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
OXY
Occidental Petroleum Corp

Energy
4.09K
+ 25.1%
$45.45 - $52.7 $186K - $215K
20.4K $1.01B
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.28K
New
$154.39 - $176.55 $197K - $225K
1.28K $200M
PLTR
Palantir Technologies Inc.

Technology
1.16K
+ 9.98%
$64.98 - $124.62 $75.4K - $145K
12.8K $1.08B
SPG
Simon Property Group Inc

Real Estate
1.32K
+ 29.79%
$159.48 - $187.78 $211K - $248K
5.76K $956M
CHKP
Check Point Software Technologies LTD

Technology
622
+ 53.07%
$179.88 - $231.31 $112K - $144K
1.79K $409M
WM
Waste Management Inc

Industrials
389
+ 11.85%
$200.54 - $233.78 $78K - $90.9K
3.67K $850M
MNST
Monster Beverage Corp

Consumer Defensive
1.58K
+ 10.0%
$46.16 - $58.58 $72.7K - $92.3K
17.3K $1.01B
AWK
American Water Works Company, Inc.

Utilities
202
+ 3.02%
$121.01 - $149.31 $24.4K - $30.2K
6.9K $1.02B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
655
+ 4.05%
$96.27 - $116.36 $63.1K - $76.2K
16.8K $1.96B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.76K
+ 16.08%
$11.66 - $14.98 $78.8K - $101K
48.8K $665M
WSO
Watsco Inc

Industrials
138
+ 4.75%
$463.86 - $530.75 $64K - $73.2K
3.04K $1.55B
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.53K
+ 33.67%
$48.34 - $49.66 $171K - $175K
14K $683M
MELI
Mercadolibre Inc

Consumer Cyclical
50
+ 18.25%
$1739.0 - $2260.0 $87K - $113K
324 $632M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.79K
+ 35.04%
$69.82 - $78.67 $195K - $220K
10.8K $758M
ENB
Enbridge Inc

Energy
2.37K
+ 7.81%
$41.54 - $45.45 $98.2K - $107K
32.6K $1.45B
HSY
Hershey CO

Consumer Defensive
894
+ 20.98%
$144.74 - $186.36 $129K - $167K
5.16K $882M
FTI
Technip Fmc PLC

Energy
1.86K
+ 5.08%
$25.3 - $32.57 $46.9K - $60.4K
38.3K $1.22B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
338
+ 43.56%
$634.14 - $744.83 $214K - $252K
1.11K $707M
WMB
Williams Companies, Inc.

Energy
528
+ 2.5%
$54.02 - $61.09 $28.5K - $32.3K
21.7K $1.3B
HEIA
Heico Crp Cl A
281
+ 7.68%
N/A
3.94K $831M
AMAT
Applied Materials Inc

Technology
1.86K
+ 27.2%
$145.06 - $195.51 $270K - $363K
8.69K $1.26B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.92K
+ 13.5%
$50.48 - $51.04 $147K - $149K
24.6K $1.25B
WRB
Berkley W R Corp

Financial Services
1.24K
+ 26.8%
$56.7 - $71.27 $70.5K - $88.7K
5.89K $419M
CMCSA
Comcast Corp

Communication Services
4.23K
+ 16.06%
$33.19 - $38.23 $140K - $162K
30.6K $1.13B
LYG
Lloyds Banking Group PLC

Financial Services
9.26K
+ 9.85%
$2.58 - $3.9 $23.9K - $36.1K
103K $395M
AJG
Arthur J. Gallagher & Co.

Financial Services
231
+ 24.81%
$275.89 - $345.24 $63.7K - $79.8K
1.16K $401M
WTW
Willis Towers Watson PLC

Financial Services
343
+ 40.98%
$306.61 - $340.78 $105K - $117K
1.18K $399M
ADP
Automatic Data Processing Inc

Industrials
238
+ 5.04%
$286.85 - $318.64 $68.3K - $75.8K
4.96K $1.52B
AVGO
Broadcom Inc.

Technology
2.04K
+ 62.53%
$167.43 - $244.7 $341K - $498K
5.29K $886M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
828
+ 11.54%
$73.82 - $89.02 $61.1K - $73.7K
8K $688M
SPOT
Spotify Technology S.A.

Communication Services
99
+ 14.54%
$457.79 - $648.32 $45.3K - $64.2K
780 $429M
DSGX
Descartes Systems Group Inc

Technology
1.66K
+ 48.77%
$96.4 - $122.5 $160K - $204K
5.08K $512M
MAA
Mid America Apartment Communities Inc.

Real Estate
293
+ 5.16%
$146.9 - $170.92 $43K - $50.1K
5.97K $1B
IVV
Ishares Core S&P 500 ETF

ETFs
620
+ 7.3%
$554.06 - $615.85 $344K - $382K
9.11K $5.12B
TDY
Teledyne Technologies Inc

Technology
90
+ 4.1%
$455.51 - $518.84 $41K - $46.7K
2.29K $1.14B
PEN
Penumbra Inc

Healthcare
210
+ 10.11%
$237.28 - $303.76 $49.8K - $63.8K
2.29K $612M
ISRG
Intuitive Surgical Inc

Healthcare
305
+ 22.49%
$476.63 - $610.45 $145K - $186K
1.66K $823M
BMY
Bristol Myers Squibb CO

Healthcare
466
+ 2.53%
$53.9 - $63.11 $25.1K - $29.4K
18.9K $1.15B
HGER
Harbor ETF Tr All Weather Infl
2.11K
+ 6.89%
$22.23 - $24.05 $46.9K - $50.7K
32.8K $788M
YUM
Yum Brands Inc

Consumer Cyclical
264
+ 9.29%
$123.25 - $162.53 $32.5K - $42.9K
3.11K $489M
VRSK
Verisk Analytics, Inc.

Industrials
214
+ 11.38%
$268.63 - $301.33 $57.5K - $64.5K
2.09K $623M
PEP
Pepsico Inc

Consumer Defensive
849
+ 8.04%
$142.64 - $156.42 $121K - $133K
11.4K $1.71B
CERT
Certara, Inc.

Healthcare
10.5K
New
$9.9 - $14.25 $104K - $149K
10.5K $104M
Linde PLC
128
+ 16.56%
N/A
901 $420M
CVLT
Commvault Systems Inc

Technology
426
+ 11.19%
$146.82 - $187.9 $62.5K - $80K
4.23K $668M
O
Realty Income Corp

Real Estate
668
+ 5.88%
$51.67 - $58.49 $34.5K - $39.1K
12K $698M
EXPD
Expeditors International Of Washington Inc

Industrials
463
+ 12.58%
$109.09 - $126.48 $50.5K - $58.6K
4.14K $498M
DPZ
Dominos Pizza Inc

Consumer Cyclical
129
+ 17.2%
$402.33 - $489.71 $51.9K - $63.2K
879 $404M
CASY
Caseys General Stores Inc

Consumer Cyclical
11
+ 0.51%
$378.71 - $442.54 $4.17K - $4.87K
2.19K $950M
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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