Portus Wealth Advisors, LLC New Holdings in Q3 2025

Portus Wealth Advisors, LLC

  • $100 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
113K
New
$128.32 - $138.41 $14.5M - $15.7M
113K $15.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
393K
New
$28.92 - $32.19 $11.4M - $12.7M
393K $12.5B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
233K
New
$32.11 - $34.92 $7.47M - $8.13M
233K $8.13B
Tidal Trust I
255K
New
N/A
255K $6.37B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
123K
New
$26.38 - $27.95 $3.24M - $3.43M
123K $3.35B
VTV
Vanguard Value ETF

ETFs
17.9K
New
$175.51 - $186.57 $3.14M - $3.34M
17.9K $3.34B
AAPL
Apple Inc.

Technology
11.7K
New
$202.38 - $256.87 $2.37M - $3.01M
11.7K $2.98B
XLG
Invesco Exchange Traded Fd Tr

ETFs
49.1K
New
$51.78 - $57.89 $2.54M - $2.84M
49.1K $2.82B
RYT
Invesco S&P 500 Equal Weight T

ETFs
59.8K
New
N/A
59.8K $2.67B
NVDA
Nvidia Corp

Technology
14.2K
New
$153.3 - $186.58 $2.18M - $2.65M
14.2K $2.65B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
45.3K
New
$50.29 - $50.86 $2.28M - $2.3M
45.3K $2.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.41K
New
$617.65 - $666.84 $2.11M - $2.28M
3.41K $2.27B
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.76K
New
$182.33 - $194.5 $1.78M - $1.9M
9.76K $1.9B
AMZN
Amazon Com Inc

Consumer Cyclical
8.19K
New
$211.65 - $238.24 $1.73M - $1.95M
8.19K $1.8B
CAT
Caterpillar Inc

Industrials
3.73K
New
$390.92 - $477.15 $1.46M - $1.78M
3.73K $1.78B
AVGO
Broadcom Inc.

Technology
5.28K
New
$264.74 - $369.57 $1.4M - $1.95M
5.28K $1.74B
Lam Research Corp
12.4K
New
N/A
12.4K $1.66B
JPM
Jpmorgan Chase & CO

Financial Services
4.94K
New
$282.78 - $316.06 $1.4M - $1.56M
4.94K $1.56B
TSLA
Tesla, Inc.

Consumer Cyclical
3.1K
New
$293.94 - $444.72 $912K - $1.38M
3.1K $1.38B
PANW
Palo Alto Networks Inc

Technology
6.41K
New
$167.06 - $208.19 $1.07M - $1.33M
6.41K $1.31B
LLY
Eli Lilly & CO

Healthcare
1.68K
New
$625.65 - $812.69 $1.05M - $1.36M
1.68K $1.28B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.5K
New
$62.09 - $66.51 $1.21M - $1.3M
19.5K $1.27B
GOOGL
Alphabet Inc.

Communication Services
4.93K
New
$174.36 - $254.72 $860K - $1.26M
4.93K $1.2B
AXP
American Express CO

Financial Services
3.56K
New
$294.27 - $342.31 $1.05M - $1.22M
3.56K $1.18B
META
Meta Platforms, Inc.

Communication Services
1.59K
New
$695.21 - $791.73 $1.11M - $1.26M
1.59K $1.17B
CVX
Chevron Corp

Energy
7.32K
New
$145.57 - $161.83 $1.07M - $1.18M
7.32K $1.14B
PEP
Pepsico Inc

Consumer Defensive
7.9K
New
$133.81 - $152.16 $1.06M - $1.2M
7.9K $1.11B
JNJ
Johnson & Johnson

Healthcare
5.66K
New
$155.17 - $185.42 $878K - $1.05M
5.66K $1.05B
NUE
Nucor Corp

Basic Materials
6.62K
New
$133.3 - $150.33 $883K - $995K
6.62K $897M
NFLX
Netflix Inc

Communication Services
747
New
$1147.87 - $1297.18 $857K - $969K
747 $895M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.65K
New
$97.75 - $100.75 $846K - $872K
8.65K $867M
ABBV
Abb Vie Inc.

Healthcare
3.18K
New
$184.85 - $231.54 $587K - $735K
3.18K $735M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
16.4K
New
$42.75 - $43.37 $700K - $710K
16.4K $709M
LMT
Lockheed Martin Corp

Industrials
1.27K
New
$410.74 - $499.21 $521K - $633K
1.27K $633M
GS
Goldman Sachs Group Inc

Financial Services
593
New
$696.56 - $806.32 $413K - $478K
593 $472M
QCOM
Qualcomm Inc

Technology
2.53K
New
$145.84 - $173.55 $370K - $440K
2.53K $422M
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.4K
New
$24.46 - $26.5 $377K - $409K
15.4K $406M
SHOP
Shopify Inc.

Technology
2.47K
New
$112.11 - $157.12 $277K - $389K
2.47K $368M
HON
Honeywell International Inc

Industrials
1.74K
New
$207.7 - $240.4 $361K - $418K
1.74K $366M
Ge Vernova Inc
588
New
N/A
588 $362M
QQQ
Invesco Qqq Trust, Series 1

ETFs
592
New
$546.99 - $602.2 $324K - $357K
592 $355M
ORCL
Oracle Corp

Technology
1.15K
New
$218.96 - $328.33 $252K - $378K
1.15K $324M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.3K
New
$25.29 - $28.33 $286K - $320K
11.3K $315M
SPGI
S&P Global Inc.

Financial Services
588
New
$484.94 - $564.15 $285K - $332K
588 $286M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
546
New
$459.11 - $506.91 $251K - $277K
546 $274M
IVV
Ishares Core S&P 500 ETF

ETFs
408
New
$620.67 - $670.08 $253K - $273K
408 $273M
KKR
Kkr & Co. Inc.

Financial Services
2.06K
New
$129.95 - $152.16 $268K - $314K
2.06K $268M
IYW
Ishares Dj Us Tech ETF

ETFs
1.26K
New
$171.38 - $197.01 $216K - $248K
1.26K $247M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.24K
New
$28.15 - $30.13 $232K - $248K
8.24K $244M
Activity Summary
Buys All Purchases 52 New Holdings 52 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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