Portside Wealth Group, LLC Purchases in Q2 2025

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EHC
Encompass Health Corp

Healthcare
2.82K
New
$96.12 - $122.63 $271K - $345K
2.82K $345M
UBER
Uber Technologies, Inc

Technology
2.89K
+ 78.58%
$64.62 - $93.3 $187K - $269K
6.56K $612M
SE
Sea LTD

Consumer Cyclical
1.09K
+ 18.87%
$105.57 - $170.4 $115K - $186K
6.87K $1.1B
ADBE
Adobe Inc.

Technology
777
+ 6.1%
$340.0 - $420.68 $264K - $327K
13.5K $5.23B
Arista Networks Inc
3.29K
New
N/A
3.29K $336M
FAST
Fastenal CO

Industrials
11.2K
+ 294.01%
$40.65 - $83.16 $455K - $931K
15K $630M
FSS
Federal Signal Corp

Industrials
3.05K
New
$69.23 - $106.42 $211K - $325K
3.05K $325M
DDOG
Datadog, Inc.

Technology
2.42K
New
$87.0 - $134.33 $210K - $325K
2.42K $325M
EVR
Evercore Inc.

Financial Services
1.2K
New
$163.77 - $271.5 $197K - $326K
1.2K $324M
GLW
Corning Inc

Technology
2.92K
+ 11.92%
$39.07 - $52.59 $114K - $154K
27.4K $1.44B
FIX
Comfort Systems Usa Inc

Industrials
12
+ 0.85%
$296.51 - $536.21 $3.56K - $6.43K
1.42K $762M
IBM
International Business Machines Corp

Technology
25
+ 0.39%
$221.03 - $294.78 $5.53K - $7.37K
6.51K $1.92B
AMD
Advanced Micro Devices Inc

Technology
2.16K
New
$78.21 - $143.81 $169K - $310K
2.16K $306M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.88K
New
$146.74 - $176.07 $276K - $332K
1.88K $306M
VST
Vistra Corp.

Utilities
1.57K
New
$98.07 - $195.04 $153K - $305K
1.57K $303M
URI
United Rentals, Inc.

Industrials
400
New
$551.94 - $753.4 $221K - $301K
400 $301M
VIRT
Virtu Financial, Inc.

Financial Services
6.61K
New
$32.82 - $44.79 $217K - $296K
6.61K $296M
PRIM
Primoris Services Corp

Industrials
3.78K
New
$52.66 - $80.05 $199K - $303K
3.78K $295M
ALGN
Align Technology Inc

Healthcare
1.55K
New
$144.32 - $190.42 $223K - $294K
1.55K $293M
JBT
John Bean Technologies Corp

Industrials
2.43K
New
N/A
2.43K $292M
AVAV
Aero Vironment Inc

Industrials
11
+ 0.63%
$111.65 - $284.95 $1.23K - $3.13K
1.75K $499M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.28K
+ 5.38%
$50.39 - $60.05 $115K - $137K
44.7K $2.69B
Natwest Group PLC
17.9K
+ 125.0%
N/A
32.2K $455M
Ge Vernova Inc
528
New
N/A
528 $279M
Blackrock ETF Trust Ii
4.22K
+ 4.89%
N/A
90.6K $2.81B
FICO
Fair Isaac Corp

Technology
148
+ 86.55%
$1503.62 - $2206.01 $223K - $326K
319 $583M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.61K
New
$160.0 - $195.62 $258K - $316K
1.61K $263M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.08K
New
$180.84 - $240.32 $196K - $261K
1.08K $261M
COF
Capital One Financial Corp

Financial Services
954
+ 64.5%
$150.57 - $212.76 $144K - $203K
2.43K $518M
MMYT
Make My Trip LTD

Consumer Cyclical
2.57K
New
N/A
2.57K $252M
MS
Morgan Stanley

Financial Services
218
+ 2.38%
$99.83 - $140.86 $21.8K - $30.7K
9.37K $1.32B
RELX
Relx PLC

Communication Services
3.74K
+ 31.1%
$45.31 - $55.66 $170K - $208K
15.8K $857M
STVN
Stevanato Group S.P.A.

Healthcare
10.2K
New
$18.57 - $25.25 $189K - $257K
10.2K $249M
MC
Moelis & CO

Financial Services
3.95K
New
$48.86 - $62.99 $193K - $249K
3.95K $246M
CSGP
Costar Group, Inc.

Real Estate
2.71K
+ 11.4%
$72.62 - $83.22 $197K - $226K
26.5K $2.13B
CHK
Chesapeake Energy Corp

Energy
2.08K
New
N/A
2.08K $244M
NCNO
N Cino, Inc.

Technology
7.98K
+ 21.79%
$21.45 - $28.12 $171K - $224K
44.6K $1.25B
HWKN
Hawkins Inc

Basic Materials
1.7K
New
$103.32 - $143.95 $175K - $244K
1.7K $241M
PHM
Pultegroup Inc

Consumer Cyclical
2.28K
New
$92.02 - $106.54 $210K - $243K
2.28K $241M
APP
App Lovin Corp

Technology
688
New
$219.37 - $417.89 $151K - $288K
688 $241M
USPH
U S Physical Therapy Inc

Healthcare
2.78K
+ 78.62%
$65.08 - $79.84 $181K - $222K
6.32K $494M
Qxo Inc
11K
New
N/A
11K $236M
GS
Goldman Sachs Group Inc

Financial Services
331
New
$462.22 - $707.75 $153K - $234K
331 $234M
SCHW
Schwab Charles Corp

Financial Services
934
+ 8.19%
$69.06 - $91.24 $64.5K - $85.2K
12.3K $1.13B
C
Citigroup Inc

Financial Services
22
+ 0.14%
$58.13 - $85.12 $1.28K - $1.87K
16.3K $1.39B
FSV
First Service Corp

Real Estate
1.32K
New
$158.93 - $179.74 $210K - $238K
1.32K $231M
ETN
Eaton Corp PLC

Industrials
646
New
$246.52 - $356.99 $159K - $231K
646 $231M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.25K
New
$151.62 - $183.47 $189K - $228K
1.25K $228M
DCI
Donaldson CO Inc

Industrials
3.29K
New
$59.18 - $71.02 $195K - $234K
3.29K $228M
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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