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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$30.3B
$278 Million 0.05% of portfolio
5,122
Q1 2025 Added 13.17%
$31.7B
$292 Million 0.05% of portfolio
493
Q1 2025 Reduced 0.2%
$58.7B
$314 Million 0.05% of portfolio
1,841
Q1 2025 Added 10.5%
$4.67B
$280 Million 0.05% of portfolio
4,870
Q1 2025 Added 14.51%
$4.62B
$309 Million 0.05% of portfolio
10,019
Q1 2025 Added 6.12%
$57.6B
$324 Million 0.05% of portfolio
670
Q1 2025 Reduced 0.74%
$15.2B
$303 Million 0.05% of portfolio
6,417
Q1 2025 Reduced 0.37%
$2.69B
$290 Million 0.05% of portfolio
2,591
Q1 2025 Reduced 25.09%
$52.2B
$295 Million 0.05% of portfolio
1,424
Q1 2025 Added 8.37%
$32.5B
$289 Million 0.05% of portfolio
4,226
Q1 2025 Added 1.93%
$0
$331 Million 0.05% of portfolio
3,327
Q1 2025 Reduced 2.66%
$151B
$325 Million 0.05% of portfolio
693
Q1 2025 Added 18.66%
$5.09B
$332 Million 0.05% of portfolio
1,998
Q1 2025 Added 11.0%
$1.71B
$292 Million 0.05% of portfolio
6,546
Q1 2025 Added 9.92%
$3.47B
$298 Million 0.05% of portfolio
8,414
Q1 2025 Added 7.97%
$14.4B
$320 Million 0.05% of portfolio
3,061
Q1 2025 Added 0.33%
$0
$280 Million 0.05% of portfolio
2,411
Q1 2025 Added 17.55%
$1.48B
$330 Million 0.05% of portfolio
6,575
Q1 2025 Added 8.98%
$104B
$285 Million 0.05% of portfolio
847
Q1 2025 New
$142B
$311 Million 0.05% of portfolio
2,552
Q1 2025 Added 4.93%
$226B
$336 Million 0.05% of portfolio
73
Q1 2025 Reduced 1.35%
$1.29B
$331 Million 0.05% of portfolio
3,666
Q1 2025 Reduced 23.03%
$2.24B
$318 Million 0.05% of portfolio
14,139
Q1 2025 Added 2.33%
$3.68B
$283 Million 0.05% of portfolio
3,531
Q1 2025 Added 8.75%
$19.5B
$323 Million 0.05% of portfolio
11,160
Q1 2025 Added 16.92%
Crane Company
-
$331 Million 0.05% of portfolio
-
Q1 2025 Added 1.46%
$282B
$286 Million 0.05% of portfolio
1,074
Q1 2025 Added 10.49%
$147B
$294 Million 0.05% of portfolio
789
Q1 2025 Added 15.69%
$23.9B
$333 Million 0.05% of portfolio
-
Q1 2025 Added 2.63%
$24.3B
$330 Million 0.05% of portfolio
2,058
Q1 2025 Added 17.47%
$26.7B
$333 Million 0.05% of portfolio
902
Q1 2025 Reduced 2.8%
$13.1B
$286 Million 0.05% of portfolio
1,564
Q1 2025 Added 6.68%
$75.6B
$290 Million 0.05% of portfolio
6,160
Q1 2025 Reduced 1.06%
$26.3B
$306 Million 0.05% of portfolio
1,696
Q1 2025 Reduced 9.4%
Lam Research Corp
-
$285 Million 0.05% of portfolio
-
Q1 2025 New
-
$315 Million 0.05% of portfolio
-
Q1 2025 Added 10.11%
$5.93B
$296 Million 0.05% of portfolio
1,990
Q1 2025 New
$160B
$321 Million 0.05% of portfolio
1,517
Q1 2025 Reduced 26.22%
$37.6B
$326 Million 0.05% of portfolio
1,457
Q1 2025 Added 3.85%
$12B
$284 Million 0.05% of portfolio
1,623
Q1 2025 Reduced 32.82%
$23.1B
$301 Million 0.05% of portfolio
1,943
Q1 2025 Reduced 41.14%
$17.6B
$310 Million 0.05% of portfolio
3,542
Q1 2025 Added 8.22%
$105B
$311 Million 0.05% of portfolio
1,275
Q1 2025 New
$4.6B
$280 Million 0.05% of portfolio
3,767
Q1 2025 New
$27.9B
$317 Million 0.05% of portfolio
2,764
Q1 2025 Added 32.44%
$13.4B
$329 Million 0.05% of portfolio
3,756
Q1 2025 Added 11.19%
$9.93B
$324 Million 0.05% of portfolio
1,063
Q1 2025 Added 17.72%
$10B
$293 Million 0.05% of portfolio
7,339
Q1 2025 Added 12.6%
$4.28B
$302 Million 0.05% of portfolio
1,864
Q1 2025 Added 7.93%

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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