PW

Portside Wealth Group, LLC

13F
Portside Wealth Group, LLC
Last update 2025-04-14 425 Stocks (41 new)
Value $613.00 Mil Turnover 10 %
Countries:
Top Holdings: JPST(3.36%)AMZN(3.04%)MSFT(2.74%)SPYG(2.49%)V(2.03%)
Summary Stock Picks Current Portfolio
Portside Wealth Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPST
JPMorgan Ultra-Short Income ETF
407,333
20,623.3
+5.16%
3.360
+0.16%
0.070
+1.29%
+2.74%
32,239.8
 
AMZN
Amazon.com Inc
98,112
18,666.8
+0.98%
3.040
+0.03%
0.000
+37.04%
+4.52%
2,434,329.6
Retail - Cyclical
MSFT
Microsoft Corp
44,787
16,812.4
+2.41%
2.740
+0.06%
0.000
+42.29%
+21.48%
3,791,043.3
Software
SPYG
SPDR Portfolio S&P 500 Growth ETF
190,185
15,285.1
+6.67%
2.490
+0.16%
0.050
+31.29%
+11.31%
38,941.1
 
V
Visa Inc
35,481
12,434.8
+0.44%
2.030
+0.01%
0.000
+9.82%
+11.41%
685,561.4
Credit Services
AAPL
Apple Inc
52,604
11,685.0
-18.22%
1.910
-0.48%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
284,960
10,375.4
+6.79%
1.690
+0.11%
0.040
+13.91%
+20.59%
27,112.2
 
ORCL
Oracle Corp
68,276
9,545.6
+10.23%
1.560
+0.14%
0.000
+98.71%
+47.35%
684,063.2
Software
NVDA
NVIDIA Corp
83,661
9,067.2
+13.92%
1.480
+0.18%
0.000
+76.86%
+27.64%
4,179,539.5
Semiconductors
SPYV
SPDR Portfolio S&P 500 Value ETF
163,019
8,325.4
+7.10%
1.360
+0.09%
0.030
+13.99%
+4.28%
26,924.0
 

Portside Wealth Group, LLC's Historical Top Holdings Breakdowns

Portside Wealth Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AON
Aon PLC
2025-03-31
Add
Add
+0.61%
●
348.44 ($383.42) 409.32
$350.91
-8.48%
Add 530.63%
11,055
9,302
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.48%
●
209.68 ($231.67) 247.1
$212.48
-8.28%
Reduce -18.22%
52,604
-11,716
NOW
ServiceNow Inc
2025-03-31
Reduce
Reduce
-0.47%
●
783.83 ($963.73) 1170.39
$959.91
-0.40%
Reduce -37.63%
4,498
-2,714
IVVB
iShares Large Cap Deep Buffer ETF
2025-03-31
New Buy
New Buy
+0.41%
●
29.27 ($30.6) 31.53
$31.35
2.45%
New holding
86,415
86,415
NFLX
Netflix Inc
2025-03-31
Reduce
Reduce
-0.41%
●
828.4 ($951.01) 1058.6
$1,233.27
29.68%
Reduce -26.27%
7,781
-2,773
TIP
iShares TIPS Bond ETF
2025-03-31
Add
Add
+0.39%
●
106.22 ($108.63) 111.09
$109.98
1.24%
Add 71.93%
52,139
21,814
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.39%
●
142.06 ($156.47) 167.7
$164.36
5.04%
Add 96.83%
29,501
14,513
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.34%
●
725.72 ($832.09) 929.72
$762.18
-8.40%
Add 37%
9,398
2,538
SBUX
Starbucks Corp
2025-03-31
Add
Add
+0.34%
●
92.17 ($103.37) 115.81
$92.66
-10.36%
Add 141.09%
36,221
21,197
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Reduce
Reduce
-0.34%
●
190.34 ($198.85) 205.23
$206.17
3.68%
Reduce -68.62%
4,855
-10,615

Portside Wealth Group, LLC Total Holding History ($B)

To

Portside Wealth Group, LLC's Asset Allocation

To

Portside Wealth Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Portside Wealth Group, LLC's Hypothetical Growth since 2025-03-31

Portside Wealth Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Portside Wealth Group, LLC's Holdings Heat Map

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Portside Wealth Group, LLC's Holdings Bubble Chart

Portside Wealth Group, LLC News

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