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Trust For Professional Man shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Trust For Professional Man (JGRW) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset 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 Wall Street Access Asset 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 Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 75k 27.29
2025-06-30 $1.7M 64k 26.51
2025-03-31 $1.4M 54k 25.48

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Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Invesco S&p 500 Equal Weight Etf (RSP)
Amazon (AMZN)
Berkshire Hathaway (BRK.B)
Facebook Inc cl a (META)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
American Growth Fund Of America Class F2 Mutual Fund (GFFFX)
Dimensional Etf Trust (DFAS)
American Capital Income Builder Fund Class F2 Mutual Fund (CAIFX)
Vanguard Index Fds Vanguard Value Etf Common Stock (VTV)

View all positions for Wall Street Access Asset Management

Top funds holding Trust For Professional Man

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

View all funds holding Trust For Professional Man