Holdings
Portus Wealth Advisors, LLC
As of Sep 30, 2026, Portus Wealth Advisors, LLC reported 29 positions worth US$42.3M. Largest: Apple Inc, Nvidia Corporation and Palo Alto Networks, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 10,819 | US$3.6M | −837 | Sep 30, 2026 |
| Nvidia Corporation | 14,148 | US$3.23M | −59 | Sep 30, 2026 |
| Palo Alto Networks, Inc. | 7,198 | US$2.86M | −194 | Sep 30, 2026 |
| Lam Research Corporation | 7,856 | US$2.58M | −401 | Sep 30, 2026 |
| Caterpillar, Inc. | 2,994 | US$2.43M | +20 | Sep 30, 2026 |
| Microsoft Corp. | 4,520 | US$2.32M | −66 | Sep 30, 2026 |
| Amazon.com, Inc. | 7,918 | US$1.97M | −71 | Sep 30, 2026 |
| Eli Lilly And Company | 1,677 | US$1.94M | −29 | Sep 30, 2026 |
| Meta Platforms, Inc. | 2,416 | US$1.75M | +136 | Sep 30, 2026 |
| Ge Vernova Inc. | 1,831 | US$1.74M | +41 | Sep 30, 2026 |