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Profesionally Managed Portfo shares owned by Brian McDonald

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Profesionally Managed Portfo by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.1k 214 33.31
2025-06-30 $6.7k 214 31.18

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 Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Morgan Stanley
Integrated Wealth Concepts
Congress Asset Management
Gibbs Wealth Management
Clarendon Private
Stifel Financial
Portside Wealth Group
Rockefeller Capital Management
Skopos Labs

View all funds holding Profesionally Managed Portfo