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Portside Wealth Group, LLC

Portfolio Manager
Portside Wealth Group, LLC
Performance
+0.33% (2025 Q4)
AUM (13F)
$738.20M
# of Holdings
458
Performance Rank
Allocation (Top 20)
36.01%

Portside Wealth Group, LLC Holdings Map

Top 50 Portside Wealth Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIL
SPDR SERIES TRUST
6.69%537.4K$49.2M
+50.24%(+179.72K)
2025-Q1: 64.4K shares2025-Q2: 336.2K shares2025-Q3: 292.8K shares2025-Q4: 357.7K shares2026-Q1: 537.4K shares
$91.63(-0.13%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.09%130.5K$22.8M
+1.67%(+2.15K)
2025-Q1: 83.7K shares2025-Q2: 84.6K shares2025-Q3: 121.2K shares2025-Q4: 128.4K shares2026-Q1: 130.5K shares
$115.39(+104.30%)
2026-03-31
SPYG
SPDR SERIES TRUST
3.06%229.9K$22.5M
+10.10%(+21.10K)
2025-Q1: 190.2K shares2025-Q2: 201.5K shares2025-Q3: 191.3K shares2025-Q4: 208.8K shares2026-Q1: 229.9K shares
$78.41(+53.40%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
2.47%398.5K$18.2M
+7.41%(+27.50K)
2025-Q1: 285.0K shares2025-Q2: 297.4K shares2025-Q3: 330.6K shares2025-Q4: 371.0K shares2026-Q1: 398.5K shares
$36.02(+39.48%)
2026-03-31
MSFT
MICROSOFT CORP
2.12%42.2K$15.6M
-9.10%(-4.23K)
2025-Q1: 44.8K shares2025-Q2: 45.7K shares2025-Q3: 46.3K shares2025-Q4: 46.5K shares2026-Q1: 42.2K shares
$328.36(+24.69%)
2026-03-31
SPYV
SPDR SERIES TRUST
1.86%242.8K$13.7M
+9.40%(+20.86K)
2025-Q1: 163.0K shares2025-Q2: 173.0K shares2025-Q3: 202.3K shares2025-Q4: 221.9K shares2026-Q1: 242.8K shares
$48.42(+24.55%)
2026-03-31
AAPL
APPLE INC
1.84%53.4K$13.6M
+23.98%(+10.34K)
2025-Q1: 52.6K shares2025-Q2: 34.1K shares2025-Q3: 37.6K shares2025-Q4: 43.1K shares2026-Q1: 53.4K shares
$211.32(+41.12%)
2026-03-31
GOOGL
ALPHABET INC
1.82%46.6K$13.4M
+0.03%(+12)
2025-Q1: 39.8K shares2025-Q2: 42.5K shares2025-Q3: 44.3K shares2025-Q4: 46.6K shares2026-Q1: 46.6K shares
$136.17(+194.54%)
2026-03-31
AMZN
AMAZON COM INC
1.72%60.9K$12.7M
-21.15%(-16.34K)
2025-Q1: 98.1K shares2025-Q2: 86.1K shares2025-Q3: 77.5K shares2025-Q4: 77.2K shares2026-Q1: 60.9K shares
$117.04(+128.31%)
2026-03-31
TSLA
TESLA INC
1.27%25.1K$9.3M
+9.65%(+2.21K)
2025-Q1: 15.6K shares2025-Q2: 17.2K shares2025-Q3: 18.8K shares2025-Q4: 22.9K shares2026-Q1: 25.1K shares
$291.85(+51.89%)
2026-03-31

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