Portside Wealth Group, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $524 Billion distributed in 364 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $24.7B, Jp Morgan ETF Tr Ultra Short I with a value of $20.2B, Microsoft Corp with a value of $19.8B, Alphabet Inc. with a value of $11.5B, and Visa Inc. with a value of $9.19B.
Examining the 13F form we can see an decrease of $16.3B in the current position value, from $541B to 524B.
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
$524 Billion
ETFs: $122 Billion
Technology: $105 Billion
Healthcare: $61.4 Billion
Consumer Cyclical: $49.5 Billion
Financial Services: $49 Billion
Communication Services: $37.1 Billion
Industrials: $31.3 Billion
Consumer Defensive: $23.3 Billion
Other: $32.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions