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Profesionally Managed Portfo shares owned by LPL Financial

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $521k 21k 25.02
2025-06-30 $506k 20k 24.94

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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