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Trust For Professional Man shares owned by Accredited Wealth Management

Quarter-by-quarter ownership of Trust For Professional Man (JGRW) shares owned by Accredited Wealth Management from 13F filings

Historical chart of Accredited Wealth Management investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Accredited Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Accredited Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5k 75 72.77

More positions owned by Accredited Wealth Management

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Int Moat (MOTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Total (IXUS)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
American Centy Etf Tr Us Eqt Etf (AVUS)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Accredited Wealth Management

Top funds holding Trust For Professional Man

Jensen Investment Management
SOL Capital Management
Bill Few Associates
DMKC Advisory Services
Hamilton Point Investment Advisors
HighTower Advisors
Snowden Capital Advisors
OneAscent Financial Services
Captrust Financial Advisors
Atlantic Trust
Essex Financial Services
Jane Street
Wealth Enhancement Advisory Services
Capital Investment Advisory Services
Susquehanna International

View all funds holding Trust For Professional Man