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
EXPO
Exponent Inc

Industrials
262
+ 11.66%
$93.45 - $115.28 $24.5K - $30.2K
2.51K $289M
BSY
Bentley Systems Inc

Technology
1.1K
+ 9.1%
$44.79 - $51.95 $49.3K - $57.2K
13.2K $671M
QQQ
Invesco Qqq Trust, Series 1

ETFs
114
+ 6.71%
$434.77 - $502.96 $49.6K - $57.3K
1.81K $885M
WTS
Watts Water Technologies Inc

Industrials
60
+ 2.46%
$175.53 - $207.88 $10.5K - $12.5K
2.5K $517M
DEO
Diageo PLC

Consumer Defensive
9
+ 0.19%
$120.02 - $140.77 $1.08K - $1.27K
4.81K $674M
YUM
Yum Brands Inc

Consumer Cyclical
393
+ 19.35%
$125.95 - $139.96 $49.5K - $55K
2.42K $339M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
707
+ 12.44%
$65.26 - $75.5 $46.1K - $53.4K
6.39K $461M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
159
+ 9.62%
$150.01 - $182.29 $23.9K - $29K
1.81K $329M
RACE
Ferrari N.V.

Consumer Cyclical
74
+ 14.02%
$405.92 - $496.79 $30K - $36.8K
602 $283M
BAH
Booz Allen Hamilton Holding Corp

Industrials
238
+ 8.06%
$138.82 - $162.76 $33K - $38.7K
3.19K $520M
PANW
Palo Alto Networks Inc

Technology
176
+ 25.84%
$294.18 - $368.01 $51.8K - $64.8K
857 $293M
BCPC
Balchem Corp

Basic Materials
172
+ 12.47%
$154.1 - $181.56 $26.5K - $31.2K
1.55K $273M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
283
+ 2.94%
$81.1 - $89.18 $23K - $25.2K
9.92K $871M
NDSN
Nordson Corp

Industrials
108
+ 11.04%
$225.0 - $262.63 $24.3K - $28.4K
1.09K $285M
EFV
Msci Eafe Value ETF

ETFs
613
+ 12.8%
$51.72 - $57.96 $31.7K - $35.5K
5.4K $311M
CDW
Cdw Corp

Technology
233
+ 22.91%
$206.67 - $239.84 $48.2K - $55.9K
1.25K $283M
AMD
Advanced Micro Devices Inc

Technology
314
+ 24.86%
$128.67 - $183.96 $40.4K - $57.8K
1.58K $259M
TJX
Tjx Companies Inc

Consumer Cyclical
334
+ 18.13%
$107.93 - $120.23 $36K - $40.2K
2.18K $256M
CYBR
Cyber Ark Software Ltd.

Technology
118
+ 11.6%
$241.52 - $291.61 $28.5K - $34.4K
1.14K $331M
Linde PLC
52
+ 7.06%
N/A
789 $376M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 10.53%
$3305.62 - $4268.05 $26.4K - $34.1K
84 $354M
DPZ
Dominos Pizza Inc

Consumer Cyclical
212
+ 46.49%
$402.52 - $505.35 $85.3K - $107K
668 $287M
SEIC
Sei Investments CO

Financial Services
438
+ 10.2%
$63.1 - $69.83 $27.6K - $30.6K
4.73K $327M
APH
Amphenol Corp

Technology
882
+ 24.7%
$58.39 - $70.41 $51.5K - $62.1K
4.45K $290M
CSX
Csx Corp

Industrials
615
+ 2.39%
$32.48 - $35.45 $20K - $21.8K
26.3K $909M
DHR
Danaher Corp

Healthcare
90
+ 11.11%
$239.25 - $280.76 $21.5K - $25.3K
900 $250M
CPRT
Copart Inc

Consumer Cyclical
1.32K
+ 9.75%
$49.19 - $55.54 $65K - $73.4K
14.9K $780M
BDX
Becton Dickinson & CO

Healthcare
11
+ 0.19%
$221.47 - $242.41 $2.44K - $2.67K
5.76K $1.39B
CCB
Coastal Financial Corp

Financial Services
166
+ 3.69%
$43.73 - $53.83 $7.26K - $8.94K
4.67K $252M
ROST
Ross Stores, Inc.

Consumer Cyclical
216
+ 10.25%
$136.06 - $155.24 $29.4K - $33.5K
2.32K $350M
SQ
Block, Inc.

Technology
496
+ 13.76%
$57.21 - $72.07 $28.4K - $35.7K
4.1K $275M
FCN
Fti Consulting, Inc

Industrials
101
+ 6.91%
$213.61 - $230.59 $21.6K - $23.3K
1.56K $356M
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.57%
$517.38 - $573.86 $3.62K - $4.02K
1.23K $706M
AGNC
Agnc Investment Corp.

Real Estate
2.16K
+ 11.76%
$9.48 - $10.66 $20.5K - $23.1K
20.6K $215M
MPC
Marathon Petroleum Corp

Energy
637
+ 10.29%
$158.61 - $180.75 $101K - $115K
6.83K $1.11B
HOLX
Hologic Inc

Healthcare
93
+ 2.23%
$73.48 - $83.64 $6.83K - $7.78K
4.26K $347M
VRSK
Verisk Analytics, Inc.

Industrials
146
+ 9.18%
$260.31 - $285.99 $38K - $41.8K
1.74K $465M
EFC
Ellington Financial Inc.

Real Estate
1.69K
+ 13.26%
$11.87 - $13.38 $20K - $22.6K
14.4K $186M
JKHY
Henry Jack & Associates Inc

Technology
88
+ 6.86%
$160.87 - $177.06 $14.2K - $15.6K
1.37K $242M
DE
Deere & CO

Industrials
11
+ 1.97%
$344.84 - $418.0 $3.79K - $4.6K
568 $237M
ROLL
Rbc Bearings Inc

Industrials
22
+ 2.94%
N/A
771 $231M
HON
Honeywell International Inc

Industrials
147
+ 12.67%
$196.73 - $220.21 $28.9K - $32.4K
1.31K $270M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
349
+ 2.84%
$86.23 - $103.97 $30.1K - $36.3K
12.6K $1.23B
WM
Waste Management Inc

Industrials
167
+ 7.51%
$196.96 - $223.45 $32.9K - $37.3K
2.39K $496M
INTU
Intuit Inc

Technology
60
+ 12.05%
$602.97 - $670.49 $36.2K - $40.2K
558 $347M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
410
+ 14.45%
$76.83 - $91.38 $31.5K - $37.5K
3.25K $268M
RELX
Relx PLC

Communication Services
3
+ 0.03%
$44.1 - $48.86 $132 - $147
11.6K $548M
VT
Vanguard Total World Stk Index

ETFs
18
+ 0.9%
$107.72 - $119.96 $1.94K - $2.16K
2.03K $243M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
91
+ 2.86%
$147.95 - $191.05 $13.5K - $17.4K
3.27K $568M
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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