Portside Wealth Group, LLC - Q12026 Holdings

Portside Wealth Group, LLC holds 458 stocks with a total portfolio value of $ 738.2M as of Q12026. In Q12026, Portside Wealth Group, LLC added 66 new positions, increased stakes in 228 stocks, reduced 161 holdings, and fully exited 55 positions. The largest holding is Spdr Series Trust (BIL), representing 6.67% of the total portfolio.