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%
+2.48%
31,857.5
 
AMZN
Amazon.com Inc
98,112
18,666.8
+0.98%
3.040
+0.03%
0.000
+10.90%
+1.78%
2,370,631.5
Retail - Cyclical
MSFT
Microsoft Corp
44,787
16,812.4
+2.41%
2.740
+0.06%
0.000
+27.21%
+18.11%
3,686,095.8
Software
SPYG
SPDR Portfolio S&P 500 Growth ETF
190,185
15,285.1
+6.67%
2.490
+0.16%
0.050
+15.54%
+8.15%
37,432.6
 
V
Visa Inc
35,481
12,434.8
+0.44%
2.030
+0.01%
0.000
-0.19%
+10.67%
681,009.7
Credit Services
AAPL
Apple Inc
52,604
11,685.0
-18.22%
1.910
-0.48%
0.000
-10.05%
-19.51%
3,003,295.9
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
+10.65%
+20.35%
27,026.3
 
ORCL
Oracle Corp
68,276
9,545.6
+10.23%
1.560
+0.14%
0.000
+44.74%
+26.93%
590,529.1
Software
NVDA
NVIDIA Corp
83,661
9,067.2
+13.92%
1.480
+0.18%
0.000
+41.58%
+17.49%
3,847,137.1
Semiconductors
SPYV
SPDR Portfolio S&P 500 Value ETF
163,019
8,325.4
+7.10%
1.360
+0.09%
0.030
+1.90%
+2.76%
26,508.5
 

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
$352.73
-8.00%
Add 530.63%
11,055
9,302
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.48%
●
209.68 ($231.67) 247.1
$201.08
-13.20%
Reduce -18.22%
52,604
-11,716
NOW
ServiceNow Inc
2025-03-31
Reduce
Reduce
-0.47%
●
783.83 ($963.73) 1170.39
$1,022.42
6.09%
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
$31.04
1.44%
New holding
86,415
86,415
NFLX
Netflix Inc
2025-03-31
Reduce
Reduce
-0.41%
●
828.4 ($951.01) 1058.6
$1,323.12
39.13%
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
$109.76
1.04%
Add 71.93%
52,139
21,814
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.39%
●
142.06 ($156.47) 167.7
$152.41
-2.59%
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
$775.45
-6.81%
Add 37%
9,398
2,538
SBUX
Starbucks Corp
2025-03-31
Add
Add
+0.34%
●
92.17 ($103.37) 115.81
$92.11
-10.89%
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
$203.90
2.54%
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

Size field:

Portside Wealth Group, LLC's Holdings Bubble Chart

Portside Wealth Group, LLC News

  • 1

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