Portside Wealth Group, LLC Purchases in Q3 2024

Portside Wealth Group, LLC

  • $586 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.02K
+ 18.33%
$36.06 - $37.66 $109K - $114K
19.5K $735M
MELI
Mercadolibre Inc

Consumer Cyclical
25
+ 12.5%
$1591.44 - $2140.1 $39.8K - $53.5K
225 $462M
PYPL
Pay Pal Holdings, Inc.

Financial Services
664
+ 16.46%
$57.22 - $80.08 $38K - $53.2K
4.7K $367M
AEP
American Electric Power CO Inc

Utilities
295
+ 4.56%
$87.11 - $104.95 $25.7K - $31K
6.77K $694M
HLN
Haleon PLC

Healthcare
2.02K
+ 4.49%
$8.32 - $10.7 $16.8K - $21.6K
47K $497M
ISRG
Intuitive Surgical Inc

Healthcare
156
+ 15.46%
$416.14 - $494.01 $64.9K - $77.1K
1.17K $572M
MNST
Monster Beverage Corp

Consumer Defensive
1.79K
+ 15.23%
$45.01 - $52.47 $80.4K - $93.7K
13.5K $705M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.34K
+ 23.86%
$50.52 - $50.95 $118K - $119K
12.1K $617M
GIS
General Mills Inc

Consumer Defensive
395
+ 4.91%
$62.5 - $75.15 $24.7K - $29.7K
8.44K $623M
TSCO
Tractor Supply CO

Consumer Cyclical
277
+ 17.36%
$251.95 - $290.93 $69.8K - $80.6K
1.87K $545M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.23K
+ 4.8%
$91.42 - $91.82 $112K - $113K
26.8K $2.46B
PJT
Pjt Partners Inc.

Financial Services
181
+ 5.17%
$108.91 - $136.42 $19.7K - $24.7K
3.68K $491M
INDA
Ishares Msci India Index Fund

ETFs
226
+ 0.63%
$54.86 - $59.22 $12.4K - $13.4K
36.4K $2.13B
C
Citigroup Inc

Financial Services
1.99K
+ 12.95%
$56.11 - $67.61 $112K - $135K
17.4K $1.09B
SKY
Skyline Champion Corp

Consumer Cyclical
304
+ 10.02%
$65.6 - $95.65 $19.9K - $29.1K
3.34K $317M
MKC
Mccormick & CO Inc

Consumer Defensive
330
+ 4.64%
$69.44 - $84.76 $22.9K - $28K
7.45K $613M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.6K
+ 142.46%
$128.47 - $280.94 $205K - $449K
2.72K $421M
DT
Dynatrace, Inc.

Technology
1.08K
+ 20.26%
$40.49 - $53.47 $43.6K - $57.6K
6.39K $342M
EFX
Equifax Inc

Industrials
145
+ 12.59%
$236.42 - $307.13 $34.3K - $44.5K
1.3K $381M
EMB
Ishares Tr

ETFs
740
+ 11.98%
$87.75 - $93.74 $64.9K - $69.4K
6.92K $647M
JBBB
Janus Detroit Str Tr Henderson

ETFs
2.1K
+ 13.61%
$48.27 - $49.33 $101K - $104K
17.5K $858M
WEX
Wex Inc.

Technology
12
+ 0.41%
$168.01 - $209.77 $2.02K - $2.52K
2.95K $618M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
93
+ 14.74%
$1024.09 - $1201.76 $95.2K - $112K
724 $761M
PEP
Pepsico Inc

Consumer Defensive
293
+ 3.19%
$161.9 - $179.3 $47.4K - $52.5K
9.48K $1.61B
HDB
Hdfc Bank LTD

Financial Services
1.72K
+ 24.55%
$58.04 - $66.97 $99.9K - $115K
8.73K $546M
ALLE
Allegion PLC

Industrials
174
+ 6.9%
$114.67 - $145.7 $20K - $25.4K
2.69K $393M
ONTO
Onto Innovation Inc.

Technology
513
+ 49.14%
$158.45 - $238.04 $81.3K - $122K
1.56K $323M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.63K
+ 10.35%
$30.27 - $34.42 $49.3K - $56.1K
17.4K $593M
SHW
Sherwin Williams CO

Basic Materials
39
+ 4.29%
$294.65 - $384.0 $11.5K - $15K
949 $362M
SPGI
S&P Global Inc.

Financial Services
68
+ 8.66%
$446.32 - $527.38 $30.3K - $35.9K
853 $441M
HLI
Houlihan Lokey, Inc.

Financial Services
232
+ 10.43%
$134.11 - $161.99 $31.1K - $37.6K
2.46K $388M
BMI
Badger Meter Inc

Technology
199
+ 14.45%
$184.77 - $219.63 $36.8K - $43.7K
1.58K $344M
PH
Parker Hannifin Corp

Industrials
23
+ 3.99%
$501.01 - $635.92 $11.5K - $14.6K
599 $378M
PNR
Pentair PLC

Industrials
312
+ 11.65%
$74.39 - $97.79 $23.2K - $30.5K
2.99K $292M
ILMN
Illumina, Inc.

Healthcare
265
+ 13.18%
$105.28 - $135.9 $27.9K - $36K
2.28K $297M
Canadian Pacific Kansas City
414
+ 5.69%
N/A
7.69K $657M
AME
Ametek Inc

Industrials
415
+ 15.71%
$152.74 - $176.01 $63.4K - $73K
3.06K $525M
WSO
Watsco Inc

Industrials
5
+ 0.18%
$448.73 - $519.89 $2.24K - $2.6K
2.83K $1.39B
LII
Lennox International Inc

Industrials
73
+ 12.94%
$523.72 - $620.83 $38.2K - $45.3K
637 $385M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
193
+ 10.65%
$460.0 - $505.78 $88.8K - $97.6K
2.01K $932M
FISV
Fiserv Inc

Technology
195
+ 12.44%
N/A
1.76K $317M
LEN
Lennar Corp

Consumer Cyclical
84
+ 4.7%
$142.5 - $192.45 $12K - $16.2K
1.87K $351M
BR
Broadridge Financial Solutions, Inc.

Technology
248
+ 15.46%
$196.56 - $218.55 $48.7K - $54.2K
1.85K $398M
LGND
Ligand Pharmaceuticals Inc

Healthcare
378
+ 13.89%
$82.7 - $110.11 $31.3K - $41.6K
3.1K $310M
HYG
Ishares Tr

ETFs
714
+ 9.79%
$76.72 - $80.36 $54.8K - $57.4K
8.01K $643M
CI
Cigna Corp

Healthcare
78
+ 2.38%
$319.12 - $367.1 $24.9K - $28.6K
3.36K $1.16B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
456
+ 21.31%
$117.9 - $128.2 $53.8K - $58.5K
2.6K $333M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
51
+ 0.4%
$64.24 - $74.15 $3.28K - $3.78K
12.9K $956M
CTAS
Cintas Corp

Industrials
1.09K
+ 361.92%
$201.38 - $819.83 $220K - $896K
1.4K $287M
Activity Summary
Buys All Purchases 275 New Holdings 48 Increased Positions 227 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 3 Puts 0
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