Cm Wealth Advisors »

Proficient Auto Logistics In shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Proficient Auto Logistics In (PAL) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Proficient Auto Logistics In

Tip: Access up to 7 years of quarterly data

All positions including Proficient Auto Logistics In held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Proficient Auto Logistics In by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $729k 107k 6.81

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)

View all positions for Cm Wealth Advisors

Top funds holding Proficient Auto Logistics In

FMR
BlackRock
Royce & Associates
Diamond Hill Capital Management
Vanguard Capital Management
Geode Capital Management
Russell Investments
De Lisle Partners
Millennium Management
VELA Investment Management
Alyeska Investment Group
Anchor Capital Management Company
State Street Corporation
Raymond James Financial
AQR Capital Management

View all funds holding Proficient Auto Logistics In