Portside Wealth Group, LLC Purchases in Q1 2025

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STE
Steris PLC

Healthcare
253
+ 18.56%
$202.46 - $232.74 $51.2K - $58.9K
1.62K $366M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.99K
+ 4.92%
$55.41 - $60.74 $110K - $121K
42.4K $2.4B
BR
Broadridge Financial Solutions, Inc.

Technology
196
+ 9.91%
$221.46 - $244.83 $43.4K - $48K
2.17K $527M
CB
Chubb LTD

Financial Services
182
+ 18.88%
$257.71 - $301.99 $46.9K - $55K
1.15K $346M
MKC
Mccormick & CO Inc

Consumer Defensive
387
+ 5.0%
$71.24 - $84.73 $27.6K - $32.8K
8.12K $668M
CTRA
Coterra Energy Inc.

Energy
1.62K
+ 16.92%
$25.51 - $29.83 $41.2K - $48.2K
11.2K $323M
DE
Deere & CO

Industrials
109
+ 18.66%
$408.57 - $509.27 $44.5K - $55.5K
693 $325M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
1.33K
+ 2.55%
N/A
53.7K $2.7B
LOW
Lowes Companies Inc

Consumer Cyclical
657
+ 11.41%
$222.66 - $268.42 $146K - $176K
6.41K $1.5B
RELX
Relx PLC

Communication Services
325
+ 2.78%
$45.34 - $51.91 $14.7K - $16.9K
12K $607M
AZEK
Azek CO Inc.

Industrials
1.24K
+ 21.7%
$39.61 - $52.0 $49K - $64.3K
6.94K $339M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.73K
+ 2.65%
$29.82 - $30.1 $51.5K - $52K
67K $2.02B
IDCC
Inter Digital, Inc.

Communication Services
212
+ 12.79%
$171.68 - $225.72 $36.4K - $47.9K
1.87K $386M
MMSI
Merit Medical Systems Inc

Healthcare
331
+ 10.08%
$95.64 - $110.29 $31.7K - $36.5K
3.62K $382M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.39K
+ 7.59%
$30.35 - $33.16 $42.2K - $46.2K
19.7K $630M
ATO
Atmos Energy Corp

Utilities
142
+ 5.51%
$136.51 - $154.58 $19.4K - $22K
2.72K $420M
MPC
Marathon Petroleum Corp

Energy
106
+ 1.47%
$134.72 - $159.03 $14.3K - $16.9K
7.32K $1.07B
EFV
Msci Eafe Value ETF

ETFs
301
+ 4.65%
$51.88 - $60.73 $15.6K - $18.3K
6.78K $400M
NU
Nu Holdings Ltd.

Financial Services
5.94K
+ 50.78%
$10.12 - $13.95 $60.1K - $82.8K
17.6K $180M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.55K
+ 1.98%
$42.38 - $43.28 $65.5K - $66.9K
79.8K $3.39B
FAST
Fastenal CO

Industrials
517
+ 15.71%
$71.11 - $79.98 $36.8K - $41.3K
3.81K $295M
RRC
Range Resources Corp

Energy
821
+ 12.6%
$35.22 - $41.29 $28.9K - $33.9K
7.34K $293M
AME
Ametek Inc

Industrials
516
+ 13.56%
$170.39 - $190.43 $87.9K - $98.3K
4.32K $744M
SKY
Skyline Champion Corp

Consumer Cyclical
306
+ 8.58%
$85.72 - $108.14 $26.2K - $33.1K
3.87K $367M
FISV
Fiserv Inc

Technology
124
+ 7.7%
N/A
1.74K $383M
SEIC
Sei Investments CO

Financial Services
1K
+ 18.49%
$72.08 - $86.58 $72.3K - $86.8K
6.43K $499M
TSCO
Tractor Supply CO

Consumer Cyclical
536
+ 5.32%
$51.66 - $57.94 $27.7K - $31.1K
10.6K $584M
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 0.11%
$124.46 - $147.4 $622 - $737
4.4K $626M
GIS
General Mills Inc

Consumer Defensive
1.59K
+ 13.73%
$57.56 - $65.3 $91.7K - $104K
13.2K $789M
SYK
Stryker Corp

Healthcare
107
+ 15.69%
$355.18 - $399.9 $38K - $42.8K
789 $294M
CTVA
Corteva, Inc.

Basic Materials
121
+ 2.01%
$55.94 - $66.15 $6.77K - $8K
6.14K $387M
SPGI
S&P Global Inc.

Financial Services
68
+ 7.88%
$478.26 - $543.77 $32.5K - $37K
931 $473M
ACIW
Aci Worldwide, Inc.

Technology
478
+ 8.05%
$50.38 - $57.35 $24.1K - $27.4K
6.42K $351M
OKE
Oneok Inc

Energy
555
+ 5.25%
$89.57 - $109.85 $49.7K - $61K
11.1K $1.1B
DAVA
Endava PLC

Technology
9.74K
+ 75.03%
$19.51 - $34.49 $190K - $336K
22.7K $443M
INTU
Intuit Inc

Technology
83
+ 13.22%
$555.63 - $630.23 $46.1K - $52.3K
711 $437M
ALL
Allstate Corp

Financial Services
110
+ 8.37%
$180.99 - $210.18 $19.9K - $23.1K
1.42K $295M
CTAS
Cintas Corp

Industrials
53
+ 4.2%
$182.09 - $208.14 $9.65K - $11K
1.31K $270M
HDB
Hdfc Bank LTD

Financial Services
241
+ 2.75%
$58.06 - $66.85 $14K - $16.1K
9.01K $599M
VT
Vanguard Total World Stk Index

ETFs
360
+ 17.55%
$115.08 - $123.97 $41.4K - $44.6K
2.41K $280M
BCPC
Balchem Corp

Basic Materials
198
+ 11.0%
$154.22 - $176.16 $30.5K - $34.9K
2K $332M
ROLL
Rbc Bearings Inc

Industrials
63
+ 8.05%
N/A
846 $272M
SNA
Snap On Inc

Industrials
134
+ 4.55%
$324.09 - $358.62 $43.4K - $48.1K
3.08K $1.04B
CNC
Centene Corp

Healthcare
583
+ 4.02%
$55.93 - $65.89 $32.6K - $38.4K
15.1K $915M
MPWR
Monolithic Power Systems Inc

Technology
78
+ 9.08%
$565.7 - $720.25 $44.1K - $56.2K
937 $543M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
451
+ 2.21%
$18.36 - $20.51 $8.28K - $9.25K
20.9K $413M
TYL
Tyler Technologies Inc

Technology
56
+ 11.76%
$553.41 - $646.74 $31K - $36.2K
532 $309M
GLW
Corning Inc

Technology
1.6K
+ 7.0%
$44.91 - $54.25 $72K - $87K
24.5K $1.12B
PSX
Phillips 66

Energy
133
+ 7.48%
$113.93 - $131.55 $15.2K - $17.5K
1.91K $236M
Activity Summary
Buys All Purchases 312 New Holdings 41 Increased Positions 271 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 2 Puts 0
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