| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 5 | Q2 2024 | 4.8% |
| J P MORGAN EXCHANGE TRADED F | 5 | Q2 2024 | 4.5% |
| MICROSOFT CORP | 5 | Q2 2024 | 3.8% |
| BONDBLOXX ETF TRUST | 5 | Q2 2024 | 3.7% |
| ALPHABET INC | 5 | Q2 2024 | 2.2% |
| NETFLIX INC | 5 | Q2 2024 | 2.2% |
| VISA INC | 5 | Q2 2024 | 1.8% |
| SERVICENOW INC | 5 | Q2 2024 | 1.8% |
| ADOBE SYSTEMS INCORPORATED | 5 | Q2 2024 | 1.9% |
| SALESFORCE INC | 5 | Q2 2024 | 1.6% |
View Portside Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-13 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-27 |
| 13F-HR/A | 2023-09-01 |
| 13F-HR | 2023-08-01 |
| D | 2023-05-31 |
View Portside Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.