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Profesionally Managed Portfo shares owned by Revisor Wealth Management

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

Historical chart of Revisor Wealth Management investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Revisor 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 Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 7.0k 33.38

More positions owned by Revisor Wealth Management

Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Em Mkts Div Etf (DVYE)
salesforce (CRM)
McDonald's Corporation (MCD)
Spdr Series Trust Portfolio Short (SPSB)
NVIDIA Corporation (NVDA)
Cincinnati Financial Corporation (CINF)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)

View all positions for Revisor 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