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Profesionally Managed Portfo shares owned by MJT & Associates Financial Advisory Group

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by MJT & Associates Financial Advisory Group from 13F filings

Historical chart of MJT & Associates Financial Advisory Group investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by MJT & Associates Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by MJT & Associates Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.2k 35 33.89

More positions owned by MJT & Associates Financial Advisory Group

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Core S&p Small Cap Etf Etf (IJR)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Morningstar Small-cap Value Etf Etf (VBR)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for MJT & Associates Financial Advisory Group

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
HighTower Advisors
Advisor Group Holdings
Stifel Financial
Berkshire Bank
Nuveen
Congress Asset Management
Integrated Wealth Concepts
Clarendon Private
Jones Financial Companies, L.L
We Are One Seven
Apollon Wealth Management

View all funds holding Profesionally Managed Portfo