Portside Wealth Group, LLC Purchases in Q2 2025

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DEO
Diageo PLC

Consumer Defensive
215
+ 4.34%
$99.86 - $115.75 $21.5K - $24.9K
5.17K $522M
AJG
Arthur J. Gallagher & Co.

Financial Services
94
+ 8.09%
$310.86 - $348.77 $29.2K - $32.8K
1.26K $402M
AVY
Avery Dennison Corp

Industrials
17
+ 1.35%
$159.58 - $183.97 $2.71K - $3.13K
1.28K $225M
OHI
Omega Healthcare Investors Inc

Real Estate
188
+ 3.5%
$35.55 - $39.05 $6.68K - $7.34K
5.56K $204M
AMGN
Amgen Inc

Healthcare
133
+ 11.34%
$262.28 - $309.85 $34.9K - $41.2K
1.31K $365M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3
+ 0.1%
$99.97 - $129.69 $300 - $389
3.06K $319M
DUK
Duke Energy Corp

Utilities
377
+ 3.25%
$112.46 - $124.05 $42.4K - $46.8K
12K $1.41B
TDC
Teradata Corp

Technology
9
+ 0.06%
$19.2 - $23.59 $173 - $212
14.1K $316M
PSX
Phillips 66

Energy
48
+ 2.51%
$92.87 - $125.73 $4.46K - $6.04K
1.96K $234M
LEN
Lennar Corp

Consumer Cyclical
81
+ 2.93%
$102.76 - $115.66 $8.32K - $9.37K
2.85K $315M
CHKP
Check Point Software Technologies LTD

Technology
37
+ 2.06%
$204.26 - $233.47 $7.56K - $8.64K
1.83K $405M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
253
+ 8.59%
$421.16 - $509.5 $107K - $129K
3.2K $1.42B
TSCO
Tractor Supply CO

Consumer Cyclical
380
+ 3.58%
$47.86 - $55.77 $18.2K - $21.2K
11K $580M
AGNC
Agnc Investment Corp.

Real Estate
259
+ 1.32%
$8.12 - $9.49 $2.1K - $2.46K
19.8K $182M
TMUS
T Mobile Us, Inc.

Communication Services
106
+ 9.87%
$220.99 - $268.54 $23.4K - $28.5K
1.18K $281M
GIS
General Mills Inc

Consumer Defensive
1.92K
+ 14.52%
$50.37 - $60.97 $96.6K - $117K
15.1K $783M
DAVA
Endava PLC

Technology
5.78K
+ 25.46%
$13.81 - $21.5 $79.9K - $124K
28.5K $437M
YUM
Yum Brands Inc

Consumer Cyclical
148
+ 4.76%
$138.36 - $161.45 $20.5K - $23.9K
3.25K $482M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
208
+ 18.67%
$483.07 - $625.6 $100K - $130K
1.32K $694M
AZN
Astrazeneca PLC

Healthcare
238
+ 2.89%
$64.87 - $75.0 $15.4K - $17.9K
8.47K $592M
AEP
American Electric Power CO Inc

Utilities
300
+ 3.73%
$98.59 - $109.11 $29.6K - $32.7K
8.35K $866M
CNS
Cohen & Steers, Inc.

Financial Services
16
+ 0.45%
$70.24 - $83.51 $1.12K - $1.34K
3.55K $267M
EXPO
Exponent Inc

Industrials
11
+ 0.37%
$72.88 - $81.75 $802 - $899
3K $224M
ICLR
Icon PLC

Healthcare
193
+ 11.89%
$126.62 - $168.7 $24.4K - $32.6K
1.82K $264M
EXPD
Expeditors International Of Washington Inc

Industrials
35
+ 0.85%
$102.84 - $122.24 $3.6K - $4.28K
4.18K $477M
GSHD
Goosehead Insurance, Inc.

Financial Services
737
+ 9.17%
$93.19 - $121.83 $68.7K - $89.8K
8.78K $926M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
26
+ 2.04%
$212.1 - $244.27 $5.51K - $6.35K
1.3K $284M
WEX
Wex Inc.

Technology
8
+ 0.27%
$113.47 - $161.8 $908 - $1.29K
2.94K $431M
POOL
Pool Corp

Industrials
128
+ 4.65%
$285.0 - $325.66 $36.5K - $41.7K
2.88K $839M
FANG
Diamondback Energy, Inc.

Energy
70
+ 2.96%
$119.25 - $161.49 $8.35K - $11.3K
2.44K $335M
SHEL
Shell PLC

Energy
797
+ 2.25%
$59.75 - $73.05 $47.6K - $58.2K
36.2K $2.55B
LOW
Lowes Companies Inc

Consumer Cyclical
104
+ 1.62%
$210.83 - $235.28 $21.9K - $24.5K
6.52K $1.45B
PFE
Pfizer Inc

Healthcare
925
+ 1.36%
$21.59 - $24.84 $20K - $23K
68.8K $1.67B
FISV
Fiserv Inc

Technology
138
+ 7.95%
N/A
1.87K $323M
PG
Procter & Gamble CO

Consumer Defensive
573
+ 4.18%
$157.66 - $172.39 $90.3K - $98.8K
14.3K $2.27B
AES
Aes Corp

Utilities
5.4K
+ 7.19%
$9.63 - $12.55 $52K - $67.7K
80.5K $847M
CNC
Centene Corp

Healthcare
104
+ 0.69%
$53.4 - $64.29 $5.55K - $6.69K
15.2K $824M
PEP
Pepsico Inc

Consumer Defensive
570
+ 4.99%
$128.02 - $151.37 $73K - $86.3K
12K $1.58B
Cooper Cos Inc
124
+ 1.13%
N/A
11.1K $791M
MRK
Merck & Co., Inc.

Healthcare
939
+ 4.61%
$73.47 - $87.12 $69K - $81.8K
21.3K $1.69B
UPS
United Parcel Service Inc

Industrials
29
+ 0.15%
$91.92 - $110.2 $2.67K - $3.2K
19.1K $1.93B
PCG
Pg&E Corp

Utilities
1.26K
+ 1.83%
$13.55 - $17.87 $17K - $22.4K
69.9K $975M
ZTS
Zoetis Inc.

Healthcare
135
+ 0.4%
$144.41 - $170.3 $19.5K - $23K
33.8K $5.28B
JNJ
Johnson & Johnson

Healthcare
216
+ 0.73%
$146.36 - $159.82 $31.6K - $34.5K
29.7K $4.54B
CVX
Chevron Corp

Energy
162
+ 0.71%
$133.73 - $168.51 $21.7K - $27.3K
22.9K $3.27B
Activity Summary
Buys All Purchases 296 New Holdings 53 Increased Positions 243 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 3 Puts 1
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email