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Profesionally Managed Portfo shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 7.9k 33.17
2025-06-30 $316k 9.7k 32.55
2025-03-31 $306k 11k 27.86
2024-12-31 $343k 11k 29.97
2024-06-30 $200k 7.2k 27.89

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

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