Portus Wealth Advisors »

Hldgs shares owned by Portus Wealth Advisors

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Portus Wealth Advisors from 13F filings

Historical chart of Portus Wealth Advisors investment in Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Hldgs held by Portus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hldgs by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.8k 85 92.07

More positions owned by Portus Wealth Advisors

Ishares Tr Msci Acwi Etf (ACWI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Index Shs Fds State Street Spd (CWI)
Vanguard Index Fds Value Etf (VTV)
Tidal Trust I Fundstrat Granny (GRNY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Caterpillar (CAT)
Lam Research Corp Com New (LRCX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)

View all positions for Portus Wealth Advisors

Top funds holding Hldgs

Vanguard Group
BlackRock
Vanguard Capital Management
FMR
PRIMECAP Management Company
Sanders Capital
Vanguard Portfolio Management
Citadel Advisors
State Street Corporation
Capital World Investors
Geode Capital Management
Susquehanna International
Capital Research and Management Company - Division 3
Jane Street
Dimensional Fund Advisors

View all funds holding Hldgs