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
+0.71%
+1.67%
31,006.6
 
AMZN 		Amazon.com Inc
98,112
18,666.8
+0.98%
3.040
+0.03%
0.000
-2.65%
-5.81%
2,193,869.2
Retail - Cyclical
MSFT 		Microsoft Corp
44,787
16,812.4
+2.41%
2.740
+0.06%
0.000
+16.58%
+10.02%
3,433,612.3
Software
SPYG 		SPDR Portfolio S&P 500 Growth ETF
190,185
15,285.1
+6.67%
2.490
+0.16%
0.050
+3.34%
+2.98%
34,926.7
 
V 		Visa Inc
35,481
12,434.8
+0.44%
2.030
+0.01%
0.000
+0.89%
+15.98%
699,834.0
Credit Services
AAPL 		Apple Inc
52,604
11,685.0
-18.22%
1.910
-0.48%
0.000
-16.49%
-19.26%
3,012,556.1
Hardware
SPDW 		SPDR Portfolio Developed World ex-US ETF
284,960
10,375.4
+6.79%
1.690
+0.11%
0.040
+10.60%
+18.05%
26,966.1
 
ORCL 		Oracle Corp
68,276
9,545.6
+10.23%
1.560
+0.14%
0.000
+0.67%
+0.56%
467,101.3
Software
NVDA 		NVIDIA Corp
83,661
9,067.2
+13.92%
1.480
+0.18%
0.000
+9.98%
+2.31%
3,350,362.6
Semiconductors
SPYV 		SPDR Portfolio S&P 500 Value ETF
163,019
8,325.4
+7.10%
1.360
+0.09%
0.030
-3.41%
-0.20%
25,699.7
 

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 PLC2025-03-31Add
+0.61%
●
348.44 ($383.42) 409.32
$376.16
-1.89%
Add 530.63%
11,055
9,302
AAPL 		Apple Inc2025-03-31Reduce
-0.48%
●
209.68 ($231.67) 247.1
$201.70
-12.94%
Reduce -18.22%
52,604
-11,716
NOW 		ServiceNow Inc2025-03-31Reduce
-0.47%
●
783.83 ($963.73) 1170.39
$1,012.11
5.02%
Reduce -37.63%
4,498
-2,714
IVVB 		iShares Large Cap Deep Buffer ETF2025-03-31New Buy
+0.41%
●
29.27 ($30.6) 31.53
$30.42
-0.59%
New holding
86,415
86,415
NFLX 		Netflix Inc2025-03-31Reduce
-0.41%
●
828.4 ($951.01) 1058.6
$1,218.98
28.18%
Reduce -26.27%
7,781
-2,773
TIP 		iShares TIPS Bond ETF2025-03-31Add
+0.39%
●
106.22 ($108.63) 111.09
$108.65
0.02%
Add 71.93%
52,139
21,814
JNJ 		Johnson & Johnson2025-03-31Add
+0.39%
●
142.06 ($156.47) 167.7
$155.40
-0.68%
Add 96.83%
29,501
14,513
LLY 		Eli Lilly and Co2025-03-31Add
+0.34%
●
725.72 ($832.09) 929.72
$747.12
-10.21%
Add 37%
9,398
2,538
SBUX 		Starbucks Corp2025-03-31Add
+0.34%
●
92.17 ($103.37) 115.81
$85.19
-17.59%
Add 141.09%
36,221
21,197
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Reduce
-0.34%
●
190.34 ($198.85) 205.23
$198.78
-0.04%
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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