Portside Wealth Group, LLC Incresed Positions in Q3 2025

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
305
+ 2.69%
$56.13 - $60.79 $17.1K - $18.5K
11.7K $709M
NKE
Nike, Inc.

Consumer Cyclical
896
+ 13.62%
$69.24 - $79.24 $62K - $71K
7.47K $521M
PNR
Pentair PLC

Industrials
196
+ 5.38%
$100.62 - $112.59 $19.7K - $22.1K
3.84K $425M
Rbb Fd Inc
1.02K
+ 6.53%
N/A
16.7K $836M
LECO
Lincoln Electric Holdings Inc

Industrials
73
+ 6.44%
$210.22 - $247.76 $15.3K - $18.1K
1.21K $285M
TSCO
Tractor Supply CO

Consumer Cyclical
71
+ 0.65%
$54.08 - $62.65 $3.84K - $4.45K
11.1K $629M
XEL
Xcel Energy Inc

Utilities
120
+ 3.85%
$67.56 - $80.65 $8.11K - $9.68K
3.24K $261M
SXT
Sensient Technologies Corp

Basic Materials
686
+ 18.17%
$93.0 - $120.77 $63.8K - $82.8K
4.46K $419M
ILMN
Illumina, Inc.

Healthcare
501
+ 15.57%
$91.69 - $109.88 $45.9K - $55K
3.72K $353M
RACE
Ferrari N.V.

Consumer Cyclical
101
+ 13.41%
$436.24 - $517.65 $44.1K - $52.3K
854 $414M
MLM
Martin Marietta Materials Inc

Basic Materials
20
+ 5.24%
$546.36 - $631.12 $10.9K - $12.6K
402 $253M
PSX
Phillips 66

Energy
75
+ 3.83%
$118.37 - $139.46 $8.88K - $10.5K
2.03K $277M
PODD
Insulet Corp

Healthcare
158
+ 14.16%
$277.3 - $352.82 $43.8K - $55.7K
1.27K $393M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
545
+ 17.04%
$366.54 - $479.53 $200K - $261K
3.74K $1.47B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
815
+ 3.11%
$50.53 - $50.82 $41.2K - $41.4K
27.1K $1.37B
SHW
Sherwin Williams CO

Basic Materials
113
+ 11.63%
$330.88 - $375.23 $37.4K - $42.4K
1.09K $376M
LRN
Stride, Inc.

Consumer Defensive
217
+ 9.0%
$128.23 - $169.81 $27.8K - $36.8K
2.63K $391M
ENTG
Entegris Inc

Technology
84
+ 2.98%
$72.03 - $95.97 $6.05K - $8.06K
2.9K $268M
ALL
Allstate Corp

Financial Services
94
+ 6.13%
$192.0 - $214.65 $18K - $20.2K
1.63K $349M
BX
Blackstone Inc.

Financial Services
50
+ 3.35%
$152.77 - $188.68 $7.64K - $9.43K
1.54K $263M
AME
Ametek Inc

Industrials
49
+ 1.18%
$176.44 - $192.03 $8.65K - $9.41K
4.19K $788M
GS
Goldman Sachs Group Inc

Financial Services
11
+ 3.32%
$696.56 - $806.32 $7.66K - $8.87K
342 $272M
Knife River Corp
692
+ 19.96%
N/A
4.16K $320M
MSI
Motorola Solutions, Inc.

Technology
31
+ 5.23%
$408.73 - $490.3 $12.7K - $15.2K
624 $285M
SPSB
Spdr Portfolio Short Term Corp

ETFs
957
+ 1.42%
$30.02 - $30.29 $28.7K - $29K
68.1K $2.06B
PANW
Palo Alto Networks Inc

Technology
179
+ 9.23%
$167.06 - $208.19 $29.9K - $37.3K
2.12K $431M
GILD
Gilead Sciences, Inc.

Healthcare
286
+ 1.64%
$108.22 - $120.47 $31K - $34.5K
17.7K $1.97B
F
Ford Motor CO

Consumer Cyclical
1.46K
+ 11.45%
$10.82 - $12.09 $15.8K - $17.7K
14.2K $170M
CLOI
Vaneck ETF Tr

ETFs
566
+ 9.96%
$52.8 - $53.1 $29.9K - $30.1K
6.25K $332M
STE
Steris PLC

Healthcare
77
+ 4.73%
$221.21 - $252.43 $17K - $19.4K
1.7K $422M
CRM
Salesforce, Inc.

Technology
968
+ 17.37%
$231.66 - $273.65 $224K - $265K
6.54K $1.55B
DPZ
Dominos Pizza Inc

Consumer Cyclical
106
+ 12.17%
$422.75 - $485.53 $44.8K - $51.5K
977 $422M
CRWD
Crowd Strike Holdings, Inc.

Technology
86
+ 11.91%
$412.46 - $514.1 $35.5K - $44.2K
808 $396M
BCPC
Balchem Corp

Basic Materials
308
+ 15.52%
$148.82 - $165.12 $45.8K - $50.9K
2.29K $344M
MET
Metlife Inc

Financial Services
65
+ 0.56%
$73.82 - $82.37 $4.8K - $5.35K
11.6K $954M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
37
+ 0.16%
$21.69 - $23.34 $803 - $864
22.6K $527M
BOX
Box Inc

Technology
1.45K
+ 14.0%
$31.03 - $33.73 $45.1K - $49K
11.8K $382M
VST
Vistra Corp.

Utilities
117
+ 7.48%
$182.0 - $217.92 $21.3K - $25.5K
1.68K $330M
Linde PLC
35
+ 3.23%
N/A
1.12K $532M
XLF
Financial Sector Spdr

ETFs
270
+ 6.46%
$51.37 - $54.25 $13.9K - $14.6K
4.45K $240M
HEI
Heico Corp

Industrials
75
+ 7.1%
$304.5 - $337.56 $22.8K - $25.3K
1.13K $365M
DE
Deere & CO

Industrials
157
+ 14.98%
$457.26 - $524.37 $71.8K - $82.3K
1.21K $551M
MMSI
Merit Medical Systems Inc

Healthcare
651
+ 18.39%
$80.06 - $96.01 $52.1K - $62.5K
4.19K $349M
ECL
Ecolab Inc.

Basic Materials
40
+ 4.28%
$259.39 - $285.47 $10.4K - $11.4K
975 $267M
FANG
Diamondback Energy, Inc.

Energy
6
+ 0.25%
$134.53 - $152.5 $807 - $915
2.44K $349M
LYG
Lloyds Banking Group PLC

Financial Services
2.35K
+ 18.23%
$4.03 - $4.63 $9.47K - $10.9K
15.2K $69.2M
TTE
Total Energies Se

Energy
348
+ 9.05%
N/A
4.19K $250M
ICE
Intercontinental Exchange, Inc.

Financial Services
186
+ 14.94%
$167.28 - $188.45 $31.1K - $35.1K
1.43K $241M
AGNC
Agnc Investment Corp.

Real Estate
34
+ 0.17%
$9.2 - $10.37 $313 - $353
19.8K $194M
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
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