Portside Wealth Group, LLC
Portside Wealth Group, LLC is a registered investment adviser headquartered in Provo, Utah, organized as a Delaware LLC. The firm began operations in 2023 following SEC registration and provides discretionary portfolio management services to individuals and institutions. As of 2024, the firm is recognized for supporting advisors with both independence and the resources of a larger RIA. The firm is led by experienced financial professionals and focuses on client-centered financial planning and investment management.
Investment Strategy
Portside Wealth Group, LLC provides discretionary portfolio management tailored to clients’ individual investment objectives and risk tolerances. The firm utilizes a diversified approach, investing across ETFs, equities, and fixed income, with a fiduciary commitment to act in the best interest of clients. The investment philosophy emphasizes prudent advice, resource allocation efficiency, and a high professional standard of care. The firm may serve retirement accounts and individual investors, adapting strategies to each client’s specific needs.
Top Holdings
Equity Positions (446)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 4.57% | $30.8M | 336,201 | $91.68 | $91.73 | +$24.9M |
M MSFT | MICROSOFT CORP | 3.36% | $22.7M | 45,663 | $351.55 | $497.41 | +$5.9M |
S SPYG | SPDR SERIES TRUST | 2.84% | $19.2M | 201,456 | $76.14 | $95.32 | +$3.9M |
A AMZN | AMAZON COM INC | 2.80% | $18.9M | 86,134 | $130.94 | $219.39 | +$230.1K |
O ORCL | ORACLE CORP | 2.09% | $14.1M | 64,444 | $150.74 | $218.63 | +$4.5M |
Options Positions (9)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | — | Call | $74.3K | 15 | $157.99 | $122.88 | 0 | -$88.3K |
X XOM | EXXON MOBIL CORP | Sold | Put | $15.3K | 61 | $107.80 | $107.57 | -2 | -$734.0K |
A AVGO | BROADCOM INC | — | Call | $10.5K | 1 | $275.65 | $167.43 | 0 | -$6.2K |
A AMZN | AMAZON COM INC | — | Call | $8.4K | 1 | $219.39 | $130.36 | 0 | -$10.6K |
P PLTR | PALANTIR TECHNOLOGIES INC | — | Call | $6.1K | 1 | $136.32 | $75.63 | 0 | -$2.4K |