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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.7B
$1.12 Billion 0.18% of portfolio
24,506
Q1 2025 Added 7.0%
$99.6B
$1.13 Billion 0.18% of portfolio
4,274
Q1 2025 Added 10.21%
$156B
$1.13 Billion 0.18% of portfolio
30,573
Q1 2025 Added 16.06%
$293B
$1.08 Billion 0.18% of portfolio
12,793
Q1 2025 Added 9.98%
$36.1B
$1.1 Billion 0.18% of portfolio
11,136
Q1 2025 Added 5.25%
$31.4B
$1.07 Billion 0.17% of portfolio
42,115
Q1 2025 Reduced 0.1%
$31.4B
$1.01 Billion 0.17% of portfolio
17,334
Q1 2025 Added 10.0%
$26.3B
$1.02 Billion 0.17% of portfolio
6,899
Q1 2025 Added 3.02%
$241B
$1.07 Billion 0.17% of portfolio
9,155
Q1 2025 Added 7.01%
$2.12B
$1.02 Billion 0.17% of portfolio
22,659
Q1 2025 Added 21.41%
$17.7B
$1.04 Billion 0.17% of portfolio
3,078
Q1 2025 Added 4.55%
$29.2B
$1.05 Billion 0.17% of portfolio
8,464
Q1 2025 Added 4.77%
$87.4B
$1.07 Billion 0.17% of portfolio
7,316
Q1 2025 Added 1.47%
$17.7B
$1 Billion 0.16% of portfolio
5,970
Q1 2025 Added 5.16%
$66.1B
$997 Million 0.16% of portfolio
3,380
Q1 2025 Added 35.31%
$40.6B
$1.01 Billion 0.16% of portfolio
20,372
Q1 2025 Added 25.1%
$54.2B
$956 Million 0.16% of portfolio
5,756
Q1 2025 Added 29.79%
$9.22B
$933 Million 0.15% of portfolio
75,089
Q1 2025 Added 5.28%
$175B
$893 Million 0.15% of portfolio
11,403
Q1 2025 New
$2.13B
$949 Million 0.15% of portfolio
8,039
Q1 2025 Reduced 3.94%
$19.5B
$950 Million 0.15% of portfolio
2,188
Q1 2025 Added 0.51%
$11.1B
$893 Million 0.15% of portfolio
1,835
Q1 2025 Added 206.34%
$87.5B
$937 Million 0.15% of portfolio
1,831
Q1 2025 Reduced 0.6%
$61.8B
$948 Million 0.15% of portfolio
11,801
Q1 2025 Added 0.96%
$95B
$917 Million 0.15% of portfolio
14,438
Q1 2025 Added 8.69%
$15.8B
$915 Million 0.15% of portfolio
15,070
Q1 2025 Added 4.02%
$136B
$912 Million 0.15% of portfolio
3,862
Q1 2025 New
-
$831 Million 0.14% of portfolio
-
Q1 2025 Added 7.68%
$12.5B
$875 Million 0.14% of portfolio
2,750
Q1 2025 Added 5.57%
$26.7B
$882 Million 0.14% of portfolio
5,156
Q1 2025 Added 20.98%
$4.04B
$860 Million 0.14% of portfolio
11,003
Q1 2025 Reduced 25.23%
$10.6B
$837 Million 0.14% of portfolio
4,955
Q1 2025 Reduced 1.14%
$94.7B
$850 Million 0.14% of portfolio
3,672
Q1 2025 Added 11.85%
$117B
$886 Million 0.14% of portfolio
5,292
Q1 2025 Added 62.53%
$12.3B
$862 Million 0.14% of portfolio
8,420
Q1 2025 Added 0.5%
$4.95B
$856 Million 0.14% of portfolio
6,449
Q1 2025 Reduced 2.27%
$230B
$868 Million 0.14% of portfolio
3,228
Q1 2025 Added 8.43%
$56.6B
$879 Million 0.14% of portfolio
8,046
Q1 2025 Added 14.06%
$110B
$827 Million 0.13% of portfolio
1,852
Q1 2025 Added 12.11%
$73.6B
$804 Million 0.13% of portfolio
27,335
Q1 2025 Added 1.34%
$11B
$776 Million 0.13% of portfolio
13,709
Q1 2025 Reduced 6.7%
$5.15B
$774 Million 0.13% of portfolio
3,521
Q1 2025 New
$30.2B
$789 Million 0.13% of portfolio
13,198
Q1 2025 Added 13.73%
$173B
$823 Million 0.13% of portfolio
1,661
Q1 2025 Added 22.49%
$87B
$754 Million 0.12% of portfolio
5,775
Q1 2025 Added 34.3%
$21.3B
$758 Million 0.12% of portfolio
10,765
Q1 2025 Added 35.04%
$18.2B
$724 Million 0.12% of portfolio
2,282
Q1 2025 Added 6.99%
$60.5B
$707 Million 0.12% of portfolio
1,114
Q1 2025 Added 43.56%
$22.1B
$753 Million 0.12% of portfolio
22,428
Q1 2025 Added 3.19%

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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