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Series Portfolios Tr shares owned by Brian McDonald

Quarter-by-quarter ownership of Series Portfolios Tr (CLOX) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Series Portfolios Tr

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All positions including Series Portfolios Tr held by Brian McDonald consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 1.5k 25.57
2025-06-30 $38k 1.5k 25.60

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Visa Com Cl A (V)

View all positions for Brian McDonald

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Ball & Co Wealth Management
Carmel Capital Partners
Black Swift Group
Copia Wealth Management
SRS Capital Advisors
Royal Bank of Canada
WMG Financial Advisors
Inspire Advisors
WESPAC Advisors
Valeo Financial Advisors
Old Mission Capital
Citadel Advisors
Griffin Asset Management
Fortis Group Advisors

View all funds holding Series Portfolios Tr