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
WSM
Williams Sonoma Inc

Consumer Cyclical
1.24K
+ 45.73%
$158.1 - $217.71 $196K - $270K
3.96K $732M
ACIW
Aci Worldwide, Inc.

Technology
5.94K
New
$50.38 - $57.35 $299K - $341K
5.94K $308M
SPOT
Spotify Technology S.A.

Communication Services
681
New
$457.79 - $648.32 $312K - $442K
681 $305M
BOX
Box Inc

Technology
9.44K
New
$30.22 - $35.39 $285K - $334K
9.44K $298M
NPO
Enpro Industries, Inc

Industrials
1.73K
New
$161.21 - $207.46 $278K - $358K
1.73K $298M
VUG
Vanguard Growth ETF

ETFs
646
+ 70.99%
$369.1 - $427.61 $238K - $276K
1.56K $639M
PM
Philip Morris International Inc.

Consumer Defensive
2.7K
+ 7.89%
$117.15 - $158.79 $316K - $428K
36.9K $4.44B
SONY
Sony Group Corp

Technology
35.9K
+ 569.28%
$19.88 - $25.64 $713K - $919K
42.2K $892M
KNSL
Kinsale Capital Group, Inc.

Financial Services
599
New
$416.48 - $494.72 $249K - $296K
599 $279M
Blackrock Inc
270
New
N/A
270 $277M
VO
Vanguard Mid Cap ETF

ETFs
1.02K
New
$251.87 - $277.95 $256K - $282K
1.02K $268M
CB
Chubb LTD

Financial Services
964
New
$257.71 - $301.99 $248K - $291K
964 $266M
VLO
Valero Energy Corp

Energy
2.15K
New
$121.76 - $142.99 $261K - $307K
2.15K $263M
WTW
Willis Towers Watson PLC

Financial Services
837
New
$306.61 - $340.78 $257K - $285K
837 $262M
DECK
Deckers Outdoor Corp

Consumer Cyclical
674
+ 24.02%
$111.56 - $223.11 $75.2K - $150K
3.48K $707M
AVAV
Aero Vironment Inc

Industrials
1.67K
New
$120.93 - $186.12 $202K - $311K
1.67K $257M
ALL
Allstate Corp

Financial Services
1.31K
New
$180.99 - $210.18 $238K - $276K
1.31K $253M
OII
Oceaneering International Inc

Energy
9.61K
New
$19.14 - $27.93 $184K - $268K
9.61K $251M
PJT
Pjt Partners Inc.

Financial Services
1.01K
+ 27.39%
$135.97 - $177.59 $137K - $179K
4.68K $738M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31K
+ 13.11%
$33.84 - $37.77 $1.05M - $1.17M
268K $9.14B
RMBS
Rambus Inc

Technology
4.66K
New
$51.55 - $68.59 $240K - $319K
4.66K $246M
BMI
Badger Meter Inc

Technology
1.21K
+ 76.96%
$189.49 - $221.51 $229K - $267K
2.77K $588M
VOT
Vanguard Mid Cap Growth Index

ETFs
969
New
$237.72 - $276.98 $230K - $268K
969 $246M
MS
Morgan Stanley

Financial Services
581
+ 7.29%
$111.68 - $141.08 $64.9K - $82K
8.56K $1.08B
CTRA
Coterra Energy Inc.

Energy
9.55K
New
$25.51 - $29.83 $243K - $285K
9.55K $244M
MSTR
Microstrategy Inc

Technology
830
New
$239.27 - $396.5 $199K - $329K
830 $240M
FAST
Fastenal CO

Industrials
3.29K
New
$71.11 - $79.98 $234K - $263K
3.29K $237M
RRC
Range Resources Corp

Energy
6.52K
New
$35.22 - $41.29 $230K - $269K
6.52K $235M
BX
Blackstone Inc.

Financial Services
1.31K
New
$136.53 - $186.74 $179K - $245K
1.31K $226M
PCOR
Procore Technologies, Inc.

Technology
3.01K
New
$65.21 - $88.33 $196K - $266K
3.01K $226M
HQY
Healthequity, Inc.

Healthcare
2.35K
New
$84.32 - $114.51 $198K - $269K
2.35K $225M
ADSK
Autodesk, Inc.

Technology
451
+ 11.14%
N/A
4.5K $1.33B
CR
Crane Holdings, Co.

Industrials
3.76K
New
$150.33 - $175.81 $566K - $661K
3.76K $219M
CHKP
Check Point Software Technologies LTD

Technology
1.17K
New
$179.88 - $231.31 $211K - $271K
1.17K $219M
WAL
Western Alliance Bancorporation

Financial Services
2.6K
New
$72.65 - $94.0 $189K - $244K
2.6K $217M
GLOB
Globant S.A.

Technology
1K
New
$117.72 - $228.73 $118K - $230K
1K $215M
TMUS
T Mobile Us, Inc.

Communication Services
972
New
$211.3 - $272.83 $205K - $265K
972 $215M
MSI
Motorola Solutions, Inc.

Technology
460
New
$411.73 - $482.1 $189K - $222K
460 $213M
SM
Sm Energy CO

Energy
5.48K
New
$27.15 - $44.69 $149K - $245K
5.48K $212M
IEMG
Ishares Inc

ETFs
4.04K
New
N/A
4.04K $211M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
12.6K
New
$10.98 - $17.34 $138K - $218K
12.6K $210M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.83K
New
$99.42 - $126.15 $182K - $231K
1.83K $210M
MC
Moelis & CO

Financial Services
2.83K
New
$57.91 - $81.2 $164K - $230K
2.83K $209M
KMI
Kinder Morgan, Inc.

Energy
7.43K
New
$26.1 - $31.22 $194K - $232K
7.43K $203M
HON
Honeywell International Inc

Industrials
764
+ 59.13%
$202.75 - $226.52 $155K - $173K
2.06K $464M
C
Citigroup Inc

Financial Services
792
+ 4.59%
$67.23 - $84.63 $53.2K - $67K
18K $1.27B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
12K
+ 39.85%
$11.66 - $14.98 $140K - $179K
42K $493M
SNA
Snap On Inc

Industrials
136
+ 4.83%
$324.09 - $358.62 $44.1K - $48.8K
2.95K $1B
MRK
Merck & Co., Inc.

Healthcare
4.14K
+ 25.79%
$83.01 - $101.02 $344K - $418K
20.2K $2.01B
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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