Portus Wealth Advisors, LLC
Q4 2025 13F Holdings
Location
Charlotte, NC
Holdings as of
12/31/2025
Value ($000)
$105,982
Num holdings
52
Date filed
1/27/2026
Form type
13F-HR
Prev filing
11/20/2025
Next filing
SEC
View on sec.gov
Compare Q4 2025 to
2025 Q3
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type