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Manager Directed Portfolios shares owned by Strategic Wealth Partners

Quarter-by-quarter ownership of Manager Directed Portfolios shares owned by Strategic Wealth Partners from 13F filings

Historical chart of Strategic Wealth Partners investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $81M 3.2M 25.12

More positions owned by Strategic Wealth Partners

Manager Directed Portfolios Swp Growth & Inc
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio Short (SPSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Russell 2000 Etf (IWM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for Strategic Wealth Partners

Top funds holding Manager Directed Portfolios

Strategic Wealth Partners
Jane Street

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