Portside Wealth Group, LLC Reduced Holdings in Q1 2025

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LMAT
Lemaitre Vascular Inc

Healthcare
-678
- 11.13%
$78.82 - $104.0 $53.4K - $70.5K
5.42K $454M
USPH
U S Physical Therapy Inc

Healthcare
-512
- 12.65%
$71.93 - $90.88 $36.8K - $46.5K
3.54K $256M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.31K
- 3.99%
$79.17 - $82.04 $183K - $190K
55.6K $4.54B
CMI
Cummins Inc

Industrials
-181
- 14.38%
$312.92 - $386.07 $56.6K - $69.9K
1.08K $338M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-953
- 5.14%
$94.86 - $97.12 $90.4K - $92.6K
17.6K $1.67B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-349
- 18.62%
$168.84 - $202.89 $58.9K - $70.8K
1.53K $268M
EME
Emcor Group, Inc.

Industrials
-26
- 2.8%
$361.16 - $535.99 $9.39K - $13.9K
902 $333M
CSWI
Csw Industrials, Inc.

Industrials
-40
- 3.3%
$283.77 - $396.86 $11.4K - $15.9K
1.17K $342M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-632
- 17.7%
$126.11 - $135.06 $79.7K - $85.4K
2.94K $379M
CCB
Coastal Financial Corp

Financial Services
-1.1K
- 23.03%
$79.67 - $100.71 $87.4K - $110K
3.67K $331M
CPRT
Copart Inc

Consumer Cyclical
-985
- 6.7%
$52.3 - $59.83 $51.5K - $58.9K
13.7K $776M
NOVT
Novanta Inc

Technology
-95
- 4.37%
N/A
2.08K $266M
GDDY
Go Daddy Inc.

Technology
-176
- 9.4%
$172.13 - $214.35 $30.3K - $37.7K
1.7K $306M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.66K
- 8.82%
$36.63 - $37.45 $60.9K - $62.3K
17.2K $633M
WEX
Wex Inc.

Technology
-11
- 0.37%
$148.29 - $186.78 $1.63K - $2.05K
2.93K $460M
AMGN
Amgen Inc

Healthcare
-438
- 27.19%
$258.59 - $327.36 $113K - $143K
1.17K $365M
HYG
Ishares Tr

ETFs
-701
- 11.47%
$78.51 - $80.11 $55K - $56.2K
5.41K $427M
GOLD
Barrick Gold Corp

Basic Materials
-10.5K
- 27.1%
$15.45 - $19.56 $162K - $205K
28.2K $548M
DT
Dynatrace, Inc.

Technology
-24
- 0.37%
$47.15 - $62.42 $1.13K - $1.5K
6.42K $303M
ATR
Aptargroup, Inc.

Healthcare
-197
- 9.8%
$141.7 - $159.83 $27.9K - $31.5K
1.81K $269M
HLN
Haleon PLC

Healthcare
-5.75K
- 31.72%
$9.02 - $10.67 $51.9K - $61.3K
12.4K $127M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-493
- 11.01%
$105.1 - $109.61 $51.8K - $54K
3.99K $433M
EMB
Ishares Tr

ETFs
-589
- 11.25%
$88.64 - $92.03 $52.2K - $54.2K
4.65K $421M
OII
Oceaneering International Inc

Energy
-123
- 1.28%
$19.14 - $27.93 $2.35K - $3.44K
9.49K $207M
GM
General Motors CO

Consumer Cyclical
-66
- 1.06%
$45.22 - $54.92 $2.98K - $3.62K
6.16K $290M
AMP
Ameriprise Financial Inc

Financial Services
-5
- 0.74%
$472.29 - $575.13 $2.36K - $2.88K
670 $324M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.35%
$4295.4 - $5141.88 $4.3K - $5.14K
73 $336M
VO
Vanguard Mid Cap ETF

ETFs
-92
- 9.06%
$251.87 - $277.95 $23.2K - $25.6K
924 $239M
AZN
Astrazeneca PLC

Healthcare
-1.36K
- 14.14%
$65.37 - $77.96 $88.6K - $106K
8.23K $605M
HLLY
Holley Inc.

Consumer Cyclical
-2.12K
- 5.8%
$2.4 - $3.18 $5.09K - $6.74K
34.5K $88.6M
FANG
Diamondback Energy, Inc.

Energy
-55
- 2.27%
$139.9 - $180.18 $7.69K - $9.91K
2.37K $378M
OHI
Omega Healthcare Investors Inc

Real Estate
-416
- 7.19%
$35.7 - $38.33 $14.9K - $15.9K
5.37K $204M
ARGX
Argenx Se

Healthcare
-1
- 0.2%
$571.0 - $671.75 $571 - $672
493 $292M
Thomson Reuters Corp
-188
- 10.87%
N/A
1.54K $266M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-91
- 2.66%
$99.16 - $99.52 $9.02K - $9.06K
3.33K $331M
SHW
Sherwin Williams CO

Basic Materials
-6
- 0.6%
$330.16 - $365.55 $1.98K - $2.19K
993 $347M
RS
Reliance Steel & Aluminum CO

Basic Materials
-16
- 1.68%
$266.61 - $302.66 $4.27K - $4.84K
939 $271M
NVS
Novartis Ag

Healthcare
-495
- 9.67%
$97.14 - $115.57 $48.1K - $57.2K
4.62K $515M
JPM
Jpmorgan Chase & CO

Financial Services
-265
- 1.57%
$225.19 - $279.95 $59.7K - $74.2K
16.7K $4.09B
GSHD
Goosehead Insurance, Inc.

Financial Services
-330
- 3.94%
$98.59 - $123.84 $32.5K - $40.9K
8.04K $949M
UL
Unilever PLC

Consumer Defensive
-1.15K
- 2.55%
$54.72 - $60.29 $63.1K - $69.5K
44.1K $2.62B
NOC
Northrop Grumman Corp

Industrials
-11
- 0.6%
$433.45 - $513.82 $4.77K - $5.65K
1.83K $937M
PAYC
Paycom Software, Inc.

Technology
-270
- 2.51%
$199.42 - $225.82 $53.8K - $61K
10.5K $2.29B
MA
Mastercard Inc

Financial Services
-320
- 2.24%
$504.67 - $576.31 $161K - $184K
13.9K $7.64B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-622
- 1.7%
$9.49 - $14.83 $5.9K - $9.22K
36.1K $491M
CSGP
Costar Group, Inc.

Real Estate
-381
- 1.58%
$69.29 - $80.37 $26.4K - $30.6K
23.8K $1.88B
SONY
Sony Group Corp

Technology
-43
- 0.1%
$19.88 - $25.64 $855 - $1.1K
42.1K $1.07B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-29
- 0.13%
$60.74 - $73.87 $1.76K - $2.14K
22.5K $1.67B
AEM
Agnico Eagle Mines LTD

Basic Materials
-158
- 0.97%
$79.66 - $108.41 $12.6K - $17.1K
16.1K $1.74B
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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