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
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
11.2K
+ 44.63%
$9.55 - $11.13 $106K - $124K
36.1K $392M
GOLD
Barrick Gold Corp

Basic Materials
249
+ 0.6%
$16.56 - $21.01 $4.12K - $5.23K
41.9K $833M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.02K
+ 18.33%
$36.06 - $37.66 $109K - $114K
19.5K $735M
MELI
Mercadolibre Inc

Consumer Cyclical
25
+ 12.5%
$1591.44 - $2140.1 $39.8K - $53.5K
225 $462M
PYPL
Pay Pal Holdings, Inc.

Financial Services
664
+ 16.46%
$57.22 - $80.08 $38K - $53.2K
4.7K $367M
AEP
American Electric Power CO Inc

Utilities
295
+ 4.56%
$87.11 - $104.95 $25.7K - $31K
6.77K $694M
HLN
Haleon PLC

Healthcare
2.02K
+ 4.49%
$8.32 - $10.7 $16.8K - $21.6K
47K $497M
ISRG
Intuitive Surgical Inc

Healthcare
156
+ 15.46%
$416.14 - $494.01 $64.9K - $77.1K
1.17K $572M
MNST
Monster Beverage Corp

Consumer Defensive
1.79K
+ 15.23%
$45.01 - $52.47 $80.4K - $93.7K
13.5K $705M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.34K
+ 23.86%
$50.52 - $50.95 $118K - $119K
12.1K $617M
TSCO
Tractor Supply CO

Consumer Cyclical
277
+ 17.36%
$251.95 - $290.93 $69.8K - $80.6K
1.87K $545M
XOM
Exxon Mobil Corp

Energy
754
+ 6.23%
$109.72 - $119.0 $82.7K - $89.7K
12.9K $1.51B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.23K
+ 4.8%
$91.42 - $91.82 $112K - $113K
26.8K $2.46B
PJT
Pjt Partners Inc.

Financial Services
181
+ 5.17%
$108.91 - $136.42 $19.7K - $24.7K
3.68K $491M
INDA
Ishares Msci India Index Fund

ETFs
226
+ 0.63%
$54.86 - $59.22 $12.4K - $13.4K
36.4K $2.13B
C
Citigroup Inc

Financial Services
1.99K
+ 12.95%
$56.11 - $67.61 $112K - $135K
17.4K $1.09B
SKY
Skyline Champion Corp

Consumer Cyclical
304
+ 10.02%
$65.6 - $95.65 $19.9K - $29.1K
3.34K $317M
MKC
Mccormick & CO Inc

Consumer Defensive
330
+ 4.64%
$69.44 - $84.76 $22.9K - $28K
7.45K $613M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.6K
+ 142.46%
$128.47 - $280.94 $205K - $449K
2.72K $421M
DT
Dynatrace, Inc.

Technology
1.08K
+ 20.26%
$40.49 - $53.47 $43.6K - $57.6K
6.39K $342M
EFX
Equifax Inc

Industrials
145
+ 12.59%
$236.42 - $307.13 $34.3K - $44.5K
1.3K $381M
EMB
Ishares Tr

ETFs
740
+ 11.98%
$87.75 - $93.74 $64.9K - $69.4K
6.92K $647M
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.1K
+ 13.61%
$48.27 - $49.33 $101K - $104K
17.5K $858M
WEX
Wex Inc.

Technology
12
+ 0.41%
$168.01 - $209.77 $2.02K - $2.52K
2.95K $618M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
93
+ 14.74%
$1024.09 - $1201.76 $95.2K - $112K
724 $761M
PEP
Pepsico Inc

Consumer Defensive
293
+ 3.19%
$161.9 - $179.3 $47.4K - $52.5K
9.48K $1.61B
HDB
Hdfc Bank LTD

Financial Services
1.72K
+ 24.55%
$58.04 - $66.97 $99.9K - $115K
8.73K $546M
ALLE
Allegion PLC

Industrials
174
+ 6.9%
$114.67 - $145.7 $20K - $25.4K
2.69K $393M
ONTO
Onto Innovation Inc.

Technology
513
+ 49.14%
$158.45 - $238.04 $81.3K - $122K
1.56K $323M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.63K
+ 10.35%
$30.27 - $34.42 $49.3K - $56.1K
17.4K $593M
SHW
Sherwin Williams CO

Basic Materials
39
+ 4.29%
$294.65 - $384.0 $11.5K - $15K
949 $362M
SPGI
S&P Global Inc.

Financial Services
68
+ 8.66%
$446.32 - $527.38 $30.3K - $35.9K
853 $441M
HLI
Houlihan Lokey, Inc.

Financial Services
232
+ 10.43%
$134.11 - $161.99 $31.1K - $37.6K
2.46K $388M
BMI
Badger Meter Inc

Technology
199
+ 14.45%
$184.77 - $219.63 $36.8K - $43.7K
1.58K $344M
PH
Parker Hannifin Corp

Industrials
23
+ 3.99%
$501.01 - $635.92 $11.5K - $14.6K
599 $378M
PNR
Pentair PLC

Industrials
312
+ 11.65%
$74.39 - $97.79 $23.2K - $30.5K
2.99K $292M
ILMN
Illumina, Inc.

Healthcare
265
+ 13.18%
$105.28 - $135.9 $27.9K - $36K
2.28K $297M
Canadian Pacific Kansas City
414
+ 5.69%
N/A
7.69K $657M
AME
Ametek Inc

Industrials
415
+ 15.71%
$152.74 - $176.01 $63.4K - $73K
3.06K $525M
WSO
Watsco Inc

Industrials
5
+ 0.18%
$448.73 - $519.89 $2.24K - $2.6K
2.83K $1.39B
LII
Lennox International Inc

Industrials
73
+ 12.94%
$523.72 - $620.83 $38.2K - $45.3K
637 $385M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
193
+ 10.65%
$460.0 - $505.78 $88.8K - $97.6K
2.01K $932M
FISV
Fiserv Inc

Technology
195
+ 12.44%
N/A
1.76K $317M
LEN
Lennar Corp

Consumer Cyclical
84
+ 4.7%
$142.5 - $192.45 $12K - $16.2K
1.87K $351M
BR
Broadridge Financial Solutions, Inc.

Technology
248
+ 15.46%
$196.56 - $218.55 $48.7K - $54.2K
1.85K $398M
LGND
Ligand Pharmaceuticals Inc

Healthcare
378
+ 13.89%
$82.7 - $110.11 $31.3K - $41.6K
3.1K $310M
HYG
Ishares Tr

ETFs
714
+ 9.79%
$76.72 - $80.36 $54.8K - $57.4K
8.01K $643M
CI
Cigna Corp

Healthcare
78
+ 2.38%
$319.12 - $367.1 $24.9K - $28.6K
3.36K $1.16B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
456
+ 21.31%
$117.9 - $128.2 $53.8K - $58.5K
2.6K $333M
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
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