Portland Financial Advisors Inc Portfolio Holdings
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
Portland Financial Advisors Inc has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $39.1 Billion distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $2.24B, Ishares Barclays 0 5 Year Tips with a value of $2.12B, Vanguard Mid Cap ETF with a value of $1.97B, Omega Healthcare Investors Inc with a value of $1.95B, and Spdr S&P 500 ETF Trust with a value of $1.87B.
Examining the 13F form we can see an increase of $1.92B in the current position value, from $37.2B to 39.1B.
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.