Portside Wealth Group, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $578 Billion distributed in 1237 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $22.2B, Jp Morgan ETF Tr Ultra Short I with a value of $20.6B, Microsoft Corp with a value of $18B, Apple Inc. with a value of $14.3B, and Spdr Portfolio with a value of $10B.
Examining the 13F form we can see an decrease of $7.35B in the current position value, from $586B to 578B.
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
$578 Billion
ETFs: $133 Billion
Technology: $123 Billion
Healthcare: $68 Billion
Financial Services: $57.5 Billion
Consumer Cyclical: $48.6 Billion
Industrials: $37.3 Billion
Communication Services: $36.2 Billion
Consumer Defensive: $25.3 Billion
Other: $35.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
