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CIK: 0001568132
Total reported value
$1.1B
$1.1B
995 檔
26.9%
The Q1 2025 SEC filing reveals that Financial Management Professionals, Inc. held a total portfolio value of $1.1B, covering 995 public equity positions.
In Q1 2025, Financial Management Professionals, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 995 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 11.52% | -1.27% | +3.78% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.52% | -0.62% | +8.07% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 6.08% | — | +3.68% | |
| 4 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 6.08% | -0.97% | +4.27% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.00% | -0.68% | +159.07% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.85% | -0.49% | +5.82% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.92% | -0.49% | +3.67% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.85% | +0.68% | +14.59% | |
| 9 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.98% | -0.42% | +4.18% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.88% | — | +4.24% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.10% | -0.24% | +1.60% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 3.00% | -0.35% | +3.76% | |
| 13 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 2.66% | — | +3.00% | |
| 14 | BWZ | State Street Spdr Bloomberg | ETF-Other | 2.62% | -2.73% | +5481.40% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.49% | -1.16% | +9.82% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.86% | +1.63% | +84.10% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.83% | -0.18% | -3.33% | |
| 18 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.13% | -0.16% | -2.97% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.08% | -0.06% | +5.99% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | — | NEW | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.01% | -0.05% | +11.78% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.98% | +1.06% | NEW | |
| 23 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.96% | — | +11.05% | |
| 24 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.72% | -0.05% | +6.36% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.64% | +0.04% | -1.28% | |
| 26 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.49% | -0.02% | +50.08% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.13% | -0.99% | |
| 28 | IYF | Ishares US Financials ETF | ETF-Other | 0.39% | — | -21.23% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.37% | — | +7864.52% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.02% | +0.61% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.34% | — | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | -0.02% | -0.41% | |
| 33 | HOMB | Home Bancshares Inc | Stock-Financials | 0.31% | -0.02% | -4.79% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.28% | -0.01% | -2.96% | |
| 35 | PRN | Invesco Dorsey Wright Indus | ETF-Other | 0.27% | +0.26% | NEW | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.03% | -5.10% | |
| 37 | BITU | Proshares Ultra Bitcoin ETF | ETF-Crypto | 0.27% | -0.03% | -18.77% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.22% | -0.03% | +83.07% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.01% | -2.38% | |
| 40 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.21% | — | — | |
| 41 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.20% | — | -29.27% | |
| 42 | VOX | Vanguard Communication Servi | ETF-Other | 0.20% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | +0.11% | -47.29% | |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.19% | -0.04% | -0.20% | |
| 45 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.18% | — | -48.00% | |
| 46 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.18% | — | -48.08% | |
| 47 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.18% | -0.04% | +2.13% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | -4.35% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.17% | -0.02% | +1.85% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.16% | +2.35% | -93.62% |
According to official SEC Form 13F filings, Financial Management Professionals, Inc. reported a total U.S. public equity portfolio value of $1.1B across 995 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, DFAI, SCHG) accounted for 26.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
GSLC
市值: $90.2M
During Q1 2025, Financial Management Professionals, Inc.'s top holdings by market value included GSLC (11.5%)、DFAI (6.5%)、SCHG (6.1%). The largest single position, GSLC, represented 11.5% of total portfolio value.
In Q1 2025, Financial Management Professionals, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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