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Portillos shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Portillos (PTLO) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Portillos

Tip: Access up to 7 years of quarterly data

All positions including Portillos held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Portillos by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $387k 85k 4.54
2025-09-30 $547k 85k 6.45
2025-06-30 $492k 42k 11.67
2025-03-31 $518k 44k 11.89

More positions owned by 4wealth Advisors

J P Morgan Exchange Traded F Equity Premium (JEPI)
Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Johnson & Johnson (JNJ)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for 4wealth Advisors

Top funds holding Portillos

Orbis Allan Gray
Alliancebernstein
BlackRock
Vanguard Group
Goldman Sachs Group
Citadel Advisors
Asset Management Investors
Geode Capital Management
Engaged Capital
Dimensional Fund Advisors
William Blair $ Company
Henderson Group
Jane Street
Renaissance Technologies
State Street Corporation

View all funds holding Portillos