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Size ($ in 1000's)
At 03/31/2024: $678,502
At 12/31/2023: $613,699
Financial Management Professionals Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Management Professionals Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Financial Management Professionals Inc. top holdings by largest position size, as per the latest 13f filing made by Financial Management Professionals Inc..
In the Financial Management Professionals Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Financial Management Professionals Inc. in that top holding, then the share count change between reporting periods, and finally the Financial Management Professionals Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| Goldman Sachs Actvbeta US LRG ETF (GSLC) |
911,478 |
+34,782 |
$94,602 | | GSLC | 911,478 | +34,782 | $94,602 | | Schwab US Large Cap Growth ETF (SCHG) |
503,948 |
+10,772 |
$46,726 | | SCHG | 503,948 | +10,772 | $46,726 | | John Hancock Multifctr Mid CP ETF (JHMM) |
739,834 |
+25,564 |
$42,452 | | JHMM | 739,834 | +25,564 | $42,452 | | Goldman Sachs Actvbt Intereqy ETF (GSIE) |
999,184 |
+46,580 |
$34,262 | | GSIE | 999,184 | +46,580 | $34,262 | | iShares Russell 1000 ETF IV (IWB) |
108,702 |
-588 |
$31,309 | | IWB | 108,702 | -588 | $31,309 | | iShares MSCI USA Multifct ETF (SMLF) |
459,317 |
+13,620 |
$29,203 | | SMLF | 459,317 | +13,620 | $29,203 | | JPMorgan Ultra Short Income ETF (JPST) |
527,334 |
+10,853 |
$26,604 | | JPST | 527,334 | +10,853 | $26,604 | | Vanguard S&P 500 ETF (VOO) |
51,952 |
+2,559 |
$24,973 | | VOO | 51,952 | +2,559 | $24,973 | | Vanguard Total Bond Market ETF (BND) |
324,238 |
+52,475 |
$23,549 | | BND | 324,238 | +52,475 | $23,549 | | Schwab US Large Cap ETF (SCHX) |
370,096 |
-995 |
$22,968 | | SCHX | 370,096 | -995 | $22,968 | | PIMCO 0 5 Year High YLD BND Idx ETF (HYS) |
178,298 |
+5,209 |
$16,667 | | HYS | 178,298 | +5,209 | $16,667 | | SPDR BLMBG SRT TR Int TRY BND ETF (BWZ) |
600,934 |
+23,125 |
$15,841 | | BWZ | 600,934 | +23,125 | $15,841 | | Schwab International Equity ETF (SCHF) |
396,675 |
+58,815 |
$15,478 | | SCHF | 396,675 | +58,815 | $15,478 | | Fidelity High Yield Factor ETF (FDHY) |
310,726 |
+15,493 |
$14,915 | | FDHY | 310,726 | +15,493 | $14,915 | | Vanguard Large Cap ETF (VV) |
60,205 |
+937 |
$14,435 | | VV | 60,205 | +937 | $14,435 | | SPDR S&P 500 ETF (SPY) |
27,460 |
+2,053 |
$14,364 | | SPY | 27,460 | +2,053 | $14,364 | | Vanguard Ultra Short Bond ETF (VUSB) |
229,580 |
+3,514 |
$11,376 | | VUSB | 229,580 | +3,514 | $11,376 | | iShares Core MSCI Emerging ETF (IEMG) |
205,546 |
+27,596 |
$10,606 | | IEMG | 205,546 | +27,596 | $10,606 | | JPMorgan Income ETF (JPIE) |
213,006 |
-8,690 |
$9,705 | | JPIE | 213,006 | -8,690 | $9,705 | | Vanguard Mid Cap ETF (VO) |
30,456 |
+623 |
$7,610 | | VO | 30,456 | +623 | $7,610 | | Vanguard Small Cap (VBK) |
27,664 |
+26,964 |
$7,213 | | VBK | 27,664 | +26,964 | $7,213 | | SPDR S&P 500 Growth ETF (SPYG) |
97,750 |
-266 |
$7,150 | | SPYG | 97,750 | -266 | $7,150 | | SPDR Portfolio S P 1500 CMPST ST ETF (SPTM) |
108,534 |
-121 |
$6,962 | | SPTM | 108,534 | -121 | $6,962 | | iShares Total US Stock Market ETF IV (ITOT) |
59,139 |
-6,935 |
$6,819 | | ITOT | 59,139 | -6,935 | $6,819 | | iShares MSCI Acwi ETF (ACWI) |
61,005 |
UNCH |
$6,718 | | ACWI | 61,005 | UNCH | $6,718 | | Vanguard FTSE All World Ex US ETF IV (VEU) |
111,534 |
+2,742 |
$6,541 | | VEU | 111,534 | +2,742 | $6,541 | | JPMorgan Internatinal BND Opport ETF (JPIB) |
96,706 |
-355 |
$4,605 | | JPIB | 96,706 | -355 | $4,605 | | Apple Inc |
24,388 |
-625 |
$4,182 | | AAPL | 24,388 | -625 | $4,182 | | Invesco Dwa Industrials Momentum ETF (PRN) |
26,507 |
-2,255 |
$3,699 | | PRN | 26,507 | -2,255 | $3,699 | | iShares US Technology ETF IV (IYW) |
26,974 |
-2,468 |
$3,643 | | IYW | 26,974 | -2,468 | $3,643 | | Vanguard Total Stock Market ETF (VTI) |
13,852 |
-1,657 |
$3,600 | | VTI | 13,852 | -1,657 | $3,600 | | Vanguard Total World Stock Et ETF IV (VT) |
30,922 |
-3,561 |
$3,417 | | VT | 30,922 | -3,561 | $3,417 | | Deutsch X TRKS MSCI EAFE HDG Eqy ETF (DBEF) |
81,694 |
-9,564 |
$3,344 | | DBEF | 81,694 | -9,564 | $3,344 | | Exxon Mobil Corp |
26,646 |
-1,151 |
$3,097 | | XOM | 26,646 | -1,151 | $3,097 | | Globe Life Inc |
24,871 |
UNCH |
$2,894 | | GL | 24,871 | UNCH | $2,894 | | Wisdomtree Japan Hedged |
24,966 |
-2,468 |
$2,709 | | DXJ | 24,966 | -2,468 | $2,709 | | Schwab US Broad Market ETF (SCHB) |
44,351 |
-773 |
$2,708 | | SCHB | 44,351 | -773 | $2,708 | | Home Bancshares (HOMB) |
109,923 |
-22,140 |
$2,701 | | HOMB | 109,923 | -22,140 | $2,701 | | Microsoft Corp |
6,340 |
-76 |
$2,668 | | MSFT | 6,340 | -76 | $2,668 | | Grayscale Bitcoin TR BTC |
35,929 |
+35,929 |
$2,270 | | GBTC | 35,929 | +35,929 | $2,270 | | SPDR S&P Emerging Markets Divid ETF (EDIV) |
66,358 |
-6,020 |
$2,224 | | EDIV | 66,358 | -6,020 | $2,224 | | JPMorgan Chase & Co |
10,545 |
-176 |
$2,112 | | JPM | 10,545 | -176 | $2,112 | | Nvidia Corp |
2,039 |
-391 |
$1,843 | | NVDA | 2,039 | -391 | $1,843 | | iShares U.S. Home Construction ETF (ITB) |
15,633 |
+15,633 |
$1,810 | | ITB | 15,633 | +15,633 | $1,810 | | Vanguard Telecommunication Services (VOX) |
13,269 |
-15,410 |
$1,741 | | VOX | 13,269 | -15,410 | $1,741 | | Amazon.Com Inc |
8,946 |
-1,388 |
$1,614 | | AMZN | 8,946 | -1,388 | $1,614 | | Invesco Galaxy Bitcoin ETF (BTCO) |
20,151 |
+20,151 |
$1,431 | | BTCO | 20,151 | +20,151 | $1,431 | | iShares Global Comm Services ETF (IXP) |
15,601 |
+15,601 |
$1,313 | | IXP | 15,601 | +15,601 | $1,313 | | Fidelity Wise Origin Bitcoin Fund (FBTC) |
19,370 |
+19,370 |
$1,202 | | FBTC | 19,370 | +19,370 | $1,202 | | SPDR Bloomberg Barclays 1 3 Month T Bill ETF (BIL) |
12,828 |
-1,887 |
$1,178 | | BIL | 12,828 | -1,887 | $1,178 |
See Full List: All Stocks Held By Financial Management Professionals Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Management Professionals Inc.
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