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
KMI
Kinder Morgan, Inc.

Energy
213
+ 2.9%
$26.23 - $28.5 $5.59K - $6.07K
7.55K $214M
EFX
Equifax Inc

Industrials
7
+ 0.42%
$234.03 - $265.73 $1.64K - $1.86K
1.67K $429M
TDC
Teradata Corp

Technology
347
+ 2.45%
$20.11 - $23.21 $6.98K - $8.05K
14.5K $312M
CNS
Cohen & Steers, Inc.

Financial Services
440
+ 12.4%
$65.61 - $78.01 $28.9K - $34.3K
3.99K $262M
RRC
Range Resources Corp

Energy
405
+ 5.55%
$32.79 - $39.33 $13.3K - $15.9K
7.71K $290M
AVY
Avery Dennison Corp

Industrials
60
+ 4.69%
$158.71 - $184.63 $9.52K - $11.1K
1.34K $217M
CNC
Centene Corp

Healthcare
7.55K
+ 49.78%
$25.21 - $56.65 $190K - $428K
22.7K $811M
CSWI
Csw Industrials, Inc.

Industrials
154
+ 13.43%
$289.31 - $293.0 $44.6K - $45.1K
1.3K $316M
ITGR
Integer Holdings Corp

Healthcare
505
+ 15.17%
$100.19 - $121.77 $50.6K - $61.5K
3.84K $396M
UPS
United Parcel Service Inc

Industrials
3.8K
+ 19.87%
$82.58 - $105.54 $313K - $401K
22.9K $1.91B
PG
Procter & Gamble CO

Consumer Defensive
414
+ 2.9%
$150.47 - $161.22 $62.3K - $66.7K
14.7K $2.26B
APG
A Pi Group Corp

Industrials
1.64K
+ 37.08%
$33.09 - $36.34 $54.2K - $59.5K
6.06K $208M
DEO
Diageo PLC

Consumer Defensive
83
+ 1.6%
$93.64 - $115.33 $7.77K - $9.57K
5.26K $501M
AMP
Ameriprise Financial Inc

Financial Services
9
+ 1.54%
$486.13 - $544.55 $4.38K - $4.9K
592 $291M
AMT
American Tower Corp

Real Estate
690
+ 12.23%
$192.32 - $232.35 $133K - $160K
6.33K $1.22B
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.1%
$5364.25 - $5815.92 $5.36K - $5.82K
92 $497M
MAA
Mid America Apartment Communities Inc.

Real Estate
120
+ 2.1%
$138.38 - $153.2 $16.6K - $18.4K
5.82K $813M
DUOL
Duolingo, Inc.

Technology
111
+ 14.55%
$271.18 - $403.06 $30.1K - $44.7K
874 $281M
VCEL
Vericel Corp

Healthcare
1.34K
+ 18.27%
$29.84 - $41.74 $40K - $56K
8.69K $273M
T
At&T Inc.

Communication Services
359
+ 0.48%
$26.94 - $29.62 $9.67K - $10.6K
75.9K $2.14B
RSG
Republic Services, Inc.

Industrials
200
+ 3.7%
$225.33 - $246.01 $45.1K - $49.2K
5.61K $1.29B
Cava Group Inc
767
+ 17.94%
N/A
5.04K $305M
UFPT
Ufp Technologies Inc

Healthcare
210
+ 9.51%
$190.04 - $252.55 $39.9K - $53K
2.42K $483M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
164
+ 3.26%
$93.1 - $110.49 $15.3K - $18.1K
5.2K $485M
ADP
Automatic Data Processing Inc

Industrials
45
+ 0.86%
$288.69 - $310.94 $13K - $14K
5.29K $1.55B
WSO
Watsco Inc

Industrials
71
+ 2.36%
$381.94 - $489.97 $27.1K - $34.8K
3.09K $1.25B
AIG
American International Group, Inc.

Financial Services
301
+ 1.98%
$76.34 - $85.87 $23K - $25.8K
15.5K $1.22B
MSTR
Microstrategy Inc

Technology
106
+ 7.33%
$300.7 - $455.9 $31.9K - $48.3K
1.55K $500M
OKE
Oneok Inc

Energy
41
+ 0.38%
$71.36 - $83.47 $2.93K - $3.42K
10.8K $787M
ARES
Ares Management Corp

Financial Services
15
+ 0.2%
$159.89 - $192.76 $2.4K - $2.89K
7.52K $1.2B
CMCSA
Comcast Corp

Communication Services
513
+ 1.53%
$31.41 - $36.33 $16.1K - $18.6K
34.1K $1.07B
NVO
Novo Nordisk A S

Healthcare
7.68K
+ 18.39%
$45.38 - $71.7 $348K - $550K
49.4K $2.74B
ISRG
Intuitive Surgical Inc

Healthcare
80
+ 4.23%
$433.66 - $544.47 $34.7K - $43.6K
1.97K $881M
FDS
Factset Research Systems Inc

Financial Services
11
+ 0.44%
$283.86 - $450.3 $3.12K - $4.95K
2.5K $716M
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
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