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
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.48K
+ 22.45%
$45.98 - $56.15 $67.9K - $82.9K
8.05K $452M
ROLL
Rbc Bearings Inc

Industrials
178
+ 21.04%
N/A
1.02K $394M
BDX
Becton Dickinson & CO

Healthcare
2.47K
+ 46.1%
$165.15 - $226.42 $407K - $558K
7.81K $1.35B
KLAC
Kla Corp

Technology
52
+ 15.2%
$576.53 - $902.94 $30K - $47K
394 $353M
HDB
Hdfc Bank LTD

Financial Services
326
+ 3.62%
$63.78 - $77.48 $20.8K - $25.3K
9.34K $716M
HLI
Houlihan Lokey, Inc.

Financial Services
199
+ 4.59%
$141.59 - $182.75 $28.2K - $36.4K
4.54K $817M
LMT
Lockheed Martin Corp

Industrials
179
+ 9.67%
$430.82 - $486.45 $77.1K - $87.1K
2.03K $941M
DXCM
Dexcom Inc

Healthcare
376
+ 8.9%
$59.83 - $87.57 $22.5K - $32.9K
4.6K $402M
NVS
Novartis Ag

Healthcare
563
+ 12.18%
$101.96 - $121.01 $57.4K - $68.1K
5.19K $627M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
2.33K
+ 11.2%
$20.4 - $25.29 $47.5K - $58.9K
23.1K $581M
APPF
Appfolio Inc

Technology
307
+ 8.72%
$192.02 - $234.65 $59K - $72K
3.83K $882M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.21K
+ 3.44%
$102.02 - $103.5 $124K - $125K
36.4K $3.75B
CCB
Coastal Financial Corp

Financial Services
839
+ 22.89%
$79.01 - $99.95 $66.3K - $83.9K
4.51K $436M
CRM
Salesforce, Inc.

Technology
300
+ 5.69%
$236.26 - $291.15 $70.9K - $87.3K
5.57K $1.52B
CME
Cme Group Inc.

Financial Services
216
+ 5.05%
$252.37 - $290.71 $54.5K - $62.8K
4.49K $1.24B
MKC
Mccormick & CO Inc

Consumer Defensive
2.04K
+ 25.06%
$71.11 - $82.25 $145K - $167K
10.2K $770M
ADP
Automatic Data Processing Inc

Industrials
282
+ 5.68%
$276.76 - $326.81 $78K - $92.2K
5.25K $1.62B
SQ
Block, Inc.

Technology
453
+ 8.84%
N/A
5.58K $379M
SNA
Snap On Inc

Industrials
577
+ 18.75%
$292.36 - $342.2 $169K - $197K
3.66K $1.14B
SXT
Sensient Technologies Corp

Basic Materials
8
+ 0.21%
$68.75 - $98.6 $550 - $789
3.78K $372M
CTVA
Corteva, Inc.

Basic Materials
268
+ 4.36%
$55.52 - $74.53 $14.9K - $20K
6.41K $478M
EFV
Msci Eafe Value ETF

ETFs
936
+ 13.8%
$52.4 - $64.65 $49K - $60.5K
7.72K $490M
PYPL
Pay Pal Holdings, Inc.

Financial Services
484
+ 8.22%
$57.41 - $74.81 $27.8K - $36.2K
6.37K $474M
Linde PLC
183
+ 20.31%
N/A
1.08K $509M
SPGI
S&P Global Inc.

Financial Services
133
+ 14.29%
$438.31 - $527.29 $58.3K - $70.1K
1.06K $561M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.84K
+ 1.38%
$22.54 - $23.17 $86.6K - $89K
282K $6.49B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.72K
+ 8.21%
$17.76 - $22.1 $30.5K - $37.9K
22.6K $500M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.67K
+ 6.81%
$49.79 - $50.75 $83.3K - $84.9K
26.2K $1.33B
WSM
Williams Sonoma Inc

Consumer Cyclical
443
+ 19.66%
$137.62 - $174.44 $61K - $77.3K
2.7K $440M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.36K
+ 3.76%
$11.9 - $15.57 $16.1K - $21.1K
37.4K $575M
PANW
Palo Alto Networks Inc

Technology
98
+ 5.32%
$152.44 - $204.64 $14.9K - $20.1K
1.94K $397M
PH
Parker Hannifin Corp

Industrials
30
+ 4.42%
$517.23 - $700.54 $15.5K - $21K
709 $495M
GE
General Electric CO

Industrials
76
+ 7.05%
$166.81 - $257.39 $12.7K - $19.6K
1.15K $297M
DUOL
Duolingo, Inc.

Technology
12
+ 1.6%
$292.88 - $540.68 $3.51K - $6.49K
763 $313M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.79K
+ 10.41%
$35.3 - $37.51 $63.2K - $67.1K
19K $712M
UL
Unilever PLC

Consumer Defensive
127
+ 0.29%
$57.9 - $65.43 $7.35K - $8.31K
44.2K $2.7B
HLNE
Hamilton Lane Inc

Financial Services
619
+ 31.11%
$126.65 - $175.49 $78.4K - $109K
2.61K $371M
RVLV
Revolve Group, Inc.

Consumer Cyclical
4.96K
+ 26.56%
$17.07 - $22.57 $84.6K - $112K
23.6K $474M
MO
Altria Group, Inc.

Consumer Defensive
1.33K
+ 29.41%
$55.56 - $60.91 $73.9K - $81K
5.85K $343M
CMCSA
Comcast Corp

Communication Services
3.01K
+ 9.86%
$32.84 - $36.72 $98.9K - $111K
33.6K $1.2B
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.24K
+ 3.77%
$63.54 - $68.5 $78.8K - $84.9K
34.1K $2.3B
WAB
Westinghouse Air Brake Technologies Corp

Industrials
30
+ 1.32%
$160.22 - $209.35 $4.81K - $6.28K
2.31K $483M
ILMN
Illumina, Inc.

Healthcare
215
+ 7.16%
$70.3 - $95.41 $15.1K - $20.5K
3.22K $307M
AMT
American Tower Corp

Real Estate
223
+ 4.12%
$203.96 - $228.19 $45.5K - $50.9K
5.64K $1.25B
TRV
Travelers Companies, Inc.

Financial Services
243
+ 30.84%
$233.83 - $276.34 $56.8K - $67.2K
1.03K $276M
PNR
Pentair PLC

Industrials
102
+ 2.88%
$76.17 - $103.58 $7.77K - $10.6K
3.64K $374M
CLOI
Vaneck ETF Tr

ETFs
1.2K
+ 26.66%
$51.16 - $53.02 $61.2K - $63.4K
5.68K $301M
NU
Nu Holdings Ltd.

Financial Services
172
+ 0.98%
$9.6 - $13.72 $1.65K - $2.36K
17.8K $244M
SYK
Stryker Corp

Healthcare
103
+ 13.05%
$337.37 - $395.63 $34.7K - $40.7K
892 $353M
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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