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
APH
Amphenol Corp

Technology
2.4K
+ 54.36%
$61.62 - $78.55 $148K - $189K
6.82K $473M
IEF
Ishares Barclays

ETFs
4K
+ 12.29%
$91.17 - $95.39 $364K - $381K
36.5K $3.38B
Global X Fds
4.75K
+ 12.56%
N/A
42.6K $1.59B
WM
Waste Management Inc

Industrials
937
+ 39.94%
$200.54 - $233.78 $188K - $219K
3.28K $662M
SE
Sea LTD

Consumer Cyclical
1.32K
+ 44.25%
$104.87 - $146.31 $138K - $193K
4.3K $456M
CVX
Chevron Corp

Energy
1.51K
+ 8.49%
$146.71 - $167.97 $221K - $253K
19.3K $2.79B
QQQ
Invesco Qqq Trust, Series 1

ETFs
269
+ 18.86%
$468.34 - $539.52 $126K - $145K
1.7K $867M
AME
Ametek Inc

Industrials
798
+ 26.53%
$170.39 - $190.43 $136K - $152K
3.81K $686M
CAT
Caterpillar Inc

Industrials
759
+ 20.0%
$326.75 - $407.63 $248K - $309K
4.55K $1.65B
ARES
Ares Management Corp

Financial Services
68
+ 0.93%
$140.19 - $198.28 $9.53K - $13.5K
7.37K $1.3B
PSTG
Pure Storage, Inc.

Technology
1.03K
+ 12.94%
$44.27 - $72.37 $45.6K - $74.5K
8.99K $552M
CNC
Centene Corp

Healthcare
4.77K
+ 49.04%
$55.93 - $65.89 $267K - $314K
14.5K $878M
COST
Costco Wholesale Corp

Consumer Defensive
113
+ 8.19%
$890.62 - $1076.86 $101K - $122K
1.49K $1.37B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
15.5K
+ 7.94%
$21.23 - $22.14 $328K - $343K
210K $4.53B
ISRG
Intuitive Surgical Inc

Healthcare
197
+ 17.0%
$476.63 - $610.45 $93.9K - $120K
1.36K $708M
FDS
Factset Research Systems Inc

Financial Services
142
+ 4.26%
$427.5 - $476.51 $60.7K - $67.7K
3.47K $1.67B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
613
+ 18.6%
$62.41 - $133.91 $38.3K - $82.1K
3.91K $491M
PNC
Pnc Financial Services Group, Inc.

Financial Services
608
+ 48.03%
$168.84 - $202.89 $103K - $123K
1.87K $361M
LPLA
Lpl Financial Holdings Inc.

Financial Services
121
+ 13.12%
$308.87 - $383.33 $37.4K - $46.4K
1.04K $341M
MNST
Monster Beverage Corp

Consumer Defensive
2.29K
+ 17.02%
$46.16 - $58.58 $106K - $134K
15.8K $828M
GIS
General Mills Inc

Consumer Defensive
3.27K
+ 39.18%
$57.56 - $65.3 $188K - $213K
11.6K $740M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
974
+ 37.52%
$126.11 - $135.06 $123K - $132K
3.57K $455M
SEIC
Sei Investments CO

Financial Services
720
+ 15.3%
$72.08 - $86.58 $51.9K - $62.3K
5.43K $448M
NU
Nu Holdings Ltd.

Financial Services
11.7K
New
$10.12 - $13.95 $118K - $163K
11.7K $121M
WST
West Pharmaceutical Services Inc

Healthcare
100
+ 3.33%
$199.11 - $347.87 $19.9K - $34.8K
3.1K $1.02B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
179
+ 5.56%
$165.25 - $224.62 $29.6K - $40.2K
3.4K $672M
SQ
Block, Inc.

Technology
447
+ 10.96%
$54.04 - $92.95 $24.2K - $41.5K
4.53K $385M
T
At&T Inc.

Communication Services
1.36K
+ 1.35%
$21.56 - $28.28 $29.4K - $38.5K
102K $2.33B
ETR
Entergy Corp

Utilities
5.73K
+ 97.91%
$75.26 - $87.89 $431K - $503K
11.6K $878M
CTVA
Corteva, Inc.

Basic Materials
1.93K
+ 47.27%
$55.94 - $66.15 $108K - $128K
6.02K $343M
LRN
Stride, Inc.

Consumer Defensive
477
+ 17.11%
$106.34 - $142.28 $50.7K - $67.9K
3.27K $339M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
804
+ 12.63%
$73.82 - $89.02 $59.4K - $71.6K
7.17K $560M
ZTS
Zoetis Inc.

Healthcare
5.01K
+ 22.72%
$156.48 - $175.67 $784K - $881K
27.1K $4.41B
HLI
Houlihan Lokey, Inc.

Financial Services
331
+ 13.66%
$154.43 - $187.4 $51.1K - $62K
2.75K $478M
BMY
Bristol Myers Squibb CO

Healthcare
94
+ 0.51%
$53.9 - $63.11 $5.07K - $5.93K
18.4K $1.04B
PYPL
Pay Pal Holdings, Inc.

Financial Services
661
+ 14.16%
$65.15 - $91.81 $43.1K - $60.7K
5.33K $455M
DAVA
Endava PLC

Technology
711
+ 5.72%
$19.51 - $34.49 $13.9K - $24.5K
13.1K $406M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.84K
+ 6.47%
$106.22 - $110.65 $196K - $204K
30.3K $3.23B
TXN
Texas Instruments Inc

Technology
985
+ 18.65%
N/A
6.27K $1.17B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.34K
+ 4.45%
$42.38 - $43.28 $141K - $144K
78.3K $3.34B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
652
+ 20.07%
$88.0 - $115.5 $57.4K - $75.3K
3.9K $348M
GLW
Corning Inc

Technology
563
+ 2.52%
$44.91 - $54.25 $25.3K - $30.5K
22.9K $1.09B
AXP
American Express CO

Financial Services
11
+ 0.37%
$255.39 - $325.87 $2.81K - $3.58K
2.98K $884M
CYBR
Cyber Ark Software Ltd.

Technology
92
+ 8.11%
$312.8 - $414.31 $28.8K - $38.1K
1.23K $409M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
331
+ 18.52%
$175.5 - $209.86 $58.1K - $69.5K
2.12K $402M
ENB
Enbridge Inc

Energy
383
+ 1.28%
$41.54 - $45.45 $15.9K - $17.4K
30.3K $1.28B
CVLT
Commvault Systems Inc

Technology
530
+ 16.18%
$146.82 - $187.9 $77.8K - $99.6K
3.81K $574M
SPG
Simon Property Group Inc

Real Estate
329
+ 8.01%
$159.48 - $187.78 $52.5K - $61.8K
4.44K $764M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
773
+ 9.11%
$75.47 - $84.24 $58.3K - $65.1K
9.25K $742M
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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