Portside Wealth Group, LLC Incresed Positions in Q2 2025

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
272K
+ 422.27%
$91.43 - $91.74 $24.9M - $24.9M
336K $30.8B
MSFT
Microsoft Corp

Technology
876
+ 1.96%
$354.56 - $497.45 $311K - $436K
45.7K $22.7B
NVDA
Nvidia Corp

Technology
914
+ 1.09%
$94.31 - $157.99 $86.2K - $144K
84.6K $13.4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
84.6K
+ 66.94%
$34.72 - $42.74 $2.94M - $3.62M
211K $9.02B
SPYG
Spdr Portfolio

ETFs
11.3K
+ 5.93%
$71.83 - $95.32 $810K - $1.07M
201K $19.2B
NFLX
Netflix Inc

Communication Services
24
+ 0.31%
$855.86 - $1339.13 $20.5K - $32.1K
7.81K $10.5B
IDXX
Idexx Laboratories Inc

Healthcare
5.05K
+ 894.68%
$361.04 - $536.34 $1.82M - $2.71M
5.61K $3.01B
META
Meta Platforms, Inc.

Communication Services
1.06K
+ 11.92%
$484.66 - $738.09 $514K - $783K
9.96K $7.35B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.4K
+ 4.36%
$32.66 - $40.75 $406K - $507K
297K $12B
GLDM
World Gold Trust

ETFs
21.5K
+ 41.45%
$58.96 - $67.97 $1.27M - $1.46M
73.5K $4.81B
TSLA
Tesla, Inc.

Consumer Cyclical
1.6K
+ 10.25%
$221.86 - $362.89 $355K - $581K
17.2K $5.47B
GOOGL
Alphabet Inc.

Communication Services
2.7K
+ 6.78%
$144.7 - $178.6 $391K - $483K
42.5K $7.5B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.4K
+ 288.07%
$82.21 - $83.12 $1.19M - $1.2M
19.4K $1.61B
SBUX
Starbucks Corp

Consumer Cyclical
14.6K
+ 40.33%
$79.69 - $99.41 $1.16M - $1.45M
50.8K $4.66B
JPM
Jpmorgan Chase & CO

Financial Services
474
+ 2.84%
$210.28 - $289.91 $99.7K - $137K
17.1K $4.97B
GOOG
Alphabet Inc.

Communication Services
64
+ 0.16%
$146.58 - $180.01 $9.38K - $11.5K
40K $7.09B
PLTR
Palantir Technologies Inc.

Technology
916
+ 7.16%
$74.01 - $144.25 $67.8K - $132K
13.7K $1.87B
APD
Air Products & Chemicals, Inc.

Basic Materials
2.82K
+ 83.46%
$248.61 - $294.96 $701K - $832K
6.2K $1.75B
AVGO
Broadcom Inc.

Technology
627
+ 11.85%
$146.29 - $275.65 $91.7K - $173K
5.92K $1.63B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10K
+ 6.14%
$45.11 - $52.34 $451K - $524K
173K $9.06B
THC
Tenet Healthcare Corp

Healthcare
3.26K
+ 97.51%
$110.41 - $176.0 $359K - $573K
6.6K $1.16B
AMAT
Applied Materials Inc

Technology
2.02K
+ 23.25%
$126.95 - $183.52 $256K - $371K
10.7K $1.96B
BAC
Bank Of America Corp

Financial Services
6.44K
+ 12.81%
$34.39 - $47.46 $222K - $306K
56.7K $2.68B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.13K
+ 5.95%
$72.61 - $88.75 $227K - $278K
55.7K $4.95B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.35K
+ 9.63%
$35.35 - $42.68 $330K - $399K
106K $4.53B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
4.53K
+ 58.29%
N/A
12.3K $1.11B
WFC
Wells Fargo & Company

Financial Services
1.75K
+ 3.41%
$60.98 - $80.12 $106K - $140K
52.9K $4.24B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11.9K
+ 14.86%
$40.82 - $43.14 $484K - $512K
91.7K $3.95B
COST
Costco Wholesale Corp

Consumer Defensive
469
+ 27.16%
$908.13 - $1056.85 $426K - $496K
2.2K $2.17B
CW
Curtiss Wright Corp

Industrials
270
+ 11.83%
$283.18 - $488.55 $76.5K - $132K
2.55K $1.25B
TXN
Texas Instruments Inc

Technology
1.33K
+ 20.79%
N/A
7.73K $1.61B
Onestream Inc
11.1K
+ 54.74%
N/A
31.2K $884M
APH
Amphenol Corp

Technology
2.03K
+ 28.41%
$59.09 - $98.75 $120K - $201K
9.19K $907M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
146
+ 2.22%
$49.95 - $128.54 $7.29K - $18.8K
6.73K $837M
ACN
Accenture PLC

Technology
2.03K
+ 13.24%
$279.23 - $323.21 $567K - $657K
17.4K $5.19B
GWRE
Guidewire Software, Inc.

Technology
1.16K
+ 42.73%
$172.73 - $257.37 $201K - $300K
3.89K $915M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
17.8K
+ 8.13%
$21.55 - $22.2 $383K - $395K
237K $5.23B
ADSK
Autodesk, Inc.

Technology
471
+ 9.31%
N/A
5.53K $1.71B
CAT
Caterpillar Inc

Industrials
337
+ 7.95%
$273.94 - $388.21 $92.3K - $131K
4.58K $1.78B
EME
Emcor Group, Inc.

Industrials
415
+ 46.01%
$342.02 - $534.89 $142K - $222K
1.32K $704M
UBER
Uber Technologies, Inc

Technology
2.89K
+ 78.58%
$64.62 - $93.3 $187K - $269K
6.56K $612M
SE
Sea LTD

Consumer Cyclical
1.09K
+ 18.87%
$105.57 - $170.4 $115K - $186K
6.87K $1.1B
ADBE
Adobe Inc.

Technology
777
+ 6.1%
$340.0 - $420.68 $264K - $327K
13.5K $5.23B
FAST
Fastenal CO

Industrials
11.2K
+ 294.01%
$40.65 - $83.16 $455K - $931K
15K $630M
GLW
Corning Inc

Technology
2.92K
+ 11.92%
$39.07 - $52.59 $114K - $154K
27.4K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
285
+ 15.57%
$416.06 - $551.64 $119K - $157K
2.12K $1.17B
FIX
Comfort Systems Usa Inc

Industrials
12
+ 0.85%
$296.51 - $536.21 $3.56K - $6.43K
1.42K $762M
IBM
International Business Machines Corp

Technology
25
+ 0.39%
$221.03 - $294.78 $5.53K - $7.37K
6.51K $1.92B
AVAV
Aero Vironment Inc

Industrials
11
+ 0.63%
$111.65 - $284.95 $1.23K - $3.13K
1.75K $499M
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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