Portside Wealth Group, LLC Reduced Holdings in Q4 2024

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
-20
- 0.27%
$153.38 - $183.7 $3.07K - $3.67K
7.3K $1.14B
INTU
Intuit Inc

Technology
-5
- 0.9%
$602.01 - $706.25 $3.01K - $3.53K
553 $343M
HON
Honeywell International Inc

Industrials
-15
- 1.15%
$202.84 - $236.0 $3.04K - $3.54K
1.29K $267M
SPGI
S&P Global Inc.

Financial Services
-6
- 0.7%
$480.36 - $529.17 $2.88K - $3.18K
847 $438M
Thomson Reuters Corp
-18
- 1.04%
N/A
1.71K $292M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-7
- 1.05%
$408.59 - $476.19 $2.86K - $3.33K
661 $284M
OKE
Oneok Inc

Energy
-33
- 0.31%
$92.28 - $117.05 $3.05K - $3.86K
10.7K $975M
AZTA
Azenta, Inc.

Healthcare
-62
- 1.23%
$40.37 - $51.57 $2.5K - $3.2K
4.97K $241M
FTI
Technip Fmc PLC

Energy
-168
- 0.45%
$25.16 - $31.95 $4.23K - $5.37K
36.9K $969M
WSO
Watsco Inc

Industrials
-6
- 0.21%
$466.57 - $568.78 $2.8K - $3.41K
2.82K $1.39B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-51
- 0.85%
$55.73 - $66.16 $2.84K - $3.37K
5.94K $342M
VVV
Valvoline Inc

Energy
-70
- 0.54%
$36.18 - $43.41 $2.53K - $3.04K
12.9K $539M
NCNO
N Cino, Inc.

Technology
-91
- 0.23%
$30.14 - $42.64 $2.74K - $3.88K
39.4K $1.25B
DECK
Deckers Outdoor Corp

Consumer Cyclical
-18
- 0.64%
$152.04 - $211.12 $2.74K - $3.8K
2.81K $447M
GSHD
Goosehead Insurance, Inc.

Financial Services
-32
- 0.37%
$87.63 - $129.69 $2.8K - $4.15K
8.73K $779M
DEO
Diageo PLC

Consumer Defensive
-20
- 0.42%
$118.0 - $139.88 $2.36K - $2.8K
4.79K $672M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-6
- 0.3%
$396.64 - $516.74 $2.38K - $3.1K
2K $930M
HLN
Haleon PLC

Healthcare
-261
- 0.56%
$9.23 - $10.71 $2.41K - $2.8K
46.7K $495M
SE
Sea LTD

Consumer Cyclical
-29
- 0.96%
$93.56 - $117.41 $2.71K - $3.4K
2.98K $281M
ARGX
Argenx Se

Healthcare
-5
- 1.02%
$520.52 - $638.33 $2.6K - $3.19K
486 $263M
RMD
Resmed Inc

Healthcare
-11
- 0.75%
$228.69 - $256.07 $2.52K - $2.82K
1.45K $353M
CPRT
Copart Inc

Consumer Cyclical
-50
- 0.34%
$51.36 - $63.8 $2.57K - $3.19K
14.8K $777M
STRL
Sterling Construction CO Inc

Industrials
-18
- 0.39%
$142.94 - $199.03 $2.57K - $3.58K
4.62K $670M
ALC
Alcon Inc

Healthcare
-26
- 0.62%
$83.87 - $99.15 $2.18K - $2.58K
4.15K $415M
EME
Emcor Group, Inc.

Industrials
-6
- 0.63%
$427.96 - $526.95 $2.57K - $3.16K
940 $405M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-11
- 1.18%
$229.85 - $335.91 $2.53K - $3.7K
922 $214M
MNST
Monster Beverage Corp

Consumer Defensive
-49
- 0.36%
$49.24 - $56.38 $2.41K - $2.76K
13.5K $703M
TBK
Triumph Bancorp, Inc.

Financial Services
-32
- 0.28%
N/A
11.3K $902M
LYG
Lloyds Banking Group PLC

Financial Services
-815
- 0.92%
$2.67 - $3.23 $2.18K - $2.63K
88K $275M
SYK
Stryker Corp

Healthcare
-7
- 1.18%
$345.14 - $392.15 $2.42K - $2.75K
588 $212M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-233
- 0.64%
$9.25 - $10.62 $2.16K - $2.47K
35.9K $389M
TDC
Teradata Corp

Technology
-83
- 0.57%
$28.47 - $33.38 $2.36K - $2.77K
14.5K $441M
DE
Deere & CO

Industrials
-6
- 1.06%
$389.45 - $466.0 $2.34K - $2.8K
562 $235M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-50
- 0.37%
N/A
13.4K $671M
APH
Amphenol Corp

Technology
-38
- 0.85%
$62.07 - $75.35 $2.36K - $2.86K
4.42K $288M
TJX
Tjx Companies Inc

Consumer Cyclical
-21
- 0.97%
$112.15 - $127.2 $2.36K - $2.67K
2.16K $253M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-15
- 0.47%
$128.36 - $186.0 $1.93K - $2.79K
3.18K $517M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-31
- 0.66%
$77.25 - $91.3 $2.39K - $2.83K
4.67K $364M
WEC
Wec Energy Group, Inc.

Utilities
-25
- 0.25%
$92.94 - $101.82 $2.32K - $2.55K
10.1K $972M
APD
Air Products & Chemicals, Inc.

Basic Materials
-8
- 0.33%
$285.5 - $335.62 $2.28K - $2.68K
2.45K $728M
RACE
Ferrari N.V.

Consumer Cyclical
-5
- 0.83%
$422.83 - $490.34 $2.11K - $2.45K
597 $281M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-14
- 0.61%
$124.55 - $167.32 $1.74K - $2.34K
2.28K $381M
FISV
Fiserv Inc

Technology
-13
- 0.74%
N/A
1.75K $314M
BIIB
Biogen Inc.

Healthcare
-12
- 0.42%
$146.47 - $191.55 $1.76K - $2.3K
2.84K $550M
HSY
Hershey CO

Consumer Defensive
-12
- 0.32%
$168.67 - $193.65 $2.02K - $2.32K
3.78K $726M
O
Realty Income Corp

Real Estate
-35
- 0.36%
$51.76 - $64.71 $1.81K - $2.26K
9.82K $623M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-12
- 0.94%
$178.39 - $215.0 $2.14K - $2.58K
1.27K $234M
Onestream Inc
-65
- 0.37%
N/A
17.4K $590M
HOLX
Hologic Inc

Healthcare
-27
- 0.63%
$70.76 - $83.72 $1.91K - $2.26K
4.23K $345M
Activity Summary
Buys All Purchases 3 New Holdings 1 Increased Positions 2 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 0 Puts 0
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