPR | New | EPR PROPERTIESret | $8,000 | – | 125 | +100.0% | 0.00% | – |
| BCPC | New | BALCHEM CORP | $7,000 | – | 122 | +100.0% | 0.00% | – |
| GTLS | New | CHART INDUSTRIES INC | $8,000 | – | 355 | +100.0% | 0.00% | – |
| VCLT | New | VANGUARD LONG TERM CORuie | $8,000 | – | 93 | +100.0% | 0.00% | – |
| CHFC | New | CHEMICAL FINANCIAL | $8,000 | – | 216 | +100.0% | 0.00% | – |
| AAP | New | ADVANCE AUTO PARTS | $8,000 | – | 55 | +100.0% | 0.00% | – |
| SLCA | New | U S SILICA HLDGS INC | $8,000 | – | 238 | +100.0% | 0.00% | – |
| PBCT | New | PEOPLES UNITED FINL | $8,000 | – | 570 | +100.0% | 0.00% | – |
| WCN | New | WASTE CONNECTIONS IN | $7,000 | – | 106 | +100.0% | 0.00% | – |
| TECD | New | TECH DATA CORP | $8,000 | – | 112 | +100.0% | 0.00% | – |
| BBT | New | BB&T CORPORATION | $7,000 | – | 223 | +100.0% | 0.00% | – |
| CBF | New | CAPITAL BK FINL CO | $7,000 | – | 244 | +100.0% | 0.00% | – |
| RDSB | New | ROYAL DUTCH SHELL Fadr | $8,000 | – | 150 | +100.0% | 0.00% | – |
| NAVG | New | NAVIGATORS GROUP INC | $8,000 | – | 87 | +100.0% | 0.00% | – |
| HEI | New | HEICO CORP | $8,000 | – | 134 | +100.0% | 0.00% | – |
| ROL | New | ROLLINS INC | $8,000 | – | 280 | +100.0% | 0.00% | – |
| WOOF | New | V C A INC | $7,000 | – | 114 | +100.0% | 0.00% | – |
| JAZZ | New | JAZZ PHARMACEUTICAL Ffgo | $8,000 | – | 57 | +100.0% | 0.00% | – |
| MIC | New | MACQUARIE INFRASTRUC | $8,000 | – | 109 | +100.0% | 0.00% | – |
| VRSK | New | VERISK ANALYTICS INC | $8,000 | – | 105 | +100.0% | 0.00% | – |
| CPST | New | CAPSTONE TURBINE CO | $7,000 | – | 5,500 | +100.0% | 0.00% | – |
| ISBC | New | INVESTORS BANCORP | $6,000 | – | 551 | +100.0% | 0.00% | – |
| USPH | New | U S PHYSICAL THERAPY | $5,000 | – | 87 | +100.0% | 0.00% | – |
| TTWO | New | TAKE TWO INTERACTV | $6,000 | – | 165 | +100.0% | 0.00% | – |
| IJR | New | ISHARES CORE S&P SMALLuie | $6,000 | – | 57 | +100.0% | 0.00% | – |
| ELS | New | EQUITY LIFESTYLE PPTret | $5,000 | – | 67 | +100.0% | 0.00% | – |
| JJSF | New | J & J SNACK FOOD COR | $5,000 | – | 47 | +100.0% | 0.00% | – |
| JONE | New | JONES ENERGY INC | $6,000 | – | 1,048 | +100.0% | 0.00% | – |
| PDT | New | JOHN HANCOCK PREMIUM DIVcem | $5,000 | – | 328 | +100.0% | 0.00% | – |
| FN | New | FABRINET Ffgo | $5,000 | – | 141 | +100.0% | 0.00% | – |
| HAIN | New | HAIN CELESTIAL GROUP | $6,000 | – | 121 | +100.0% | 0.00% | – |
| DG | New | DOLLAR GENERAL CORP | $5,000 | – | 62 | +100.0% | 0.00% | – |
| MD | New | MEDNAX INC | $5,000 | – | 75 | +100.0% | 0.00% | – |
| FANG | New | DIAMONDBACK ENERGY | $5,000 | – | 56 | +100.0% | 0.00% | – |
| MORN | New | MORNINGSTAR INC | $5,000 | – | 64 | +100.0% | 0.00% | – |
| New | GOLDMAN SACHS BK 1.35%17cds | $5,000 | – | 5,000 | +100.0% | 0.00% | – | |
| HII | New | HUNTINGTON INGALLS | $5,000 | – | 32 | +100.0% | 0.00% | – |
| COR | New | CORESITE REALTY CORPret | $6,000 | – | 70 | +100.0% | 0.00% | – |
| NUAN | New | NUANCE COMMUN INC | $5,000 | – | 382 | +100.0% | 0.00% | – |
| CFX | New | COLFAX CORPORATION | $6,000 | – | 260 | +100.0% | 0.00% | – |
| VNTV | New | VANTIV INC | $5,000 | – | 93 | +100.0% | 0.00% | – |
| PDS | New | PRECISION DRILLING Ffgc | $5,000 | – | 1,073 | +100.0% | 0.00% | – |
| PSMT | New | PRICESMART INC | $5,000 | – | 61 | +100.0% | 0.00% | – |
| O | New | REALTY INCM CORPret | $5,000 | – | 85 | +100.0% | 0.00% | – |
| RBA | New | RITCHIE BROS AUCTION Ffgc | $5,000 | – | 157 | +100.0% | 0.00% | – |
| JNK | New | SPDR BARCLAYS HIGH YIELDuie | $5,000 | – | 160 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $6,000 | – | 63 | +100.0% | 0.00% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETFuie | $6,000 | – | 25 | +100.0% | 0.00% | – |
| CHRW | New | C H ROBINSON WORLDWD | $5,000 | – | 69 | +100.0% | 0.00% | – |
| BPL | New | BUCKEYE PARTNERS LP LPmlp | $4,000 | – | 67 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORP | $3,000 | – | 37 | +100.0% | 0.00% | – |
| LLY | New | ELI LILLY & COMPANY | $3,000 | – | 44 | +100.0% | 0.00% | – |
| HON | New | HONEYWELL INTL INC | $4,000 | – | 37 | +100.0% | 0.00% | – |
| UTX | New | UNITED TECHNOLOGIES | $4,000 | – | 42 | +100.0% | 0.00% | – |
| GOV | New | GOVERNMENT PROPERTIEret | $3,000 | – | 140 | +100.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORPret | $3,000 | – | 33 | +100.0% | 0.00% | – |
| TMO | New | THERMO FISHER SCNTFC | $3,000 | – | 23 | +100.0% | 0.00% | – |
| PFXF | New | VANECK VECTORS PFD SECuie | $3,000 | – | 165 | +100.0% | 0.00% | – |
| EOG | New | EOG RESOURCES INC | $3,000 | – | 47 | +100.0% | 0.00% | – |
| New | GOLDMAN SACHS BK 1.5%17cds | $3,000 | – | 3,000 | +100.0% | 0.00% | – | |
| THO | New | THOR INDUSTRIES INC | $4,000 | – | 77 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $3,000 | – | 52 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM LTD Ffgo | $3,000 | – | 22 | +100.0% | 0.00% | – |
| ICLR | New | ICON PLC Ffgo | $4,000 | – | 70 | +100.0% | 0.00% | – |
| THG | New | HANOVER INSURANCE | $3,000 | – | 45 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $3,000 | – | 11 | +100.0% | 0.00% | – |
| CHKP | New | CHECK PT SOFTWARE Ffgo | $4,000 | – | 61 | +100.0% | 0.00% | – |
| ADBE | New | ADOBE SYSTEMS INC | $3,000 | – | 37 | +100.0% | 0.00% | – |
| FFIV | New | F5 NETWORKS INC | $4,000 | – | 43 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY COMP | $4,000 | – | 53 | +100.0% | 0.00% | – |
| IWM | New | ISHARES RUSSELL 2000uie | $4,000 | – | 40 | +100.0% | 0.00% | – |
| ACHC | New | ACADIA HEALTHCARE CO | $4,000 | – | 83 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRUMENTS | $3,000 | – | 58 | +100.0% | 0.00% | – |
| BDX | New | BECTON DICKINSON&CO | $3,000 | – | 19 | +100.0% | 0.00% | – |
| PE | New | PARSLEY ENERGY INC | $4,000 | – | 149 | +100.0% | 0.00% | – |
| SXL | New | SUNOCO LOGISTICS PTN LPmlp | $3,000 | – | 112 | +100.0% | 0.00% | – |
| CMCSA | New | COMCAST CORPORATION | $3,000 | – | 47 | +100.0% | 0.00% | – |
| WELL | New | WELLTOWER INC | $4,000 | – | 64 | +100.0% | 0.00% | – |
| UNTCQ | New | UNIT CORPORATION | $4,000 | – | 307 | +100.0% | 0.00% | – |
| TAHO | New | TAHOE RESOURCES INC Ffgc | $4,000 | – | 276 | +100.0% | 0.00% | – |
| WR | New | WESTAR ENERGY INC | $3,000 | – | 65 | +100.0% | 0.00% | – |
| CB | New | CHUBB LTD Ffgo | $4,000 | – | 33 | +100.0% | 0.00% | – |
| MHK | New | MOHAWK INDUSTRIES | $4,000 | – | 25 | +100.0% | 0.00% | – |
| CY | New | CYPRESS SEMICONDUCTR | $4,000 | – | 470 | +100.0% | 0.00% | – |
| New | HP INC. 4.05%22bco | $2,000 | – | 2,000 | +100.0% | 0.00% | – | |
| GSPRICL | New | GOLDMAN SACHS 5.95% PFDpre | $1,000 | – | 71 | +100.0% | 0.00% | – |
| GLPI | New | GAMING & LEISURE PPTret | $2,000 | – | 85 | +100.0% | 0.00% | – |
| FDS | New | FACTSET RESEARCH SYS | $2,000 | – | 15 | +100.0% | 0.00% | – |
| JPMPRDCL | New | JPMORGAN CHASE 5.5% PFDpre | $1,000 | – | 75 | +100.0% | 0.00% | – |
| JPMPRBCL | New | JPMORGAN CHASE 6.7% PFDpre | $1,000 | – | 67 | +100.0% | 0.00% | – |
| New | LA JOYA TX ISD 0%16bmu | $1,000 | – | 2,000 | +100.0% | 0.00% | – | |
| New | NATIONAL RURAL UTIL 4%20bco | $1,000 | – | 1,000 | +100.0% | 0.00% | – | |
| NWL | New | NEWELL BRANDS INC | $2,000 | – | 60 | +100.0% | 0.00% | – |
| NKE | New | NIKE INC | $2,000 | – | 47 | +100.0% | 0.00% | – |
| PNK | New | PINNACLE ENTERTAINMT | $1,000 | – | 100 | +100.0% | 0.00% | – |
| PCEF | New | POWERSHARES CEF INCuie | $2,000 | – | 126 | +100.0% | 0.00% | – |
| CELG | New | CELGENE CORP | $1,000 | – | 17 | +100.0% | 0.00% | – |
| COFPRCCL | New | CAPITAL ONE F 6.25% PFDpre | $2,000 | – | 100 | +100.0% | 0.00% | – |
| XLV | New | SELECT SECTOR HEALTHuie | $2,000 | – | 28 | +100.0% | 0.00% | – |
| XLY | New | SPDR FUND CONSUMERuie | $1,000 | – | 22 | +100.0% | 0.00% | – |
| XLF | New | SELECT STR FINANCIALuie | $1,000 | – | 57 | +100.0% | 0.00% | – |
| XLI | New | SELECT SECTOR INDUSTRIALuie | $1,000 | – | 25 | +100.0% | 0.00% | – |
| XLK | New | TECHNOLOGY SELECT SECTORuie | $2,000 | – | 62 | +100.0% | 0.00% | – |
| BACPRWCL | New | BANK OF AMER 6.625% PFDpre | $2,000 | – | 98 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INC | $2,000 | – | 80 | +100.0% | 0.00% | – |
| VFC | New | VF CORPORATION | $1,000 | – | 20 | +100.0% | 0.00% | – |
| ALLPRECL | New | ALLSTATE COR 6.625% PFDpre | $1,000 | – | 66 | +100.0% | 0.00% | – |
| ARLP | New | ALLIANCE RES PARTNER LPmlp | $1,000 | – | 112 | +100.0% | 0.00% | – |
| AGN | New | ALLERGAN PLC Ffgo | $1,000 | – | 8 | +100.0% | 0.00% | – |
| SPNS | New | SAPIENS INTL CP N V NEWFfgo | $2,000 | – | 201 | +100.0% | 0.00% | – |
| HDS | New | HD SUPPLY HLDGS INC | $2,000 | – | 69 | +100.0% | 0.00% | – |
| New | HSBC FIN CORP 6%17bco | $1,000 | – | 1,000 | +100.0% | 0.00% | – | |
| New | GNMA PL 002247M 7%26gin | $0 | – | 40,000 | +100.0% | 0.00% | – | |
| XLU | New | SELECT SECTOR UTI SELECTuie | $0 | – | 8 | +100.0% | 0.00% | – |
| XLE | New | ENERGY SELECT SECTORuie | $0 | – | 13 | +100.0% | 0.00% | – |
| XLB | New | SPDR FUND MATERIALSuie | $0 | – | 8 | +100.0% | 0.00% | – |
| CRCQQ | New | CALIFORNIA RESOURCES | $0 | – | 9 | +100.0% | 0.00% | – |
| RMR | New | R M R GROUP INC | $0 | – | 1 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATN | $0 | – | 1 | +100.0% | 0.00% | – |
| COKE | New | COCA COLA BOTTLG CO | $0 | – | 3 | +100.0% | 0.00% | – |
| MXL | New | MAXLINEAR INC | $0 | – | 320 | +100.0% | 0.00% | – |
| New | LEHMAN BROS HLDGS 2XXXprd | $0 | – | 10,000 | +100.0% | 0.00% | – | |
| IYZ | New | ISHARES US TELECOM ETFuie | $0 | – | 10 | +100.0% | 0.00% | – |
| New | GNMA PL 001790M 8%24gin | $0 | – | 125,000 | +100.0% | 0.00% | – | |
| MLNX | New | MELLANOX TECHS LTD Ffgo | $0 | – | 136 | +100.0% | 0.00% | – |
| New | GNMA PL 002032M 7%25gin | $0 | – | 56,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHW US LCAP ETF | 45 | Q2 2024 | 42.7% |
| ISHARES TR RUSSELL 1000 | 45 | Q2 2024 | 8.9% |
| SCHW US SCAP ETF | 45 | Q2 2024 | 24.2% |
| VANGUARD MID CAP ETF IV | 45 | Q2 2024 | 6.0% |
| VANGUARD INTL EQUITY INDEX F | 45 | Q2 2024 | 2.1% |
| VANGUARD TOTAL STOCK MKT | 45 | Q2 2024 | 4.3% |
| EXXON MOBIL CORPORATION | 45 | Q2 2024 | 2.2% |
| APPLE INC | 45 | Q2 2024 | 1.1% |
| PEPSICO INCORPORATED | 45 | Q2 2024 | 1.1% |
| JPMORGAN CHASE & CO | 45 | Q2 2024 | 0.4% |
View Financial Management Professionals, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-10 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-12 |
View Financial Management Professionals, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.