Portland Financial Advisors Inc Purchases in Q3 2025

Portland Financial Advisors Inc

  • $46.9 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
15.3K
New
$29.12 - $29.34 $446K - $449K
15.3K $449M
SPSB
Spdr Portfolio Short Term Corp

ETFs
13.3K
+ 41.61%
$30.02 - $30.29 $399K - $402K
45.2K $1.37B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.01K
New
$91.44 - $91.77 $275K - $276K
3.01K $276M
Global X Fds
2.55K
New
N/A
2.55K $256M
PFE
Pfizer Inc

Healthcare
8.93K
New
$23.29 - $25.88 $208K - $231K
8.93K $228M
TSLA
Tesla, Inc.

Consumer Cyclical
486
New
$293.94 - $444.72 $143K - $216K
486 $216M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.6K
New
$76.29 - $80.63 $198K - $210K
2.6K $209M
Fidelity Covington Trust
5.88K
New
N/A
5.88K $207M
IWS
Ishares Russell Midcap Value E

ETFs
1.47K
New
$132.83 - $140.61 $196K - $207K
1.47K $206M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.36K
New
$138.08 - $151.2 $187K - $205K
1.36K $205M
XLU
Utilities Sector Spdr

ETFs
2.34K
New
$81.14 - $87.32 $190K - $204K
2.34K $204M
Spdr Index Shs Fds
3.03K
New
N/A
3.03K $201M
VO
Vanguard Mid Cap ETF

ETFs
206
+ 2.66%
$279.83 - $293.74 $57.6K - $60.5K
7.96K $2.34B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.48K
+ 7.6%
$42.67 - $46.91 $62.9K - $69.2K
20.9K $977M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.05K
+ 29.77%
$33.26 - $34.01 $101K - $104K
13.3K $450M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
865
+ 4.17%
$102.4 - $103.88 $88.6K - $89.9K
21.6K $2.24B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 14.8%
$39.8 - $42.86 $49.4K - $53.1K
9.62K $411M
Rbb Fd Inc
1.35K
+ 30.68%
N/A
5.75K $289M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
50
+ 0.53%
$49.43 - $54.52 $2.47K - $2.73K
9.45K $512M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
60
+ 1.05%
$80.54 - $89.67 $4.83K - $5.38K
5.77K $507M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.21K
+ 6.57%
$23.54 - $23.97 $28.6K - $29.1K
19.7K $471M
VGIT
Vanguard Intermediate Term Tre

ETFs
500
+ 14.25%
$58.97 - $60.36 $29.5K - $30.2K
4.01K $241M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
60
+ 0.56%
$75.26 - $80.19 $4.52K - $4.81K
10.9K $866M
MSFT
Microsoft Corp

Technology
13
+ 1.93%
$491.09 - $535.64 $6.38K - $6.96K
685 $355M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
430
+ 1.56%
$11.15 - $11.87 $4.79K - $5.1K
28.1K $326M
VZ
Verizon Communications Inc

Communication Services
160
+ 2.37%
$40.84 - $45.06 $6.53K - $7.21K
6.93K $304M
FLRN
Spdr Bloomberg Investment Grad

ETFs
203
+ 0.5%
$30.71 - $30.86 $6.23K - $6.26K
40.6K $1.25B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
100
+ 0.78%
$50.82 - $51.09 $5.08K - $5.11K
13K $663M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
60
+ 0.53%
$42.75 - $43.37 $2.57K - $2.6K
11.4K $493M
Activity Summary
Buys All Purchases 30 New Holdings 12 Increased Positions 18 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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