Portus Wealth Advisors, LLC
Top Portfolio Positions
482 positions ·
$39,729,069 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
11,317 | $2,872,141 | 7.23% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,119 | $2,678,750 | 6.74% | |
| NVDA |
Nvidia Corp
Technology
|
14,650 | $2,554,960 | 6.43% | |
| CAT |
Caterpillar Inc
Industrials
|
3,023 | $2,141,674 | 5.39% | |
| LRCX |
Lam Research Corp
Technology
|
8,959 | $1,914,179 | 4.82% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,019 | $1,670,117 | 4.20% | |
| CVX |
Chevron Corp
Energy
|
7,738 | $1,600,992 | 4.03% | |
| MSFT |
Microsoft Corp
Technology
|
4,303 | $1,592,841 | 4.01% | |
| AVGO |
Broadcom Inc.
Technology
|
4,923 | $1,523,717 | 3.84% | |
| GEV |
GE Vernova Inc.
Industrials
|
1,677 | $1,463,853 | 3.68% |
Portfolio Trend
Holdings in UPXI
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,569 | 1,592 | Shares | Sole | 2026-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||