Portus Wealth Advisors
Latest statistics and disclosures from Portus Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ACWI, SCHG, CWI, VTV, GRNY, and represent 47.51% of Portus Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTV, CWI, GEV, SCHD, SPY, NFLX, PHYS, SLQD, ACWI, WMT.
- Started 516 new stock positions in PFE, PPG, RJF, SLX, MRNA, SOXX, IEF, APD, NEM, TGT.
- Reduced shares in these 10 stocks: XLG, SCHG, LRCX, GOOGL, ABBV, CAT, RSPT, AGG, QCOM, MSFT.
- Portus Wealth Advisors was a net buyer of stock by $3.0M.
- Portus Wealth Advisors has $106M in assets under management (AUM), dropping by 0.21%.
- Central Index Key (CIK): 0002097516
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Portfolio Holdings for Portus Wealth Advisors
Portus Wealth Advisors holds 568 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Portus Wealth Advisors has 568 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Portus Wealth Advisors March 31, 2026 positions
- Download the Portus Wealth Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Acwi Etf (ACWI) | 15.3 | $16M | 118k | 138.37 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 10.0 | $11M | -8% | 365k | 29.13 |
|
| Spdr Index Shs Fds State Street Spd (CWI) | 9.6 | $10M | +16% | 280k | 36.59 |
|
| Vanguard Index Fds Value Etf (VTV) | 6.7 | $7.1M | +95% | 36k | 196.20 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 5.9 | $6.2M | 261k | 23.87 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 4.1 | $4.4M | +13% | 143k | 30.68 |
|
| Apple (AAPL) | 2.7 | $2.9M | -7% | 11k | 253.78 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.5 | $2.7M | +19% | 4.1k | 650.33 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $2.6M | 15k | 174.40 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 2.4 | $2.5M | +10% | 50k | 50.49 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 2.2 | $2.4M | -14% | 52k | 45.26 |
|
| Caterpillar (CAT) | 2.0 | $2.1M | -20% | 3.0k | 708.41 |
|
| Lam Research Corp Com New (LRCX) | 1.8 | $1.9M | -28% | 9.0k | 213.66 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.7 | $1.8M | -3% | 9.3k | 191.81 |
|
| Amazon (AMZN) | 1.6 | $1.7M | -8% | 8.0k | 208.28 |
|
| Chevron Corporation (CVX) | 1.5 | $1.6M | 7.7k | 206.91 |
|
|
| Microsoft Corporation (MSFT) | 1.5 | $1.6M | -15% | 4.3k | 370.20 |
|
| Broadcom (AVGO) | 1.4 | $1.5M | -9% | 4.9k | 309.50 |
|
| Ge Vernova (GEV) | 1.4 | $1.5M | +131% | 1.7k | 873.08 |
|
| Eli Lilly & Co. (LLY) | 1.4 | $1.4M | -12% | 1.6k | 919.91 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.4M | -6% | 4.8k | 294.18 |
|
| Johnson & Johnson (JNJ) | 1.3 | $1.4M | -4% | 5.7k | 244.46 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $1.4M | 20k | 67.53 |
|
|
| Pepsi (PEP) | 1.2 | $1.2M | 7.9k | 155.29 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $1.2M | +12% | 2.0k | 572.01 |
|
| Nucor Corporation (NUE) | 1.1 | $1.1M | -4% | 6.8k | 169.10 |
|
| Netflix (NFLX) | 1.1 | $1.1M | +44% | 12k | 96.15 |
|
| Palo Alto Networks (PANW) | 1.1 | $1.1M | +2% | 7.0k | 160.33 |
|
| American Express Company (AXP) | 1.0 | $1.1M | 3.7k | 302.51 |
|
|
| Tesla Motors (TSLA) | 1.0 | $1.1M | -5% | 3.0k | 371.75 |
|
| Lockheed Martin Corporation (LMT) | 0.7 | $754k | 1.2k | 604.22 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.7 | $714k | +4% | 17k | 42.31 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $701k | -47% | 2.4k | 287.56 |
|
| Goldman Sachs (GS) | 0.5 | $577k | +7% | 682.00 | 845.81 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $414k | -44% | 4.2k | 99.27 |
|
| Honeywell International (HON) | 0.4 | $395k | 1.7k | 226.06 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $394k | 15k | 25.64 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $346k | 599.00 | 577.38 |
|
|
| S&p Global (SPGI) | 0.3 | $328k | +11% | 771.00 | 425.43 |
|
| Cisco Systems (CSCO) | 0.2 | $261k | -4% | 3.4k | 77.59 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $259k | 541.00 | 479.20 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $245k | NEW | 6.9k | 35.44 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $232k | 355.00 | 652.85 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $229k | 1.3k | 181.42 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $226k | NEW | 1.8k | 124.30 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $210k | 1.8k | 118.62 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $199k | -21% | 6.4k | 30.96 |
|
| ConocoPhillips (COP) | 0.2 | $174k | NEW | 1.3k | 132.00 |
|
| Marriott Intl Cl A (MAR) | 0.2 | $162k | NEW | 495.00 | 327.07 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $155k | -52% | 5.3k | 29.08 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $140k | -29% | 1.3k | 108.98 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $140k | NEW | 200.00 | 697.72 |
|
| Bank of America Corporation (BAC) | 0.1 | $135k | NEW | 2.8k | 48.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $128k | NEW | 445.00 | 286.86 |
|
| Cipher Mining (CIFR) | 0.1 | $114k | NEW | 8.9k | 12.87 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $109k | -95% | 2.0k | 54.55 |
|
| Emerson Electric (EMR) | 0.1 | $102k | NEW | 780.00 | 131.02 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $95k | NEW | 95.00 | 996.43 |
|
| Constellation Energy (CEG) | 0.1 | $89k | NEW | 320.00 | 279.25 |
|
| Phillips 66 (PSX) | 0.1 | $88k | NEW | 485.00 | 182.18 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $82k | NEW | 2.1k | 38.41 |
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| Abbvie (ABBV) | 0.1 | $81k | -88% | 371.00 | 217.49 |
|
| Oracle Corporation (ORCL) | 0.1 | $77k | -54% | 524.00 | 147.11 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $75k | NEW | 607.00 | 122.78 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $73k | NEW | 451.00 | 161.78 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.1 | $69k | NEW | 612.00 | 112.45 |
|
| Advanced Micro Devices (AMD) | 0.1 | $66k | NEW | 325.00 | 203.35 |
|
| MercadoLibre (MELI) | 0.1 | $66k | NEW | 38.00 | 1729.03 |
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| Enterprise Products Partners (EPD) | 0.1 | $65k | NEW | 1.7k | 37.84 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $62k | NEW | 159.00 | 390.41 |
|
| Servicenow (NOW) | 0.1 | $53k | NEW | 510.00 | 104.55 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $44k | NEW | 87.00 | 499.67 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $42k | NEW | 408.00 | 101.84 |
|
| Alps Etf Tr Oshs Gbl Inter (OGIG) | 0.0 | $38k | NEW | 930.00 | 40.80 |
|
| Nextera Energy (NEE) | 0.0 | $37k | NEW | 400.00 | 92.94 |
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| Micron Technology (MU) | 0.0 | $37k | NEW | 108.00 | 338.91 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $37k | NEW | 215.00 | 169.66 |
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| Dell Technologies CL C (DELL) | 0.0 | $35k | NEW | 215.00 | 164.13 |
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| Booking Holdings (BKNG) | 0.0 | $34k | NEW | 8.00 | 4210.38 |
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| Wells Fargo & Company (WFC) | 0.0 | $33k | NEW | 420.00 | 78.83 |
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| Oneok (OKE) | 0.0 | $33k | NEW | 360.00 | 90.39 |
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| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $32k | NEW | 933.00 | 34.54 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $32k | NEW | 66.00 | 484.91 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $32k | NEW | 24.00 | 1320.83 |
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| Deere & Company (DE) | 0.0 | $32k | NEW | 56.00 | 563.30 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $30k | NEW | 366.00 | 82.85 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $29k | NEW | 448.00 | 65.05 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $27k | NEW | 140.00 | 194.14 |
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| International Business Machines (IBM) | 0.0 | $26k | NEW | 107.00 | 242.39 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $26k | NEW | 422.00 | 61.02 |
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| Uber Technologies (UBER) | 0.0 | $25k | NEW | 348.00 | 71.93 |
|
| Visa Com Cl A (V) | 0.0 | $24k | NEW | 79.00 | 304.09 |
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| Invesco Exchange Traded Fd T Semiconductors (PSI) | 0.0 | $23k | NEW | 242.00 | 94.38 |
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| Home Depot (HD) | 0.0 | $23k | NEW | 69.00 | 328.88 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $23k | NEW | 302.00 | 75.09 |
|
| Owens Corning (OC) | 0.0 | $22k | NEW | 206.00 | 108.22 |
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| Spinnaker Etf Series Select Stoxx Eur (EUAD) | 0.0 | $21k | NEW | 521.00 | 40.74 |
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| Blackrock (BLK) | 0.0 | $21k | NEW | 22.00 | 961.73 |
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| Philip Morris International (PM) | 0.0 | $20k | NEW | 123.00 | 165.34 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $20k | NEW | 1.0k | 19.78 |
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| Monolithic Power Systems (MPWR) | 0.0 | $20k | NEW | 18.00 | 1093.33 |
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| American Electric Power Company (AEP) | 0.0 | $20k | NEW | 150.00 | 131.08 |
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| Chesapeake Energy Corp (EXE) | 0.0 | $20k | NEW | 178.00 | 109.78 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $19k | NEW | 25.00 | 772.64 |
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| McDonald's Corporation (MCD) | 0.0 | $19k | NEW | 60.00 | 308.95 |
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| Paychex (PAYX) | 0.0 | $19k | NEW | 201.00 | 92.12 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $18k | NEW | 198.00 | 92.69 |
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| At&t (T) | 0.0 | $18k | NEW | 616.00 | 28.99 |
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| Cadence Design Systems (CDNS) | 0.0 | $18k | NEW | 64.00 | 277.88 |
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| Coca-Cola Company (KO) | 0.0 | $18k | NEW | 229.00 | 76.21 |
|
| AutoZone (AZO) | 0.0 | $17k | NEW | 5.00 | 3377.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $15k | NEW | 61.00 | 248.15 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $15k | NEW | 118.00 | 126.28 |
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| Texas Pacific Land Corp (TPL) | 0.0 | $14k | NEW | 30.00 | 474.57 |
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| Linde SHS (LIN) | 0.0 | $14k | NEW | 28.00 | 495.75 |
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| Super Micro Computer Com New (SMCI) | 0.0 | $14k | NEW | 595.00 | 22.77 |
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| SLB Com Stk (SLB) | 0.0 | $13k | NEW | 258.00 | 51.39 |
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| Strategy Cl A New (MSTR) | 0.0 | $13k | NEW | 100.00 | 124.80 |
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| Rbc Cad (RY) | 0.0 | $13k | NEW | 77.00 | 161.78 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $12k | NEW | 216.00 | 56.79 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $12k | NEW | 82.00 | 146.28 |
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| salesforce (CRM) | 0.0 | $12k | NEW | 64.00 | 186.67 |
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| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $12k | NEW | 172.00 | 68.91 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $12k | NEW | 173.00 | 68.14 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $12k | NEW | 74.00 | 158.58 |
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| Morgan Stanley Com New (MS) | 0.0 | $12k | NEW | 71.00 | 164.56 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $11k | NEW | 84.00 | 130.94 |
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| Procter & Gamble Company (PG) | 0.0 | $11k | NEW | 76.00 | 144.43 |
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| Kla Corp Com New (KLAC) | 0.0 | $10k | NEW | 7.00 | 1472.43 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $10k | NEW | 289.00 | 35.52 |
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| Ge Aerospace Com New (GE) | 0.0 | $10k | NEW | 36.00 | 283.78 |
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| Proshares Tr Pshs Ultruss2000 (UWM) | 0.0 | $9.9k | NEW | 211.00 | 46.72 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $9.8k | NEW | 22.00 | 446.55 |
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| Merck & Co (MRK) | 0.0 | $9.6k | NEW | 80.00 | 120.29 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $9.6k | NEW | 24.00 | 398.00 |
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| United Rentals (URI) | 0.0 | $9.5k | NEW | 13.00 | 728.54 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $9.5k | NEW | 49.00 | 192.90 |
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| Snowflake Com Shs (SNOW) | 0.0 | $8.9k | NEW | 59.00 | 150.81 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $8.9k | NEW | 27.00 | 328.67 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $8.6k | NEW | 40.00 | 215.05 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $8.0k | NEW | 701.00 | 11.44 |
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| Applied Materials (AMAT) | 0.0 | $7.9k | NEW | 23.00 | 341.78 |
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| Hldgs (UAL) | 0.0 | $7.8k | NEW | 85.00 | 92.07 |
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| Shell Spon Ads (SHEL) | 0.0 | $7.5k | NEW | 81.00 | 93.00 |
|
| Intel Corporation (INTC) | 0.0 | $7.5k | NEW | 169.00 | 44.13 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $7.4k | NEW | 100.00 | 74.35 |
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| Western Digital (WDC) | 0.0 | $7.3k | NEW | 27.00 | 270.48 |
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| EOG Resources (EOG) | 0.0 | $6.9k | NEW | 48.00 | 143.79 |
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| Citigroup Com New (C) | 0.0 | $6.8k | NEW | 60.00 | 113.42 |
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| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $6.8k | NEW | 104.00 | 65.12 |
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| TJX Companies (TJX) | 0.0 | $6.7k | NEW | 42.00 | 159.69 |
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| Compass Cl A (COMP) | 0.0 | $6.7k | NEW | 917.00 | 7.31 |
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| Amphenol Corp Cl A (APH) | 0.0 | $6.7k | NEW | 53.00 | 126.36 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $6.6k | NEW | 69.00 | 95.43 |
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| Intuit (INTU) | 0.0 | $6.5k | NEW | 15.00 | 432.40 |
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| Amgen (AMGN) | 0.0 | $6.3k | NEW | 18.00 | 351.83 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $6.3k | NEW | 7.00 | 895.29 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $6.2k | NEW | 36.00 | 173.44 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $6.2k | NEW | 14.00 | 441.29 |
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| Lowe's Companies (LOW) | 0.0 | $6.1k | NEW | 26.00 | 236.27 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $6.1k | NEW | 86.00 | 70.84 |
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| Prologis (PLD) | 0.0 | $5.9k | NEW | 45.00 | 132.18 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $5.9k | NEW | 34.00 | 174.62 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $5.9k | NEW | 12.00 | 491.50 |
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| Digital Realty Trust (DLR) | 0.0 | $5.8k | NEW | 32.00 | 180.22 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $5.5k | NEW | 12.00 | 461.00 |
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| Echostar Corp Cl A (SATS) | 0.0 | $5.3k | NEW | 45.00 | 117.07 |
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| Newmont Mining Corporation (NEM) | 0.0 | $5.2k | NEW | 48.00 | 108.25 |
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| Kenvue (KVUE) | 0.0 | $5.2k | NEW | 300.00 | 17.24 |
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| Kkr & Co (KKR) | 0.0 | $5.1k | -97% | 55.00 | 92.53 |
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| Gilead Sciences (GILD) | 0.0 | $5.0k | NEW | 36.00 | 139.36 |
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| Welltower Inc Com reit (WELL) | 0.0 | $4.9k | NEW | 25.00 | 197.72 |
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| First Solar (FSLR) | 0.0 | $4.9k | NEW | 25.00 | 197.28 |
|
| Equinix (EQIX) | 0.0 | $4.9k | NEW | 5.00 | 980.20 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $4.9k | NEW | 104.00 | 46.84 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $4.9k | NEW | 20.00 | 243.10 |
|
| Etfis Ser Tr I Virtus Biotech E (BBP) | 0.0 | $4.8k | NEW | 58.00 | 83.07 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $4.8k | NEW | 8.00 | 600.00 |
|
| Capital One Financial (COF) | 0.0 | $4.7k | NEW | 26.00 | 182.42 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $4.7k | NEW | 14.00 | 337.93 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.0 | $4.7k | NEW | 88.00 | 52.85 |
|
| Intercontinental Exchange (ICE) | 0.0 | $4.6k | NEW | 29.00 | 157.28 |
|
| CSX Corporation (CSX) | 0.0 | $4.5k | NEW | 110.00 | 41.05 |
|
| Starbucks Corporation (SBUX) | 0.0 | $4.5k | NEW | 50.00 | 89.60 |
|
| Waste Management (WM) | 0.0 | $4.4k | NEW | 19.00 | 231.42 |
|
| UnitedHealth (UNH) | 0.0 | $4.3k | NEW | 16.00 | 270.56 |
|
| Cummins (CMI) | 0.0 | $4.3k | NEW | 8.00 | 538.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $4.3k | NEW | 37.00 | 115.00 |
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| Bristol Myers Squibb (BMY) | 0.0 | $4.2k | NEW | 70.00 | 60.66 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $4.2k | NEW | 35.00 | 118.63 |
|
| Abbott Laboratories (ABT) | 0.0 | $4.1k | NEW | 40.00 | 102.67 |
|
| Walt Disney Company (DIS) | 0.0 | $4.0k | NEW | 42.00 | 96.38 |
|
| Volatility Shs Tr Solana Etf (SOLZ) | 0.0 | $4.0k | NEW | 481.00 | 8.36 |
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| Bank Montreal Medium Cal Lkd 45 (FNGU) | 0.0 | $4.0k | NEW | 253.00 | 15.63 |
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| Xpo Logistics Inc equity (XPO) | 0.0 | $3.9k | NEW | 20.00 | 194.55 |
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| MetLife (MET) | 0.0 | $3.9k | NEW | 55.00 | 70.73 |
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| General Dynamics Corporation (GD) | 0.0 | $3.8k | NEW | 11.00 | 343.18 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ) | 0.0 | $3.8k | NEW | 130.00 | 28.99 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $3.8k | NEW | 15.00 | 250.60 |
|
| Norfolk Southern (NSC) | 0.0 | $3.7k | NEW | 13.00 | 287.00 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.7k | NEW | 135.00 | 27.46 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $3.7k | NEW | 38.00 | 97.37 |
|
| Pfizer (PFE) | 0.0 | $3.6k | NEW | 130.00 | 28.08 |
|
| Global X Fds Fintech Etf (FINX) | 0.0 | $3.7k | NEW | 158.00 | 23.10 |
|
| Danaher Corporation (DHR) | 0.0 | $3.6k | NEW | 19.00 | 189.58 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $3.6k | NEW | 125.00 | 28.71 |
|
| Chubb (CB) | 0.0 | $3.6k | NEW | 11.00 | 325.91 |
|
| Anthem (ELV) | 0.0 | $3.5k | NEW | 12.00 | 292.75 |
|
| McKesson Corporation (MCK) | 0.0 | $3.5k | NEW | 4.00 | 865.25 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $3.5k | NEW | 48.00 | 71.90 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $3.4k | NEW | 5.00 | 682.20 |
|
| Entergy Corporation (ETR) | 0.0 | $3.4k | NEW | 30.00 | 112.37 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $3.4k | NEW | 55.00 | 61.05 |
|
| Uipath Cl A (PATH) | 0.0 | $3.4k | NEW | 302.00 | 11.10 |
|
| Quanta Services (PWR) | 0.0 | $3.3k | NEW | 6.00 | 549.00 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $3.3k | NEW | 25.00 | 130.96 |
|
| Teradyne (TER) | 0.0 | $3.3k | NEW | 11.00 | 296.45 |
|
| Enbridge (ENB) | 0.0 | $3.2k | NEW | 60.00 | 54.13 |
|
| Direxion Shares Etf Trust Daily S&p 500 Bu (SPUU) | 0.0 | $3.2k | NEW | 20.00 | 162.05 |
|
| Howmet Aerospace (HWM) | 0.0 | $3.2k | NEW | 14.00 | 230.43 |
|
| Travelers Companies (TRV) | 0.0 | $3.2k | NEW | 11.00 | 291.64 |
|
| Southwest Airlines (LUV) | 0.0 | $3.2k | NEW | 85.00 | 37.56 |
|
| eBay (EBAY) | 0.0 | $3.2k | NEW | 35.00 | 91.03 |
|
| Analog Devices (ADI) | 0.0 | $3.2k | NEW | 10.00 | 318.10 |
|
| Progressive Corporation (PGR) | 0.0 | $3.2k | NEW | 16.00 | 198.25 |
|
| State Street Corporation (STT) | 0.0 | $3.2k | NEW | 25.00 | 126.56 |
|
| Metropcs Communications (TMUS) | 0.0 | $3.2k | NEW | 15.00 | 210.00 |
|
| Verizon Communications (VZ) | 0.0 | $3.0k | NEW | 60.00 | 50.20 |
|
| Nike CL B (NKE) | 0.0 | $3.0k | NEW | 57.00 | 52.82 |
|
| Grayscale Chainlink Tr Etf SHS (GLNK) | 0.0 | $3.0k | NEW | 384.00 | 7.77 |
|
| Autodesk (ADSK) | 0.0 | $2.9k | NEW | 12.00 | 239.42 |
|
| FedEx Corporation (FDX) | 0.0 | $2.8k | NEW | 8.00 | 356.12 |
|
| Union Bankshares (UNB) | 0.0 | $2.8k | NEW | 116.00 | 24.39 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $2.8k | NEW | 45.00 | 62.76 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $2.8k | NEW | 13.00 | 216.62 |
|
| Church & Dwight (CHD) | 0.0 | $2.8k | NEW | 30.00 | 93.33 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $2.7k | NEW | 85.00 | 32.01 |
|
| Corning Incorporated (GLW) | 0.0 | $2.7k | NEW | 20.00 | 135.95 |
|
| Ameriprise Financial (AMP) | 0.0 | $2.7k | NEW | 6.00 | 444.33 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $2.7k | NEW | 40.00 | 66.47 |
|
| Stryker Corporation (SYK) | 0.0 | $2.6k | NEW | 8.00 | 328.62 |
|
| Corpay Com Shs (CPAY) | 0.0 | $2.6k | NEW | 9.00 | 291.00 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $2.6k | NEW | 45.00 | 57.64 |
|
| American Tower Reit (AMT) | 0.0 | $2.6k | NEW | 15.00 | 172.60 |
|
| Sandisk Corp (SNDK) | 0.0 | $2.5k | NEW | 4.00 | 635.25 |
|
| PNC Financial Services (PNC) | 0.0 | $2.5k | NEW | 12.00 | 208.08 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $2.5k | NEW | 89.00 | 27.85 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $2.5k | NEW | 9.00 | 275.22 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $2.5k | NEW | 25.00 | 98.40 |
|
| Fortinet (FTNT) | 0.0 | $2.5k | NEW | 30.00 | 81.73 |
|
Past Filings by Portus Wealth Advisors
SEC 13F filings are viewable for Portus Wealth Advisors going back to 2025
- Portus Wealth Advisors 2026 Q1 filed April 22, 2026
- Portus Wealth Advisors 2025 Q4 filed Jan. 27, 2026
- Portus Wealth Advisors 2025 Q3 filed Nov. 20, 2025