Portside Wealth Group, LLC

Q1 2025 13F Detailed Holdings

Location
Provo, UT
Holdings as of
3/31/2025
Value ($000)
$613,350
Num holdings
824
Date filed
4/14/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
4/14/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 TOWNSQUARE CAPITAL LLC 028-19141