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Managed Portfolio Series shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Managed Portfolio Series

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All positions including Managed Portfolio Series held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 53k 46.73

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust St Str P500etf (SPYM)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Cisco Systems (CSCO)

View all positions for Goss Wealth Management

Top funds holding Managed Portfolio Series

LPL Financial
Armis Advisers
Welch Financial Planning
Cambridge Investment Research Advisors
LLBH Private Wealth Management
Sigma Planning
Castleview Partners
Gts Securities
Leuthold Weeden Capital Management
Goldman Sachs Group
Goss Wealth Management
Ashton Thomas Private Wealth
Commonwealth Equity Services
Jacobi Capital Management
Sanctuary Advisors

View all funds holding Managed Portfolio Series