Portside Wealth Group, LLC Options Holdings

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
XOM
Exxon Mobil Corp

Energy
PUT
$749 Million
6.3K
Q1 2025
New holding
NVDA
Nvidia Corp

Technology
CALL
$163 Million
1.5K
Q1 2025
Added 7.14%
GOOGL
Alphabet Inc.

Communication Services
CALL
$14.2 Million
100
Q2 2024
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$19 Million
100
Q2 2023
Reduced 98.04%
AAPL
Apple Inc.

Technology
CALL
$22.2 Million
100
Q2 2024
New holding
AVGO
Broadcom Inc.

Technology
CALL
$16.7 Million
100
Q1 2025
New holding

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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