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Advisor Managed Portfolios shares owned by Crewe Advisors

Quarter-by-quarter ownership of Advisor Managed Portfolios (MVPA) shares owned by Crewe Advisors from 13F filings

Historical chart of Crewe Advisors investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advisor Managed Portfolios by Crewe Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8k 252 34.74
2025-06-30 $8.7k 252 34.56
2025-03-31 $7.9k 252 31.35
2024-12-31 $8.7k 252 34.42
2024-09-30 $8.1k 250 32.56
2024-06-30 $4.5k 150 30.27

More positions owned by Crewe Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Mcp Etf (IJH)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard World Esg Us Stk Etf (ESGV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Small Cp Etf (VB)
Tesla Motors (TSLA)

View all positions for Crewe Advisors

Top funds holding Advisor Managed Portfolios

Janney Montgomery Scott
H D Vest Advisory Services
Susquehanna International
Commonwealth Equity Services
Mills Wealth Advisors
LPL Financial
Old Mission Capital
Goss Wealth Management
Advisor Group Holdings
Crewe Advisors

View all funds holding Advisor Managed Portfolios