Portside Wealth Group, LLC Purchases in Q1 2025

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
1.48K
+ 12.09%
$158.56 - $176.26 $234K - $261K
13.7K $2.33B
TT
Trane Technologies PLC

Industrials
847
New
$332.0 - $400.86 $281K - $340K
847 $285M
Lam Research Corp
3.92K
New
N/A
3.92K $285M
SXT
Sensient Technologies Corp

Basic Materials
3.77K
New
$67.31 - $77.4 $254K - $292K
3.77K $280M
UPS
United Parcel Service Inc

Industrials
4.64K
+ 32.15%
$109.66 - $136.26 $509K - $632K
19.1K $2.1B
MSTR
Microstrategy Inc

Technology
965
+ 116.27%
$239.27 - $396.5 $231K - $383K
1.8K $517M
APD
Air Products & Chemicals, Inc.

Basic Materials
882
+ 35.31%
$283.24 - $338.07 $250K - $298K
3.38K $997M
MO
Altria Group, Inc.

Consumer Defensive
4.52K
New
$50.81 - $60.02 $230K - $271K
4.52K $271M
UBER
Uber Technologies, Inc

Technology
3.67K
New
$63.17 - $81.49 $232K - $299K
3.67K $268M
COST
Costco Wholesale Corp

Consumer Defensive
235
+ 15.75%
$890.62 - $1076.86 $209K - $253K
1.73K $1.63B
EPAC
Enerpac Tool Group Corp

Industrials
4K
+ 21.41%
$40.26 - $47.26 $161K - $189K
22.7K $1.02B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.02K
+ 109.14%
$237.72 - $276.98 $241K - $281K
1.95K $476M
OLED
Universal Display Corp Pa

Technology
1.72K
New
$139.48 - $161.59 $240K - $278K
1.72K $240M
MCD
Mcdonalds Corp

Consumer Cyclical
355
+ 6.25%
$279.74 - $321.29 $99.3K - $114K
6.03K $1.88B
CLOI
Vaneck ETF Tr

ETFs
4.49K
New
$52.68 - $53.16 $236K - $238K
4.49K $237M
IDXX
Idexx Laboratories Inc

Healthcare
564
New
$406.29 - $469.04 $229K - $265K
564 $237M
DUK
Duke Energy Corp

Utilities
641
+ 5.86%
$105.87 - $121.97 $67.9K - $78.2K
11.6K $1.41B
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.33K
+ 14.25%
$47.74 - $65.16 $63.4K - $86.5K
10.6K $679M
CME
Cme Group Inc.

Financial Services
396
+ 10.21%
$225.82 - $266.54 $89.4K - $106K
4.27K $1.13B
DUOL
Duolingo, Inc.

Technology
751
New
$272.49 - $441.39 $205K - $331K
751 $233M
KLAC
Kla Corp

Technology
342
New
$636.62 - $777.63 $218K - $266K
342 $232M
OPCH
Option Care Health, Inc.

Healthcare
6.55K
New
$22.7 - $35.2 $149K - $231K
6.55K $229M
BRO
Brown & Brown, Inc.

Financial Services
385
+ 4.77%
$100.54 - $124.4 $38.7K - $47.9K
8.46K $1.05B
AEP
American Electric Power CO Inc

Utilities
992
+ 14.06%
$90.32 - $109.27 $89.6K - $108K
8.05K $879M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.14K
+ 29.13%
$88.0 - $115.5 $100K - $131K
5.04K $575M
FCX
Freeport Mcmoran Inc

Basic Materials
6.09K
+ 25.39%
$34.5 - $43.01 $210K - $262K
30.1K $1.14B
HLI
Houlihan Lokey, Inc.

Financial Services
1.59K
+ 57.59%
$154.43 - $187.4 $245K - $297K
4.34K $701M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
155
New
$1187.71 - $1432.58 $184K - $222K
155 $222M
LECO
Lincoln Electric Holdings Inc

Industrials
1.17K
New
$180.51 - $216.81 $212K - $254K
1.17K $222M
CELH
Celsius Holdings, Inc.

Consumer Defensive
6.15K
New
$21.28 - $35.62 $131K - $219K
6.15K $219M
WEC
Wec Energy Group, Inc.

Utilities
514
+ 4.76%
$92.12 - $108.98 $47.3K - $56K
11.3K $1.23B
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.99K
+ 3.96%
$25.54 - $27.64 $102K - $110K
105K $2.86B
CI
Cigna Corp

Healthcare
92
+ 2.61%
$274.49 - $329.0 $25.3K - $30.3K
3.61K $1.19B
COP
Conocophillips

Energy
1.36K
+ 10.88%
$88.6 - $105.85 $121K - $144K
13.9K $1.46B
RMBS
Rambus Inc

Technology
4.27K
+ 91.67%
$51.55 - $68.59 $220K - $293K
8.92K $462M
GE
General Electric CO

Industrials
1.08K
New
$168.59 - $212.13 $182K - $229K
1.08K $216M
INSP
Inspire Medical Systems, Inc.

Healthcare
1.34K
New
$157.24 - $215.42 $211K - $290K
1.34K $214M
TTE
Total Energies Se

Energy
3.3K
New
N/A
3.3K $213M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
518
+ 17.24%
$80.53 - $147.57 $41.7K - $76.4K
3.52K $466M
ECL
Ecolab Inc.

Basic Materials
832
New
$229.72 - $269.82 $191K - $224K
832 $211M
BA
Boeing CO

Industrials
1.84K
+ 11.43%
$148.15 - $186.25 $273K - $343K
18K $3.07B
MKTX
Marketaxess Holdings Inc

Financial Services
970
New
$189.81 - $226.47 $184K - $220K
970 $210M
TRV
Travelers Companies, Inc.

Financial Services
788
New
$232.43 - $265.13 $183K - $209K
788 $208M
DHR
Danaher Corp

Healthcare
1K
New
$201.62 - $250.59 $202K - $252K
1K $206M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
7.68K
New
$25.9 - $31.26 $199K - $240K
7.68K $206M
CHH
Choice Hotels International Inc

Consumer Cyclical
1.52K
New
$127.89 - $155.97 $195K - $238K
1.52K $202M
TRNO
Terreno Realty Corp

Real Estate
3.2K
New
$57.4 - $68.5 $184K - $219K
3.2K $202M
XEL
Xcel Energy Inc

Utilities
2.85K
New
$63.37 - $72.1 $180K - $205K
2.85K $202M
AMT
American Tower Corp

Real Estate
87
+ 1.63%
$173.46 - $217.6 $15.1K - $18.9K
5.42K $1.18B
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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