$182 Million is the total value of Professional Financial Advisors, LLC's 419 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 8.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAG | CONAGRA BRANDS INC | $1,477,000 | -4.3% | 41,070 | 0.0% | 0.81% | -15.2% | |
| LW | LAMB WESTON HLDGS INC | $1,156,000 | +2.3% | 14,586 | 0.0% | 0.64% | -9.3% | |
| DELL | DELL TECHNOLOGIES INCcl c | $226,000 | +15.9% | 2,213 | 0.0% | 0.12% | +2.5% | |
| ROK | ROCKWELL AUTOMATION INC | $199,000 | +7.0% | 700 | 0.0% | 0.11% | -5.2% | |
| SPVU | INVESCO EXCH TRADED FD TR IIs&p 500 enhncd | $181,000 | +4.6% | 4,338 | 0.0% | 0.10% | -6.5% | |
| ABBV | ABBVIE INC | $178,000 | +4.1% | 1,582 | 0.0% | 0.10% | -7.5% | |
| HD | HOME DEPOT INC | $165,000 | +3.8% | 520 | 0.0% | 0.09% | -8.1% | |
| FFHG | NORTHERN LTS FD TR IVformula folios | $143,000 | +4.4% | 4,041 | 0.0% | 0.08% | -7.1% | |
| DKL | DELEK LOGISTICS PARTNERS LP | $140,000 | +14.8% | 3,388 | 0.0% | 0.08% | +1.3% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $135,000 | +11.6% | 584 | 0.0% | 0.07% | -1.3% | |
| DIS | DISNEY WALT CO | $132,000 | -5.7% | 759 | 0.0% | 0.07% | -16.1% | |
| DCP | DCP MIDSTREAM LP | $129,000 | +34.4% | 4,412 | 0.0% | 0.07% | +18.3% | |
| GLDM | WORLD GOLD TRspdr gld minis | $107,000 | +3.9% | 6,085 | 0.0% | 0.06% | -7.8% | |
| OMP | OASIS MIDSTREAM PARTNERS LP | $98,000 | +6.5% | 4,125 | 0.0% | 0.05% | -5.3% | |
| PSCH | INVESCO EXCH TRADED FD TR IIs&p smlcp helt | $91,000 | +5.8% | 469 | 0.0% | 0.05% | -5.7% | |
| PEP | PEPSICO INC | $87,000 | +3.6% | 595 | 0.0% | 0.05% | -7.7% | |
| JPIN | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $65,000 | +3.2% | 1,026 | 0.0% | 0.04% | -7.7% | |
| ISCF | ISHARES TRmsci intl sml cp | $62,000 | +5.1% | 1,697 | 0.0% | 0.03% | -8.1% | |
| CATH | GLOBAL X FDSs&p 500 catholic | $54,000 | +8.0% | 1,018 | 0.0% | 0.03% | -3.2% | |
| ET | ENERGY TRANSFER L P | $54,000 | +38.5% | 5,140 | 0.0% | 0.03% | +25.0% | |
| FVC | FIRST TR EXCHANGE-TRADED FDdorsey wright | $50,000 | +6.4% | 1,378 | 0.0% | 0.03% | -3.4% | |
| CID | VICTORY PORTFOLIOS II | $46,000 | +2.2% | 1,394 | 0.0% | 0.02% | -10.7% | |
| NEE | NEXTERA ENERGY INC | $45,000 | -2.2% | 608 | 0.0% | 0.02% | -13.8% | |
| F | FORD MTR CO DEL | $43,000 | +22.9% | 2,860 | 0.0% | 0.02% | +9.1% | |
| BA | BOEING CO | $43,000 | -6.5% | 181 | 0.0% | 0.02% | -17.2% | |
| HST | HOST HOTELS & RESORTS INC | $42,000 | 0.0% | 2,498 | 0.0% | 0.02% | -11.5% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $42,000 | +10.5% | 146 | 0.0% | 0.02% | -4.2% | |
| SHLX | SHELL MIDSTREAM PARTNERS L Punit ltd int | $41,000 | +10.8% | 2,780 | 0.0% | 0.02% | 0.0% | |
| CERN | CERNER CORP | $40,000 | +8.1% | 512 | 0.0% | 0.02% | -4.3% | |
| SGOL | ABERDEEN STD GOLD ETF TR | $36,000 | +2.9% | 2,142 | 0.0% | 0.02% | -9.1% | |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $36,000 | +2.9% | 766 | 0.0% | 0.02% | -9.1% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $37,000 | +5.7% | 720 | 0.0% | 0.02% | -9.1% | |
| WHR | WHIRLPOOL CORP | $37,000 | 0.0% | 169 | 0.0% | 0.02% | -13.0% | |
| KSU | KANSAS CITY SOUTHERN | $36,000 | +9.1% | 125 | 0.0% | 0.02% | 0.0% | |
| IVZ | INVESCO LTD | $35,000 | +2.9% | 1,331 | 0.0% | 0.02% | -9.5% | |
| SSO | PROSHARES TR | $32,000 | +14.3% | 271 | 0.0% | 0.02% | +5.9% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $32,000 | +3.2% | 144 | 0.0% | 0.02% | -5.3% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $30,000 | +3.4% | 300 | 0.0% | 0.02% | -5.6% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $31,000 | +3.3% | 181 | 0.0% | 0.02% | -10.5% | |
| XSMO | INVESCO EXCHANGE TRADED FD Ts&p smlcp moment | $29,000 | +3.6% | 530 | 0.0% | 0.02% | -5.9% | |
| PEAK | HEALTHPEAK PROPERTIES INC | $29,000 | +7.4% | 850 | 0.0% | 0.02% | -5.9% | |
| FREL | FIDELITY COVINGTON TRUSTmsci rl est etf | $27,000 | +8.0% | 895 | 0.0% | 0.02% | -6.2% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $27,000 | +12.5% | 565 | 0.0% | 0.02% | 0.0% | |
| MO | ALTRIA GROUP INC | $28,000 | -6.7% | 588 | 0.0% | 0.02% | -21.1% | |
| HCA | HCA HEALTHCARE INC | $26,000 | +8.3% | 125 | 0.0% | 0.01% | -6.7% | |
| EVA | ENVIVA PARTNERS LP | $25,000 | +8.7% | 473 | 0.0% | 0.01% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $26,000 | -7.1% | 12 | 0.0% | 0.01% | -17.6% | |
| DUK | DUKE ENERGY CORP NEW | $23,000 | +4.5% | 231 | 0.0% | 0.01% | -7.1% | |
| ENB | ENBRIDGE INC | $24,000 | +9.1% | 604 | 0.0% | 0.01% | -7.1% | |
| QMOM | ALPHA ARCHITECT ETF TRus quan momentum | $24,000 | -4.0% | 473 | 0.0% | 0.01% | -18.8% | |
| SPYG | SPDR SER TRprtflo s&p500 gw | $24,000 | +9.1% | 388 | 0.0% | 0.01% | -7.1% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $21,000 | +5.0% | 90 | 0.0% | 0.01% | 0.0% | |
| SLV | ISHARES SILVER TRishares | $20,000 | +5.3% | 824 | 0.0% | 0.01% | -8.3% | |
| MCD | MCDONALDS CORP | $20,000 | +5.3% | 85 | 0.0% | 0.01% | -8.3% | |
| CSCO | CISCO SYS INC | $20,000 | +5.3% | 375 | 0.0% | 0.01% | -8.3% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $19,000 | +5.6% | 795 | 0.0% | 0.01% | -9.1% | |
| NKLA | NIKOLA CORP | $18,000 | +28.6% | 1,000 | 0.0% | 0.01% | +11.1% | |
| GLP | GLOBAL PARTNERS LP | $19,000 | +18.8% | 738 | 0.0% | 0.01% | 0.0% | |
| GM | GENERAL MTRS CO | $18,000 | +5.9% | 298 | 0.0% | 0.01% | -9.1% | |
| LFVN | LIFEVANTAGE CORP | $19,000 | -20.8% | 2,517 | 0.0% | 0.01% | -33.3% | |
| O | REALTY INCOME CORP | $18,000 | +5.9% | 260 | 0.0% | 0.01% | -9.1% | |
| D | DOMINION ENERGY INC | $16,000 | 0.0% | 213 | 0.0% | 0.01% | -10.0% | |
| NUE | NUCOR CORP | $17,000 | +21.4% | 180 | 0.0% | 0.01% | 0.0% | |
| MVV | PROSHARES TR | $17,000 | +6.2% | 267 | 0.0% | 0.01% | -10.0% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $17,000 | +6.2% | 264 | 0.0% | 0.01% | -10.0% | |
| CAPL | CROSSAMERICA PARTNERS LPut ltd ptn int | $17,000 | 0.0% | 894 | 0.0% | 0.01% | -18.2% | |
| JKS | JINKOSOLAR HLDG CO LTDsponsored adr | $17,000 | +30.8% | 300 | 0.0% | 0.01% | +12.5% | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $17,000 | +21.4% | 452 | 0.0% | 0.01% | 0.0% | |
| LNT | ALLIANT ENERGY CORP | $15,000 | 0.0% | 275 | 0.0% | 0.01% | -11.1% | |
| WMB | WILLIAMS COS INC | $14,000 | +16.7% | 523 | 0.0% | 0.01% | +14.3% | |
| OXY | OCCIDENTAL PETE CORP | $15,000 | +25.0% | 466 | 0.0% | 0.01% | +14.3% | |
| MPLX | MPLX LP | $14,000 | +16.7% | 464 | 0.0% | 0.01% | +14.3% | |
| TWTR | TWITTER INC | $14,000 | +7.7% | 200 | 0.0% | 0.01% | 0.0% | |
| ENBL | ENABLE MIDSTREAM PARTNERS LP | $14,000 | +40.0% | 1,549 | 0.0% | 0.01% | +33.3% | |
| AM | ANTERO MIDSTREAM CORP | $13,000 | +8.3% | 1,292 | 0.0% | 0.01% | 0.0% | |
| TMUS | T-MOBILE US INC | $11,000 | +22.2% | 75 | 0.0% | 0.01% | 0.0% | |
| LGLV | SPDR SER TRssga us lrg etf | $10,000 | 0.0% | 77 | 0.0% | 0.01% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $11,000 | +22.2% | 600 | 0.0% | 0.01% | 0.0% | |
| USDP | USD PARTNERS LP | $10,000 | +25.0% | 1,375 | 0.0% | 0.01% | +20.0% | |
| MTB | M & T BK CORP | $10,000 | 0.0% | 66 | 0.0% | 0.01% | 0.0% | |
| GNR | SPDR INDEX SHS FDSglb nat resrce | $10,000 | +11.1% | 185 | 0.0% | 0.01% | 0.0% | |
| AFG | AMERICAN FINL GROUP INC OHIO | $10,000 | +11.1% | 82 | 0.0% | 0.01% | 0.0% | |
| TDC | TERADATA CORP DEL | $10,000 | +25.0% | 200 | 0.0% | 0.01% | +20.0% | |
| NS | NUSTAR ENERGY LP | $9,000 | 0.0% | 528 | 0.0% | 0.01% | -16.7% | |
| CDNS | CADENCE DESIGN SYSTEM INC | $9,000 | 0.0% | 64 | 0.0% | 0.01% | -16.7% | |
| WELL | WELLTOWER INC | $9,000 | +12.5% | 112 | 0.0% | 0.01% | 0.0% | |
| BP | BP PLCsponsored adr | $9,000 | +12.5% | 336 | 0.0% | 0.01% | 0.0% | |
| IGOV | ISHARES TRintl trea bd etf | $9,000 | +12.5% | 163 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $9,000 | +12.5% | 32 | 0.0% | 0.01% | 0.0% | |
| NCR | NCR CORP NEW | $9,000 | +12.5% | 200 | 0.0% | 0.01% | 0.0% | |
| SJM | SMUCKER J M CO | $7,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO | $7,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $7,000 | +16.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN NATL GAMING INC | $8,000 | -27.3% | 106 | 0.0% | 0.00% | -42.9% | |
| EET | PROSHARES TRmsci emrg etf | $8,000 | 0.0% | 76 | 0.0% | 0.00% | -20.0% | |
| LAC | LITHIUM AMERS CORP NEW | $7,000 | 0.0% | 462 | 0.0% | 0.00% | 0.0% | |
| FTCS | FIRST TR EXCHANGE-TRADED FDcap strength etf | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| CVS | CVS HEALTH CORP | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% | |
| ETRN | EQUITRANS MIDSTREAM CORP | $6,000 | 0.0% | 714 | 0.0% | 0.00% | -25.0% | |
| VTR | VENTAS INC | $6,000 | 0.0% | 111 | 0.0% | 0.00% | -25.0% | |
| CAR | AVIS BUDGET GROUP | $5,000 | +25.0% | 60 | 0.0% | 0.00% | +50.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $6,000 | +20.0% | 128 | 0.0% | 0.00% | 0.0% | |
| SLYG | SPDR SER TRs&p 600 smcp grw | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| FSTA | FIDELITY COVINGTON TRUSTconsmr staples | $6,000 | 0.0% | 141 | 0.0% | 0.00% | -25.0% | |
| DBP | INVESCO DB MULTI-SECTOR COMMprecious metal | $6,000 | 0.0% | 122 | 0.0% | 0.00% | -25.0% | |
| DAL | DELTA AIR LINES INC DEL | $6,000 | -14.3% | 135 | 0.0% | 0.00% | -25.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $6,000 | 0.0% | 150 | 0.0% | 0.00% | -25.0% | |
| C | CITIGROUP INC | $5,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% | |
| YUMC | YUM CHINA HLDGS INC | $5,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| COMT | ISHARES U S ETF TRgsci cmdty stgy | $5,000 | +25.0% | 134 | 0.0% | 0.00% | +50.0% | |
| CGC | CANOPY GROWTH CORP | $6,000 | -33.3% | 266 | 0.0% | 0.00% | -50.0% | |
| HBI | HANESBRANDS INC | $6,000 | 0.0% | 306 | 0.0% | 0.00% | -25.0% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $6,000 | +20.0% | 509 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% | |
| USFD | US FOODS HLDG CORP | $5,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% | |
| ANET | ARISTA NETWORKS INC | $3,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| AUPH | AURINIA PHARMACEUTICALS INC | $3,000 | 0.0% | 260 | 0.0% | 0.00% | 0.0% | |
| MKL | MARKEL CORP | $4,000 | +33.3% | 3 | 0.0% | 0.00% | 0.0% | |
| ACWF | ISHARES TRmsci gbl multifc | $3,000 | +50.0% | 67 | 0.0% | 0.00% | +100.0% | |
| BLPH | BELLEROPHON THERAPEUTICS INC | $3,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| MAXR | MAXAR TECHNOLOGIES INC | $3,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| XPH | SPDR SER TRs&p pharmac | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| VYMI | VANGUARD WHITEHALL FDSintl high etf | $4,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| IGT | INTERNATIONAL GAME TECHNOLOG | $4,000 | +100.0% | 149 | 0.0% | 0.00% | +100.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $3,000 | +50.0% | 25 | 0.0% | 0.00% | +100.0% | |
| BUZZ | VANECK VECTORS ETF TRsocial sentiment | $4,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| DLB | DOLBY LABORATORIES INC | $4,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| PTON | PELOTON INTERACTIVE INC | $3,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| BTEC | PRINCIPAL EXCHANGE-TRADED FDhelthcare indx | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| FIXD | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% | |
| DKNG | DRAFTKINGS INC | $4,000 | -20.0% | 80 | 0.0% | 0.00% | -33.3% | |
| NOK | NOKIA CORPsponsored adr | $2,000 | 0.0% | 445 | 0.0% | 0.00% | 0.0% | |
| EXPI | EXP WORLD HLDGS INC | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| OUSM | OSI ETF TRoshares us smlcp | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| NPO | ENPRO INDS INC | $2,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% | |
| PRU | PRUDENTIAL FINL INC | $2,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% | |
| QS | QUANTUMSCAPE CORP | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| M | MACYS INC | $1,000 | – | 30 | 0.0% | 0.00% | – | |
| TNA | DIREXION SHS ETF TRdly smcap bull3x | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $2,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% | |
| CMI | CUMMINS INC | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| LMBS | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $2,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% | |
| LMND | LEMONADE INC | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| KHC | KRAFT HEINZ CO | $2,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORPunit 99/99/9999 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| DRIV | GLOBAL X FDSautonmous ev etf | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| TGT | TARGET CORP | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| TM | TOYOTA MOTOR CORP | $1,000 | 0.0% | 4 | 0.0% | 0.00% | 0.0% | |
| ELY | CALLAWAY GOLF CO | $1,000 | – | 15 | 0.0% | 0.00% | – | |
| UGA | UNITED STS GASOLINE FD LPunits | $1,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| HRB | BLOCK H & R INC | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $1,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| ACCO | ACCO BRANDS CORP | $1,000 | 0.0% | 110 | 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% | |
| SDOG | ALPS ETF TRsectr div dogs | $2,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INCspon ads | $1,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| TWST | TWIST BIOSCIENCE CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| LAZR | LUMINAR TECHNOLOGIES INC | $0 | – | 15 | 0.0% | 0.00% | – | |
| NWG | NATWEST GROUP PLCspons adr 2 ord | $0 | – | 1 | 0.0% | 0.00% | – | |
| AMD | ADVANCED MICRO DEVICES INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| WKHS | WORKHORSE GROUP INC | $0 | – | 24 | 0.0% | 0.00% | – | |
| ZTS | ZOETIS INCcl a | $0 | – | 2 | 0.0% | 0.00% | – | |
| JETS | ETF SER SOLUTIONSus glb jets | $0 | – | 10 | 0.0% | 0.00% | – | |
| BBBY | BED BATH & BEYOND INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| JBHT | HUNT J B TRANS SVCS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| UAA | UNDER ARMOUR INCcl a | $0 | – | 11 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-20
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.