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Profesionally Managed Portfo shares owned by CLS Investments

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

Historical chart of CLS Investments investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Profesionally Managed Portfo by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 6.6k 31.62

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)

View all positions for CLS Investments

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
We Are One Seven
Advisor Group Holdings
Integrated Wealth Concepts
Stifel Financial
Berkshire Bank
Congress Asset Management
Clarendon Private
Gibbs Wealth Management
Portside Wealth Group
Apollon Wealth Management
Skopos Labs

View all funds holding Profesionally Managed Portfo