Portland Financial Advisors Inc Portfolio Holdings

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.