Onyx Bridge Wealth Group »

Managed Portfolio Series shares owned by Onyx Bridge Wealth Group

Quarter-by-quarter ownership of Managed Portfolio Series (LCR) shares owned by Onyx Bridge Wealth Group from 13F filings

Historical chart of Onyx Bridge Wealth Group investment in Managed Portfolio Series

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Series held by Onyx Bridge Wealth Group 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 Managed Portfolio Series by Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $872k 23k 37.99
2025-06-30 $830k 23k 36.17
2025-03-31 $794k 23k 34.27

More positions owned by Onyx Bridge Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Short Treas Bd (SHV)
Capital Group Dividend Growe Shs Etf (CGDG)
Select Sector Spdr Tr Communication (XLC)

View all positions for Onyx Bridge Wealth Group

Top funds holding Managed Portfolio Series

Legend Financial Advisors
Savant Capital Management
Advisor Group Holdings
David R. Rahn Inc. dba Avalon Capital Management
Capital Investment Advisory Services
Envestnet Asset Management
Gts Securities
Onyx Bridge Wealth Group
LPL Financial
Arcus Capital Partners
Mowery & Schoenfeld Wealth Management
Integrated Wealth Concepts
Royal Bank of Canada
Bond & Devick Financial Network
WFA of San Diego

View all funds holding Managed Portfolio Series