Portside Wealth Group, LLC - Q42025 Holdings

Portside Wealth Group, LLC holds 447 stocks with a total portfolio value of $ 743.65M as of Q42025. In Q42025, Portside Wealth Group, LLC added 25 new positions, increased stakes in 233 stocks, reduced 186 holdings, and fully exited 45 positions. The largest holding is Spdr Series Trust (BIL), representing 4.40% of the total portfolio.