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Advisor Managed Portfolios shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Advisor Managed Portfolios (MVPA) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advisor Managed Portfolios by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 7.1k 34.69
2025-06-30 $434k 13k 34.51
2025-03-31 $1.2M 38k 31.30
2024-12-31 $458k 13k 34.37

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

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