Portside Wealth Group, LLC Incresed Positions in Q3 2024

Portside Wealth Group, LLC

  • $586 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
2.7K
+ 7.09%
$39.04 - $47.23 $105K - $127K
40.7K $1.86B
SBUX
Starbucks Corp

Consumer Cyclical
958
+ 7.33%
$72.51 - $98.6 $69.5K - $94.5K
14K $1.37B
JNJ
Johnson & Johnson

Healthcare
879
+ 7.0%
$145.48 - $167.38 $128K - $147K
13.4K $2.18B
PTC
Ptc Inc.

Technology
1.89K
+ 138.55%
$164.85 - $187.32 $311K - $353K
3.25K $587M
KO
Coca Cola CO

Consumer Defensive
52
+ 0.13%
$62.69 - $73.01 $3.26K - $3.8K
40.2K $2.89B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.54K
+ 11.19%
$68.79 - $76.02 $174K - $193K
25.2K $1.92B
HALO
Halozyme Therapeutics, Inc.

Healthcare
5.19K
+ 132.08%
$51.3 - $64.42 $266K - $334K
9.12K $522M
SAP
Sap Se

Technology
389
+ 5.11%
$197.21 - $231.0 $76.7K - $89.9K
8K $1.83B
Cooper Cos Inc
624
+ 6.55%
N/A
10.2K $1.12B
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.26K
+ 12.3%
$93.65 - $97.81 $212K - $221K
20.7K $2.02B
LLY
Eli Lilly & CO

Healthcare
365
+ 13.07%
$772.14 - $960.02 $282K - $350K
3.16K $2.8B
CVS
Cvs Health Corp

Healthcare
2.31K
+ 8.9%
$55.81 - $63.18 $129K - $146K
28.3K $1.78B
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.53K
+ 47.73%
$92.56 - $99.46 $234K - $252K
7.84K $752M
AMT
American Tower Corp

Real Estate
81
+ 1.44%
$192.27 - $242.73 $15.6K - $19.7K
5.7K $1.32B
AES
Aes Corp

Utilities
5.16K
+ 10.08%
$16.18 - $20.07 $83.5K - $104K
56.4K $1.13B
FDS
Factset Research Systems Inc

Financial Services
136
+ 4.24%
$397.04 - $469.48 $54K - $63.8K
3.35K $1.54B
LMT
Lockheed Martin Corp

Industrials
105
+ 7.45%
$460.3 - $584.56 $48.3K - $61.4K
1.52K $886M
DUK
Duke Energy Corp

Utilities
579
+ 5.72%
$99.35 - $117.71 $57.5K - $68.2K
10.7K $1.23B
FIX
Comfort Systems Usa Inc

Industrials
58
+ 2.64%
$292.14 - $396.82 $16.9K - $23K
2.25K $880M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
221
+ 2.64%
$85.44 - $110.36 $18.9K - $24.4K
8.58K $947M
UPS
United Parcel Service Inc

Industrials
1.58K
+ 11.55%
$123.32 - $147.38 $195K - $233K
15.3K $2.08B
ENB
Enbridge Inc

Energy
1.42K
+ 4.95%
$35.27 - $41.18 $50.2K - $58.6K
30.2K $1.23B
AZN
Astrazeneca PLC

Healthcare
2.55K
+ 37.81%
$76.67 - $87.62 $195K - $223K
9.28K $723M
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.59K
+ 12.42%
$29.58 - $30.31 $165K - $169K
50.6K $1.53B
CMCSA
Comcast Corp

Communication Services
3.23K
+ 14.18%
$37.33 - $41.78 $120K - $135K
26K $1.08B
GD
General Dynamics Corp

Industrials
419
+ 7.63%
$279.51 - $308.09 $117K - $129K
5.91K $1.79B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
254
+ 12.22%
$475.2 - $527.7 $121K - $134K
2.33K $1.23B
COST
Costco Wholesale Corp

Consumer Defensive
163
+ 13.35%
$801.83 - $917.05 $131K - $149K
1.38K $1.23B
NVS
Novartis Ag

Healthcare
1.38K
+ 45.83%
$106.13 - $120.89 $146K - $166K
4.38K $503M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.02%
$233.44 - $279.45 $233 - $279
4.83K $1.34B
SPG
Simon Property Group Inc

Real Estate
673
+ 19.34%
$146.09 - $170.11 $98.3K - $114K
4.15K $702M
MET
Metlife Inc

Financial Services
475
+ 4.38%
$67.96 - $82.48 $32.3K - $39.2K
11.3K $933M
AZPN
Aspen Technology, Inc.

Technology
67
+ 1.81%
$172.9 - $239.26 $11.6K - $16K
3.76K $899M
LYG
Lloyds Banking Group PLC

Financial Services
47.6K
+ 115.21%
$2.73 - $3.17 $130K - $151K
88.9K $277M
TDY
Teledyne Technologies Inc

Technology
97
+ 3.96%
$381.47 - $437.71 $37K - $42.5K
2.55K $1.12B
AIG
American International Group, Inc.

Financial Services
2.39K
+ 19.53%
$70.16 - $79.23 $168K - $190K
14.6K $1.07B
ETR
Entergy Corp

Utilities
144
+ 2.49%
$104.75 - $131.61 $15.1K - $19K
5.93K $780M
FCX
Freeport Mcmoran Inc

Basic Materials
2.69K
+ 13.95%
$39.52 - $51.92 $106K - $140K
22K $1.1B
PLTR
Palantir Technologies Inc.

Technology
1.45K
+ 16.48%
$24.09 - $37.95 $34.9K - $54.9K
10.2K $380M
MS
Morgan Stanley

Financial Services
1.03K
+ 14.69%
$92.07 - $106.96 $94.8K - $110K
8.04K $838M
AXP
American Express CO

Financial Services
158
+ 5.5%
$225.92 - $271.17 $35.7K - $42.8K
3.03K $822M
PFE
Pfizer Inc

Healthcare
3.62K
+ 6.85%
$27.7 - $31.39 $100K - $113K
56.4K $1.63B
HEIA
Heico Crp Cl A
338
+ 11.07%
N/A
3.39K $691M
UFPT
Ufp Technologies Inc

Healthcare
187
+ 11.08%
$283.66 - $358.42 $53K - $67K
1.88K $594M
BRO
Brown & Brown, Inc.

Financial Services
402
+ 5.4%
$89.11 - $105.82 $35.8K - $42.5K
7.84K $813M
CALX
Calix, Inc

Technology
3.1K
+ 43.01%
$33.63 - $41.13 $104K - $128K
10.3K $400M
AON
Aon PLC

Financial Services
174
+ 10.82%
$293.16 - $351.06 $51K - $61.1K
1.78K $617M
FICO
Fair Isaac Corp

Technology
24
+ 11.16%
$1496.51 - $1947.38 $35.9K - $46.7K
239 $465M
CSWI
Csw Industrials, Inc.

Industrials
136
+ 14.83%
$263.55 - $370.84 $35.8K - $50.4K
1.05K $386M
Activity Summary
Buys All Purchases 275 New Holdings 48 Increased Positions 227 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 3 Puts 0
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