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Trust For Professional Man shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone 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 Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $23k 843 27.06

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Capital Group Core Plus Income Etf Etf (CGCP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Microsoft Corp Stock (MSFT)
Capital Group Short Duration Income Etf Etf (CGSD)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Dividend Value Etf Etf (CGDV)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Amgen Stock (AMGN)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Capital Group International Focus Equity Etf Etf (CGXU)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone Wealth Management

Top funds holding Trust For Professional Man

SOL Capital Management
Bill Few Associates
DMKC Advisory Services
HighTower Advisors
Hamilton Point Investment Advisors
Snowden Capital Advisors
OneAscent Financial Services
Captrust Financial Advisors
Susquehanna International
Blake Schutter Theil Wealth Advisors
Wealth Enhancement Advisory Services
Atlantic Trust
Capital Investment Advisory Services
Lodestone Wealth Management
Advisor Group Holdings

View all funds holding Trust For Professional Man