Portside Wealth Group, LLC
Top Portfolio Positions
383 positions ·
$492,941,055 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
130,828 | $22,816,403 | 4.63% |
| MSFT |
Microsoft Corp
Technology
|
42,224 | $15,630,057 | 3.17% |
| AAPL |
Apple Inc.
Technology
|
53,446 | $13,564,060 | 2.75% |
| GOOGL |
Alphabet Inc.
Communication Services
|
46,581 | $13,394,831 | 2.72% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
60,899 | $12,683,434 | 2.57% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
25,197 | $9,366,984 | 1.90% |
| V |
Visa Inc.
Financial Services
|
27,063 | $8,179,521 | 1.66% |
| META |
Meta Platforms, Inc.
Communication Services
|
14,182 | $8,113,947 | 1.65% |
| JNJ |
Johnson & Johnson
Healthcare
|
27,722 | $6,776,364 | 1.37% |
| AVGO |
Broadcom Inc.
Technology
|
21,803 | $6,748,246 | 1.37% |
Holdings in DBP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,257 | 1,938 | Shares | Sole | 2026-05-12 | |
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