PFG Investments »

Manager Directed Portfolios shares owned by PFG Investments

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by PFG Investments from 13F filings

Historical chart of PFG Investments investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by PFG Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Manager Directed Portfolios by PFG Investments

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.5M 567k 9.67
2024-03-31 $5.2M 533k 9.80

More positions owned by PFG Investments

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Pimco Dynamic Income SHS (PDI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Johnson & Johnson (JNJ)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)

View all positions for PFG Investments

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
Prime Capital Investment Advisors
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios