Financial Management Professionals, Inc. Portfolio Holdings

Financial Management Professionals, Inc.

  • $776 Million
  • Q4 2024

Financial Management Professionals, Inc. has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $776 Million distributed in 984 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $90.9M, Schwab Strategic Tr Us Large C with a value of $51.1M, John Hancock Multifactor Mid C with a value of $47.6M, Dimensional ETF Tr with a value of $44.1M, and Goldman Sachs ETF Tr Activebet with a value of $38.2M.

Examining the 13F form we can see an decrease of $29.9M in the current position value, from $805M to 776M.

Below you can find more details about Financial Management Professionals, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $776 Million
ETFs: $690 Million
Technology: $20.8 Million
Financial Services: $14.1 Million
Energy: $7.62 Million
Healthcare: $7.53 Million
Consumer Cyclical: $7.08 Million
Industrials: $5.75 Million
Consumer Defensive: $4.42 Million
Other: $9.41 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$767M
$125,000 0.02% of portfolio
10,833
Q4 2024 Added 32.43%
$1.33B
$76,000 0.01% of portfolio
3,850
Q4 2024 Reduced 3.27%
$924M
$62,000 0.01% of portfolio
2,049
Q4 2024 Reduced 0.63%
$530M
$77,000 0.01% of portfolio
8,605
Q4 2024 Reduced 0.62%
$1.97B
$42,000 0.01% of portfolio
1,500
Q4 2020 Reduced 40.0%
$490M
$63,000 0.01% of portfolio
3,029
Q4 2024 Reduced 0.66%
$1.47B
$52,000 0.01% of portfolio
3,123
Q4 2024 Reduced 0.83%
$1.56B
$96,000 0.01% of portfolio
771
Q4 2024 Reduced 0.64%
$1.74B
$52,000 0.01% of portfolio
3,631
Q3 2024 New
$1.48B
$70,000 0.01% of portfolio
3,536
Q4 2024 Reduced 0.65%
$540M
$46,000 0.01% of portfolio
1,551
Q4 2024 Reduced 0.7%
$1.74B
$96,000 0.01% of portfolio
5,931
Q4 2024 New
$1.53B
$62,000 0.01% of portfolio
2,278
Q4 2024 Reduced 0.57%
$1.3B
$92,000 0.01% of portfolio
4,670
Q4 2024 Reduced 0.62%
$1.49B
$47,000 0.01% of portfolio
502
Q3 2024 Added 0.2%
$845M
$59,000 0.01% of portfolio
1,358
Q3 2023 New
$1.48B
$30,000 0.0% of portfolio
381
Q3 2024 New
$1.56B
$1,000 0.0% of portfolio
40
Q3 2024 Added 400.0%
$813M
$11,000 0.0% of portfolio
500
Q3 2017 New
$1.22B
$16,000 0.0% of portfolio
202
Q3 2024 New
$681M
$3,000 0.0% of portfolio
557
Q4 2024 Added 19.02%
$1.05B
$5,000 0.0% of portfolio
840
Q1 2024 New
$1.24B
$0 0.0% of portfolio
25
Q1 2022 Reduced 37.5%
$1.29B
$0 0.0% of portfolio
9
Q2 2022 Reduced 43.75%
$900M
$2,000 0.0% of portfolio
166
Q3 2024 Added 361.11%
$1.39B
$19,000 0.0% of portfolio
323
Q4 2024 Added 35.15%
$676M
$1,000 0.0% of portfolio
925
Q2 2022 Reduced 22.4%
$1.46B
$23,000 0.0% of portfolio
581
Q4 2024 Added 0.35%
$426M
$29,000 0.0% of portfolio
1,012
Q3 2024 New
$776M
$0 0.0% of portfolio
32
Q1 2018 New
$334M
$6,000 0.0% of portfolio
700
Q4 2024 New
$1.18B
$1,000 0.0% of portfolio
125
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 984
  • Current Value $776 Million
  • Prior Value $805 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 57 stocks
  • Additional Purchases 306 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 219 stocks
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