Instuitional Investor - Portus Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Portus Wealth Advisors, Llc |
| Portfolio Value | $121,487,383 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI ACWI ETF | 119,979 | $18,833,182 | 15.5% | |
| 2. | SCHD | 372,412 | $12,602,420 | 10.37% | |
| 3. | Spdr Index Shs Fds - ST STR ACWI ETF | 220,496 | $8,967,553 | 7.38% | |
| 4. | Vanguard Index Fds - VALUE ETF | 37,333 | $8,136,025 | 6.7% | |
| 5. | Tidal Trust I - FUND GRAN US ETF | 265,200 | $7,332,789 | 6.04% |
Hedge Fund Resource Center 
