Portside Wealth Group, LLC Sells in Q2 2025

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-395K
- 96.9%
$50.36 - $50.68 $19.9M - $20M
12.6K $640M
AAPL
Apple Inc.

Technology
-18.5K
- 35.19%
$172.42 - $223.89 $3.19M - $4.14M
34.1K $7B
TIP
Ishares Tr Tips Bd ETF

ETFs
-38.7K
- 74.24%
$107.93 - $110.97 $4.18M - $4.3M
13.4K $1.48B
UNH
Unitedhealth Group Inc

Healthcare
-4.41K
- 72.93%
$274.35 - $599.47 $1.21M - $2.64M
1.64K $510M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.48K
- 38.23%
$498.8 - $620.9 $1.74M - $2.16M
5.63K $3.49B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-147
- 1.39%
$390.26 - $489.06 $57.4K - $71.9K
10.4K $4.23B
LLY
Eli Lilly & CO

Healthcare
-353
- 3.76%
$713.71 - $898.95 $252K - $317K
9.05K $7.05B
HSY
Hershey CO

Consumer Defensive
-3.69K
- 71.55%
$151.29 - $173.13 $558K - $639K
1.47K $243M
AON
Aon PLC

Financial Services
-427
- 3.86%
$335.85 - $398.81 $143K - $170K
10.6K $3.79B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-106
- 1.16%
$483.48 - $539.8 $51.2K - $57.2K
9K $4.37B
ABBV
Abb Vie Inc.

Healthcare
-113
- 0.62%
$170.16 - $206.27 $19.2K - $23.3K
18K $3.34B
NKE
Nike, Inc.

Consumer Cyclical
-7.86K
- 54.44%
$53.27 - $72.04 $419K - $566K
6.58K $467M
CPRT
Copart Inc

Consumer Cyclical
-5.9K
- 43.02%
$47.72 - $63.84 $281K - $377K
7.81K $383M
XOM
Exxon Mobil Corp

Energy
-1.05K
- 4.87%
$99.93 - $119.04 $105K - $125K
20.4K $2.2B
LYG
Lloyds Banking Group PLC

Financial Services
-90.4K
- 87.52%
$3.32 - $4.29 $300K - $388K
12.9K $54.8M
VZ
Verizon Communications Inc

Communication Services
-1.75K
- 1.44%
$41.67 - $45.62 $73.1K - $80K
120K $5.18B
MDT
Medtronic PLC

Healthcare
-2.4K
- 5.84%
$80.68 - $88.86 $194K - $213K
38.7K $3.37B
BRO
Brown & Brown, Inc.

Financial Services
-1.77K
- 20.94%
$104.48 - $124.43 $185K - $220K
6.69K $742M
TDY
Teledyne Technologies Inc

Technology
-653
- 28.58%
$435.54 - $512.31 $284K - $335K
1.63K $836M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-2.34K
- 10.38%
$64.31 - $75.93 $151K - $178K
20.2K $1.37B
RTX
Raytheon Technologies Corp

Industrials
-4.8K
- 15.7%
$113.75 - $148.48 $546K - $713K
25.8K $3.76B
LRN
Stride, Inc.

Consumer Defensive
-2.57K
- 51.59%
$124.45 - $160.72 $320K - $413K
2.41K $350M
BMY
Bristol Myers Squibb CO

Healthcare
-22
- 0.12%
$44.12 - $59.6 $971 - $1.31K
18.9K $873M
V
Visa Inc.

Financial Services
-1.24K
- 3.5%
$308.27 - $373.31 $383K - $464K
34.2K $12.2B
RSG
Republic Services, Inc.

Industrials
-1.12K
- 17.09%
$227.2 - $258.07 $253K - $288K
5.41K $1.33B
OKE
Oneok Inc

Energy
-390
- 3.5%
$78.71 - $100.37 $30.7K - $39.1K
10.7K $877M
WSO
Watsco Inc

Industrials
-30
- 0.99%
$421.84 - $520.66 $12.7K - $15.6K
3.01K $1.33B
NVO
Novo Nordisk A S

Healthcare
-2.81K
- 6.32%
$58.08 - $81.05 $163K - $228K
41.7K $2.88B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.23K
- 35.01%
$99.37 - $134.05 $123K - $165K
2.29K $260M
WST
West Pharmaceutical Services Inc

Healthcare
-785
- 23.8%
$190.39 - $227.7 $149K - $179K
2.51K $550M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-660
- 6.2%
$47.91 - $70.14 $31.6K - $46.3K
9.99K $519M
MAA
Mid America Apartment Communities Inc.

Real Estate
-269
- 4.51%
$145.91 - $168.0 $39.2K - $45.2K
5.7K $844M
CSX
Csx Corp

Industrials
-7.32K
- 26.76%
$26.69 - $32.91 $195K - $241K
20K $653M
EPAC
Enerpac Tool Group Corp

Industrials
-1.3K
- 5.72%
$37.39 - $46.15 $48.5K - $59.8K
21.4K $866M
IT
Gartner Inc

Technology
-204
- 4.83%
$377.5 - $449.52 $77K - $91.7K
4.02K $1.63B
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 0.81%
$285.55 - $321.23 $14K - $15.7K
5.98K $1.75B
SKY
Skyline Champion Corp

Consumer Cyclical
-156
- 4.03%
$60.33 - $94.94 $9.41K - $14.8K
3.72K $233M
LUV
Southwest Airlines CO

Industrials
-3.34K
- 14.89%
$24.04 - $34.36 $80.3K - $115K
19.1K $619M
SFBS
Servis First Bancshares, Inc.

Financial Services
-797
- 6.1%
$68.48 - $82.21 $54.6K - $65.5K
12.3K $951M
TBK
Triumph Bancorp, Inc.

Financial Services
-1.62K
- 17.3%
N/A
7.75K $427M
ENTG
Entegris Inc

Technology
-939
- 25.0%
$62.92 - $86.2 $59.1K - $80.9K
2.82K $227M
VLO
Valero Energy Corp

Energy
-647
- 29.01%
$104.69 - $141.77 $67.7K - $91.7K
1.58K $213M
ROST
Ross Stores, Inc.

Consumer Cyclical
-603
- 21.32%
$126.62 - $154.26 $76.4K - $93K
2.23K $284M
WRB
Berkley W R Corp

Financial Services
-1.22K
- 20.68%
$64.28 - $75.17 $78.2K - $91.5K
4.67K $343M
WTW
Willis Towers Watson PLC

Financial Services
-120
- 10.17%
$295.96 - $337.43 $35.5K - $40.5K
1.06K $325M
KMB
Kimberly Clark Corp

Consumer Defensive
-117
- 2.66%
$126.84 - $145.22 $14.8K - $17K
4.28K $552M
WEC
Wec Energy Group, Inc.

Utilities
-168
- 1.49%
$102.24 - $109.76 $17.2K - $18.4K
11.1K $1.16B
AWK
American Water Works Company, Inc.

Utilities
-80
- 1.16%
$133.82 - $151.96 $10.7K - $12.2K
6.82K $949M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-139
- 1.65%
$86.97 - $102.82 $12.1K - $14.3K
8.28K $795M
Activity Summary
Buys All Purchases 296 New Holdings 53 Increased Positions 243 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 3 Puts 1
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