Portside Wealth Group, LLC Portfolio Holdings

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025

Portside Wealth Group, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $675 Billion distributed in 866 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $30.8B, Microsoft Corp with a value of $22.7B, Spdr Portfolio with a value of $19.2B, Amazon Com Inc with a value of $18.9B, and Oracle Corp with a value of $14.1B.

Examining the 13F form we can see an increase of $61.8B in the current position value, from $613B to 675B.

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 $675 Billion
ETFs: $157 Billion
Technology: $140 Billion
Financial Services: $77.4 Billion
Healthcare: $67.7 Billion
Consumer Cyclical: $51 Billion
Communication Services: $47.8 Billion
Industrials: $44.9 Billion
Consumer Defensive: $31.2 Billion
Other: $41.4 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.34B
$296 Million 0.04% of portfolio
6,614
Q2 2025 New
$6.6B
$258 Million 0.04% of portfolio
1,673
Q2 2025 Reduced 2.62%
$5.62B
$254 Million 0.04% of portfolio
1,967
Q2 2025 Reduced 5.39%
$8.94B
$297 Million 0.04% of portfolio
7,301
Q2 2025 Reduced 0.52%
$7.83B
$283 Million 0.04% of portfolio
2,699
Q2 2025 Added 1.2%
$6.4B
$247 Million 0.04% of portfolio
2,735
Q2 2025 Added 1,664.52%
$3.88B
$241 Million 0.04% of portfolio
1,697
Q2 2025 New
$6.1B
$295 Million 0.04% of portfolio
3,780
Q2 2025 New
$4.01B
$292 Million 0.04% of portfolio
2,430
Q2 2025 New
$2.39B
$251 Million 0.04% of portfolio
1,934
Q2 2025 Added 43.9%
$4.49B
$246 Million 0.04% of portfolio
3,954
Q2 2025 New
$8.64B
$285 Million 0.04% of portfolio
4,170
Q2 2025 Added 18.13%
$7.08B
$239 Million 0.04% of portfolio
1,069
Q2 2025 Added 10.21%
$5.65B
$252 Million 0.04% of portfolio
2,574
Q2 2025 New
$5.22B
$182 Million 0.03% of portfolio
19,810
Q2 2025 Added 1.32%
$3.99B
$233 Million 0.03% of portfolio
3,717
Q2 2025 Reduced 4.03%
$7.5B
$201 Million 0.03% of portfolio
639
Q2 2025 New
$9.44B
$204 Million 0.03% of portfolio
5,556
Q2 2025 Added 3.5%
$4.09B
$227 Million 0.03% of portfolio
4,899
Q2 2025 Reduced 20.37%
$3.63B
$224 Million 0.03% of portfolio
3,004
Q2 2025 Added 0.37%
$9.01B
$228 Million 0.03% of portfolio
3,291
Q2 2025 New
$8.62B
$231 Million 0.03% of portfolio
1,324
Q2 2025 New
$8.29B
$226 Million 0.03% of portfolio
4,418
Q2 2025 New
$7.01B
$216 Million 0.03% of portfolio
1,960
Q2 2025 New
$8.53B
$176 Million 0.03% of portfolio
13,061
Q2 2025 Added 22.37%

Summary

  • Portfolio
  • No. of Stocks 866
  • Current Value $675 Billion
  • Prior Value $613 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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