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
HD
Home Depot, Inc.

Consumer Cyclical
191
+ 2.68%
$347.25 - $424.87 $66.3K - $81.2K
7.31K $2.84B
NDSN
Nordson Corp

Industrials
71
+ 6.62%
$200.12 - $224.07 $14.2K - $15.9K
1.14K $239M
BSY
Bentley Systems Inc

Technology
217
+ 1.65%
$39.34 - $47.7 $8.54K - $10.4K
13.3K $623M
AMGN
Amgen Inc

Healthcare
144
+ 9.82%
$258.59 - $327.36 $37.2K - $47.1K
1.61K $420M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
77
+ 2.63%
$80.53 - $147.57 $6.2K - $11.4K
3K $255M
AMAT
Applied Materials Inc

Technology
1.05K
+ 18.15%
$145.06 - $195.51 $152K - $205K
6.83K $1.11B
LEN
Lennar Corp

Consumer Cyclical
219
+ 11.72%
$113.93 - $141.54 $25K - $31K
2.09K $285M
VVV
Valvoline Inc

Energy
149
+ 1.16%
$34.44 - $40.19 $5.13K - $5.99K
13K $471M
LMT
Lockheed Martin Corp

Industrials
162
+ 10.87%
$423.19 - $506.29 $68.6K - $82K
1.65K $803M
MPC
Marathon Petroleum Corp

Energy
611
+ 9.26%
$134.72 - $159.03 $82.3K - $97.2K
7.21K $1.01B
HALO
Halozyme Therapeutics, Inc.

Healthcare
222
+ 2.44%
$47.74 - $65.16 $10.6K - $14.5K
9.32K $445M
ABBV
Abb Vie Inc.

Healthcare
1.12K
+ 7.95%
$169.2 - $216.66 $189K - $242K
15.2K $2.69B
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.07%
$279.74 - $321.29 $1.12K - $1.29K
5.69K $1.65B
CMCSA
Comcast Corp

Communication Services
695
+ 2.71%
$33.19 - $38.23 $23.1K - $26.6K
26.3K $989M
AZN
Astrazeneca PLC

Healthcare
388
+ 4.22%
$65.37 - $77.96 $25.4K - $30.2K
9.59K $628M
SHEL
Shell PLC

Energy
3
+ 0.01%
$62.84 - $73.29 $189 - $220
27.2K $1.71B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.66K
+ 73.5%
$18.36 - $20.51 $159K - $178K
20.4K $378M
Cooper Cos Inc
836
+ 8.29%
N/A
10.9K $1B
UFPT
Ufp Technologies Inc

Healthcare
101
+ 5.4%
$198.85 - $285.04 $20.1K - $28.8K
1.97K $482M
QCOM
Qualcomm Inc

Technology
887
+ 5.54%
$151.94 - $175.86 $135K - $156K
16.9K $2.6B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.52K
+ 3.59%
$37.07 - $40.63 $130K - $143K
101K $3.89B
LYB
Lyondell Basell Industries N.V.

Basic Materials
223
+ 2.88%
$69.82 - $78.67 $15.6K - $17.5K
7.97K $592M
RTX
Raytheon Technologies Corp

Industrials
374
+ 0.95%
$114.1 - $135.66 $42.7K - $50.7K
39.9K $4.62B
FCX
Freeport Mcmoran Inc

Basic Materials
2.19K
+ 10.03%
$34.5 - $43.01 $75.5K - $94.1K
24K $914M
CI
Cigna Corp

Healthcare
178
+ 5.32%
$274.49 - $329.0 $48.9K - $58.6K
3.52K $972M
GD
General Dynamics Corp

Industrials
89
+ 1.51%
$241.94 - $272.58 $21.5K - $24.3K
5.97K $1.57B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
55
+ 7.63%
$634.14 - $744.83 $34.9K - $41K
776 $553M
AES
Aes Corp

Utilities
15.3K
+ 27.24%
$9.93 - $13.23 $152K - $202K
71.3K $918M
KO
Coca Cola CO

Consumer Defensive
796
+ 2.01%
$60.81 - $72.32 $48.4K - $57.6K
40.4K $2.52B
UL
Unilever PLC

Consumer Defensive
106
+ 0.23%
$54.72 - $60.29 $5.8K - $6.39K
45.2K $2.56B
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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