Portside Wealth Group, LLC Purchases in Q3 2025

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
189
New
N/A
189 $220M
NOVT
Novanta Inc

Technology
2.73K
+ 138.59%
N/A
4.69K $470M
NEE
Nextera Energy Inc

Utilities
2.82K
New
$69.77 - $77.54 $197K - $219K
2.82K $213M
KR
Kroger CO

Consumer Defensive
3.14K
New
$64.52 - $74.35 $202K - $233K
3.14K $211M
GLD
Spdr Gold Trust

ETFs
582
New
$300.96 - $355.47 $175K - $207K
582 $207M
TRNO
Terreno Realty Corp

Real Estate
3.63K
New
$53.01 - $59.08 $193K - $215K
3.63K $206M
NVT
N Vent Electric PLC

Industrials
26
+ 0.32%
$72.16 - $100.25 $1.88K - $2.61K
8.04K $793M
CRC
California Resources Corp

Energy
3.84K
New
$46.11 - $57.82 $177K - $222K
3.84K $204M
SAIA
Saia Inc

Industrials
681
New
$281.49 - $333.61 $192K - $227K
681 $204M
SPG
Simon Property Group Inc

Real Estate
202
+ 3.29%
$159.93 - $187.67 $32.3K - $37.9K
6.33K $1.19B
COP
Conocophillips

Energy
1.26K
+ 7.66%
$91.0 - $98.99 $115K - $125K
17.8K $1.68B
MPWR
Monolithic Power Systems Inc

Technology
3
+ 0.29%
$711.24 - $922.81 $2.13K - $2.77K
1.02K $941M
MS
Morgan Stanley

Financial Services
154
+ 1.64%
$139.09 - $161.16 $21.4K - $24.8K
9.53K $1.51B
SKY
Skyline Champion Corp

Consumer Cyclical
1.85K
+ 49.85%
$60.9 - $78.84 $113K - $146K
5.57K $425M
MCD
Mcdonalds Corp

Consumer Cyclical
396
+ 6.62%
$291.67 - $316.99 $116K - $126K
6.38K $1.94B
WMS
Advanced Drainage Systems, Inc.

Industrials
738
+ 21.49%
$110.89 - $148.5 $81.8K - $110K
4.17K $579M
AZN
Astrazeneca PLC

Healthcare
1.6K
+ 18.9%
$68.72 - $82.11 $110K - $131K
10.1K $773M
CVLT
Commvault Systems Inc

Technology
617
+ 14.58%
$163.43 - $195.41 $101K - $121K
4.85K $915M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
225
+ 17.02%
$534.91 - $598.71 $120K - $135K
1.55K $870M
CALX
Calix, Inc

Technology
1.74K
+ 21.68%
$50.08 - $64.04 $87K - $111K
9.75K $599M
BDX
Becton Dickinson & CO

Healthcare
291
+ 3.73%
$172.41 - $199.66 $50.2K - $58.1K
8.1K $1.52B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.29K
+ 26.06%
$50.47 - $50.74 $166K - $167K
15.9K $807M
DUK
Duke Energy Corp

Utilities
794
+ 6.64%
$116.31 - $125.93 $92.4K - $100K
12.8K $1.58B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.83K
+ 1.62%
$21.77 - $22.57 $83.4K - $86.5K
241K $5.4B
CYBR
Cyber Ark Software Ltd.

Technology
23
+ 1.14%
$374.8 - $491.1 $8.62K - $11.3K
2.05K $989M
AVAV
Aero Vironment Inc

Industrials
358
+ 20.43%
$226.08 - $314.89 $80.9K - $113K
2.11K $664M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
72
+ 2.66%
$224.68 - $282.71 $16.2K - $20.4K
2.78K $776M
Brookfield Corp
580
+ 3.2%
N/A
18.7K $1.28B
KLAC
Kla Corp

Technology
81
+ 20.56%
$843.9 - $1078.6 $68.4K - $87.4K
475 $512M
NVS
Novartis Ag

Healthcare
945
+ 18.23%
$113.5 - $129.73 $107K - $123K
6.13K $786M
WMB
Williams Companies, Inc.

Energy
2.3K
+ 11.67%
$56.52 - $64.01 $130K - $147K
22K $1.4B
SHEL
Shell PLC

Energy
1.61K
+ 4.45%
$69.82 - $73.93 $112K - $119K
37.8K $2.7B
ACIW
Aci Worldwide, Inc.

Technology
2.01K
+ 31.74%
$40.74 - $52.9 $82K - $106K
8.36K $441M
SCHW
Schwab Charles Corp

Financial Services
989
+ 8.02%
$91.03 - $98.69 $90K - $97.6K
13.3K $1.27B
AXP
American Express CO

Financial Services
316
+ 10.09%
$294.27 - $342.31 $93K - $108K
3.45K $1.15B
SE
Sea LTD

Consumer Cyclical
85
+ 1.24%
$146.23 - $196.5 $12.4K - $16.7K
6.95K $1.24B
NPO
Enpro Industries, Inc

Industrials
354
+ 19.48%
$195.22 - $231.56 $69.1K - $82K
2.17K $491M
WEC
Wec Energy Group, Inc.

Utilities
217
+ 1.95%
$103.66 - $114.59 $22.5K - $24.9K
11.4K $1.3B
CME
Cme Group Inc.

Financial Services
608
+ 13.54%
$258.83 - $287.1 $157K - $175K
5.1K $1.38B
HSY
Hershey CO

Consumer Defensive
566
+ 38.58%
$161.95 - $193.45 $91.7K - $109K
2.03K $380M
EXPD
Expeditors International Of Washington Inc

Industrials
831
+ 19.89%
$111.37 - $124.95 $92.5K - $104K
5.01K $614M
AEP
American Electric Power CO Inc

Utilities
536
+ 6.42%
$103.26 - $115.0 $55.3K - $61.6K
8.88K $999M
ETN
Eaton Corp PLC

Industrials
322
+ 49.85%
$342.99 - $392.76 $110K - $126K
968 $362M
JBT
John Bean Technologies Corp

Industrials
569
+ 23.42%
N/A
3K $421M
CR
Crane Holdings, Co.

Industrials
569
+ 8.7%
$178.73 - $198.45 $102K - $113K
7.11K $477M
MNDY
Monday.Com Ltd.

Technology
1.03K
+ 161.35%
$171.46 - $309.62 $177K - $319K
1.67K $323M
ABCB
Ameris Bancorp

Financial Services
1.08K
+ 22.31%
$65.68 - $76.41 $70.9K - $82.5K
5.92K $434M
ARGX
Argenx Se

Healthcare
16
+ 2.82%
$538.64 - $768.0 $8.62K - $12.3K
583 $430M
MOGA
Moog Inc Cla
329
+ 18.74%
N/A
2.09K $433M
Activity Summary
Buys All Purchases 285 New Holdings 42 Increased Positions 243 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 4 Puts 4
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