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
$38.5B
$413 Million 0.07% of portfolio
2,276
Q1 2025 Added 7.46%
$906M
$401 Million 0.07% of portfolio
18,670
Q1 2025 Reduced 2.75%
$16.8B
$449 Million 0.07% of portfolio
3,339
Q1 2025 New
$16.1B
$433 Million 0.07% of portfolio
11,017
Q1 2025 Reduced 17.41%
$6.08B
$413 Million 0.07% of portfolio
6,582
Q1 2025 Added 68.42%
$1.77B
$454 Million 0.07% of portfolio
5,416
Q1 2025 Reduced 11.13%
$3.79B
$401 Million 0.07% of portfolio
3,396
Q1 2025 Added 8.67%
$28B
$409 Million 0.07% of portfolio
1,794
Q1 2025 Added 53.07%
$18.2B
$419 Million 0.07% of portfolio
5,885
Q1 2025 Added 26.8%
$220B
$437 Million 0.07% of portfolio
711
Q1 2025 Added 13.22%
$809M
$443 Million 0.07% of portfolio
22,712
Q1 2025 Added 75.03%
$65.7B
$401 Million 0.07% of portfolio
1,162
Q1 2025 Added 24.81%
$22.2B
$420 Million 0.07% of portfolio
2,718
Q1 2025 Added 5.51%
$29.2B
$408 Million 0.07% of portfolio
1,675
Q1 2025 Added 11.44%
$17B
$404 Million 0.07% of portfolio
879
Q1 2025 Added 17.2%
$19B
$454 Million 0.07% of portfolio
1,409
Q1 2025 Added 20.94%
$3.81B
$367 Million 0.06% of portfolio
3,873
Q1 2025 Added 8.58%
$79.5B
$383 Million 0.06% of portfolio
1,735
Q1 2025 Added 7.7%
$25.2B
$378 Million 0.06% of portfolio
2,366
Q1 2025 Reduced 2.27%
$69.8B
$344 Million 0.06% of portfolio
2,680
Q1 2025 Added 3.28%
$88.2B
$347 Million 0.06% of portfolio
993
Q1 2025 Reduced 0.6%
$17.7B
$367 Million 0.06% of portfolio
2,407
Q1 2025 Reduced 54.2%
$4.52B
$342 Million 0.06% of portfolio
1,173
Q1 2025 Reduced 3.3%
$34.5B
$343 Million 0.06% of portfolio
2,469
Q1 2025 Added 5.65%
$43.6B
$345 Million 0.06% of portfolio
1,589
Q1 2025 New
$112B
$346 Million 0.06% of portfolio
1,146
Q1 2025 Added 18.88%
$53B
$387 Million 0.06% of portfolio
6,143
Q1 2025 Added 2.01%
$50.4B
$338 Million 0.06% of portfolio
1,078
Q1 2025 Reduced 14.38%
$47.1B
$361 Million 0.06% of portfolio
2,828
Q1 2025 Added 4.86%
$22.4B
$366 Million 0.06% of portfolio
1,616
Q1 2025 Added 18.56%
$18.9B
$356 Million 0.06% of portfolio
5,439
Q1 2025 Added 1.32%
$29.9B
$363 Million 0.06% of portfolio
1,111
Q1 2025 Added 6.52%
$165B
$365 Million 0.06% of portfolio
1,173
Q1 2025 Reduced 27.19%
$2.24B
$376 Million 0.06% of portfolio
3,575
Q1 2025 Added 3.23%
$71.7B
$395 Million 0.06% of portfolio
103,316
Q1 2025 Added 9.85%
$6.66B
$386 Million 0.06% of portfolio
1,869
Q1 2025 Added 12.79%
$8.27B
$339 Million 0.06% of portfolio
6,937
Q1 2025 Added 21.7%
$4.81B
$382 Million 0.06% of portfolio
3,616
Q1 2025 Added 10.08%
$13.4B
$388 Million 0.06% of portfolio
2,971
Q1 2025 Added 3.59%
$16.7B
$362 Million 0.06% of portfolio
8,183
Q1 2025 Reduced 8.26%
$11.9B
$356 Million 0.06% of portfolio
2,253
Q1 2025 Reduced 43.03%
$5.19B
$351 Million 0.06% of portfolio
6,418
Q1 2025 Added 8.05%
$90B
$384 Million 0.06% of portfolio
5,890
Q1 2025 Added 10.55%
$55.9B
$295 Million 0.05% of portfolio
2,230
Q1 2025 Added 3.91%
$30.3B
$278 Million 0.05% of portfolio
5,122
Q1 2025 Added 13.17%
$31.6B
$292 Million 0.05% of portfolio
493
Q1 2025 Reduced 0.2%
$58.9B
$314 Million 0.05% of portfolio
1,841
Q1 2025 Added 10.5%
$4.64B
$280 Million 0.05% of portfolio
4,870
Q1 2025 Added 14.51%
$4.71B
$309 Million 0.05% of portfolio
10,019
Q1 2025 Added 6.12%

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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