Portland Financial Advisors Inc Top Holdings and 13F Report (2025) About Portland Financial Advisors IncInvestment ActivityPortland Financial Advisors Inc has $37.18 million in total holdings as of December 31, 2024.Portland Financial Advisors Inc owns shares of 64 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $2,082,946iShares 0-5 Year TIPS Bond ETF $2,052,341SPDR S&P 500 ETF Trust $2,042,489Vanguard Mid-Cap ETF $2,040,404Omega Healthcare Investors $1,869,449 Sector AllocationMap of 500 Largest Holdings ofPortland Financial Advisors Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,082,94641,3945.6%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$2,052,34120,4015.5%ETFSPYSPDR S&P 500 ETF Trust$2,042,4893,4855.5%FinanceVOVanguard Mid-Cap ETF$2,040,4047,7255.5%ETFOHIOmega Healthcare Investors$1,869,44949,3915.0%FinanceACWViShares MSCI Global Min Vol Factor ETF$1,375,70212,5983.7%ETFVYMVanguard High Dividend Yield ETF$1,370,31710,7403.7%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,136,1496,8773.1%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$1,094,17235,6062.9%ETFIVViShares Core S&P 500 ETF$881,8431,4982.4%ETFXMLVInvesco S&P MidCap Low Volatility ETF$736,28712,1062.0%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$653,24813,5221.8%ETFCWBSPDR Bloomberg Convertible Securities ETF$652,7968,3811.8%ETFVGKVanguard FTSE Europe ETF$650,94810,2561.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$623,89616,2601.7%ETFVVVanguard Large-Cap ETF$594,9582,2061.6%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$578,00718,0911.6%ManufacturingOEFiShares S&P 100 ETF$572,2121,9811.5%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$567,3068,0231.5%ETFVTVVanguard Value ETF$563,6003,3291.5%ETFVNQVanguard Real Estate ETF$554,7906,2281.5%ETFSMLVSPDR SSGA US Small Cap Low Volatility Index ETF$544,3594,2651.5%ETFBRK.BBerkshire Hathaway$540,3101,1921.5%FinanceHEDJWisdomTree Europe Hedged Equity Fund$509,20711,6471.4%FinanceFLOTiShares Floating Rate Bond ETF$473,0829,2981.3%ETFVUGVanguard Growth ETF$465,4391,1341.3%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$454,73410,6721.2%ETFSPLGSPDR Portfolio S&P 500 ETF$436,5286,3321.2%ETFDEMWisdomTree Emerging Markets High Dividend Fund$433,20310,6991.2%FinanceIJRiShares Core S&P Small-Cap ETF$428,7343,7211.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$423,9518,2901.1%ETFSCHHSchwab U.S. REIT ETF$418,42019,8681.1%ETFXOMExxon Mobil$410,5953,8171.1%Oils/EnergyVPLVanguard FTSE Pacific ETF$408,4095,7491.1%ETFAAPLApple$406,1811,6221.1%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$380,38115,6601.0%ETFPGXInvesco Preferred ETF$376,89332,6881.0%ETFVIGVanguard Dividend Appreciation ETF$366,2021,8701.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$360,08212,0591.0%ETFONEYSPDR Russell 1000 Yield Focus ETF$357,0703,2801.0%ETFILCBiShares Morningstar U.S. Equity ETF$356,0494,3871.0%ETFBLACKROCK INC$352,6383440.9%COMIVWiShares S&P 500 Growth ETF$331,3943,2640.9%ETFVWOVanguard FTSE Emerging Markets ETF$324,3117,3640.9%ETFIHAKiShares Cybersecurity and Tech ETF$318,8436,5350.9%ETFVEUVanguard FTSE All-World ex-US ETF$314,2055,4730.8%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$296,5836,8590.8%ETFVBVanguard Small-Cap ETF$292,9011,2190.8%ETFMSFTMicrosoft$290,8356900.8%Computer and TechnologySPHYSPDR Portfolio High Yield Bond ETF$263,66211,2340.7%ETFDONWisdomTree U.S. MidCap Dividend Fund$261,9355,1390.7%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$257,3407,5400.7%ETFXLVHealth Care Select Sector SPDR Fund$248,7271,8080.7%ETFVDCVanguard Consumer Staples ETF$234,6321,1100.6%ETFDDWMWisdomTree Dynamic Currency Hedged International Equity Fund$226,8396,5980.6%FinanceSUSAiShares MSCI USA ESG Select ETF$221,2941,8200.6%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$219,98616,9350.6%ManufacturingQQQInvesco QQQ$218,8064280.6%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$216,6234,1900.6%ManufacturingUSBU.S. Bancorp$213,8964,4720.6%FinanceMETAMeta Platforms$213,1263640.6%Computer and TechnologyIBTFiShares iBonds Dec 2025 Term Treasury ETF$206,3598,8490.6%ManufacturingVEAVanguard FTSE Developed Markets ETF$205,6744,3010.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$202,1296,1700.5%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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