Portside Wealth Group, LLC Portfolio Holdings

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025

Portside Wealth Group, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $675 Billion distributed in 866 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $30.8B, Microsoft Corp with a value of $22.7B, Spdr Portfolio with a value of $19.2B, Amazon Com Inc with a value of $18.9B, and Oracle Corp with a value of $14.1B.

Examining the 13F form we can see an increase of $61.8B in the current position value, from $613B to 675B.

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 $675 Billion
ETFs: $157 Billion
Technology: $140 Billion
Financial Services: $77.4 Billion
Healthcare: $67.7 Billion
Consumer Cyclical: $51 Billion
Communication Services: $47.8 Billion
Industrials: $44.9 Billion
Consumer Defensive: $31.2 Billion
Other: $41.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.3B
$477 Million 0.07% of portfolio
4,177
Q2 2025 Added 0.85%
$13.1B
$440 Million 0.07% of portfolio
2,696
Q2 2025 Added 19.66%
$34.3B
$483 Million 0.07% of portfolio
2,306
Q2 2025 Added 1.32%
$6.07B
$499 Million 0.07% of portfolio
1,752
Q2 2025 Added 0.63%
$0
$496 Million 0.07% of portfolio
1,131
Q2 2025 Reduced 14.32%
$93.3B
$448 Million 0.07% of portfolio
1,024
Q2 2025 Added 20.9%
$1.04B
$494 Million 0.07% of portfolio
6,316
Q2 2025 Added 78.62%
Thomson Reuters Corp
-
$493 Million 0.07% of portfolio
-
Q2 2025 Added 58.95%
$50.4B
$478 Million 0.07% of portfolio
6,411
Q2 2025 Added 4.36%
$42.4B
$482 Million 0.07% of portfolio
3,254
Q2 2025 Added 4.76%
$0
$500 Million 0.07% of portfolio
22,608
Q2 2025 Added 8.21%
$14.6B
$492 Million 0.07% of portfolio
9,114
Q2 2025 Reduced 17.27%
$2.03B
$490 Million 0.07% of portfolio
5,903
Q2 2025 Added 8.99%
$1.07B
$452 Million 0.07% of portfolio
8,051
Q2 2025 Added 22.45%
$0
$490 Million 0.07% of portfolio
7,717
Q2 2025 Added 13.8%
$4.47B
$372 Million 0.06% of portfolio
3,775
Q2 2025 Added 0.21%
$553M
$437 Million 0.06% of portfolio
28,495
Q2 2025 Added 25.46%
$60.2B
$397 Million 0.06% of portfolio
1,939
Q2 2025 Added 5.32%
$2.8B
$397 Million 0.06% of portfolio
3,493
Q2 2025 Reduced 2.29%
$60.9B
$402 Million 0.06% of portfolio
1,256
Q2 2025 Added 8.09%
$30.3B
$379 Million 0.06% of portfolio
5,575
Q2 2025 Added 8.84%
Crane Company
-
$398 Million 0.06% of portfolio
-
Q2 2025 Reduced 3.06%
$1.41B
$436 Million 0.06% of portfolio
4,505
Q2 2025 Added 22.89%
$114B
$375 Million 0.06% of portfolio
1,295
Q2 2025 Added 13.0%
$7.98B
$406 Million 0.06% of portfolio
1,242
Q2 2025 Added 32.27%
$1.57B
$427 Million 0.06% of portfolio
7,753
Q2 2025 Reduced 17.3%
$7.21B
$394 Million 0.06% of portfolio
1,024
Q2 2025 Added 21.04%
$23.2B
$433 Million 0.06% of portfolio
2,809
Q2 2025 Added 3.35%
$64B
$427 Million 0.06% of portfolio
2,179
Q2 2025 New
$11.3B
$383 Million 0.06% of portfolio
7,811
Q2 2025 Reduced 43.02%
$45.2B
$395 Million 0.06% of portfolio
1,893
Q2 2025 Added 19.13%
$31.5B
$432 Million 0.06% of portfolio
1,666
Q2 2025 Reduced 0.54%
$81.8B
$395 Million 0.06% of portfolio
2,118
Q2 2025 Added 38.89%
$18.3B
$374 Million 0.06% of portfolio
3,644
Q2 2025 Added 2.88%
$0
$403 Million 0.06% of portfolio
3,678
Q2 2025 Reduced 7.7%
Lam Research Corp
-
$434 Million 0.06% of portfolio
-
Q2 2025 Added 13.72%
$24.8B
$391 Million 0.06% of portfolio
1,627
Q2 2025 Added 0.68%
$11.8B
$394 Million 0.06% of portfolio
3,434
Q2 2025 New
$21.3B
$430 Million 0.06% of portfolio
11,995
Q2 2025 New
$7.4B
$431 Million 0.06% of portfolio
2,935
Q2 2025 Added 0.27%
$29.4B
$402 Million 0.06% of portfolio
4,602
Q2 2025 Added 8.9%
$3.36B
$409 Million 0.06% of portfolio
3,330
Q2 2025 Reduced 1.94%
$4.02B
$426 Million 0.06% of portfolio
8,015
Q2 2025 Reduced 4.74%
$15.9B
$392 Million 0.06% of portfolio
871
Q2 2025 Reduced 0.91%
$92.5B
$334 Million 0.05% of portfolio
972
Q2 2025 Reduced 2.11%
$68.9B
$305 Million 0.05% of portfolio
2,547
Q2 2025 Reduced 4.96%
$40.3B
$325 Million 0.05% of portfolio
2,418
Q2 2025 New
$3.14B
$325 Million 0.05% of portfolio
3,152
Q2 2025 Added 21.65%
$87.5B
$370 Million 0.05% of portfolio
753
Q2 2025 Added 0.8%

Summary

  • Portfolio
  • No. of Stocks 866
  • Current Value $675 Billion
  • Prior Value $613 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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