Stock Taper

PORTSIDE WEALTH GROUP, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
TG Therapeutics, Inc.TGTX16.46K$904.2K
Walmart Inc.WMT16.81K$1.9M
The Procter & Gamble CompanyPG16.81K$2.47M
The Charles Schwab CorporationSCHW16.87K$1.56M
EPAM Systems, Inc.EPAM16.94K$1.34M
AbbVie Inc.ABBV17.71K$4.46M
Universal Technical Institute, Inc.UTI17.77K$760.19K
ConocoPhillipsCOP18.15K$1.89M
JPMorgan Chase & Co.JPM18.44K$6.04M
Exxon Mobil CorporationXOM18.67K$2.55M
Kenvue Inc.KVUE19.01K$363.21K
American International Group, Inc.AIG19.28K$1.44M
Salesforce, Inc.CRM19.59K$3.07M
JetBlue Airways CorporationJBLU20K$114.6K
ServiceNow, Inc.NOW20.7K$2.06M
Merck & Co., Inc.MRK21.03K$2.7M
Banco Bilbao Vizcaya Argentaria, S.A.BBVA21.84K$547.38K
Ford Motor CompanyF22.01K$305.94K
AGNC Investment Corp.AGNC22.55K$245.79K
Broadcom Inc.AVGO22.82K$8.62M