Portside Wealth Group, LLC Portfolio Holdings

Portside Wealth Group, LLC

  • $586 Billion
  • Q3 2024

Portside Wealth Group, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $586 Billion distributed in 1063 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $22.5B, Jp Morgan ETF Tr Ultra Short I with a value of $20.7B, Microsoft Corp with a value of $18.2B, Apple Inc. with a value of $14.6B, and Spdr Portfolio with a value of $10.2B.

Examining the 13F form we can see an increase of $61.3B in the current position value, from $524B to 586B.

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.

Portfolio value $586 Billion
ETFs: $136 Billion
Technology: $125 Billion
Healthcare: $68.8 Billion
Financial Services: $58.3 Billion
Consumer Cyclical: $49 Billion
Industrials: $37.6 Billion
Communication Services: $36.6 Billion
Consumer Defensive: $25.6 Billion
Other: $35.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.25B
$261 Million 0.04% of portfolio
6,412
Q3 2024 New
$7.72B
$202 Million 0.03% of portfolio
1,057
Q3 2024 New
$5.49B
$200 Million 0.03% of portfolio
5,004
Q3 2024 New
$7.98B
$200 Million 0.03% of portfolio
3,072
Q3 2024 New
$5.74B
$205 Million 0.03% of portfolio
5,241
Q3 2024 New
$2.07B
$66 Million 0.01% of portfolio
10,066
Q3 2024 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 1,063
  • Current Value $586 Billion
  • Prior Value $524 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 48 stocks
  • Additional Purchases 227 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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