Portside Wealth Group, LLC Incresed Positions in Q3 2025

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
36.7K
+ 43.34%
$153.3 - $186.58 $5.62M - $6.84M
121K $22.6B
AVGO
Broadcom Inc.

Technology
18.3K
+ 309.83%
$264.74 - $369.57 $4.86M - $6.78M
24.3K $8B
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 4.07%
$174.36 - $254.72 $301K - $440K
44.3K $10.8B
VT
Vanguard Total World Stk Index

ETFs
22.3K
+ 1108.81%
$128.41 - $138.03 $2.86M - $3.08M
24.3K $3.35B
TSLA
Tesla, Inc.

Consumer Cyclical
1.54K
+ 8.96%
$293.94 - $444.72 $454K - $686K
18.8K $8.35B
GLDM
World Gold Trust

ETFs
24.4K
+ 33.21%
$64.73 - $76.45 $1.58M - $1.87M
97.9K $7.48B
AAPL
Apple Inc.

Technology
3.52K
+ 10.32%
$202.38 - $256.87 $712K - $904K
37.6K $9.58B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
35.8K
+ 218.28%
$59.11 - $67.35 $2.12M - $2.41M
52.3K $3.47B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
29.2K
+ 16.9%
$52.12 - $55.33 $1.52M - $1.62M
202K $11.2B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
48.8K
+ 53.28%
$42.75 - $43.37 $2.09M - $2.12M
141K $6.08B
PEP
Pepsico Inc

Consumer Defensive
13.7K
+ 114.51%
$133.81 - $152.16 $1.84M - $2.09M
25.7K $3.61B
UBER
Uber Technologies, Inc

Technology
17.4K
+ 265.54%
$86.91 - $99.57 $1.51M - $1.73M
24K $2.35B
JNJ
Johnson & Johnson

Healthcare
3.31K
+ 11.12%
$155.17 - $185.42 $513K - $613K
33K $6.12B
INTU
Intuit Inc

Technology
2.29K
+ 285.77%
$646.03 - $807.39 $1.48M - $1.85M
3.09K $2.11B
SPTL
Spdr Portfolio Long Term Treas

ETFs
53.4K
+ 49.45%
$25.67 - $27.21 $1.37M - $1.45M
161K $4.35B
MSFT
Microsoft Corp

Technology
595
+ 1.3%
$491.09 - $535.64 $292K - $319K
46.3K $24B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
18.3K
+ 17.2%
$42.26 - $47.16 $774K - $863K
125K $5.78B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8K
+ 3.79%
$42.67 - $46.91 $341K - $375K
219K $10.2B
META
Meta Platforms, Inc.

Communication Services
1.52K
+ 15.3%
$695.21 - $791.73 $1.06M - $1.21M
11.5K $8.44B
STZ
Constellation Brands, Inc.

Consumer Defensive
7.36K
+ 455.82%
$131.78 - $176.09 $970K - $1.3M
8.97K $1.21B
ABBV
Abb Vie Inc.

Healthcare
46
+ 0.26%
$184.85 - $231.54 $8.5K - $10.7K
18.1K $4.18B
AEM
Agnico Eagle Mines LTD

Basic Materials
270
+ 1.87%
$116.14 - $168.56 $31.4K - $45.5K
14.7K $2.48B
CVX
Chevron Corp

Energy
2.88K
+ 12.58%
$145.57 - $161.83 $419K - $465K
25.7K $4B
HD
Home Depot, Inc.

Consumer Cyclical
767
+ 9.89%
$357.4 - $423.42 $274K - $325K
8.52K $3.45B
STRL
Sterling Construction CO Inc

Industrials
283
+ 6.76%
$222.54 - $371.84 $63K - $105K
4.47K $1.52B
IDCC
Inter Digital, Inc.

Communication Services
560
+ 22.39%
$221.35 - $349.23 $124K - $196K
3.06K $1.06B
RMBS
Rambus Inc

Technology
1.33K
+ 14.95%
$62.85 - $107.38 $83.5K - $143K
10.2K $1.06B
Profesionally Managed Portfo
12.5K
+ 42.56%
N/A
41.9K $1.4B
APP
App Lovin Corp

Technology
303
+ 44.04%
$335.1 - $718.54 $102K - $218K
991 $712M
BA
Boeing CO

Industrials
1.63K
+ 9.17%
$209.79 - $237.38 $341K - $386K
19.4K $4.18B
LUV
Southwest Airlines CO

Industrials
14.2K
+ 74.46%
$29.06 - $37.7 $413K - $536K
33.3K $1.06B
IVV
Ishares Core S&P 500 ETF

ETFs
220
+ 3.91%
$620.67 - $670.08 $137K - $147K
5.85K $3.91B
WFC
Wells Fargo & Company

Financial Services
2.16K
+ 4.09%
$77.05 - $85.16 $167K - $184K
55.1K $4.62B
VZ
Verizon Communications Inc

Communication Services
6.66K
+ 5.56%
$40.84 - $45.06 $272K - $300K
126K $5.56B
MRK
Merck & Co., Inc.

Healthcare
3.18K
+ 14.93%
$77.6 - $87.37 $247K - $278K
24.5K $2.05B
INDA
Ishares Msci India Index Fund

ETFs
8.06K
+ 44.64%
$51.98 - $55.84 $419K - $450K
26.1K $1.36B
LGND
Ligand Pharmaceuticals Inc

Healthcare
725
+ 20.76%
$112.56 - $177.14 $81.6K - $128K
4.22K $747M
PFE
Pfizer Inc

Healthcare
10.3K
+ 15.01%
$23.29 - $25.88 $240K - $267K
79.1K $2.01B
XOM
Exxon Mobil Corp

Energy
2.18K
+ 10.65%
$105.83 - $117.22 $230K - $255K
22.6K $2.55B
MDT
Medtronic PLC

Healthcare
323
+ 0.83%
$87.67 - $95.74 $28.3K - $30.9K
39K $3.72B
PRIM
Primoris Services Corp

Industrials
830
+ 21.96%
$79.61 - $137.33 $66.1K - $114K
4.61K $633M
AES
Aes Corp

Utilities
8.4K
+ 10.44%
$10.77 - $13.94 $90.5K - $117K
88.9K $1.17B
BAC
Bank Of America Corp

Financial Services
1.48K
+ 2.6%
$44.92 - $52.42 $66.3K - $77.3K
58.2K $3B
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.7K
+ 74.7%
$156.24 - $190.88 $266K - $325K
3.98K $659M
MNST
Monster Beverage Corp

Consumer Defensive
3.19K
+ 16.8%
$58.65 - $67.31 $187K - $215K
22.2K $1.49B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.7K
+ 4.29%
$68.24 - $73.73 $116K - $125K
41.3K $3.03B
HLI
Houlihan Lokey, Inc.

Financial Services
823
+ 18.13%
$181.55 - $209.19 $149K - $172K
5.36K $1.1B
IEF
Ishares Barclays

ETFs
2.64K
+ 6.43%
$93.91 - $97.26 $248K - $256K
43.7K $4.21B
EFV
Msci Eafe Value ETF

ETFs
3.62K
+ 46.92%
$62.79 - $68.42 $227K - $248K
11.3K $769M
Activity Summary
Buys All Purchases 285 New Holdings 42 Increased Positions 243 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 4 Puts 4
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