Top 50 Portside Wealth Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 6.69% | 537.4K | $49.2M | +50.24%(+179.72K) | $91.63(-0.13%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.09% | 130.5K | $22.8M | +1.67%(+2.15K) | $115.39(+104.30%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.06% | 229.9K | $22.5M | +10.10%(+21.10K) | $78.41(+53.40%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.47% | 398.5K | $18.2M | +7.41%(+27.50K) | $36.02(+39.48%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.12% | 42.2K | $15.6M | -9.10%(-4.23K) | $328.36(+24.69%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 1.86% | 242.8K | $13.7M | +9.40%(+20.86K) | $48.42(+24.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.84% | 53.4K | $13.6M | +23.98%(+10.34K) | $211.32(+41.12%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.82% | 46.6K | $13.4M | +0.03%(+12) | $136.17(+194.54%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.72% | 60.9K | $12.7M | -21.15%(-16.34K) | $117.04(+128.31%) | 2026-03-31 | |
| TSLA | TESLA INC | 1.27% | 25.1K | $9.3M | +9.65%(+2.21K) | $291.85(+51.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.83% | +51.42% |
| Top 20 Holdings Unweighted | +14.94% | +51.83% |
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