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
VT
Vanguard Total World Stk Index

ETFs
18
+ 0.9%
$107.72 - $119.96 $1.94K - $2.16K
2.03K $243M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
91
+ 2.86%
$147.95 - $191.05 $13.5K - $17.4K
3.27K $568M
VVV
Valvoline Inc

Energy
731
+ 5.98%
$38.64 - $47.6 $28.2K - $34.8K
12.9K $542M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
684
+ 12.88%
$49.83 - $62.75 $34.1K - $42.9K
6K $345M
MRK
Merck & Co., Inc.

Healthcare
1.46K
+ 9.76%
$111.15 - $128.97 $162K - $188K
16.4K $1.86B
HGER
Harbor ETF Tr All Weather Infl
389
+ 1.39%
$21.29 - $22.98 $8.28K - $8.94K
28.4K $642M
RJF
Raymond James Financial Inc

Financial Services
93
+ 3.87%
$106.39 - $125.13 $9.89K - $11.6K
2.5K $306M
JBLU
Jetblue Airways Corp

Industrials
49
+ 0.49%
$4.57 - $6.66 $224 - $326
10.1K $66M
F
Ford Motor CO

Consumer Cyclical
2.17K
+ 19.77%
$9.71 - $14.55 $21.1K - $31.6K
13.2K $139M
ICLR
Icon PLC

Healthcare
325
+ 8.31%
$280.48 - $346.2 $91.2K - $113K
4.23K $1.22B
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 0.09%
$354.52 - $391.16 $709 - $782
2.29K $860M
OXY
Occidental Petroleum Corp

Energy
2.79K
+ 20.48%
$49.91 - $63.73 $139K - $178K
16.4K $847M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
351
+ 1.18%
$9.27 - $11.62 $3.25K - $4.08K
30.1K $306M
WST
West Pharmaceutical Services Inc

Healthcare
204
+ 7.25%
$277.16 - $333.3 $56.5K - $68K
3.02K $906M
TBK
Triumph Bancorp, Inc.

Financial Services
3
+ 0.03%
N/A
11.4K $905M
MCHP
Microchip Technology Inc

Technology
43
+ 1.61%
$72.0 - $95.98 $3.1K - $4.13K
2.72K $218M
COP
Conocophillips

Energy
375
+ 4.51%
$102.3 - $116.61 $38.4K - $43.7K
8.7K $916M
FANG
Diamondback Energy, Inc.

Energy
153
+ 6.33%
$168.46 - $210.94 $25.8K - $32.3K
2.57K $443M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.3K
+ 439.96%
$150.73 - $974.56 $347K - $2.24M
2.82K $450M
MEDP
Medpace Holdings, Inc.

Healthcare
9
+ 1.16%
$320.58 - $457.29 $2.89K - $4.12K
788 $263M
ASML
Asml Holding Nv

Technology
165
+ 14.04%
$749.82 - $1098.95 $124K - $181K
1.34K $1.12B
BIIB
Biogen Inc.

Healthcare
51
+ 1.82%
$189.07 - $236.8 $9.64K - $12.1K
2.85K $552M
GOOGL
Alphabet Inc.

Communication Services
2.59K
+ 7.46%
$148.65 - $191.18 $386K - $496K
37.3K $6.19B
QCOM
Qualcomm Inc

Technology
1.38K
+ 9.39%
$156.12 - $209.64 $216K - $290K
16.1K $2.74B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
322
+ 10.8%
$109.03 - $210.9 $35.1K - $67.9K
3.3K $360M
NVO
Novo Nordisk A S

Healthcare
2.2K
+ 3.87%
$119.07 - $145.42 $262K - $320K
59K $7.03B
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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