Professional Financial Advisors, LLC Portfolio Holdings

Professional Financial Advisors, LLC

  • $385 Million
  • Q1 2025

Professional Financial Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $385 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $105M, Ishares Core U.S. Aggregate Bo with a value of $66.2M, Wisdomtree Tr Wisdomtree U.S. with a value of $20.5M, Vanguard Star Fd Vanguard Tota with a value of $17.3M, and Vanguard Index Fds S&P 500 ETF with a value of $11.2M.

Examining the 13F form we can see an increase of $3.17M in the current position value, from $382M to 385M.

Below you can find more details about Professional Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $385 Million
ETFs: $350 Million
Financial Services: $11.8 Million
Technology: $6.47 Million
Consumer Defensive: $4.53 Million
Industrials: $4.43 Million
Communication Services: $3.33 Million
Consumer Cyclical: $2.77 Million
Healthcare: $1.99 Million
Other: $304,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $385 Million
  • Prior Value $382 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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