Portside Wealth Group, LLC Portfolio Holdings
Portside Wealth Group, LLC
- $524 Billion
- Q2 2024
Portside Wealth Group, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $524 Billion distributed in 364 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $24.7B, Jp Morgan ETF Tr Ultra Short I with a value of $20.2B, Microsoft Corp with a value of $19.8B, Alphabet Inc. with a value of $11.5B, and Visa Inc. with a value of $9.19B.
Examining the 13F form we can see an decrease of $16.3B in the current position value, from $541B to 524B.
Portside Wealth Group, LLC is based out at Provo, UT
Below you can find more details about Portside Wealth Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 364
- Current Value $524 Billion
- Prior Value $541 Billion
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 37 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 212 stocks