$127 Million is the total value of Professional Financial Advisors, LLC's 375 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 6.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LW | LAMB WESTON HLDGS INC | $1,149,000 | +24.2% | 14,586 | 0.0% | 0.91% | +5.0% | |
| TCTL | ETF SER SOLUTIONSprmse cp divrsfd | $625,000 | +13.2% | 20,870 | 0.0% | 0.49% | -4.3% | |
| PG | PROCTER AND GAMBLE CO | $451,000 | +1.6% | 3,239 | 0.0% | 0.36% | -14.3% | |
| GLDM | WORLD GOLD TRspdr gld minis | $425,000 | +1.2% | 22,423 | 0.0% | 0.34% | -14.5% | |
| REET | ISHARES TRglobal reit etf | $347,000 | +17.2% | 14,500 | 0.0% | 0.27% | -1.1% | |
| ROK | ROCKWELL AUTOMATION INC | $176,000 | +6.0% | 700 | 0.0% | 0.14% | -10.3% | |
| ABBV | ABBVIE INC | $170,000 | +25.9% | 1,582 | 0.0% | 0.13% | +6.3% | |
| DELL | DELL TECHNOLOGIES INCcl c | $162,000 | +21.8% | 2,213 | 0.0% | 0.13% | +3.2% | |
| DIS | DISNEY WALT CO | $138,000 | +50.0% | 759 | 0.0% | 0.11% | +26.7% | |
| HD | HOME DEPOT INC | $138,000 | -0.7% | 520 | 0.0% | 0.11% | -16.2% | |
| XRAY | DENTSPLY SIRONA INC | $126,000 | +11.5% | 2,398 | 0.0% | 0.10% | -5.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $126,000 | +12.5% | 1,000 | 0.0% | 0.10% | -4.8% | |
| FFHG | NORTHERN LTS FD TR IVformula folios | $124,000 | +21.6% | 4,113 | 0.0% | 0.10% | +3.2% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $119,000 | +13.3% | 584 | 0.0% | 0.09% | -4.1% | |
| WFC | WELLS FARGO CO NEW | $119,000 | +41.7% | 3,931 | 0.0% | 0.09% | +20.5% | |
| DKL | DELEK LOGISTICS PARTNERS LP | $108,000 | +20.0% | 3,388 | 0.0% | 0.08% | +1.2% | |
| ORCL | ORACLE CORP | $104,000 | +14.3% | 1,614 | 0.0% | 0.08% | -3.5% | |
| RWJ | INVESCO EXCH TRADED FD TR IIs&p smallcap 600 | $90,000 | +32.4% | 1,106 | 0.0% | 0.07% | +12.7% | |
| PEP | PEPSICO INC | $88,000 | +11.4% | 595 | 0.0% | 0.07% | -6.8% | |
| DCP | DCP MIDSTREAM LP | $82,000 | +46.4% | 4,412 | 0.0% | 0.06% | +25.0% | |
| PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $80,000 | +27.0% | 469 | 0.0% | 0.06% | +6.8% | |
| USAC | USA COMPRESSION PARTNERS LP | $70,000 | +34.6% | 5,145 | 0.0% | 0.06% | +14.6% | |
| ALL | ALLSTATE CORP | $63,000 | +23.5% | 570 | 0.0% | 0.05% | +4.2% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $63,000 | +12.5% | 449 | 0.0% | 0.05% | -3.8% | |
| JPIN | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $60,000 | +17.6% | 1,026 | 0.0% | 0.05% | -2.1% | |
| ISCF | ISHARES TRmsci intl sml cp | $56,000 | +14.3% | 1,697 | 0.0% | 0.04% | -4.3% | |
| OMP | OASIS MIDSTREAM PARTNERS LP | $48,000 | +60.0% | 4,125 | 0.0% | 0.04% | +35.7% | |
| NEE | NEXTERA ENERGY INC | $47,000 | +4.4% | 608 | 0.0% | 0.04% | -11.9% | |
| BA | BOEING CO | $46,000 | +48.4% | 216 | 0.0% | 0.04% | +24.1% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $45,000 | +15.4% | 179 | 0.0% | 0.04% | -2.8% | |
| CID | VICTORY PORTFOLIOS II | $41,000 | +17.1% | 1,394 | 0.0% | 0.03% | -3.0% | |
| CERN | CERNER CORP | $40,000 | +11.1% | 512 | 0.0% | 0.03% | -5.9% | |
| CATH | GLOBAL X FDSs&p 500 catholic | $41,000 | +17.1% | 879 | 0.0% | 0.03% | -3.0% | |
| BHF | BRIGHTHOUSE FINL INC | $39,000 | +11.4% | 1,064 | 0.0% | 0.03% | -6.1% | |
| GVAL | CAMBRIA ETF TRglobal value etf | $37,000 | +32.1% | 1,748 | 0.0% | 0.03% | +11.5% | |
| HST | HOST HOTELS & RESORTS INC | $37,000 | +42.3% | 2,498 | 0.0% | 0.03% | +20.8% | |
| ISCV | ISHARES TRmrning sm cp etf | $36,000 | +28.6% | 253 | 0.0% | 0.03% | +7.7% | |
| MS | MORGAN STANLEY | $36,000 | +44.0% | 525 | 0.0% | 0.03% | +21.7% | |
| XNTK | SPDR SER TRnyse tech etf | $35,000 | +20.7% | 251 | 0.0% | 0.03% | +3.7% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $34,000 | +21.4% | 720 | 0.0% | 0.03% | +3.8% | |
| BX | BLACKSTONE GROUP INC | $33,000 | +26.9% | 507 | 0.0% | 0.03% | +8.3% | |
| KSS | KOHLS CORP | $32,000 | +88.2% | 778 | 0.0% | 0.02% | +56.2% | |
| WHR | WHIRLPOOL CORP | $31,000 | 0.0% | 169 | 0.0% | 0.02% | -17.2% | |
| SSO | PROSHARES TR | $30,000 | +30.4% | 333 | 0.0% | 0.02% | +14.3% | |
| SHLX | SHELL MIDSTREAM PARTNERS L Punit ltd int | $28,000 | +16.7% | 2,780 | 0.0% | 0.02% | 0.0% | |
| PLW | INVESCO EXCH TRADED FD TR II1 30 lader tre | $28,000 | 0.0% | 737 | 0.0% | 0.02% | -15.4% | |
| KSU | KANSAS CITY SOUTHERN | $26,000 | +18.2% | 125 | 0.0% | 0.02% | -4.8% | |
| QMOM | ALPHA ARCHITECT ETF TRus quan momentum | $25,000 | +31.6% | 473 | 0.0% | 0.02% | +11.1% | |
| F | FORD MTR CO DEL | $25,000 | +13.6% | 2,850 | 0.0% | 0.02% | -4.8% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $26,000 | +8.3% | 300 | 0.0% | 0.02% | -9.1% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $26,000 | +13.0% | 850 | 0.0% | 0.02% | -4.8% | |
| XSMO | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $25,000 | +19.0% | 529 | 0.0% | 0.02% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $24,000 | +41.2% | 262 | 0.0% | 0.02% | +18.8% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $24,000 | +20.0% | 565 | 0.0% | 0.02% | 0.0% | |
| MO | ALTRIA GROUP INC | $24,000 | +14.3% | 588 | 0.0% | 0.02% | -5.0% | |
| IVZ | INVESCO LTD | $23,000 | +35.3% | 1,331 | 0.0% | 0.02% | +12.5% | |
| LFVN | LIFEVANTAGE CORP | $23,000 | -17.9% | 2,517 | 0.0% | 0.02% | -30.8% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $23,000 | +15.0% | 895 | 0.0% | 0.02% | -5.3% | |
| GD | GENERAL DYNAMICS CORP | $21,000 | +10.5% | 144 | 0.0% | 0.02% | -5.6% | |
| HCA | HCA HEALTHCARE INC | $21,000 | +40.0% | 125 | 0.0% | 0.02% | +21.4% | |
| EVA | ENVIVA PARTNERS LP | $22,000 | +4.8% | 484 | 0.0% | 0.02% | -15.0% | |
| FTEC | FIDELITY COVINGTON TRUSTmsci info tech i | $20,000 | +17.6% | 193 | 0.0% | 0.02% | 0.0% | |
| JKS | JINKOSOLAR HLDG CO LTDsponsored adr | $19,000 | +11.8% | 300 | 0.0% | 0.02% | -6.2% | |
| ENB | ENBRIDGE INC | $19,000 | +11.8% | 602 | 0.0% | 0.02% | -6.2% | |
| DE | DEERE & CO | $19,000 | +18.8% | 70 | 0.0% | 0.02% | 0.0% | |
| MVV | PROSHARES TR | $19,000 | +46.2% | 405 | 0.0% | 0.02% | +25.0% | |
| COP | CONOCOPHILLIPS | $16,000 | +45.5% | 389 | 0.0% | 0.01% | +30.0% | |
| TWTR | TWITTER INC | $17,000 | +30.8% | 322 | 0.0% | 0.01% | +8.3% | |
| WEC | WEC ENERGY GROUP INC | $16,000 | -11.1% | 176 | 0.0% | 0.01% | -23.5% | |
| O | REALTY INCOME CORP | $16,000 | +6.7% | 260 | 0.0% | 0.01% | -7.1% | |
| D | DOMINION ENERGY INC | $16,000 | -5.9% | 213 | 0.0% | 0.01% | -18.8% | |
| GNR | SPDR INDEX SHS FDSglb nat resrce | $16,000 | +23.1% | 359 | 0.0% | 0.01% | +8.3% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $16,000 | +23.1% | 795 | 0.0% | 0.01% | +8.3% | |
| CAPL | CROSSAMERICA PARTNERS LPut ltd ptn int | $15,000 | +15.4% | 894 | 0.0% | 0.01% | 0.0% | |
| NKLA | NIKOLA CORP | $15,000 | -16.7% | 1,000 | 0.0% | 0.01% | -29.4% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $14,000 | +27.3% | 188 | 0.0% | 0.01% | +10.0% | |
| LNT | ALLIANT ENERGY CORP | $14,000 | -6.7% | 275 | 0.0% | 0.01% | -21.4% | |
| TAIL | CAMBRIA ETF TRtail risk | $14,000 | -6.7% | 700 | 0.0% | 0.01% | -21.4% | |
| DISH | DISH NETWORK CORPORATIONcl a | $13,000 | +30.0% | 400 | 0.0% | 0.01% | +11.1% | |
| SYLD | CAMBRIA ETF TR | $13,000 | +30.0% | 290 | 0.0% | 0.01% | +11.1% | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $13,000 | +18.2% | 452 | 0.0% | 0.01% | 0.0% | |
| INTC | INTEL CORP | $12,000 | +9.1% | 250 | 0.0% | 0.01% | -10.0% | |
| MRK | MERCK & CO. INC | $12,000 | +9.1% | 150 | 0.0% | 0.01% | -10.0% | |
| UAL | UNITED AIRLS HLDGS INC | $12,000 | +33.3% | 269 | 0.0% | 0.01% | +12.5% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $12,000 | +9.1% | 214 | 0.0% | 0.01% | -10.0% | |
| AFG | AMERICAN FINL GROUP INC OHIO | $11,000 | +22.2% | 123 | 0.0% | 0.01% | +12.5% | |
| GM | GENERAL MTRS CO | $12,000 | +20.0% | 298 | 0.0% | 0.01% | 0.0% | |
| GLP | GLOBAL PARTNERS LP | $12,000 | +9.1% | 738 | 0.0% | 0.01% | -10.0% | |
| PSX | PHILLIPS 66 | $11,000 | +57.1% | 152 | 0.0% | 0.01% | +28.6% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $10,000 | +42.9% | 133 | 0.0% | 0.01% | +14.3% | |
| MPLX | MPLX LP | $10,000 | +25.0% | 464 | 0.0% | 0.01% | +14.3% | |
| AM | ANTERO MIDSTREAM CORP | $10,000 | +42.9% | 1,292 | 0.0% | 0.01% | +14.3% | |
| NUE | NUCOR CORP | $10,000 | +11.1% | 180 | 0.0% | 0.01% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $9,000 | +50.0% | 600 | 0.0% | 0.01% | +16.7% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $9,000 | +28.6% | 227 | 0.0% | 0.01% | 0.0% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $9,000 | +28.6% | 64 | 0.0% | 0.01% | 0.0% | |
| CSX | CSX CORP | $9,000 | +12.5% | 96 | 0.0% | 0.01% | 0.0% | |
| IGOV | ISHARES TRintl trea bd etf | $9,000 | 0.0% | 163 | 0.0% | 0.01% | -12.5% | |
| BAC | BK OF AMERICA CORP | $9,000 | +28.6% | 300 | 0.0% | 0.01% | 0.0% | |
| GE | GENERAL ELECTRIC CO | $9,000 | +50.0% | 851 | 0.0% | 0.01% | +16.7% | |
| TMUS | T-MOBILE US INC | $9,000 | +28.6% | 67 | 0.0% | 0.01% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $9,000 | +12.5% | 149 | 0.0% | 0.01% | 0.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $7,000 | +16.7% | 20 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLCsponsored adr | $7,000 | +40.0% | 336 | 0.0% | 0.01% | +20.0% | |
| CVS | CVS HEALTH CORP | $7,000 | +16.7% | 100 | 0.0% | 0.01% | 0.0% | |
| CGC | CANOPY GROWTH CORP | $7,000 | +40.0% | 266 | 0.0% | 0.01% | +20.0% | |
| ENBL | ENABLE MIDSTREAM PARTNERS LP | $8,000 | +14.3% | 1,549 | 0.0% | 0.01% | -14.3% | |
| SPGP | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $7,000 | +16.7% | 98 | 0.0% | 0.01% | 0.0% | |
| MTB | M & T BK CORP | $8,000 | +14.3% | 66 | 0.0% | 0.01% | -14.3% | |
| CASH | META FINL GROUP INC | $7,000 | +40.0% | 178 | 0.0% | 0.01% | +20.0% | |
| NCR | NCR CORP NEW | $8,000 | +100.0% | 200 | 0.0% | 0.01% | +50.0% | |
| NS | NUSTAR ENERGY LP | $8,000 | +60.0% | 528 | 0.0% | 0.01% | +20.0% | |
| OXY | OCCIDENTAL PETE CORP | $8,000 | +100.0% | 466 | 0.0% | 0.01% | +50.0% | |
| EET | PROSHARES TRmsci emrg etf | $7,000 | +40.0% | 76 | 0.0% | 0.01% | +20.0% | |
| WELL | WELLTOWER INC | $7,000 | +16.7% | 112 | 0.0% | 0.01% | 0.0% | |
| WH | WYNDHAM HOTELS & RESORTS INC | $7,000 | +16.7% | 120 | 0.0% | 0.01% | 0.0% | |
| DBP | INVESCO DB MULTI-SECTOR COMMprecious metal | $6,000 | 0.0% | 122 | 0.0% | 0.01% | -16.7% | |
| SIRI | SIRIUS XM HOLDINGS INC | $6,000 | 0.0% | 1,000 | 0.0% | 0.01% | -16.7% | |
| MU | MICRON TECHNOLOGY INC | $6,000 | +50.0% | 76 | 0.0% | 0.01% | +25.0% | |
| CAT | CATERPILLAR INC | $6,000 | +20.0% | 35 | 0.0% | 0.01% | 0.0% | |
| EMR | EMERSON ELEC CO | $6,000 | +20.0% | 79 | 0.0% | 0.01% | 0.0% | |
| SJM | SMUCKER J M CO | $6,000 | 0.0% | 52 | 0.0% | 0.01% | -16.7% | |
| ETRN | EQUITRANS MIDSTREAM CORP | $6,000 | +20.0% | 714 | 0.0% | 0.01% | 0.0% | |
| TRI | THOMSON REUTERS CORP. | $5,000 | +25.0% | 57 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BLPH | BELLEROPHON THERAPEUTICS INC | $5,000 | -28.6% | 788 | 0.0% | 0.00% | -42.9% | |
| VNQ | VANGUARD INDEX FDSreal estate etf | $5,000 | 0.0% | 61 | 0.0% | 0.00% | -20.0% | |
| USDP | USD PARTNERS LP | $5,000 | +25.0% | 1,375 | 0.0% | 0.00% | 0.0% | |
| VTR | VENTAS INC | $5,000 | +25.0% | 111 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $5,000 | +25.0% | 80 | 0.0% | 0.00% | 0.0% | |
| WYND | WYNDHAM DESTINATIONS INC | $5,000 | +25.0% | 120 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC | $5,000 | +66.7% | 74 | 0.0% | 0.00% | +33.3% | |
| TDC | TERADATA CORP DEL | $4,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% | |
| DLB | DOLBY LABORATORIES INC | $4,000 | +33.3% | 40 | 0.0% | 0.00% | 0.0% | |
| USFD | US FOODS HLDG CORP | $4,000 | +33.3% | 125 | 0.0% | 0.00% | 0.0% | |
| AUPH | AURINIA PHARMACEUTICALS INC | $4,000 | 0.0% | 260 | 0.0% | 0.00% | -25.0% | |
| PCG | PG&E CORP | $4,000 | +33.3% | 300 | 0.0% | 0.00% | 0.0% | |
| VIAC | VIACOMCBS INCcl b | $4,000 | +33.3% | 119 | 0.0% | 0.00% | 0.0% | |
| COMT | ISHARES U S ETF TR | $4,000 | +33.3% | 134 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $4,000 | 0.0% | 53 | 0.0% | 0.00% | -25.0% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $4,000 | +33.3% | 509 | 0.0% | 0.00% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $4,000 | 0.0% | 20 | 0.0% | 0.00% | -25.0% | |
| HBI | HANESBRANDS INC | $4,000 | -20.0% | 306 | 0.0% | 0.00% | -40.0% | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $2,000 | +100.0% | 268 | 0.0% | 0.00% | +100.0% | |
| NOK | NOKIA CORPsponsored adr | $2,000 | +100.0% | 445 | 0.0% | 0.00% | +100.0% | |
| MAXR | MAXAR TECHNOLOGIES INC | $3,000 | +50.0% | 71 | 0.0% | 0.00% | 0.0% | |
| MKL | MARKEL CORP | $3,000 | 0.0% | 3 | 0.0% | 0.00% | -33.3% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PGF | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GME | GAMESTOP CORP NEWcl a | $3,000 | +50.0% | 152 | 0.0% | 0.00% | 0.0% | |
| GWPH | GW PHARMACEUTICALS PLCads | $3,000 | +50.0% | 25 | 0.0% | 0.00% | 0.0% | |
| NPO | ENPRO INDS INC | $2,000 | +100.0% | 22 | 0.0% | 0.00% | +100.0% | |
| CMI | CUMMINS INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| HRB | BLOCK H & R INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BKH | BLACK HILLS CORP | $2,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| CAR | AVIS BUDGET GROUP | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $2,000 | +100.0% | 6 | 0.0% | 0.00% | +100.0% | |
| ANET | ARISTA NETWORKS INC | $3,000 | +50.0% | 9 | 0.0% | 0.00% | 0.0% | |
| IGT | INTERNATIONAL GAME TECHNOLOG | $3,000 | +200.0% | 149 | 0.0% | 0.00% | +100.0% | |
| SDOG | ALPS ETF TRsectr div dogs | $2,000 | +100.0% | 35 | 0.0% | 0.00% | +100.0% | |
| PRU | PRUDENTIAL FINL INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| UGA | UNITED STS GASOLINE FD LPunits | $1,000 | – | 21 | 0.0% | 0.00% | – | |
| SPSB | SPDR SER TRportfolio short | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| ACCO | ACCO BRANDS CORP | $1,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| TNA | DIREXION SHS ETF TRdly smcap bull3x | $1,000 | – | 15 | 0.0% | 0.00% | – | |
| SPXL | DIREXION SHS ETF TRdrx s&p500bull | $1,000 | – | 10 | 0.0% | 0.00% | – | |
| JBHT | HUNT J B TRANS SVCS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| USA | LIBERTY ALL STAR EQUITY FDsh ben int | $0 | – | 9 | 0.0% | 0.00% | – | |
| M | MACYS INC | $0 | – | 30 | 0.0% | 0.00% | – | |
| ZTS | ZOETIS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| NWG | NATWEST GROUP PLCspons adr 2 ord | $0 | – | 1 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INCcl a | $0 | – | 11 | 0.0% | 0.00% | – | |
| TWST | TWIST BIOSCIENCE CORP | $0 | – | 1 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 16 | Q3 2023 | 35.3% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 8.1% |
| UNION PACIFIC CORP | 16 | Q3 2023 | 6.0% |
| ISHARES TR | 16 | Q3 2023 | 4.6% |
| ISHARES TR | 16 | Q3 2023 | 4.1% |
| ISHARES INC | 16 | Q3 2023 | 8.1% |
| VANGUARD STAR FDS | 16 | Q3 2023 | 7.4% |
| INVESCO EXCH TRADED FD TR II | 16 | Q3 2023 | 3.0% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 2.0% |
| APPLE INC | 16 | Q3 2023 | 1.6% |
View Professional Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-18 |
| SC 13G | 2023-11-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-05 |
View Professional Financial Advisors, LLC'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.