Portland Financial Advisors Inc has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $37.2 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 $2.08B, Ishares Barclays 0 5 Year Tips with a value of $2.05B, Vanguard Mid Cap ETF with a value of $2.04B, Spdr S&P 500 ETF Trust with a value of $2.04B, and Omega Healthcare Investors Inc with a value of $1.87B.
Examining the 13F form we can see an increase of $37.2B in the current position value.
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.
