Portside Wealth Group, LLC Purchases in Q3 2024

Portside Wealth Group, LLC

  • $586 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAON
Aaon, Inc.

Industrials
1.17K
+ 7.08%
$83.58 - $107.82 $97.6K - $126K
17.7K $1.91B
CW
Curtiss Wright Corp

Industrials
1.25K
+ 142.94%
$265.18 - $332.22 $330K - $414K
2.12K $696M
Profesionally Managed Portfo
11.7K
+ 25.7%
N/A
57.3K $1.71B
ABBV
Abb Vie Inc.

Healthcare
81
+ 0.55%
$163.84 - $199.33 $13.3K - $16.1K
14.9K $2.93B
AVGO
Broadcom Inc.

Technology
2.28K
New
$136.27 - $1745.86 $311K - $3.99M
2.28K $394M
BA
Boeing CO

Industrials
4.49K
+ 46.55%
$152.04 - $190.6 $683K - $856K
14.1K $2.15B
BMY
Bristol Myers Squibb CO

Healthcare
4.89K
+ 36.02%
$39.66 - $51.75 $194K - $253K
18.5K $956M
GILD
Gilead Sciences, Inc.

Healthcare
1.83K
+ 11.73%
$66.59 - $83.99 $122K - $153K
17.4K $1.46B
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2.29K
New
$115.7 - $167.81 $265K - $384K
2.29K $383M
POOL
Pool Corp

Industrials
483
+ 18.46%
$296.17 - $376.8 $143K - $182K
3.1K $1.17B
ITGR
Integer Holdings Corp

Healthcare
2.74K
New
$110.25 - $131.62 $302K - $360K
2.74K $356M
STRL
Sterling Construction CO Inc

Industrials
1.94K
+ 71.7%
$102.56 - $148.9 $199K - $288K
4.64K $672M
USB
Us Bancorp \De\

Financial Services
2.7K
+ 7.09%
$39.04 - $47.23 $105K - $127K
40.7K $1.86B
SBUX
Starbucks Corp

Consumer Cyclical
958
+ 7.33%
$72.51 - $98.6 $69.5K - $94.5K
14K $1.37B
USFD
Us Foods Holding Corp.

Consumer Defensive
5.66K
New
$50.06 - $62.82 $283K - $356K
5.66K $348M
JNJ
Johnson & Johnson

Healthcare
879
+ 7.0%
$145.48 - $167.38 $128K - $147K
13.4K $2.18B
PTC
Ptc Inc.

Technology
1.89K
+ 138.55%
$164.85 - $187.32 $311K - $353K
3.25K $587M
KO
Coca Cola CO

Consumer Defensive
52
+ 0.13%
$62.69 - $73.01 $3.26K - $3.8K
40.2K $2.89B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.23K
New
$240.48 - $267.94 $296K - $330K
1.23K $329M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.54K
+ 11.19%
$68.79 - $76.02 $174K - $193K
25.2K $1.92B
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.19K
+ 132.08%
$51.3 - $64.42 $266K - $334K
9.12K $522M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.94K
New
$72.18 - $107.33 $212K - $315K
2.94K $312M
SAP
Sap Se

Technology
389
+ 5.11%
$197.21 - $231.0 $76.7K - $89.9K
8K $1.83B
Cooper Cos Inc
624
+ 6.55%
N/A
10.2K $1.12B
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.26K
+ 12.3%
$93.65 - $97.81 $212K - $221K
20.7K $2.02B
ICFI
Icf International, Inc.

Industrials
1.71K
New
$129.47 - $169.48 $221K - $289K
1.71K $285M
SE
Sea LTD

Consumer Cyclical
3.01K
New
$59.94 - $94.83 $180K - $285K
3.01K $284M
Smith Douglas Homes Corp
7.48K
New
N/A
7.48K $283M
AMAT
Applied Materials Inc

Technology
2.02K
+ 53.26%
$174.88 - $254.97 $354K - $516K
5.82K $1.18B
CNS
Cohen & Steers, Inc.

Financial Services
2.83K
New
$70.88 - $97.15 $201K - $275K
2.83K $272M
LLY
Eli Lilly & CO

Healthcare
365
+ 13.07%
$772.14 - $960.02 $282K - $350K
3.16K $2.8B
OHI
Omega Healthcare Investors Inc

Real Estate
6.41K
New
$33.55 - $41.29 $215K - $265K
6.41K $261M
AVTR
Avantor, Inc.

Basic Materials
10K
New
$20.58 - $27.7 $207K - $278K
10K $260M
TYL
Tyler Technologies Inc

Technology
443
New
$499.52 - $595.46 $221K - $264K
443 $259M
EVR
Evercore Inc.

Financial Services
972
New
$211.0 - $258.67 $205K - $251K
972 $246M
CVS
Cvs Health Corp

Healthcare
2.31K
+ 8.9%
$55.81 - $63.18 $129K - $146K
28.3K $1.78B
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.53K
+ 47.73%
$92.56 - $99.46 $234K - $252K
7.84K $752M
WHD
Cactus, Inc.

Energy
4.08K
New
$51.05 - $63.46 $208K - $259K
4.08K $243M
LRN
Stride, Inc.

Consumer Defensive
2.84K
New
$66.21 - $85.31 $188K - $242K
2.84K $242M
AZEK
Azek CO Inc.

Industrials
5.15K
New
$36.81 - $46.9 $190K - $242K
5.15K $241M
WRB
Berkley W R Corp

Financial Services
4.21K
New
$51.54 - $79.62 $217K - $335K
4.21K $239M
ALGN
Align Technology Inc

Healthcare
936
New
$204.03 - $257.2 $191K - $241K
936 $238M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.28K
New
$156.14 - $187.2 $200K - $239K
1.28K $236M
AMT
American Tower Corp

Real Estate
81
+ 1.44%
$192.27 - $242.73 $15.6K - $19.7K
5.7K $1.32B
AES
Aes Corp

Utilities
5.16K
+ 10.08%
$16.18 - $20.07 $83.5K - $104K
56.4K $1.13B
ABCB
Ameris Bancorp

Financial Services
3.7K
New
$48.61 - $65.14 $180K - $241K
3.7K $231M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.36K
New
$85.84 - $85.84 $203K - $203K
2.36K $229M
FDS
Factset Research Systems Inc

Financial Services
136
+ 4.24%
$397.04 - $469.48 $54K - $63.8K
3.35K $1.54B
PSX
Phillips 66

Energy
1.73K
New
$125.0 - $147.17 $217K - $255K
1.73K $228M
Activity Summary
Buys All Purchases 275 New Holdings 48 Increased Positions 227 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 3 Puts 0
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