Portside Wealth Group, LLC Incresed Positions in Q1 2025

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BCPC
Balchem Corp

Basic Materials
198
+ 11.0%
$154.22 - $176.16 $30.5K - $34.9K
2K $332M
ROLL
Rbc Bearings Inc

Industrials
63
+ 8.05%
N/A
846 $272M
SNA
Snap On Inc

Industrials
134
+ 4.55%
$324.09 - $358.62 $43.4K - $48.1K
3.08K $1.04B
CNC
Centene Corp

Healthcare
583
+ 4.02%
$55.93 - $65.89 $32.6K - $38.4K
15.1K $915M
MPWR
Monolithic Power Systems Inc

Technology
78
+ 9.08%
$565.7 - $720.25 $44.1K - $56.2K
937 $543M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
451
+ 2.21%
$18.36 - $20.51 $8.28K - $9.25K
20.9K $413M
TYL
Tyler Technologies Inc

Technology
56
+ 11.76%
$553.41 - $646.74 $31K - $36.2K
532 $309M
GLW
Corning Inc

Technology
1.6K
+ 7.0%
$44.91 - $54.25 $72K - $87K
24.5K $1.12B
PSX
Phillips 66

Energy
133
+ 7.48%
$113.93 - $131.55 $15.2K - $17.5K
1.91K $236M
RACE
Ferrari N.V.

Consumer Cyclical
72
+ 10.67%
$413.73 - $508.15 $29.8K - $36.6K
747 $320M
VLO
Valero Energy Corp

Energy
84
+ 3.91%
$121.76 - $142.99 $10.2K - $12K
2.23K $295M
PODD
Insulet Corp

Healthcare
109
+ 10.8%
$237.06 - $288.29 $25.8K - $31.4K
1.12K $294M
JKHY
Henry Jack & Associates Inc

Technology
98
+ 6.68%
$166.47 - $191.28 $16.3K - $18.7K
1.56K $286M
CALX
Calix, Inc

Technology
621
+ 7.97%
$29.4 - $42.17 $18.3K - $26.2K
8.41K $298M
EOG
Eog Resources Inc

Energy
85
+ 3.28%
$120.54 - $138.05 $10.2K - $11.7K
2.68K $344M
EFX
Equifax Inc

Industrials
172
+ 11.44%
$235.63 - $278.34 $40.5K - $47.9K
1.68K $408M
CDW
Cdw Corp

Technology
306
+ 17.47%
$160.26 - $206.13 $49K - $63.1K
2.06K $330M
LMT
Lockheed Martin Corp

Industrials
200
+ 12.11%
$423.19 - $506.29 $84.6K - $101K
1.85K $827M
MEDP
Medpace Holdings, Inc.

Healthcare
160
+ 17.72%
$304.69 - $360.97 $48.8K - $57.8K
1.06K $324M
LPLA
Lpl Financial Holdings Inc.

Financial Services
68
+ 6.52%
$308.87 - $383.33 $21K - $26.1K
1.11K $363M
LUV
Southwest Airlines CO

Industrials
693
+ 3.19%
$28.18 - $34.84 $19.5K - $24.1K
22.4K $753M
PH
Parker Hannifin Corp

Industrials
65
+ 10.59%
$591.65 - $707.05 $38.5K - $46K
679 $413M
PJT
Pjt Partners Inc.

Financial Services
833
+ 17.8%
$135.97 - $177.59 $113K - $148K
5.51K $760M
TJX
Tjx Companies Inc

Consumer Cyclical
120
+ 4.93%
$112.81 - $126.16 $13.5K - $15.1K
2.55K $311M
EFC
Ellington Financial Inc.

Real Estate
66
+ 0.49%
$12.08 - $14.35 $797 - $947
13.5K $179M
AVY
Avery Dennison Corp

Industrials
142
+ 12.67%
$174.58 - $195.91 $24.8K - $27.8K
1.26K $225M
AES
Aes Corp

Utilities
3.77K
+ 5.28%
$9.93 - $13.23 $37.4K - $49.8K
75.1K $933M
ABCB
Ameris Bancorp

Financial Services
617
+ 14.51%
$55.56 - $68.47 $34.3K - $42.2K
4.87K $280M
VMI
Valmont Industries Inc

Industrials
110
+ 13.27%
$285.37 - $376.98 $31.4K - $41.5K
939 $268M
ALLE
Allegion PLC

Industrials
103
+ 3.59%
$123.79 - $135.5 $12.8K - $14K
2.97K $388M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
537
+ 5.8%
$75.47 - $84.24 $40.5K - $45.2K
9.79K $754M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
158
+ 7.46%
$175.5 - $209.86 $27.7K - $33.2K
2.28K $413M
PANW
Palo Alto Networks Inc

Technology
175
+ 10.5%
$167.82 - $208.28 $29.4K - $36.4K
1.84K $314M
F
Ford Motor CO

Consumer Cyclical
927
+ 7.13%
$9.12 - $10.43 $8.45K - $9.67K
13.9K $140M
BOX
Box Inc

Technology
578
+ 6.12%
$30.22 - $35.39 $17.5K - $20.5K
10K $309M
HQY
Healthequity, Inc.

Healthcare
318
+ 13.54%
$84.32 - $114.51 $26.8K - $36.4K
2.67K $236M
AGNC
Agnc Investment Corp.

Real Estate
326
+ 1.7%
$9.12 - $10.54 $2.97K - $3.44K
19.6K $187M
Knife River Corp
526
+ 15.99%
N/A
3.82K $344M
NDSN
Nordson Corp

Industrials
90
+ 7.87%
$200.12 - $224.07 $18K - $20.2K
1.23K $249M
COF
Capital One Financial Corp

Financial Services
41
+ 2.85%
$163.87 - $209.82 $6.72K - $8.6K
1.48K $265M
FICO
Fair Isaac Corp

Technology
17
+ 11.04%
$1695.35 - $2030.47 $28.8K - $34.5K
171 $315M
Onestream Inc
5.37K
+ 36.25%
N/A
20.2K $431M
Crane Company
31
+ 1.46%
N/A
2.16K $331M
PCOR
Procore Technologies, Inc.

Technology
517
+ 17.16%
$65.21 - $88.33 $33.7K - $45.7K
3.53K $233M
WAL
Western Alliance Bancorporation

Financial Services
321
+ 12.37%
$72.65 - $94.0 $23.3K - $30.2K
2.92K $224M
JLL
Jones Lang Lasalle Inc

Real Estate
39
+ 4.86%
$238.0 - $284.76 $9.28K - $11.1K
842 $209M
RMD
Resmed Inc

Healthcare
54
+ 3.85%
$219.7 - $257.65 $11.9K - $13.9K
1.46K $326M
LGND
Ligand Pharmaceuticals Inc

Healthcare
112
+ 3.23%
$105.14 - $122.23 $11.8K - $13.7K
3.58K $376M
NPO
Enpro Industries, Inc

Industrials
137
+ 7.93%
$161.21 - $207.46 $22.1K - $28.4K
1.86K $302M
Activity Summary
Buys All Purchases 312 New Holdings 41 Increased Positions 271 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 2 Puts 0
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