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Manager Directed Portfolios shares owned by Bellevue Asset Management

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Bellevue Asset Management from 13F filings

Historical chart of Bellevue Asset Management investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Bellevue Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5k 856 11.11
2024-06-30 $8.3k 856 9.67

More positions owned by Bellevue Asset Management

Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Exchange- Traded Fst Low Oppt Etf (LMBS)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Starbucks Corporation (SBUX)
Costco Wholesale Corporation (COST)
Jp Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Amazon (AMZN)
Vanguard World Fds Inf Tech Etf (VGT)
Jp Morgan Exchange Traded F Equity Premium (JEPI)
First Tr Exchange-traded First Tr Enh New (FTSM)
Jp Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bellevue Asset Management

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios