Portside Wealth Group, LLC Reduced Holdings in Q1 2025

Portside Wealth Group, LLC

  • $604 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-4.71K
- 8.07%
$69.3 - $90.95 $327K - $429K
53.7K $4.62B
UNH
Unitedhealth Group Inc

Healthcare
-2.97K
- 31.16%
$461.52 - $548.18 $1.37M - $1.63M
6.56K $3.32B
GLDM
World Gold Trust

ETFs
-34.3K
- 41.44%
$52.19 - $61.03 $1.79M - $2.09M
48.5K $2.52B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-8.62K
- 54.94%
$168.16 - $186.21 $1.45M - $1.6M
7.07K $1.26B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-805
- 7.07%
$497.6 - $606.74 $401K - $488K
10.6K $5.5B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-28.7K
- 35.41%
N/A
52.4K $2.63B
ADBE
Adobe Inc.

Technology
-654
- 4.8%
$377.84 - $464.11 $247K - $304K
13K $5.77B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-30.9K
- 23.42%
$25.54 - $27.64 $789K - $854K
101K $2.65B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-21.5K
- 34.62%
$55.41 - $60.74 $1.19M - $1.31M
40.6K $2.32B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-16.1K
- 9.56%
$49.78 - $53.19 $804K - $859K
153K $7.81B
IT
Gartner Inc

Technology
-1.62K
- 27.26%
$418.25 - $548.38 $679K - $891K
4.33K $2.1B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-8.37K
- 14.52%
$80.73 - $94.96 $675K - $794K
49.3K $4.45B
AMZN
Amazon Com Inc

Consumer Cyclical
-21.9K
- 18.36%
$190.26 - $242.06 $4.16M - $5.3M
97.3K $21.3B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-12K
- 34.51%
$60.74 - $72.93 $727K - $873K
22.7K $1.46B
INDA
Ishares Msci India Index Fund

ETFs
-11.5K
- 32.08%
$47.8 - $53.4 $549K - $614K
24.3K $1.28B
Profesionally Managed Portfo
-23.4K
- 41.74%
N/A
32.7K $978M
ICLR
Icon PLC

Healthcare
-1.78K
- 42.46%
$174.99 - $222.58 $312K - $397K
2.42K $507M
MDT
Medtronic PLC

Healthcare
-321
- 0.55%
$79.84 - $94.5 $25.6K - $30.3K
57.8K $4.62B
NOW
Service Now, Inc.

Technology
-2K
- 21.7%
$783.83 - $1170.39 $1.57M - $2.34M
7.22K $7.66B
CVS
Cvs Health Corp

Healthcare
-1.16K
- 4.14%
$44.22 - $68.64 $51.3K - $79.6K
26.9K $1.21B
ACN
Accenture PLC

Technology
-1.14K
- 6.89%
$300.91 - $398.25 $344K - $456K
15.5K $5.44B
VZ
Verizon Communications Inc

Communication Services
-74
- 0.1%
$37.81 - $46.49 $2.8K - $3.44K
77.8K $3.11B
FIX
Comfort Systems Usa Inc

Industrials
-1.08K
- 48.2%
$313.26 - $550.27 $340K - $596K
1.17K $494M
ABT
Abbott Laboratories

Healthcare
-2.77K
- 5.63%
$111.1 - $140.22 $308K - $389K
46.4K $5.25B
AMT
American Tower Corp

Real Estate
-328
- 5.8%
$173.46 - $217.6 $56.9K - $71.4K
5.33K $978M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-6.7K
- 38.95%
$48.34 - $49.66 $324K - $332K
10.5K $516M
HLN
Haleon PLC

Healthcare
-28.6K
- 61.22%
$9.02 - $10.67 $258K - $305K
18.1K $173M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-453
- 2.25%
$56.12 - $68.15 $25.4K - $30.9K
19.7K $1.18B
AVY
Avery Dennison Corp

Industrials
-1.21K
- 51.99%
$174.58 - $195.91 $212K - $238K
1.12K $210M
MPWR
Monolithic Power Systems Inc

Technology
-15
- 1.71%
$565.7 - $720.25 $8.49K - $10.8K
863 $511M
FE
Firstenergy Corp

Utilities
-4.01K
- 14.44%
$37.95 - $43.5 $152K - $174K
23.8K $945M
ENTG
Entegris Inc

Technology
-2.14K
- 38.78%
$87.48 - $109.53 $187K - $234K
3.38K $335M
POOL
Pool Corp

Industrials
-480
- 15.56%
$314.92 - $364.31 $151K - $175K
2.61K $888M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.14K
- 10.35%
$94.86 - $97.12 $203K - $208K
18.5K $1.77B
GOLD
Barrick Gold Corp

Basic Materials
-2.89K
- 6.94%
$15.45 - $19.56 $44.6K - $56.5K
38.7K $600M
NKE
Nike, Inc.

Consumer Cyclical
-568
- 4.1%
$63.29 - $81.72 $35.9K - $46.4K
13.3K $1.01B
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.73K
- 8.13%
$119.38 - $161.42 $326K - $440K
30.8K $4.05B
PFE
Pfizer Inc

Healthcare
-2.15K
- 3.89%
$25.01 - $27.13 $53.8K - $58.4K
53.2K $1.41B
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-1.33K
- 10.05%
$24.26 - $30.17 $32.2K - $40.1K
11.9K $360M
UPS
United Parcel Service Inc

Industrials
-207
- 1.41%
$109.66 - $136.26 $22.7K - $28.2K
14.4K $1.82B
EMB
Ishares Tr

ETFs
-1.61K
- 23.47%
$88.64 - $92.03 $142K - $148K
5.23K $466M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.29K
- 22.38%
$105.1 - $109.61 $136K - $142K
4.48K $478M
LOW
Lowes Companies Inc

Consumer Cyclical
-111
- 1.89%
$222.66 - $268.42 $24.7K - $29.8K
5.76K $1.42B
Onestream Inc
-2.39K
- 13.7%
N/A
15K $429M
FICO
Fair Isaac Corp

Technology
-85
- 35.56%
$1695.35 - $2030.47 $144K - $173K
154 $307M
ALC
Alcon Inc

Healthcare
-1.12K
- 26.89%
$82.73 - $96.8 $92.2K - $108K
3.03K $257M
HYG
Ishares Tr

ETFs
-1.8K
- 22.76%
$78.51 - $80.11 $141K - $144K
6.11K $481M
AAON
Aaon, Inc.

Industrials
-2.76K
- 15.68%
$73.52 - $136.95 $203K - $378K
14.9K $1.75B
AWK
American Water Works Company, Inc.

Utilities
-15
- 0.22%
$121.01 - $149.31 $1.82K - $2.24K
6.71K $836M
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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