Portside Wealth Group, LLC Portfolio Holdings

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025

Portside Wealth Group, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $613 Billion distributed in 824 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $20.6B, Amazon Com Inc with a value of $18.7B, Microsoft Corp with a value of $16.8B, Spdr Portfolio with a value of $15.3B, and Visa Inc. with a value of $12.4B.

Examining the 13F form we can see an increase of $8.62B in the current position value, from $605B to 613B.

Portside Wealth Group, LLC is based out at Provo, UT

Below you can find more details about Portside Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $613 Billion
ETFs: $142 Billion
Technology: $116 Billion
Financial Services: $73.1 Billion
Healthcare: $69.7 Billion
Consumer Cyclical: $47.6 Billion
Industrials: $38.8 Billion
Communication Services: $38.6 Billion
Consumer Defensive: $30.2 Billion
Other: $43 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.6 Billion 3.36% of portfolio
407,333
Q1 2025 Added 5.16%
$0
$15.3 Billion 2.49% of portfolio
190,185
Q1 2025 Added 6.67%
$0
$10.4 Billion 1.69% of portfolio
284,960
Q1 2025 Added 6.79%
$0
$8.33 Billion 1.36% of portfolio
163,019
Q1 2025 Added 7.1%
$0
$6.4 Billion 1.04% of portfolio
278,437
Q1 2025 Added 5.86%
$0
$5.9 Billion 0.96% of portfolio
64,373
Q1 2025 Reduced 3.72%
$0
$5.79 Billion 0.94% of portfolio
52,139
Q1 2025 Added 71.93%
$0
$5.12 Billion 0.83% of portfolio
9,110
Q1 2025 Added 7.3%
$0
$4.97 Billion 0.81% of portfolio
126,356
Q1 2025 Added 24.95%
$0
$4.83 Billion 0.79% of portfolio
218,945
Q1 2025 Added 4.26%
$0
$4.54 Billion 0.74% of portfolio
55,589
Q1 2025 Reduced 3.99%
$0
$4.37 Billion 0.71% of portfolio
52,596
Q1 2025 Added 7.14%
$0
$3.96 Billion 0.65% of portfolio
97,072
Q1 2025 Added 7.87%
$0
$3.78 Billion 0.62% of portfolio
39,684
Q1 2025 Added 8.63%
$0
$3.64 Billion 0.59% of portfolio
35,183
Q1 2025 Added 6.63%
$0
$3.39 Billion 0.55% of portfolio
79,804
Q1 2025 Added 1.98%
$0
$2.86 Billion 0.47% of portfolio
104,918
Q1 2025 Added 3.96%
$0
$2.46 Billion 0.4% of portfolio
39,610
Q1 2025 Added 70.31%
$0
$2.4 Billion 0.39% of portfolio
42,433
Q1 2025 Added 4.92%
$0
$2.02 Billion 0.33% of portfolio
66,959
Q1 2025 Added 2.65%
$0
$1.67 Billion 0.27% of portfolio
17,575
Q1 2025 Reduced 5.14%
$0
$1.47 Billion 0.24% of portfolio
2,859
Q1 2025 Added 2.22%
$0
$1.25 Billion 0.2% of portfolio
24,562
Q1 2025 Added 13.5%
$0
$942 Million 0.15% of portfolio
4,855
Q1 2025 Reduced 68.62%
$0
$859 Million 0.14% of portfolio
1,831
Q1 2025 Added 8.02%
$0
$853 Million 0.14% of portfolio
10,729
Q1 2025 Added 1.06%
$0
$788 Million 0.13% of portfolio
32,753
Q1 2025 Added 6.89%
$0
$739 Million 0.12% of portfolio
2,937
Q1 2025 Added 133.1%
$0
$754 Million 0.12% of portfolio
9,791
Q1 2025 Added 5.8%
$0
$683 Million 0.11% of portfolio
14,025
Q1 2025 Added 33.67%
$0
$630 Million 0.1% of portfolio
19,720
Q1 2025 Added 7.59%
$0
$633 Million 0.1% of portfolio
17,190
Q1 2025 Reduced 8.82%
$0
$542 Million 0.09% of portfolio
7,764
Q1 2025 Reduced 43.17%
$0
$581 Million 0.09% of portfolio
6,382
Q1 2025 New
$0
$489 Million 0.08% of portfolio
1,320
Q1 2025 Reduced 15.0%
$0
$514 Million 0.08% of portfolio
6,561
Q1 2025 Added 8.66%
$0
$476 Million 0.08% of portfolio
1,945
Q1 2025 Added 109.14%
$0
$413 Million 0.07% of portfolio
20,893
Q1 2025 Added 2.21%
$0
$414 Million 0.07% of portfolio
5,005
Q1 2025 Reduced 29.96%
$0
$400 Million 0.07% of portfolio
6,781
Q1 2025 Added 4.65%
$0
$433 Million 0.07% of portfolio
3,985
Q1 2025 Reduced 11.01%
$0
$427 Million 0.07% of portfolio
5,413
Q1 2025 Reduced 11.47%
$0
$421 Million 0.07% of portfolio
4,645
Q1 2025 Reduced 11.25%
$0
$362 Million 0.06% of portfolio
15,648
Q1 2025 Added 96.46%
$0
$379 Million 0.06% of portfolio
2,938
Q1 2025 Reduced 17.7%
$0
$331 Million 0.05% of portfolio
3,327
Q1 2025 Reduced 2.66%
$0
$280 Million 0.05% of portfolio
2,411
Q1 2025 Added 17.55%
$0
$249 Million 0.04% of portfolio
3,618
Q2 2023 Reduced 75.0%
$0
$239 Million 0.04% of portfolio
924
Q1 2025 Reduced 9.06%

Summary

  • Portfolio
  • No. of Stocks 824
  • Current Value $613 Billion
  • Prior Value $605 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 271 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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