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Advisor Managed Portfolios shares owned by Castleview Partners

Quarter-by-quarter ownership of Advisor Managed Portfolios (MBSX) shares owned by Castleview Partners from 13F filings

Historical chart of Castleview Partners investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by Castleview Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by Castleview Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.5M 274k 27.54
2025-06-30 $5.9M 229k 25.63

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
Apple (AAPL)
Advisor Managed Portfolios Regan Fixed Rate (MBSX)
ConocoPhillips (COP)
Home Depot (HD)
Managed Portfolio Series Leuthold Select (LST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Bristol Myers Squibb (BMY)
Amgen (AMGN)
Fidelity Covington Trust High Divid Etf (FDVV)
Proshares Tr Pshs Ultra Qqq (QLD)
Vaneck Merk Gold Etf Gold Shs (OUNZ)

View all positions for Castleview Partners

Top funds holding Advisor Managed Portfolios

Castleview Partners
Auour Investments
Camarda Wealth Advisory
Jane Street
Susquehanna International

View all funds holding Advisor Managed Portfolios