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 Market Cap. of $10 Billions to $200 Billions
