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Home > Institutional Investor > Portside Wealth Group, Llc > Profile

Instuitional Investor - Portside Wealth Group, Llc

Fund Profile
Filing Period:
Fund Name: Portside Wealth Group, Llc
Portfolio Value $536,816,484
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 152,886 $23,229,499 4.32%
2.
J P Morgan Exchange Traded F
 409,471 $20,567,700 3.83%
3.
Microsoft Corp
 MSFT 48,157 $18,109,053 3.37%
4.
Bondbloxx Etf Trust
 204,324 $10,257,085 1.91%
5.
Adobe Inc.
 ADBE 17,192 $10,256,748 1.91%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)