Portland Financial Advisors Inc Portfolio Holdings

Portland Financial Advisors Inc

  • $41.7 Billion
  • Q2 2025

Portland Financial Advisors Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $41.7 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $2.31B, Vanguard Mid Cap ETF with a value of $2.17B, Ishares Barclays 0 5 Year Tips with a value of $2.14B, Spdr S&P 500 ETF Trust with a value of $2.06B, and Omega Healthcare Investors Inc with a value of $1.9B.

Examining the 13F form we can see an increase of $2.55B in the current position value, from $39.1B to 41.7B.

Portland Financial Advisors Inc is based out at Port Washington, NY

Below you can find more details about Portland Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $41.7 Billion
ETFs: $36.1 Billion
Real Estate: $1.9 Billion
Financial Services: $1.51 Billion
Technology: $641 Million
Communication Services: $561 Million
Energy: $411 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.44B
$1.9 Billion 4.55% of portfolio
51,732
Q2 2025 Added 0.89%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $41.7 Billion
  • Prior Value $39.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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