Portus Wealth Advisors, LLC

Position in UPXI — Upexi, Inc.

CIK 2097516 CHARLOTTE, NC

Position in UPXI

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,569

New position

Shares Held

1,592

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Mar 31, 2026

Portus Wealth Advisors, LLC holds $1,890,036 across 6 Internet Content & Information names. UPXI ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	META	Meta Platforms, Inc.	2,018	$1,154,558
2	GOOGL	Alphabet Inc.	2,437	$700,783
3	SPOT	Spotify Technology S.A.	66	$32,004
4	UPXI	Upexi, Inc. This page	1,592	$1,569
5	MTCH	Match Group, Inc.	30	$921
6	PINS	Pinterest, Inc.	11	$201

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,569	1,592	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.