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.

Portfolio value $39.1 Billion
ETFs: $33.8 Billion
Real Estate: $1.95 Billion
Financial Services: $1.43 Billion
Technology: $659 Million
Communication Services: $483 Million
Energy: $454 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $39.1 Billion
  • Prior Value $37.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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