Portside Wealth Group, LLC Purchases in Q1 2025

Portside Wealth Group, LLC

  • $604 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JKHY
Henry Jack & Associates Inc

Technology
96
+ 7.01%
$166.47 - $191.28 $16K - $18.4K
1.47K $257M
PH
Parker Hannifin Corp

Industrials
18
+ 3.02%
$591.65 - $707.05 $10.6K - $12.7K
614 $391M
DT
Dynatrace, Inc.

Technology
149
+ 2.34%
$47.15 - $62.42 $7.03K - $9.3K
6.51K $354M
DE
Deere & CO

Industrials
22
+ 3.91%
$408.57 - $509.27 $8.99K - $11.2K
584 $247M
SBUX
Starbucks Corp

Consumer Cyclical
1.09K
+ 7.81%
$91.75 - $115.81 $99.9K - $126K
15K $1.37B
PEP
Pepsico Inc

Consumer Defensive
1.18K
+ 12.62%
$142.64 - $156.42 $169K - $185K
10.6K $1.61B
EFX
Equifax Inc

Industrials
222
+ 17.33%
$235.63 - $278.34 $52.3K - $61.8K
1.5K $383M
MELI
Mercadolibre Inc

Consumer Cyclical
50
+ 22.32%
$1739.0 - $2260.0 $87K - $113K
274 $466M
RACE
Ferrari N.V.

Consumer Cyclical
78
+ 13.07%
$413.73 - $508.15 $32.3K - $39.6K
675 $287M
KMB
Kimberly Clark Corp

Consumer Defensive
385
+ 9.57%
$124.46 - $147.4 $47.9K - $56.7K
4.41K $578M
AEM
Agnico Eagle Mines LTD

Basic Materials
507
+ 3.23%
$79.66 - $108.41 $40.4K - $55K
16.2K $1.27B
NVT
N Vent Electric PLC

Industrials
219
+ 3.16%
$52.42 - $75.4 $11.5K - $16.5K
7.15K $487M
SKY
Skyline Champion Corp

Consumer Cyclical
246
+ 7.41%
$85.72 - $108.14 $21.1K - $26.6K
3.57K $314M
APD
Air Products & Chemicals, Inc.

Basic Materials
61
+ 2.49%
$283.24 - $338.07 $17.3K - $20.6K
2.51K $727M
VT
Vanguard Total World Stk Index

ETFs
23
+ 1.13%
$115.08 - $123.97 $2.65K - $2.85K
2.05K $241M
HSY
Hershey CO

Consumer Defensive
489
+ 12.92%
$144.74 - $186.36 $70.8K - $91.1K
4.27K $724M
MAA
Mid America Apartment Communities Inc.

Real Estate
140
+ 2.52%
$146.9 - $170.92 $20.6K - $23.9K
5.7K $880M
NVS
Novartis Ag

Healthcare
754
+ 17.28%
$97.14 - $115.57 $73.2K - $87.1K
5.12K $498M
EXPD
Expeditors International Of Washington Inc

Industrials
540
+ 17.2%
$109.09 - $126.48 $58.9K - $68.3K
3.68K $408M
HEIA
Heico Crp Cl A
290
+ 8.61%
N/A
3.66K $680M
WSO
Watsco Inc

Industrials
92
+ 3.26%
$463.86 - $530.75 $42.7K - $48.8K
2.91K $1.38B
JLL
Jones Lang Lasalle Inc

Real Estate
24
+ 3.08%
$238.0 - $284.76 $5.71K - $6.83K
803 $203M
SPGI
S&P Global Inc.

Financial Services
16
+ 1.89%
$478.26 - $543.77 $7.65K - $8.7K
863 $430M
PG
Procter & Gamble CO

Consumer Defensive
343
+ 2.89%
$158.56 - $176.26 $54.4K - $60.5K
12.2K $2.05B
WTS
Watts Water Technologies Inc

Industrials
4
+ 0.16%
$195.28 - $224.67 $781 - $899
2.49K $506M
RELX
Relx PLC

Communication Services
283
+ 2.48%
$45.34 - $51.91 $12.8K - $14.7K
11.7K $532M
TSCO
Tractor Supply CO

Consumer Cyclical
8.2K
+ 437.59%
$51.66 - $57.94 $423K - $475K
10.1K $534M
Thomson Reuters Corp
20
+ 1.17%
N/A
1.73K $277M
O
Realty Income Corp

Real Estate
1.57K
+ 16.0%
$51.67 - $58.49 $81.2K - $91.9K
11.4K $608M
RS
Reliance Steel & Aluminum CO

Basic Materials
16
+ 1.7%
$266.61 - $302.66 $4.27K - $4.84K
955 $257M
ALLE
Allegion PLC

Industrials
196
+ 7.34%
$123.79 - $135.5 $24.3K - $26.6K
2.87K $375M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
267
+ 13.36%
$402.49 - $513.76 $107K - $137K
2.27K $913M
LYG
Lloyds Banking Group PLC

Financial Services
6K
+ 6.82%
$2.58 - $3.9 $15.5K - $23.4K
94.1K $256M
MKC
Mccormick & CO Inc

Consumer Defensive
331
+ 4.46%
$71.24 - $84.73 $23.6K - $28K
7.76K $591M
STE
Steris PLC

Healthcare
125
+ 10.1%
$202.46 - $232.74 $25.3K - $29.1K
1.36K $280M
SHW
Sherwin Williams CO

Basic Materials
52
+ 5.49%
$330.16 - $365.55 $17.2K - $19K
999 $340M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.68K
+ 96.46%
$22.46 - $23.26 $173K - $179K
15.6K $355M
PSX
Phillips 66

Energy
55
+ 3.19%
$113.93 - $131.55 $6.27K - $7.24K
1.78K $202M
EFV
Msci Eafe Value ETF

ETFs
145
+ 2.29%
$51.88 - $60.73 $7.52K - $8.81K
6.48K $340M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
951
+ 5.47%
$30.35 - $33.16 $28.9K - $31.5K
18.3K $568M
FCN
Fti Consulting, Inc

Industrials
161
+ 10.33%
$160.54 - $198.75 $25.8K - $32K
1.72K $329M
CSX
Csx Corp

Industrials
841
+ 3.22%
$29.11 - $33.67 $24.5K - $28.3K
27K $870M
BDX
Becton Dickinson & CO

Healthcare
215
+ 3.77%
$222.79 - $249.08 $47.9K - $53.6K
5.92K $1.34B
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
792
+ 2.21%
$9.49 - $14.83 $7.52K - $11.7K
36.7K $357M
OXY
Occidental Petroleum Corp

Energy
31
+ 0.19%
$45.45 - $52.7 $1.41K - $1.63K
16.3K $805M
EXPO
Exponent Inc

Industrials
347
+ 14.01%
$78.9 - $93.95 $27.4K - $32.6K
2.82K $252M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.02%
N/A
15.5K $3.03B
AEP
American Electric Power CO Inc

Utilities
380
+ 5.69%
$90.32 - $109.27 $34.3K - $41.5K
7.05K $651M
DUK
Duke Energy Corp

Utilities
379
+ 3.59%
$105.87 - $121.97 $40.1K - $46.2K
10.9K $1.18B
Activity Summary
Buys All Purchases 281 New Holdings 53 Increased Positions 228 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 4 Puts 1
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