Portside Wealth Group, LLC Software—Application

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174B
$8.58 Billion 1.18% of portfolio
57,768
Q3 2025 Reduced 16.53%
$169B
$4.15 Billion 0.57% of portfolio
4,509
Q3 2025 Reduced 9.04%
$181B
$2.35 Billion 0.32% of portfolio
23,983
Q3 2025 Added 265.54%
$182B
$2.11 Billion 0.29% of portfolio
3,090
Q3 2025 Added 285.77%
$46.4B
$2.1 Billion 0.29% of portfolio
8,728
Q3 2025 Reduced 41.35%
$53.1B
$1.96 Billion 0.27% of portfolio
6,161
Q3 2025 Added 11.45%
$9.97B
$1.92 Billion 0.26% of portfolio
9,236
Q3 2025 Reduced 9.4%
$279B
$1.57 Billion 0.22% of portfolio
5,887
Q3 2025 Reduced 5.14%
$237B
$1.55 Billion 0.21% of portfolio
6,542
Q3 2025 Added 17.37%
$5.71B
$915 Million 0.13% of portfolio
4,849
Q3 2025 Added 14.58%
$2.83B
$887 Million 0.12% of portfolio
32,707
Q3 2025 Reduced 26.67%
$18.7B
$851 Million 0.12% of portfolio
3,703
Q3 2025 Reduced 4.76%
$5B
$730 Million 0.1% of portfolio
2,648
Q3 2025 Reduced 30.83%
$163B
$712 Million 0.1% of portfolio
991
Q3 2025 Added 44.04%
$3.84B
$599 Million 0.08% of portfolio
9,753
Q3 2025 Added 21.68%
$1.87B
$500 Million 0.07% of portfolio
1,552
Q3 2025 Added 7.33%
$7.07B
$449 Million 0.06% of portfolio
4,769
Q3 2025 Reduced 6.2%
$20.5B
$436 Million 0.06% of portfolio
2,150
Q3 2025 Added 6.12%
$44B
$419 Million 0.06% of portfolio
280
Q3 2025 Reduced 12.23%
$53.8B
$326 Million 0.04% of portfolio
2,288
Q3 2025 Reduced 5.38%
$7.02B
$323 Million 0.04% of portfolio
1,670
Q3 2025 Added 161.35%
$10.3B
$292 Million 0.04% of portfolio
4,002
Q3 2025 Reduced 4.03%
$13.5B
$287 Million 0.04% of portfolio
5,926
Q3 2025 Reduced 6.81%
$1.11B
$286 Million 0.04% of portfolio
15,887
Q3 2025 Added 63.61%
$5.67B
$281 Million 0.04% of portfolio
874
Q3 2025 Added 14.55%
$19.5B
$266 Million 0.04% of portfolio
508
Q3 2025 Reduced 6.96%
$82.2B
$216 Million 0.03% of portfolio
957
Q3 2025 Added 1.7%
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