The Analysis of Portside Wealth Group, LLC's Holdings
Currently, Portside Wealth Group, LLC holds 467 types of securities in its portfolio with a total value $720.5M. In the most recent quarter, they have increased their positions in NVDA (+36.7K shares, valued at $6.8M), AVGO (+18.3K shares, valued at $6.1M), VT (+22.3K shares, valued at $3.1M); decreased their positions in TMO (-8.4K shares, valued at $4.1M), BIL (-43.4K shares, valued at $4.0M), SLYG (-30.9K shares, valued at $2.9M); initiated new positions in SNPS (+4.7K shares, valued at $2.3M), BSX (+21.9K shares, valued at $2.1M), HGER (+55.0K shares, valued at $1.4M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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