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
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.11K
+ 8.8%
$73.16 - $83.16 $80.8K - $91.9K
13.7K $991M
LGND
Ligand Pharmaceuticals Inc

Healthcare
380
+ 12.33%
$105.62 - $122.23 $40.1K - $46.4K
3.46K $371M
CME
Cme Group Inc.

Financial Services
78
+ 2.05%
$225.82 - $266.54 $17.6K - $20.8K
3.88K $901M
LII
Lennox International Inc

Industrials
94
+ 14.99%
$553.05 - $666.93 $52K - $62.7K
721 $439M
ITGR
Integer Holdings Corp

Healthcare
403
+ 14.81%
$115.16 - $144.36 $46.4K - $58.2K
3.13K $414M
PODD
Insulet Corp

Healthcare
130
+ 14.79%
$237.06 - $288.29 $30.8K - $37.5K
1.01K $263M
VRSK
Verisk Analytics, Inc.

Industrials
160
+ 9.3%
$268.63 - $301.33 $43K - $48.2K
1.88K $518M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
621
+ 11.46%
$77.33 - $90.16 $48K - $56K
6.04K $527M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
705
+ 7.11%
$77.91 - $92.26 $54.9K - $65K
10.6K $922M
ILMN
Illumina, Inc.

Healthcare
335
+ 14.76%
$79.34 - $144.22 $26.6K - $48.3K
2.6K $348M
INTU
Intuit Inc

Technology
75
+ 13.56%
$555.63 - $630.23 $41.7K - $47.3K
628 $395M
YUM
Yum Brands Inc

Consumer Cyclical
441
+ 18.37%
$123.25 - $162.53 $54.4K - $71.7K
2.84K $381M
SAIA
Saia Inc

Industrials
53
+ 4.6%
$349.29 - $508.47 $18.5K - $26.9K
1.21K $550M
WEC
Wec Energy Group, Inc.

Utilities
709
+ 7.01%
$92.12 - $108.98 $65.3K - $77.3K
10.8K $1.02B
HGER
Harbor ETF Tr All Weather Infl
2.61K
+ 9.29%
$22.23 - $23.93 $57.9K - $62.4K
30.6K $678M
CSWI
Csw Industrials, Inc.

Industrials
166
+ 15.85%
$283.77 - $396.86 $47.1K - $65.9K
1.21K $428M
AJG
Arthur J. Gallagher & Co.

Financial Services
143
+ 18.15%
$275.89 - $345.24 $39.5K - $49.4K
931 $264M
PNR
Pentair PLC

Industrials
322
+ 10.91%
$84.0 - $105.35 $27K - $33.9K
3.27K $329M
TJX
Tjx Companies Inc

Consumer Cyclical
277
+ 12.85%
$112.81 - $126.16 $31.2K - $34.9K
2.43K $294M
ARGX
Argenx Se

Healthcare
8
+ 1.65%
$571.0 - $671.75 $4.57K - $5.37K
494 $304M
MEDP
Medpace Holdings, Inc.

Healthcare
115
+ 14.59%
$304.69 - $360.97 $35K - $41.5K
903 $300M
ABCB
Ameris Bancorp

Financial Services
579
+ 15.76%
$55.56 - $68.47 $32.2K - $39.6K
4.25K $266M
WRB
Berkley W R Corp

Financial Services
488
+ 11.75%
$56.7 - $71.27 $27.7K - $34.8K
4.64K $272M
VMI
Valmont Industries Inc

Industrials
74
+ 9.8%
$285.5 - $376.98 $21.1K - $27.9K
829 $254M
SYK
Stryker Corp

Healthcare
94
+ 15.99%
$355.18 - $399.9 $33.4K - $37.6K
682 $246M
RSG
Republic Services, Inc.

Industrials
150
+ 2.52%
$200.09 - $242.16 $30K - $36.3K
6.1K $1.23B
DPZ
Dominos Pizza Inc

Consumer Cyclical
89
+ 13.46%
$402.33 - $489.71 $35.8K - $43.6K
750 $315M
USPH
U S Physical Therapy Inc

Healthcare
154
+ 3.89%
$71.93 - $90.88 $11.1K - $14K
4.11K $364M
MET
Metlife Inc

Financial Services
444
+ 3.95%
$77.7 - $87.0 $34.5K - $38.6K
11.7K $957M
IBM
International Business Machines Corp

Technology
207
+ 1.62%
$217.4 - $264.74 $45K - $54.8K
13K $2.85B
CNS
Cohen & Steers, Inc.

Financial Services
430
+ 15.26%
$75.52 - $92.6 $32.5K - $39.8K
3.25K $300M
AZEK
Azek CO Inc.

Industrials
546
+ 10.59%
$39.61 - $52.0 $21.6K - $28.4K
5.7K $271M
VBK
Vanguard Small Cap Growth ETF

ETFs
46
+ 3.74%
$247.97 - $296.33 $11.4K - $13.6K
1.28K $358M
PTC
Ptc Inc.

Technology
78
+ 2.41%
$153.3 - $193.48 $12K - $15.1K
3.32K $610M
WHD
Cactus, Inc.

Energy
496
+ 12.16%
$43.48 - $63.78 $21.6K - $31.6K
4.58K $267M
ATO
Atmos Energy Corp

Utilities
159
+ 6.58%
$136.51 - $154.58 $21.7K - $24.6K
2.58K $359M
CDW
Cdw Corp

Technology
504
+ 40.38%
$160.26 - $206.13 $80.8K - $104K
1.75K $305M
BCPC
Balchem Corp

Basic Materials
258
+ 16.73%
$154.22 - $176.16 $39.8K - $45.4K
1.8K $293M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
89
+ 1.5%
$47.79 - $59.89 $4.25K - $5.33K
6.03K $364M
BRO
Brown & Brown, Inc.

Financial Services
328
+ 4.21%
$100.54 - $124.4 $33K - $40.8K
8.12K $828M
HDB
Hdfc Bank LTD

Financial Services
131
+ 1.52%
$58.06 - $66.85 $7.61K - $8.76K
8.77K $560M
JNJ
Johnson & Johnson

Healthcare
1.73K
+ 13.08%
$142.06 - $167.7 $246K - $291K
15K $2.17B
PANW
Palo Alto Networks Inc

Technology
827
+ 98.57%
$167.82 - $208.28 $139K - $172K
1.67K $303M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
762
+ 14.48%
$31.92 - $38.83 $24.3K - $29.6K
6.03K $232M
CHD
Church & Dwight CO Inc

Consumer Defensive
153
+ 5.49%
$101.42 - $113.2 $15.5K - $17.3K
2.94K $308M
TYL
Tyler Technologies Inc

Technology
33
+ 7.45%
$553.41 - $646.74 $18.3K - $21.3K
476 $274M
JKHY
Henry Jack & Associates Inc

Technology
96
+ 7.01%
$166.47 - $191.28 $16K - $18.4K
1.47K $257M
PH
Parker Hannifin Corp

Industrials
18
+ 3.02%
$591.65 - $707.05 $10.6K - $12.7K
614 $391M
DT
Dynatrace, Inc.

Technology
149
+ 2.34%
$47.15 - $62.42 $7.03K - $9.3K
6.51K $354M
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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