Portland Global Advisors LLC Diversified Active

CIK: 0001504941 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 7, 2025

Total Value ($000): $793,690 (100.0% shares, 0.0% debt)

Holdings (130)

SPY SPDR S&P 500 ETF TRUST 9.0%
Value ($000) $71,519 Shares 127,851 Est. Cost $181.14 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 5.2%
Value ($000) $41,188 Shares 705,870 Est. Cost $82.89 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY E 4.9%
Value ($000) $39,073 Shares 665,744 Est. Cost $54.03 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREA 4.8%
Value ($000) $37,995 Shares 1,299,402 Est. Cost $29.05 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TRE 4.7%
Value ($000) $37,192 Shares 626,132 Est. Cost $30.33 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 4.7%
Value ($000) $36,971 Shares 69,301 Est. Cost $233.60 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TE 4.6%
Value ($000) $36,622 Shares 1,281,396 Est. Cost $28.43 Unrealized
IVV ISHARES CORE S&P 500 ETF 4.6%
Value ($000) $36,320 Shares 64,638 Est. Cost $341.83 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.9%
Value ($000) $23,134 Shares 305,797 Est. Cost $71.28 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 2.5%
Value ($000) $20,029 Shares 442,522 Est. Cost $36.74 Unrealized
EFA ISHARES MSCI EAFE ETF 2.5%
Value ($000) $19,884 Shares 243,289 Est. Cost $60.55 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 2.4%
Value ($000) $18,877 Shares 182,440 Est. Cost $98.88 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION- 2.3%
Value ($000) $18,459 Shares 369,924 Est. Cost $45.62 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BON 2.3%
Value ($000) $18,165 Shares 190,471 Est. Cost $96.12 Unrealized
GNMA ISHARES GNMA BOND ETF 2.1%
Value ($000) $16,297 Shares 371,239 Est. Cost $43.02 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 2.0%
Value ($000) $15,549 Shares 56,576 Est. Cost $85.72 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.9%
Value ($000) $15,275 Shares 76,573 Est. Cost $121.69 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 1.9%
Value ($000) $15,231 Shares 299,638 Est. Cost $19.92 Unrealized
MSFT MICROSOFT CORP 1.7%
Value ($000) $13,579 Shares 36,172 Est. Cost $45.51 Unrealized +790.0%
IEMG ISHARES CORE MSCI EMERGING MAR 1.7%
Value ($000) $13,231 Shares 245,150 Est. Cost $43.93 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US 1.6%
Value ($000) $13,026 Shares 112,679 Est. Cost $97.25 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC CL A 1.2%
Value ($000) $9,902 Shares 28,084 Est. Cost $299.14 Unrealized +27.4%
IBM INTL BUSINESS MACHINES 1.2%
Value ($000) $9,484 Shares 38,139 Est. Cost $108.65 Unrealized +120.3%
CHKP CHECK POINT SOFTWARE TECH LTD 1.1%
Value ($000) $9,054 Shares 39,725 Est. Cost $100.05 Unrealized +111.8%
HUBB HUBBELL INC 1.1%
Value ($000) $8,841 Shares 26,717 Est. Cost $188.62 Unrealized +102.8%
PANW PALO ALTO NETWORKS INC 1.1%
Value ($000) $8,548 Shares 50,096 Est. Cost $137.49 Unrealized +34.5%
AAPL APPLE INC 1.0%
Value ($000) $8,333 Shares 37,515 Est. Cost $87.62 Unrealized +163.4%
ROK ROCKWELL AUTOMATION INC 1.0%
Value ($000) $7,964 Shares 30,821 Est. Cost $151.66 Unrealized +81.0%
EEM ISHARES MSCI EMERGING MARKETS 1.0%
Value ($000) $7,749 Shares 177,325 Est. Cost $39.12 Unrealized
BK BANK NEW YORK MELLON CORP 0.9%
Value ($000) $7,484 Shares 89,238 Est. Cost $31.26 Unrealized +164.1%
AMGN AMGEN INC 0.9%
Value ($000) $7,439 Shares 23,876 Est. Cost $129.44 Unrealized +121.9%
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $7,394 Shares 67,161 Est. Cost $48.24 Unrealized +119.4%
EWJ ISHARES MSCI JAPAN ETF 0.9%
Value ($000) $7,354 Shares 107,267 Est. Cost $68.42 Unrealized
FDX FEDEX CORP 0.9%
Value ($000) $6,987 Shares 28,660 Est. Cost $160.26 Unrealized +58.2%
TXN TEXAS INSTRUMENTS INC 0.9%
Value ($000) $6,889 Shares 38,334 Est. Cost $58.18 Unrealized +213.2%
DGS WISDOMTREE EMERGING MARKETS SM 0.8%
Value ($000) $6,460 Shares 133,716 Est. Cost $41.26 Unrealized
UNILEVER PLC SP ADR NEW 0.8%
Value ($000) $6,422 Shares 107,840 Est. Cost $54.37 Unrealized
MELI MERCADOLIBRE INC 0.8%
Value ($000) $6,042 Shares 3,097 Est. Cost $1388.87 Unrealized +42.9%
NSC NORFOLK SOUTHERN CORP 0.7%
Value ($000) $5,858 Shares 24,731 Est. Cost $90.52 Unrealized +164.4%
BILS SPDR BLOOMBERG 3-12 MONTH T-BI 0.7%
Value ($000) $5,510 Shares 55,382 Est. Cost $99.20 Unrealized
XYL XYLEM INC 0.7%
Value ($000) $5,460 Shares 45,709 Est. Cost $99.71 Unrealized +23.0%
HSY HERSHEY CO 0.6%
Value ($000) $5,072 Shares 29,654 Est. Cost $110.15 Unrealized +44.6%
MKC MCCORMICK & CO INC NON VTG 0.5%
Value ($000) $4,329 Shares 52,593 Est. Cost $67.37 Unrealized +13.4%
FMX FOMENTO ECONOMICO MEXICANO SAB 0.5%
Value ($000) $3,842 Shares 39,369 Est. Cost $75.40 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.5%
Value ($000) $3,746 Shares 61,746 Est. Cost $45.90 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $3,582 Shares 13,177 Est. Cost $157.58 Unrealized +95.8%
SGOV ISHARES 0-3 MONTH TREASURY BON 0.4%
Value ($000) $3,192 Shares 31,708 Est. Cost $100.70 Unrealized
CB CHUBB LIMITED 0.4%
Value ($000) $3,033 Shares 10,043 Est. Cost $129.19 Unrealized +113.8%
IBTH ISHARES IBONDS DEC 2027 TERM T 0.3%
Value ($000) $2,391 Shares 106,655 Est. Cost $22.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.3%
Value ($000) $2,362 Shares 4,435 Est. Cost $209.05 Unrealized +132.6%
IBTG ISHARES IBONDS DEC 2026 TERM T 0.3%
Value ($000) $2,324 Shares 101,288 Est. Cost $22.78 Unrealized
ISHARES IBONDS DEC 2025 TERM T 0.3%
Value ($000) $2,322 Shares 99,363 Est. Cost $23.28 Unrealized
GLOBAL X GENOMICS & BIOTECHNOL 0.3%
Value ($000) $2,147 Shares 270,093 Est. Cost $11.07 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,118 Shares 11,132 Est. Cost $131.90 Unrealized +64.5%
VOO VANGUARD S&P 500 ETF 0.3%
Value ($000) $2,018 Shares 3,927 Est. Cost $288.67 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $1,676 Shares 5,275 Est. Cost $267.61 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $1,651 Shares 15,791 Est. Cost $26.13 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $1,597 Shares 2 Est. Cost $309925.88 Unrealized +135.3%
NFLX NETFLIX INC 0.2%
Value ($000) $1,509 Shares 1,618 Est. Cost $44.11 Unrealized +115.6%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $1,411 Shares 6,161 Est. Cost $136.37 Unrealized +66.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,373 Shares 4,395 Est. Cost $88.04 Unrealized +232.7%
ESGD ISHARES ESG AWARE MSCI EAFE ET 0.2%
Value ($000) $1,356 Shares 16,600 Est. Cost $75.86 Unrealized
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $1,275 Shares 4,929 Est. Cost $163.91 Unrealized
XOM EXXON MOBILE CORP 0.2%
Value ($000) $1,214 Shares 10,211 Est. Cost $71.71 Unrealized +49.5%
MRK MERCK & CO INC 0.1%
Value ($000) $1,165 Shares 12,982 Est. Cost $96.81 Unrealized -6.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,124 Shares 6,597 Est. Cost $66.32 Unrealized +147.2%
SUSA ISHARES MSCI USA ESG SELECT ET 0.1%
Value ($000) $1,123 Shares 9,780 Est. Cost $79.14 Unrealized
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $1,121 Shares 15,295 Est. Cost $54.93 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,093 Shares 6,591 Est. Cost $85.17 Unrealized +79.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,072 Shares 3,069 Est. Cost $198.17 Unrealized +75.7%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $951 Shares 3,875 Est. Cost $69.40 Unrealized +261.6%
USB US BANCORP DEL 0.1%
Value ($000) $885 Shares 20,950 Est. Cost $24.24 Unrealized +82.3%
IDXX IDEXX LABORATORIES INC 0.1%
Value ($000) $782 Shares 1,863 Est. Cost $174.39 Unrealized +149.0%
GOOGL ALPHABET INC CAP STOCK CL A 0.1%
Value ($000) $746 Shares 4,825 Est. Cost $134.69 Unrealized +34.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $731 Shares 3,453 Est. Cost $79.44 Unrealized +149.8%
ESML ISHARES ESG AWARE MSCI USA SMA 0.1%
Value ($000) $649 Shares 16,895 Est. Cost $38.01 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $638 Shares 16,274 Est. Cost $12.01 Unrealized +238.8%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $638 Shares 4,750 Est. Cost $66.81 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $614 Shares 744 Est. Cost $209.14 Unrealized +295.3%
MMM 3M CO 0.1%
Value ($000) $597 Shares 4,064 Est. Cost $67.37 Unrealized +114.6%
GOOG ALPHABET INC CAP STOCK CL C 0.1%
Value ($000) $590 Shares 3,774 Est. Cost $137.46 Unrealized +32.7%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $587 Shares 2,166 Est. Cost $86.59 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $567 Shares 2,760 Est. Cost $161.38 Unrealized +22.6%
XJH ISHARES ESG SCREENED S&P MID-C 0.1%
Value ($000) $523 Shares 13,380 Est. Cost $41.08 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $517 Shares 2,565 Est. Cost $179.85 Unrealized +18.4%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $505 Shares 4,602 Est. Cost $44.61 Unrealized +166.3%
GE GENERAL ELECTRIC CO NEW 0.1%
Value ($000) $486 Shares 2,426 Est. Cost $64.81 Unrealized +202.0%
ATNI ATN INTL INC 0.1%
Value ($000) $483 Shares 23,787 Est. Cost $28.01 Unrealized -39.6%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $451 Shares 12,910 Est. Cost $32.16 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.1%
Value ($000) $451 Shares 1,249 Est. Cost $375.31 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $441 Shares 19,414 Est. Cost $36.88 Unrealized -40.7%
GIS GENERAL MILLS INC 0.1%
Value ($000) $431 Shares 7,204 Est. Cost $35.15 Unrealized +64.9%
IWC ISHARES MICRO-CAP ETF 0.1%
Value ($000) $430 Shares 3,875 Est. Cost $61.70 Unrealized
KELLANOVA 0.1%
Value ($000) $412 Shares 4,992 Est. Cost $40.29 Unrealized +98.6%
EPI WISDOMTREE INDIA EARNINGS FUND 0.1%
Value ($000) $410 Shares 9,380 Est. Cost $41.00 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $402 Shares 2,875 Est. Cost $76.47 Unrealized +111.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD S 0.1%
Value ($000) $398 Shares 2,400 Est. Cost $61.80 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $385 Shares 4,723 Est. Cost $54.30 Unrealized +42.0%
MATX MATSON INC 0.0%
Value ($000) $381 Shares 2,971 Est. Cost $66.28 Unrealized +104.1%
CSL CARLISLE COS INC 0.0%
Value ($000) $366 Shares 1,075 Est. Cost $294.97 Unrealized +19.9%
HD HOME DEPOT INC 0.0%
Value ($000) $364 Shares 994 Est. Cost $195.04 Unrealized +95.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $360 Shares 2,265 Est. Cost $48.36 Unrealized +183.3%
SONY SONY GROUP CORP SP ADR 0.0%
Value ($000) $349 Shares 13,735 Est. Cost $36.98 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $332 Shares 6,025 Est. Cost $46.01 Unrealized
JUST GOLDMAN SACHS JUST U.S. LARGE 0.0%
Value ($000) $332 Shares 4,170 Est. Cost $14.58 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $317 Shares 2,726 Est. Cost $101.08 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $315 Shares 3,395 Est. Cost $99.65 Unrealized
VOTE TCW TRANSFORM 500 ETF 0.0%
Value ($000) $306 Shares 4,675 Est. Cost $42.74 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $304 Shares 4,991 Est. Cost $33.57 Unrealized +65.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $300 Shares 509 Est. Cost $516.16 Unrealized +8.0%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $285 Shares 301 Est. Cost $418.22 Unrealized +132.1%
VTWV VANGUARD RUSSELL 2000 VALUE ET 0.0%
Value ($000) $279 Shares 2,100 Est. Cost $87.21 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $277 Shares 2,312 Est. Cost $114.04 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $271 Shares 1,545 Est. Cost $113.33 Unrealized +67.9%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $269 Shares 725 Est. Cost $208.50 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $267 Shares 2,011 Est. Cost $107.98 Unrealized +16.2%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $263 Shares 912 Est. Cost $288.14 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $259 Shares 1,500 Est. Cost $119.15 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $249 Shares 490 Est. Cost $423.77 Unrealized +19.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $249 Shares 3,507 Est. Cost $54.04 Unrealized +27.1%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $246 Shares 1,800 Est. Cost $102.73 Unrealized +47.8%
V VISA INC CL A 0.0%
Value ($000) $245 Shares 700 Est. Cost $299.41 Unrealized +12.3%
WAT WATERS CORP 0.0%
Value ($000) $242 Shares 657 Est. Cost $285.91 Unrealized +35.4%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $238 Shares 2,026 Est. Cost $104.46 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $237 Shares 1,631 Est. Cost $122.61 Unrealized +35.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $232 Shares 466 Est. Cost $289.92 Unrealized +86.2%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $227 Shares 1,189 Est. Cost $173.89 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $215 Shares 705 Est. Cost $311.89 Unrealized +11.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $209 Shares 1,363 Est. Cost $122.21 Unrealized +30.7%
ENTA ENANTA PHARMACEUTICALS INC 0.0%
Value ($000) $183 Shares 33,185 Est. Cost $10.43 Unrealized -40.8%