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Profesionally Managed Portfo shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.1k 167 36.49

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Steward Partners Investment Advisory

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Morgan Stanley
Glenview Trust
Rockefeller Capital Management
Envestnet Asset Management
HighTower Advisors
Advisor Group Holdings
Stifel Financial
Berkshire Bank
Integrated Wealth Concepts
Nuveen
Skopos Labs
Clarendon Private
Jones Financial Companies, L.L
Congress Asset Management

View all funds holding Profesionally Managed Portfo