Portside Wealth Group, LLC Incresed Positions in Q1 2025

Portside Wealth Group, LLC

  • $604 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
58K
+ 48.0%
$80.05 - $92.39 $4.64M - $5.36M
179K $15.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
40.3K
+ 152.04%
$91.45 - $91.75 $3.69M - $3.7M
66.9K $6.11B
TSLA
Tesla, Inc.

Consumer Cyclical
1.47K
+ 10.71%
$222.15 - $428.22 $327K - $630K
15.2K $6.14B
LLY
Eli Lilly & CO

Healthcare
3.74K
+ 119.46%
$725.72 - $929.72 $2.71M - $3.48M
6.87K $5.3B
NFLX
Netflix Inc

Communication Services
35
+ 0.33%
$828.4 - $1058.6 $29K - $37.1K
10.6K $9.42B
NVDA
Nvidia Corp

Technology
7.71K
+ 11.74%
$106.98 - $149.43 $825K - $1.15M
73.4K $9.86B
AAPL
Apple Inc.

Technology
2.87K
+ 4.67%
$209.68 - $247.1 $602K - $709K
64.4K $16.1B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
16.9K
+ 104.76%
$100.59 - $103.38 $1.7M - $1.75M
33K $3.32B
ORCL
Oracle Corp

Technology
10.2K
+ 19.61%
$139.81 - $186.47 $1.42M - $1.9M
62K $10.3B
GOOGL
Alphabet Inc.

Communication Services
2.43K
+ 6.55%
$154.33 - $206.19 $375K - $501K
39.5K $7.48B
META
Meta Platforms, Inc.

Communication Services
1.83K
+ 31.14%
$576.74 - $736.67 $1.06M - $1.35M
7.72K $4.52B
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 9.68%
$225.19 - $279.95 $337K - $419K
16.9K $4.06B
WFC
Wells Fargo & Company

Financial Services
441
+ 0.79%
$66.78 - $81.42 $29.4K - $35.9K
56.6K $3.97B
IVV
Ishares Core S&P 500 ETF

ETFs
1.2K
+ 16.52%
$554.06 - $615.85 $667K - $741K
8.49K $5B
XOM
Exxon Mobil Corp

Energy
7.9K
+ 62.13%
$105.44 - $118.93 $833K - $939K
20.6K $2.22B
BA
Boeing CO

Industrials
2.06K
+ 14.6%
$148.15 - $186.25 $305K - $383K
16.1K $2.86B
DIS
Walt Disney CO

Communication Services
1.23K
+ 3.93%
$96.87 - $114.0 $120K - $141K
32.6K $3.63B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.66K
+ 29.07%
$96.27 - $113.85 $353K - $417K
16.3K $1.78B
ASML
Asml Holding Nv

Technology
996
+ 75.11%
$662.63 - $776.99 $660K - $774K
2.32K $1.61B
PLTR
Palantir Technologies Inc.

Technology
1.42K
+ 13.85%
$64.98 - $124.62 $91.9K - $176K
11.6K $880M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.31K
+ 16.74%
$79.17 - $82.04 $658K - $682K
58K $4.65B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.67K
+ 80.63%
$50.48 - $51.04 $488K - $493K
21.7K $1.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
26K
+ 10.96%
$22.25 - $23.0 $579K - $598K
263K $6.05B
SPSB
Spdr Portfolio Short Term Corp

ETFs
15.2K
+ 30.37%
$29.82 - $30.1 $453K - $458K
65.3K $1.95B
CRM
Salesforce, Inc.

Technology
479
+ 11.55%
$268.36 - $359.95 $129K - $172K
4.63K $1.55B
MSFT
Microsoft Corp

Technology
1.83K
+ 4.37%
$375.39 - $447.2 $687K - $819K
43.8K $18.4B
AVGO
Broadcom Inc.

Technology
1.02K
+ 45.42%
$167.43 - $244.7 $170K - $249K
3.26K $755M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
910
+ 12.01%
$442.66 - $534.52 $403K - $486K
8.49K $3.85B
COP
Conocophillips

Energy
3.94K
+ 45.9%
$88.6 - $105.85 $349K - $417K
12.5K $1.24B
BAC
Bank Of America Corp

Financial Services
3.07K
+ 6.78%
$39.61 - $47.74 $122K - $147K
48.4K $2.13B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2.09K
+ 65.75%
$132.75 - $177.12 $278K - $371K
5.28K $671M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.24K
+ 45.73%
$158.1 - $217.71 $196K - $270K
3.96K $732M
VUG
Vanguard Growth ETF

ETFs
646
+ 70.99%
$369.1 - $427.61 $238K - $276K
1.56K $639M
PM
Philip Morris International Inc.

Consumer Defensive
2.7K
+ 7.89%
$117.15 - $158.79 $316K - $428K
36.9K $4.44B
SONY
Sony Group Corp

Technology
35.9K
+ 569.28%
$19.88 - $25.64 $713K - $919K
42.2K $892M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
464
+ 19.89%
$507.05 - $563.67 $235K - $262K
2.8K $1.51B
DECK
Deckers Outdoor Corp

Consumer Cyclical
674
+ 24.02%
$111.56 - $223.11 $75.2K - $150K
3.48K $707M
PJT
Pjt Partners Inc.

Financial Services
1.01K
+ 27.39%
$135.97 - $177.59 $137K - $179K
4.68K $738M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31K
+ 13.11%
$33.84 - $37.77 $1.05M - $1.17M
268K $9.14B
BMI
Badger Meter Inc

Technology
1.21K
+ 76.96%
$189.49 - $221.51 $229K - $267K
2.77K $588M
MS
Morgan Stanley

Financial Services
581
+ 7.29%
$111.68 - $141.08 $64.9K - $82K
8.56K $1.08B
ADSK
Autodesk, Inc.

Technology
451
+ 11.14%
N/A
4.5K $1.33B
HON
Honeywell International Inc

Industrials
764
+ 59.13%
$202.75 - $226.52 $155K - $173K
2.06K $464M
C
Citigroup Inc

Financial Services
792
+ 4.59%
$67.23 - $84.63 $53.2K - $67K
18K $1.27B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
12K
+ 39.85%
$11.66 - $14.98 $140K - $179K
42K $493M
SNA
Snap On Inc

Industrials
136
+ 4.83%
$324.09 - $358.62 $44.1K - $48.8K
2.95K $1B
MRK
Merck & Co., Inc.

Healthcare
4.14K
+ 25.79%
$83.01 - $101.02 $344K - $418K
20.2K $2.01B
APH
Amphenol Corp

Technology
2.4K
+ 54.36%
$61.62 - $78.55 $148K - $189K
6.82K $473M
IEF
Ishares Barclays

ETFs
4K
+ 12.29%
$91.17 - $95.39 $364K - $381K
36.5K $3.38B
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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