Professional Financial Advisors, LLC
Top Portfolio Positions
40 positions ·
$44,617,126 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
11,197 | $4,817,957 | 10.80% | |
| UNP |
Union Pacific Corp
Industrials
|
18,318 | $4,444,313 | 9.96% | |
| AAPL |
Apple Inc.
Technology
|
12,275 | $3,115,272 | 6.98% | |
| MSFT |
Microsoft Corp
Technology
|
7,513 | $2,781,087 | 6.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
20,430 | $2,539,040 | 5.69% | |
| SLV |
iShares Silver Trust
|
30,201 | $2,057,896 | 4.61% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
21,791 | $2,047,918 | 4.59% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
3,453 | $1,993,002 | 4.47% | |
| UGA |
United States Gasoline Fund, LP
|
17,793 | $1,838,728 | 4.12% | |
| MA |
Mastercard Inc
Financial Services
|
3,343 | $1,670,363 | 3.74% |
Portfolio Trend
Holdings in UGA
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,838,728 | 17,793 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,042,804 | 16,893 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $964,125 | 14,950 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $761,783 | 12,650 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $765,153 | 11,909 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $766,210 | 12,164 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $704,315 | 12,054 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $857,032 | 12,678 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $731,501 | 10,313 | Shares | Sole | 2024-04-25 | |
| 2021-06-30 | $753 | 21 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $661 | 21 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $510 | 21 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $418 | 21 | Shares | Sole | 2020-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||