$270 Million is the total value of Financial Management Professionals, Inc.'s 332 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 31.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $60,209,000 | +5.8% | 857,804 | +1.9% | 22.31% | -2.4% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $39,997,000 | -29.1% | 700,602 | -31.2% | 14.82% | -34.6% |
| IWB | Sell | ISHARES TRrus 1000 etf | $17,590,000 | +1.2% | 108,055 | -2.2% | 6.52% | -6.7% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $16,149,000 | +1614800.0% | 228,961 | +1526306.7% | 5.98% | – |
| HYS | Buy | PIMCO ETF TR0-5 high yield | $15,942,000 | +3.9% | 158,787 | +3.7% | 5.91% | -4.2% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $14,564,000 | +265.3% | 274,787 | +257.6% | 5.40% | +237.0% |
| GSLC | Sell | GOLDMAN SACHS ETF TRequity etf | $12,229,000 | +0.9% | 208,076 | -2.4% | 4.53% | -6.9% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $11,897,000 | +5.4% | 105,013 | +2.4% | 4.41% | -2.8% |
| EPP | New | ISHARES INCmsci pac jp etf | $9,325,000 | – | 197,448 | +100.0% | 3.46% | – |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $9,157,000 | +0.8% | 121,828 | -1.9% | 3.39% | -7.0% |
| HEFA | New | ISHARES TRhdg msci eafe | $5,208,000 | – | 174,643 | +100.0% | 1.93% | – |
| PUI | Buy | INVESCO EXCHANGE TRADED FD Tdwa utils mumt | $4,751,000 | +23.9% | 146,180 | +23.2% | 1.76% | +14.3% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $4,449,000 | +4.3% | 26,615 | +0.3% | 1.65% | -3.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $4,051,000 | +1.8% | 22,599 | -2.1% | 1.50% | -6.1% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,983,000 | +5.6% | 78,115 | +3.8% | 1.48% | -2.6% |
| REZ | Sell | ISHARES TRresidnl real est | $3,719,000 | -1.1% | 51,003 | -4.1% | 1.38% | -8.8% |
| PSJ | Buy | INVESCO EXCHANGE TRADED FD Tdynmc software | $3,590,000 | +33.9% | 37,462 | +27.7% | 1.33% | +23.6% |
| ITB | New | ISHARES TRus home cons etf | $3,572,000 | – | 93,451 | +100.0% | 1.32% | – |
| PBW | Buy | INVESCO EXCHANGE TRADED FD Twilderhil clan | $3,528,000 | +176300.0% | 118,732 | +211921.4% | 1.31% | +130700.0% |
| FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $2,225,000 | -0.7% | 33,437 | -4.6% | 0.82% | -8.3% |
| XOM | Sell | EXXON MOBIL CORP | $2,216,000 | -7.6% | 28,916 | -2.6% | 0.82% | -14.8% |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $2,193,000 | – | 18,398 | +100.0% | 0.81% | – |
| HYMB | New | SPDR SERIES TRUSTnuv hghyld mun | $1,151,000 | – | 19,690 | +100.0% | 0.43% | – |
| AAPL | Buy | APPLE INC | $1,088,000 | +27.7% | 5,498 | +22.6% | 0.40% | +17.8% |
| MAIN | Sell | MAIN STREET CAPITAL CORP | $1,080,000 | +5.7% | 26,263 | -4.4% | 0.40% | -2.7% |
| FET | FORUM ENERGY TECHNOLOGIES IN | $968,000 | -33.1% | 283,001 | 0.0% | 0.36% | -38.2% | |
| MINT | PIMCO ETF TRenhan shrt ma ac | $873,000 | +0.2% | 8,580 | 0.0% | 0.32% | -7.4% | |
| SHW | SHERWIN WILLIAMS CO | $582,000 | +6.4% | 1,270 | 0.0% | 0.22% | -1.8% | |
| BIL | SPDR SERIES TRUSTspdr bloomberg | $569,000 | 0.0% | 6,208 | 0.0% | 0.21% | -7.9% | |
| AAL | AMERICAN AIRLS GROUP INC | $432,000 | +2.6% | 13,256 | 0.0% | 0.16% | -5.3% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $425,000 | +3.7% | 1,450 | 0.0% | 0.16% | -4.2% | |
| BFST | BUSINESS FIRST BANCSHARES IN | $424,000 | +3.7% | 16,667 | 0.0% | 0.16% | -4.3% | |
| SHV | ISHARES TRshort treas bd | $356,000 | 0.0% | 3,221 | 0.0% | 0.13% | -7.7% | |
| BCSF | New | BAIN CAP SPECIALTY FIN INC | $321,000 | – | 17,231 | +100.0% | 0.12% | – |
| MO | ALTRIA GROUP INC | $293,000 | -17.5% | 6,190 | 0.0% | 0.11% | -23.8% | |
| JPM | JPMORGAN CHASE & CO | $267,000 | +10.3% | 2,386 | 0.0% | 0.10% | +2.1% | |
| PFE | PFIZER INC | $264,000 | +2.3% | 6,085 | 0.0% | 0.10% | -5.8% | |
| CVX | CHEVRON CORP NEW | $256,000 | +0.8% | 2,058 | 0.0% | 0.10% | -6.9% | |
| PEP | PEPSICO INC | $252,000 | +7.2% | 1,920 | 0.0% | 0.09% | -1.1% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $245,000 | +16.1% | 1,150 | +9.5% | 0.09% | +7.1% |
| AMZN | Buy | AMAZON COM INC | $242,000 | +44.9% | 128 | +36.2% | 0.09% | +34.3% |
| DUK | DUKE ENERGY CORP NEW | $240,000 | -2.0% | 2,722 | 0.0% | 0.09% | -9.2% | |
| SLB | Buy | SCHLUMBERGER LTD | $239,000 | -8.8% | 6,004 | +0.0% | 0.09% | -15.2% |
| PM | PHILIP MORRIS INTL INC | $236,000 | -10.9% | 3,000 | 0.0% | 0.09% | -17.9% | |
| WTRH | WAITR HLDGS INC | $231,000 | -48.9% | 36,756 | 0.0% | 0.09% | -52.7% | |
| SHY | ISHARES TR1 3 yr treas bd | $220,000 | +0.5% | 2,600 | 0.0% | 0.08% | -6.8% | |
| SO | SOUTHERN CO | $221,000 | +6.8% | 4,000 | 0.0% | 0.08% | -1.2% | |
| PSX | PHILLIPS 66 | $207,000 | -1.9% | 2,217 | 0.0% | 0.08% | -9.4% | |
| SHOP | New | SHOPIFY INCcl a | $203,000 | – | 675 | +100.0% | 0.08% | – |
| TPL | Buy | TEXAS PAC LD TRsub ctf prop i t | $200,000 | +68.1% | 254 | +64.9% | 0.07% | +54.2% |
| T | Sell | AT&T INC | $189,000 | +3.3% | 5,641 | -3.5% | 0.07% | -5.4% |
| CSCO | CISCO SYS INC | $178,000 | +1.7% | 3,249 | 0.0% | 0.07% | -5.7% | |
| MRK | MERCK & CO INC | $173,000 | +0.6% | 2,064 | 0.0% | 0.06% | -7.2% | |
| FFIN | Buy | FIRST FINL BANKSHARES | $171,000 | +6.2% | 5,568 | +100.0% | 0.06% | -3.1% |
| LLY | LILLY ELI & CO | $166,000 | -14.9% | 1,500 | 0.0% | 0.06% | -20.5% | |
| FB | FACEBOOK INCcl a | $154,000 | +15.8% | 799 | 0.0% | 0.06% | +7.5% | |
| COP | Buy | CONOCOPHILLIPS | $142,000 | -8.4% | 2,335 | +0.3% | 0.05% | -14.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $141,000 | +120.3% | 938 | +113.7% | 0.05% | +100.0% |
| NATI | NATIONAL INSTRS CORP | $126,000 | -5.3% | 2,999 | 0.0% | 0.05% | -11.3% | |
| WPC | W P CAREY INC | $120,000 | +3.4% | 1,483 | 0.0% | 0.04% | -6.4% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $120,000 | -0.8% | 4,144 | 0.0% | 0.04% | -10.2% | |
| JNJ | Buy | JOHNSON & JOHNSON | $117,000 | +28.6% | 840 | +29.4% | 0.04% | +16.2% |
| INTC | INTEL CORP | $110,000 | -11.3% | 2,303 | 0.0% | 0.04% | -18.0% | |
| CI | Buy | CIGNA CORP NEW | $107,000 | +3.9% | 682 | +6.6% | 0.04% | -2.4% |
| TXN | TEXAS INSTRS INC | $109,000 | +7.9% | 950 | 0.0% | 0.04% | -2.4% | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $97,000 | +9600.0% | 90 | +8900.0% | 0.04% | – |
| LUV | SOUTHWEST AIRLS CO | $95,000 | -2.1% | 1,868 | 0.0% | 0.04% | -10.3% | |
| CERN | CERNER CORP | $88,000 | +27.5% | 1,200 | 0.0% | 0.03% | +17.9% | |
| BAC | Buy | BANK AMER CORP | $90,000 | +4.7% | 3,106 | +0.0% | 0.03% | -5.7% |
| UNH | UNITEDHEALTH GROUP INC | $87,000 | -1.1% | 356 | 0.0% | 0.03% | -8.6% | |
| DELL | DELL TECHNOLOGIES INCcl c | $85,000 | -13.3% | 1,678 | 0.0% | 0.03% | -17.9% | |
| CSX | CSX CORP | $84,000 | +3.7% | 1,080 | 0.0% | 0.03% | -6.1% | |
| WMT | WALMART INC | $84,000 | +13.5% | 757 | 0.0% | 0.03% | +3.3% | |
| MSFT | MICROSOFT CORP | $81,000 | +14.1% | 605 | 0.0% | 0.03% | +3.4% | |
| IUSB | ISHARES TRcore total usd | $81,000 | +1.2% | 1,573 | 0.0% | 0.03% | -6.2% | |
| KO | Buy | COCA COLA CO | $80,000 | +45.5% | 1,563 | +32.5% | 0.03% | +36.4% |
| ORCL | ORACLE CORP | $77,000 | +5.5% | 1,352 | 0.0% | 0.03% | 0.0% | |
| IR | INGERSOLL-RAND PLC | $76,000 | +16.9% | 600 | 0.0% | 0.03% | +7.7% | |
| CL | COLGATE PALMOLIVE CO | $72,000 | +4.3% | 1,000 | 0.0% | 0.03% | -3.6% | |
| KIM | KIMCO RLTY CORP | $74,000 | 0.0% | 4,000 | 0.0% | 0.03% | -10.0% | |
| EMR | EMERSON ELEC CO | $71,000 | -2.7% | 1,060 | 0.0% | 0.03% | -10.3% | |
| RDSB | ROYAL DUTCH SHELL PLCspon adr b | $66,000 | +3.1% | 1,000 | 0.0% | 0.02% | -7.7% | |
| MCD | New | MCDONALDS CORP | $65,000 | – | 315 | +100.0% | 0.02% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $66,000 | – | 416 | +100.0% | 0.02% | – |
| ABT | ABBOTT LABS | $66,000 | +6.5% | 780 | 0.0% | 0.02% | -4.0% | |
| NEE | NEXTERA ENERGY INC | $61,000 | +5.2% | 300 | 0.0% | 0.02% | 0.0% | |
| XEL | XCEL ENERGY INC | $62,000 | +5.1% | 1,045 | 0.0% | 0.02% | -4.2% | |
| HON | Sell | HONEYWELL INTL INC | $61,000 | -15.3% | 350 | -22.2% | 0.02% | -20.7% |
| FTSM | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $63,000 | 0.0% | 1,044 | 0.0% | 0.02% | -8.0% | |
| HRS | Sell | HARRIS CORP DEL | $61,000 | -10.3% | 325 | -23.5% | 0.02% | -14.8% |
| GEL | GENESIS ENERGY L Punit ltd partn | $57,000 | -6.6% | 2,600 | 0.0% | 0.02% | -16.0% | |
| FLAHERTY & CRUMRINE DYN PFD | $54,000 | +5.9% | 2,150 | 0.0% | 0.02% | 0.0% | ||
| ILMN | New | ILLUMINA INC | $55,000 | – | 150 | +100.0% | 0.02% | – |
| TDOC | New | TELADOC HEALTH INC | $53,000 | – | 800 | +100.0% | 0.02% | – |
| PG | Buy | PROCTER AND GAMBLE CO | $51,000 | +82.1% | 463 | +71.5% | 0.02% | +72.7% |
| ET | ENERGY TRANSFER LP | $50,000 | -9.1% | 3,576 | 0.0% | 0.02% | -13.6% | |
| GE | Sell | GENERAL ELECTRIC CO | $50,000 | -31.5% | 4,738 | -35.3% | 0.02% | -34.5% |
| NVS | NOVARTIS A Gsponsored adr | $50,000 | -5.7% | 550 | 0.0% | 0.02% | -9.5% | |
| NFLX | NETFLIX INC | $48,000 | +2.1% | 132 | 0.0% | 0.02% | -5.3% | |
| NVDA | Buy | NVIDIA CORP | $49,000 | +188.2% | 299 | +214.7% | 0.02% | +157.1% |
| HAS | HASBRO INC | $48,000 | +26.3% | 450 | 0.0% | 0.02% | +20.0% | |
| ABBV | ABBVIE INC | $48,000 | -9.4% | 655 | 0.0% | 0.02% | -14.3% | |
| IAU | ISHARES GOLD TRUSTishares | $46,000 | +9.5% | 3,396 | 0.0% | 0.02% | 0.0% | |
| SUB | ISHARES TRshrt nat mun etf | $43,000 | +2.4% | 400 | 0.0% | 0.02% | -5.9% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $42,000 | -2.3% | 1,740 | 0.0% | 0.02% | -5.9% | |
| ANET | Buy | ARISTA NETWORKS INC | $42,000 | +425.0% | 162 | +548.0% | 0.02% | +433.3% |
| FPE | New | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $43,000 | – | 2,222 | +100.0% | 0.02% | – |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $42,000 | -6.7% | 248 | 0.0% | 0.02% | -11.1% | |
| D | DOMINION ENERGY INC | $44,000 | 0.0% | 570 | 0.0% | 0.02% | -11.1% | |
| CIEN | CIENA CORP | $41,000 | +10.8% | 1,000 | 0.0% | 0.02% | 0.0% | |
| TCP | TC PIPELINES LP | $41,000 | 0.0% | 1,100 | 0.0% | 0.02% | -6.2% | |
| BNDX | VANGUARD CHARLOTTE FDSintl bd idx etf | $41,000 | +2.5% | 714 | 0.0% | 0.02% | -6.2% | |
| EA | ELECTRONIC ARTS INC | $41,000 | 0.0% | 400 | 0.0% | 0.02% | -6.2% | |
| IEI | New | ISHARES TR3 7 yr treas bd | $37,000 | – | 293 | +100.0% | 0.01% | – |
| BPL | BUCKEYE PARTNERS L Punit ltd partn | $38,000 | +18.8% | 935 | 0.0% | 0.01% | +7.7% | |
| LDUR | PIMCO ETF TRenhncd lw dur ac | $39,000 | 0.0% | 394 | 0.0% | 0.01% | -12.5% | |
| MPLX | MPLX LP | $35,000 | -2.8% | 1,090 | 0.0% | 0.01% | -7.1% | |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $35,000 | +2.9% | 2,556 | 0.0% | 0.01% | -7.1% | |
| NIO | NIO INCspon ads | $35,000 | -49.3% | 13,538 | 0.0% | 0.01% | -53.6% | |
| SPLK | SPLUNK INC | $35,000 | 0.0% | 280 | 0.0% | 0.01% | -7.1% | |
| HTH | HILLTOP HOLDINGS INC | $32,000 | +18.5% | 1,500 | 0.0% | 0.01% | +9.1% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $32,000 | +540.0% | 600 | +482.5% | 0.01% | +500.0% |
| PXE | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $29,000 | -9.4% | 1,652 | 0.0% | 0.01% | -15.4% | |
| ARLP | ALLIANCE RES PARTNER L Put ltd part | $30,000 | -16.7% | 1,773 | 0.0% | 0.01% | -21.4% | |
| VCYT | VERACYTE INC | $29,000 | +16.0% | 1,000 | 0.0% | 0.01% | +10.0% | |
| GLD | SPDR GOLD TRUST | $29,000 | +7.4% | 220 | 0.0% | 0.01% | 0.0% | |
| FDC | Sell | FIRST DATA CORP NEW | $27,000 | -79.1% | 1,000 | -79.6% | 0.01% | -80.8% |
| QCOM | QUALCOMM INC | $27,000 | +28.6% | 360 | 0.0% | 0.01% | +25.0% | |
| MA | MASTERCARD INCcl a | $26,000 | +8.3% | 100 | 0.0% | 0.01% | 0.0% | |
| HYT | BLACKROCK CORPOR HI YLD FD I | $28,000 | +3.7% | 2,583 | 0.0% | 0.01% | -9.1% | |
| SBUX | STARBUCKS CORP | $26,000 | +13.0% | 306 | 0.0% | 0.01% | +11.1% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $23,000 | +2200.0% | 125 | +2400.0% | 0.01% | – |
| GILD | GILEAD SCIENCES INC | $24,000 | +4.3% | 350 | 0.0% | 0.01% | 0.0% | |
| ACB | Sell | AURORA CANNABIS INC | $23,000 | -17.9% | 3,001 | -2.0% | 0.01% | -18.2% |
| TTD | New | THE TRADE DESK INC | $23,000 | – | 100 | +100.0% | 0.01% | – |
| EXG | EATON VANCE TAX MNGD GBL DV | $23,000 | 0.0% | 2,828 | 0.0% | 0.01% | 0.0% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $25,000 | +4.2% | 500 | 0.0% | 0.01% | -10.0% | |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $24,000 | +4.3% | 1,500 | 0.0% | 0.01% | 0.0% | |
| LNT | ALLIANT ENERGY CORP | $24,000 | +4.3% | 496 | 0.0% | 0.01% | 0.0% | |
| SCHW | THE CHARLES SCHWAB CORPORATI | $23,000 | -4.2% | 571 | 0.0% | 0.01% | -10.0% | |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $21,000 | 0.0% | 821 | -10.9% | 0.01% | 0.0% |
| ERUS | ISHARES INCmsci russia etf | $22,000 | +10.0% | 567 | 0.0% | 0.01% | 0.0% | |
| ALLE | ALLEGION PUB LTD CO | $22,000 | +22.2% | 200 | 0.0% | 0.01% | +14.3% | |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $21,000 | – | 261 | +100.0% | 0.01% | – |
| OPP | RIVERNORTH DOUBLELINE STRATE | $22,000 | +4.8% | 1,300 | 0.0% | 0.01% | 0.0% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $22,000 | +46.7% | 20 | +53.8% | 0.01% | +33.3% |
| DIS | Sell | DISNEY WALT CO | $18,000 | -18.2% | 132 | -33.3% | 0.01% | -22.2% |
| WRI | New | WEINGARTEN RLTY INVSsh ben int | $19,000 | – | 675 | +100.0% | 0.01% | – |
| TXT | TEXTRON INC | $19,000 | +5.6% | 352 | 0.0% | 0.01% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $18,000 | 0.0% | 170 | 0.0% | 0.01% | 0.0% | |
| FATE | New | FATE THERAPEUTICS INC | $20,000 | – | 1,000 | +100.0% | 0.01% | – |
| PFF | ISHARES TRpfd and incm sec | $18,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% | |
| CEQP | CRESTWOOD EQUITY PARTNERS LPunit ltd partner | $20,000 | 0.0% | 568 | 0.0% | 0.01% | -12.5% | |
| LITE | LUMENTUM HLDGS INC | $20,000 | -4.8% | 375 | 0.0% | 0.01% | -12.5% | |
| LMNX | LUMINEX CORP DEL | $19,000 | -9.5% | 910 | 0.0% | 0.01% | -12.5% | |
| KBWY | INVESCO EXCHNG TRADED FD TRkbw prem yield | $17,000 | 0.0% | 560 | 0.0% | 0.01% | -14.3% | |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $16,000 | +100.0% | 375 | +114.3% | 0.01% | +100.0% |
| TPR | TAPESTRY INC | $15,000 | 0.0% | 460 | 0.0% | 0.01% | 0.0% | |
| TSLA | TESLA INC | $17,000 | -22.7% | 78 | 0.0% | 0.01% | -33.3% | |
| HCA | New | HCA HEALTHCARE INC | $16,000 | – | 116 | +100.0% | 0.01% | – |
| SQ | SQUARE INCcl a | $15,000 | -6.2% | 211 | 0.0% | 0.01% | 0.0% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $16,000 | +23.1% | 124 | 0.0% | 0.01% | +20.0% | |
| COF | Sell | CAPITAL ONE FINL CORP | $17,000 | -5.6% | 191 | -11.6% | 0.01% | -14.3% |
| YUM | YUM BRANDS INC | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% | |
| HPQ | HP INC | $13,000 | +8.3% | 632 | 0.0% | 0.01% | 0.0% | |
| ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $13,000 | – | 491 | +100.0% | 0.01% | – |
| FTNT | New | FORTINET INC | $14,000 | – | 178 | +100.0% | 0.01% | – |
| SGMO | New | SANGAMO THERAPEUTICS INC | $14,000 | – | 1,300 | +100.0% | 0.01% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $14,000 | – | 267 | +100.0% | 0.01% | – |
| CMI | New | CUMMINS INC | $13,000 | – | 75 | +100.0% | 0.01% | – |
| PAI | WESTERN ASSET INVESTMENT GRA | $14,000 | 0.0% | 925 | 0.0% | 0.01% | -16.7% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $14,000 | +1300.0% | 98 | +2350.0% | 0.01% | – |
| MYI | BLACKROCK MUNIYIELD QLTY FD | $13,000 | 0.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| GDDY | New | GODADDY INCcl a | $14,000 | – | 200 | +100.0% | 0.01% | – |
| PDI | PIMCO DYNAMIC INCOME FD | $14,000 | 0.0% | 450 | 0.0% | 0.01% | -16.7% | |
| SKM | New | SK TELECOM LTDsponsored adr | $13,000 | – | 530 | +100.0% | 0.01% | – |
| KMB | KIMBERLY CLARK CORP | $13,000 | +8.3% | 100 | 0.0% | 0.01% | 0.0% | |
| New | ORGANIGRAM HLDGS INC | $13,000 | – | 1,950 | +100.0% | 0.01% | – | |
| LPLA | New | LPL FINL HLDGS INC | $13,000 | – | 161 | +100.0% | 0.01% | – |
| CPER | UNITED STS COMMODITY IDX FDTcm rep copp fd | $10,000 | 0.0% | 565 | 0.0% | 0.00% | 0.0% | |
| BP | Buy | BP PLCsponsored adr | $12,000 | 0.0% | 285 | +1.1% | 0.00% | -20.0% |
| IQI | INVESCO QUALITY MUNI INC TRS | $12,000 | 0.0% | 1,000 | 0.0% | 0.00% | -20.0% | |
| ATRO | New | ASTRONICS CORP | $12,000 | – | 289 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPcl a | $10,000 | – | 288 | +100.0% | 0.00% | – |
| APHA | APHRIA INC | $12,000 | -25.0% | 1,732 | 0.0% | 0.00% | -33.3% | |
| ETY | EATON VANCE TX MGD DIV EQ IN | $12,000 | +9.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| COST | COSTCO WHSL CORP NEW | $10,000 | +11.1% | 36 | 0.0% | 0.00% | 0.0% | |
| WLKP | WESTLAKE CHEM PARTNERS LP | $12,000 | +9.1% | 500 | 0.0% | 0.00% | 0.0% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $11,000 | +10.0% | 166 | 0.0% | 0.00% | 0.0% | |
| CELG | New | CELGENE CORP | $12,000 | – | 127 | +100.0% | 0.00% | – |
| RCL | ROYAL CARIBBEAN CRUISES LTD | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| MS | MORGAN STANLEY | $10,000 | +11.1% | 225 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC | $11,000 | +22.2% | 63 | 0.0% | 0.00% | 0.0% | |
| NXQ | NUVEEN SELECT TAX FREE INCMsh ben int | $10,000 | 0.0% | 700 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $10,000 | -23.1% | 200 | 0.0% | 0.00% | -20.0% | |
| V | VISA INC | $10,000 | +11.1% | 59 | 0.0% | 0.00% | 0.0% | |
| BAM | New | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $10,000 | – | 210 | +100.0% | 0.00% | – |
| BPOP | New | POPULAR INC | $12,000 | – | 225 | +100.0% | 0.00% | – |
| LMBS | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $7,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
| KKR | New | KKR & CO INCcl a | $9,000 | – | 339 | +100.0% | 0.00% | – |
| GPI | New | GROUP 1 AUTOMOTIVE INC | $7,000 | – | 81 | +100.0% | 0.00% | – |
| AGCO | New | AGCO CORP | $9,000 | – | 121 | +100.0% | 0.00% | – |
| PSQ | New | PROSHARES TRshort qqq new | $9,000 | – | 322 | +100.0% | 0.00% | – |
| ARKK | ARK ETF TRinnovation etf | $8,000 | 0.0% | 161 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINANCIAL INC | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HD | HOME DEPOT INC | $9,000 | +12.5% | 43 | 0.0% | 0.00% | 0.0% | |
| QSR | RESTAURANT BRANDS INTL INC | $8,000 | +14.3% | 108 | 0.0% | 0.00% | 0.0% | |
| MDT | MEDTRONIC PLC | $7,000 | +16.7% | 67 | 0.0% | 0.00% | +50.0% | |
| OKE | ONEOK INC NEW | $8,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| ALC | New | ALCON INC | $7,000 | – | 110 | +100.0% | 0.00% | – |
| BIV | New | VANGUARD BD INDEX FD INCintermed term | $9,000 | – | 100 | +100.0% | 0.00% | – |
| TGT | TARGET CORP | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $9,000 | 0.0% | 112 | 0.0% | 0.00% | -25.0% | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $7,000 | – | 76 | +100.0% | 0.00% | – |
| MDLZ | MONDELEZ INTL INCcl a | $7,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% | |
| AER | New | AERCAP HOLDINGS NV | $7,000 | – | 135 | +100.0% | 0.00% | – |
| PTNQ | PACER FDS TRtrendp 100 etf | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| MCK | New | MCKESSON CORP | $7,000 | – | 56 | +100.0% | 0.00% | – |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $8,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| WEN | WENDYS CO | $8,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% | |
| BMY | BRISTOL MYERS SQUIBB CO | $7,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| LGIH | New | LGI HOMES INC | $7,000 | – | 95 | +100.0% | 0.00% | – |
| HPE | HEWLETT PACKARD ENTERPRISE C | $9,000 | -10.0% | 632 | 0.0% | 0.00% | -25.0% | |
| GBAB | GUGGENHEIM TAXABLE MUN MNGD | $9,000 | 0.0% | 380 | 0.0% | 0.00% | -25.0% | |
| ADBE | ADOBE INC | $6,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| CVS | New | CVS HEALTH CORP | $6,000 | – | 101 | +100.0% | 0.00% | – |
| O | REALTY INCOME CORP | $6,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| ATVI | New | ACTIVISION BLIZZARD INC | $5,000 | – | 114 | +100.0% | 0.00% | – |
| PPL | PPL CORP | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BHK | BLACKROCK CORE BD TR | $6,000 | 0.0% | 415 | 0.0% | 0.00% | 0.0% | |
| BBY | BEST BUY INC | $5,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% | |
| CRZO | Buy | CARRIZO OIL & GAS INC | $6,000 | 0.0% | 550 | +10.0% | 0.00% | 0.0% |
| LYFT | New | LYFT INC | $5,000 | – | 72 | +100.0% | 0.00% | – |
| SYF | New | SYNCHRONY FINL | $6,000 | – | 165 | +100.0% | 0.00% | – |
| YUMC | YUM CHINA HLDGS INC | $6,000 | 0.0% | 137 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MLS INC | $6,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
| PML | PIMCO MUN INCOME FD II | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| CRON | CRONOS GROUP INC | $5,000 | -16.7% | 324 | 0.0% | 0.00% | 0.0% | |
| IJH | ISHARES TRcore s&p mcp etf | $6,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% | |
| FOX | Buy | FOX CORP | $2,000 | 0.0% | 66 | +6.5% | 0.00% | 0.0% |
| GLPI | GAMING & LEISURE PPTYS INC | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| F | FORD MTR CO DEL | $4,000 | 0.0% | 400 | 0.0% | 0.00% | -50.0% | |
| HAL | HALLIBURTON CO | $3,000 | -25.0% | 132 | 0.0% | 0.00% | -50.0% | |
| IHIT | INVESCO HIGH INCOME 2023 TAR | $4,000 | 0.0% | 380 | 0.0% | 0.00% | -50.0% | |
| ENB | ENBRIDGE INC | $2,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% | |
| PBD | INVESCO EXCHNG TRADED FD TRgbl clean enrg | $3,000 | +50.0% | 200 | 0.0% | 0.00% | 0.0% | |
| IQ | New | IQIYI INCsponsored ads | $3,000 | – | 125 | +100.0% | 0.00% | – |
| EFL | EATON VANCE FLTNG RATE 2022 | $3,000 | 0.0% | 280 | 0.0% | 0.00% | 0.0% | |
| EFA | ISHARES TRmsci eafe etf | $4,000 | 0.0% | 68 | 0.0% | 0.00% | -50.0% | |
| DXC | DXC TECHNOLOGY CO | $3,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| CTXS | CITRIX SYS INC | $3,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| JNPR | JUNIPER NETWORKS INC | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| KYN | KAYNE ANDERSN MLP MIDS INVT | $4,000 | 0.0% | 250 | 0.0% | 0.00% | -50.0% | |
| KMI | KINDER MORGAN INC DEL | $3,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
| MTDR | MATADOR RES CO | $4,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% | |
| New | MICRO FOCUS INTERNATIONAL PLspon adr new | $2,000 | – | 71 | +100.0% | 0.00% | – | |
| CGC | CANOPY GROWTH CORP | $3,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| SYLD | CAMBRIA ETF TR | $3,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INCcl b | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| BLUE | BLUEBIRD BIO INC | $3,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| PRLB | PROTO LABS INC | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $2,000 | +100.0% | 75 | 0.0% | 0.00% | – | |
| ROL | New | ROLLINS INC | $2,000 | – | 54 | +100.0% | 0.00% | – |
| BLK | BLACKROCK INC | $2,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| SJT | SAN JUAN BASIN RTY TRunit ben int | $4,000 | -20.0% | 1,000 | 0.0% | 0.00% | -50.0% | |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $3,000 | -72.7% | 38 | -72.5% | 0.00% | -75.0% |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $2,000 | +100.0% | 67 | +91.4% | 0.00% | – |
| FNDF | SCHWAB STRATEGIC TRschwb fdt int lg | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| FNDA | SCHWAB STRATEGIC TRschwab fdt us sc | $2,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $3,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $3,000 | +50.0% | 85 | +44.1% | 0.00% | 0.0% |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $2,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% | |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY CORPsponsored adr | $2,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,000 | -20.0% | 111 | 0.0% | 0.00% | -50.0% | |
| ALB | ALBEMARLE CORP | $4,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% | |
| MMM | 3M CO | $2,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% | |
| UAA | UNDER ARMOUR INCcl a | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $2,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| AMD | New | ADVANCED MICRO DEVICES INC | $3,000 | – | 100 | +100.0% | 0.00% | – |
| VMBS | VANGUARD SCOTTSDALE FDSmortg-back sec | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| ADVM | New | ADVERUM BIOTECHNOLOGIES INC | $4,000 | – | 300 | +100.0% | 0.00% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $4,000 | – | 72 | +100.0% | 0.00% | – |
| ZF | VIRTUS TOTAL RETURN FUND INC | $2,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% | |
| WAB | Sell | WABTEC CORP | $2,000 | -33.3% | 25 | -34.2% | 0.00% | 0.0% |
| ARKQ | ARK ETF TRindl innovatin | $3,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| ZEN | ZENDESK INC | $4,000 | 0.0% | 49 | 0.0% | 0.00% | -50.0% | |
| ADNT | New | ADIENT PLC | $2,000 | – | 85 | +100.0% | 0.00% | – |
| RIG | TRANSOCEAN LTD | $3,000 | -25.0% | 482 | 0.0% | 0.00% | -50.0% | |
| FCX | FREEPORT-MCMORAN INCcl b | $3,000 | -25.0% | 300 | 0.0% | 0.00% | -50.0% | |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| EMLC | VANECK VECTORS ETF TRjp morgan mkts | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| GMF | New | SPDR INDEX SHS FDSasia pacif etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| RAD | New | RITE AID CORP | $0 | – | 50 | +100.0% | 0.00% | – |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| GSB | GLOBALSCAPE INC | $1,000 | 0.0% | 98 | 0.0% | 0.00% | – | |
| GME | GAMESTOP CORP NEWcl a | $0 | – | 5 | 0.0% | 0.00% | – | |
| GTX | GARRETT MOTION INC | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| HIFR | Exit | INFRAREIT INC | $0 | – | -67 | -100.0% | 0.00% | – |
| SPIB | SPDR SERIES TRUSTportfolio intrmd | $0 | – | 7 | 0.0% | 0.00% | – | |
| SCHH | SCHWAB STRATEGIC TRus reit etf | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $1,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | – | 1 | 0.0% | 0.00% | – | |
| CDMO | AVID BIOSERVICES INC | $0 | – | 32 | 0.0% | 0.00% | – | |
| TLRY | TILRAY INC | $1,000 | -50.0% | 24 | 0.0% | 0.00% | -100.0% | |
| SAIL | SAILPOINT TECHNLGIES HLDGS I | $1,000 | -50.0% | 69 | 0.0% | 0.00% | -100.0% | |
| USO | UNITED STATES OIL FUND LPunits | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| UTX | UNITED TECHNOLOGIES CORP | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| A | AGILENT TECHNOLOGIES INC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| HIVE | AEROHIVE NETWORKS INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – | |
| SNCR | Exit | SYNCHRONOSS TECHNOLOGIES I | $0 | – | -50 | -100.0% | 0.00% | – |
| AVNS | Exit | AVANOS MED INC | $0 | – | -12 | -100.0% | 0.00% | – |
| ASIX | ADVANSIX INC | $0 | -100.0% | 20 | 0.0% | 0.00% | – | |
| PENN | PENN NATL GAMING INC | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – | |
| PNC | PNC FINL SVCS GROUP INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| OTEX | OPEN TEXT CORP | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| RAD | Exit | RITE AID CORP | $0 | – | -1,000 | -100.0% | 0.00% | – |
| NOK | NOKIA CORPsponsored adr | $0 | – | 40 | 0.0% | 0.00% | – | |
| CRCQQ | CALIFORNIA RES CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| WPG | WASHINGTON PRIME GROUP NEW | $1,000 | 0.0% | 208 | 0.0% | 0.00% | – | |
| MUX | MCEWEN MNG INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| LOGM | LOGMEIN INC | $0 | – | 5 | 0.0% | 0.00% | – | |
| LUMN | CENTURYLINK INC | $1,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| WHLM | WILHELMINA INTL INC | $0 | – | 71 | 0.0% | 0.00% | – | |
| WMB | WILLIAMS COS INC DEL | $0 | – | 16 | 0.0% | 0.00% | – | |
| HYLB | DBX ETF TRxtrack usd high | $1,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| IWV | ISHARES TRrussell 3000 etf | $1,000 | 0.0% | 8 | 0.0% | 0.00% | – | |
| HSC | HARSCO CORP | $0 | – | 8 | 0.0% | 0.00% | – | |
| FE | FIRSTENERGY CORP | $0 | – | 9 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $1,000 | 0.0% | 205 | 0.0% | 0.00% | – | |
| FIT | FITBIT INCcl a | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| FOXA | Exit | FOX CORP | $0 | – | -70 | -100.0% | -0.00% | – |
| MFGP | Exit | MICRO FOCUS INTERNATIONALspon adr new | $0 | – | -86 | -100.0% | -0.00% | – |
| VDE | Exit | VANGUARD WORLD FDSenergy etf | $0 | – | -20 | -100.0% | -0.00% | – |
| XOP | Exit | SPDR SERIES TRUSTs&p oilgas exp | $0 | – | -50 | -100.0% | -0.00% | – |
| BMRN | Exit | BIOMARIN PHARMACEUTICAL IN | $0 | – | -29 | -100.0% | -0.00% | – |
| BX | Exit | BLACKSTONE GROUP L P | $0 | – | -50 | -100.0% | -0.00% | – |
| HYLS | Exit | FIRST TR EXCHANGE TRADED Ffirst tr ta hiyl | $0 | – | -133 | -100.0% | -0.00% | – |
| RJN | Exit | SWEDISH EXPT CR CORPrg enrgy etn22 | $0 | – | -2,500 | -100.0% | -0.00% | – |
| WRI | Exit | WEINGARTEN RLTY INVSsh ben int | $0 | – | -675 | -100.0% | -0.01% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -416 | -100.0% | -0.03% | – |
| LEMB | Exit | ISHARES INCjp morgan em etf | $0 | – | -22,547 | -100.0% | -0.40% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -38,558 | -100.0% | -1.44% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -39,902 | -100.0% | -1.47% | – |
| DBEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -167,222 | -100.0% | -2.10% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEXftse emr mkt etf | $0 | – | -212,677 | -100.0% | -3.63% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHW US LCAP ETF | 42 | Q3 2023 | 42.7% |
| ISHARES TR RUSSELL 1000 | 42 | Q3 2023 | 8.9% |
| SCHW US SCAP ETF | 42 | Q3 2023 | 24.2% |
| VANGUARD MID CAP ETF IV | 42 | Q3 2023 | 6.0% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.1% |
| VANGUARD TOTAL STOCK MKT | 42 | Q3 2023 | 4.3% |
| EXXON MOBIL CORPORATION | 42 | Q3 2023 | 2.2% |
| APPLE INC | 42 | Q3 2023 | 1.1% |
| PEPSICO INCORPORATED | 42 | Q3 2023 | 1.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 0.4% |
View Financial Management Professionals, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-28 |
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.