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Profesionally Managed Portfo shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 10k 25.02
2025-06-30 $261k 11k 24.94
2025-03-31 $241k 9.7k 24.79

More positions owned by J.w. Cole Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Value Etf (VTV)

View all positions for J.w. Cole Advisors

Top funds holding Profesionally Managed Portfo

Advisor Group Holdings
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Envestnet Portfolio Solutions
Principal Securities
Mml Investors Services
Hilltop Holdings
Branch Banking & Trust Company
Goldman Sachs Group
National Asset Management
Flow Traders US
Resources Investment Advisors
Kestra Advisory Services
Essex Savings Bank
Kestra Investment Management

View all funds holding Profesionally Managed Portfo