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CIK: 0001568132
Total reported value
$1.1B
$1.1B
1015 檔
25.5%
According to the latest 13F quarterly dataset, Financial Management Professionals, Inc. managed an equity portfolio of $1.1B at the end of Q3 2024, spanning 1015 distinct U.S. exchange-listed positions.
In Q3 2024, Financial Management Professionals, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, SCHG, JHMM) accounted for 25.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
VTV
市值: $22.4M
Top Position Liquidated / Trimmed
VT
前期市值: $3.5M
Showing top 200 holdings (of 1015 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 10.87% | -1.27% | -19.90% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.86% | — | -10.80% | |
| 3 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.84% | -0.97% | +1.41% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.58% | -0.62% | +8.26% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.20% | -0.49% | +5.18% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.12% | +0.68% | -19.81% | |
| 7 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.90% | -0.42% | +0.86% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.88% | -0.49% | +3.69% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.86% | -0.24% | +8.11% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.60% | — | +1.67% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.36% | -0.68% | +14141.22% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.22% | -1.16% | +23.39% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.78% | -0.35% | — | |
| 14 | BWZ | State Street Spdr Bloomberg | ETF-Other | 2.48% | -2.73% | +20080.32% | |
| 15 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.47% | — | +6.82% | |
| 16 | FDHY | Fidelity Enh Hi Yld ETF | ETF-Other | 2.42% | — | +12.38% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 2.02% | — | +1.02% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.97% | -0.18% | -2.59% | |
| 19 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.62% | — | +7.12% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.17% | -0.16% | -2.25% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.00% | -0.06% | -0.23% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | +1.63% | -48.88% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | — | NEW | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.91% | — | -1.66% | |
| 25 | BBAX | Jpmorgan Betabuilders Develo | ETF-Other | 0.89% | +0.88% | NEW | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.87% | -0.05% | -1.32% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | — | +96733.91% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.04% | +10395.00% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.04% | -1.95% | |
| 30 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.65% | -0.05% | +5.37% | |
| 31 | PRN | Invesco Dorsey Wright Indus | ETF-Other | 0.52% | +0.26% | NEW | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.51% | +0.03% | NEW | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | -0.13% | -1.24% | |
| 34 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.47% | +0.09% | NEW | |
| 35 | IYF | Ishares US Financials ETF | ETF-Other | 0.43% | — | — | |
| 36 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.42% | — | -1.09% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.13% | +0.53% | |
| 38 | HOMB | Home Bancshares Inc | Stock-Financials | 0.34% | -0.02% | -9.10% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.33% | — | — | |
| 40 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.33% | -0.02% | +8.66% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.02% | -6.45% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.31% | -0.01% | -12.19% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.03% | +0.38% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.02% | +0.30% | |
| 45 | PEZ | Invesco Dorsey Wright Consum | ETF-Other | 0.22% | — | — | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.22% | -0.04% | -2.80% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | -1.80% | |
| 48 | IXP | Ishares Global Comm Services | ETF-Other | 0.19% | — | +2.39% | |
| 49 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.19% | -0.03% | -0.19% | |
| 50 | BITU | Proshares Ultra Bitcoin ETF | ETF-Crypto | 0.16% | -0.03% | — |
According to official SEC Form 13F filings, Financial Management Professionals, Inc. reported a total U.S. public equity portfolio value of $1.1B across 1015 disclosed positions in Q3 2024.
During Q3 2024, Financial Management Professionals, Inc.'s top holdings by market value included GSLC (10.9%)、SCHG (5.9%)、JHMM (5.8%). The largest single position, GSLC, represented 10.9% of total portfolio value.
In Q3 2024, Financial Management Professionals, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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