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Profesionally Managed Portfo shares owned by HighTower Advisors

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

Historical chart of HighTower Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Profesionally Managed Portfo by HighTower Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.7M 187k 30.71

More positions owned by HighTower Advisors

Apple (AAPL)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
NVIDIA Corporation (NVDA)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for HighTower Advisors

Top funds holding Profesionally Managed Portfo

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

View all funds holding Profesionally Managed Portfo