Portside Wealth Group, LLC Purchases in Q1 2025

Portside Wealth Group, LLC

  • $604 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
58K
+ 48.0%
$80.05 - $92.39 $4.64M - $5.36M
179K $15.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
40.3K
+ 152.04%
$91.45 - $91.75 $3.69M - $3.7M
66.9K $6.11B
TSLA
Tesla, Inc.

Consumer Cyclical
1.47K
+ 10.71%
$222.15 - $428.22 $327K - $630K
15.2K $6.14B
LLY
Eli Lilly & CO

Healthcare
3.74K
+ 119.46%
$725.72 - $929.72 $2.71M - $3.48M
6.87K $5.3B
NFLX
Netflix Inc

Communication Services
35
+ 0.33%
$828.4 - $1058.6 $29K - $37.1K
10.6K $9.42B
NVDA
Nvidia Corp

Technology
7.71K
+ 11.74%
$106.98 - $149.43 $825K - $1.15M
73.4K $9.86B
AAPL
Apple Inc.

Technology
2.87K
+ 4.67%
$209.68 - $247.1 $602K - $709K
64.4K $16.1B
CSGP
Costar Group, Inc.

Real Estate
24.2K
New
$69.29 - $80.37 $1.68M - $1.94M
24.2K $1.73B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
16.9K
+ 104.76%
$100.59 - $103.38 $1.7M - $1.75M
33K $3.32B
ORCL
Oracle Corp

Technology
10.2K
+ 19.61%
$139.81 - $186.47 $1.42M - $1.9M
62K $10.3B
GOOGL
Alphabet Inc.

Communication Services
2.43K
+ 6.55%
$154.33 - $206.19 $375K - $501K
39.5K $7.48B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
29K
+ 47.38%
$40.03 - $46.81 $1.16M - $1.36M
90.3K $4.06B
META
Meta Platforms, Inc.

Communication Services
1.83K
+ 31.14%
$576.74 - $736.67 $1.06M - $1.35M
7.72K $4.52B
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
30.8K
New
$26.9 - $27.93 $829K - $861K
30.8K $853M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 9.68%
$225.19 - $279.95 $337K - $419K
16.9K $4.06B
WFC
Wells Fargo & Company

Financial Services
441
+ 0.79%
$66.78 - $81.42 $29.4K - $35.9K
56.6K $3.97B
IVV
Ishares Core S&P 500 ETF

ETFs
1.2K
+ 16.52%
$554.06 - $615.85 $667K - $741K
8.49K $5B
EPAC
Enerpac Tool Group Corp

Industrials
18.9K
New
$40.26 - $47.26 $761K - $893K
18.9K $777M
VTV
Vanguard Value ETF

ETFs
4.41K
New
$167.73 - $179.21 $740K - $790K
4.41K $746M
XOM
Exxon Mobil Corp

Energy
7.9K
+ 62.13%
$105.44 - $118.93 $833K - $939K
20.6K $2.22B
BA
Boeing CO

Industrials
2.06K
+ 14.6%
$148.15 - $186.25 $305K - $383K
16.1K $2.86B
DIS
Walt Disney CO

Communication Services
1.23K
+ 3.93%
$96.87 - $114.0 $120K - $141K
32.6K $3.63B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.15K
New
$81.83 - $82.67 $585K - $591K
7.15K $586M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.66K
+ 29.07%
$96.27 - $113.85 $353K - $417K
16.3K $1.78B
ASML
Asml Holding Nv

Technology
996
+ 75.11%
$662.63 - $776.99 $660K - $774K
2.32K $1.61B
PLTR
Palantir Technologies Inc.

Technology
1.42K
+ 13.85%
$64.98 - $124.62 $91.9K - $176K
11.6K $880M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.31K
+ 16.74%
$79.17 - $82.04 $658K - $682K
58K $4.65B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.67K
+ 80.63%
$50.48 - $51.04 $488K - $493K
21.7K $1.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
26K
+ 10.96%
$22.25 - $23.0 $579K - $598K
263K $6.05B
CMI
Cummins Inc

Industrials
1.26K
New
$312.92 - $386.07 $394K - $486K
1.26K $439M
SPSB
Spdr Portfolio Short Term Corp

ETFs
15.2K
+ 30.37%
$29.82 - $30.1 $453K - $458K
65.3K $1.95B
CRM
Salesforce, Inc.

Technology
479
+ 11.55%
$268.36 - $359.95 $129K - $172K
4.63K $1.55B
MSFT
Microsoft Corp

Technology
1.83K
+ 4.37%
$375.39 - $447.2 $687K - $819K
43.8K $18.4B
GDDY
Go Daddy Inc.

Technology
1.89K
New
$172.13 - $214.35 $325K - $405K
1.89K $373M
AVGO
Broadcom Inc.

Technology
1.02K
+ 45.42%
$167.43 - $244.7 $170K - $249K
3.26K $755M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
910
+ 12.01%
$442.66 - $534.52 $403K - $486K
8.49K $3.85B
VV
Vanguard Large Cap ETF

ETFs
1.31K
New
$253.32 - $282.66 $332K - $371K
1.31K $354M
COP
Conocophillips

Energy
3.94K
+ 45.9%
$88.6 - $105.85 $349K - $417K
12.5K $1.24B
Knife River Corp
3.29K
New
N/A
3.29K $334M
GM
General Motors CO

Consumer Cyclical
6.23K
New
$45.22 - $54.92 $282K - $342K
6.23K $332M
BAC
Bank Of America Corp

Financial Services
3.07K
+ 6.78%
$39.61 - $47.74 $122K - $147K
48.4K $2.13B
VCEL
Vericel Corp

Healthcare
5.96K
New
$44.5 - $61.8 $265K - $368K
5.96K $327M
DXCM
Dexcom Inc

Healthcare
4.19K
New
$67.74 - $90.75 $284K - $380K
4.19K $326M
MOGA
Moog Inc Cla
1.65K
New
N/A
1.65K $325M
IDCC
Inter Digital, Inc.

Communication Services
1.66K
New
$171.68 - $225.72 $284K - $374K
1.66K $321M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.09K
+ 65.75%
$132.75 - $177.12 $278K - $371K
5.28K $671M
ATR
Aptargroup, Inc.

Healthcare
2.03K
New
$141.7 - $159.83 $288K - $324K
2.03K $319M
EOG
Eog Resources Inc

Energy
2.6K
New
$120.54 - $138.05 $313K - $358K
2.6K $318M
MMSI
Merit Medical Systems Inc

Healthcare
3.29K
New
$95.64 - $110.29 $314K - $362K
3.29K $318M
Activity Summary
Buys All Purchases 281 New Holdings 53 Increased Positions 228 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 4 Puts 1
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