Portside Wealth Group, LLC Incresed Positions in Q3 2024

Portside Wealth Group, LLC

  • $586 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
28.5K
+ 83.56%
$207.23 - $234.82 $5.9M - $6.68M
62.5K $14.6B
ORCL
Oracle Corp

Technology
31K
+ 145.75%
$125.9 - $170.35 $3.91M - $5.28M
52.3K $8.91B
VIG
Vanguard Dividend Appreciation

ETFs
12K
+ 329.21%
$182.15 - $182.15 $2.18M - $2.18M
15.6K $3.1B
SHOP
Shopify Inc.

Technology
20.1K
+ 35.02%
$52.26 - $80.75 $1.05M - $1.62M
77.3K $6.2B
MSCI
Msci Inc.

Financial Services
2.76K
+ 55.91%
$479.31 - $584.91 $1.32M - $1.61M
7.7K $4.49B
WDAY
Workday, Inc.

Technology
5.9K
+ 55.64%
$207.75 - $264.68 $1.23M - $1.56M
16.5K $4.04B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.6K
+ 11.9%
$33.74 - $37.96 $865K - $973K
241K $9.05B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.3K
+ 9.81%
$48.51 - $52.86 $744K - $811K
172K $9.08B
SPYG
Spdr Portfolio

ETFs
10.2K
+ 9.07%
$73.38 - $84.1 $750K - $860K
123K $10.2B
TSLA
Tesla, Inc.

Consumer Cyclical
1.12K
+ 8.83%
$191.76 - $263.26 $215K - $295K
13.8K $3.61B
MDT
Medtronic PLC

Healthcare
5.01K
+ 9.34%
$76.84 - $91.03 $385K - $456K
58.7K $5.29B
RTX
Raytheon Technologies Corp

Industrials
1.79K
+ 4.71%
$99.55 - $123.34 $179K - $221K
39.9K $4.83B
TIP
Ishares Tr Tips Bd ETF

ETFs
7.99K
+ 38.31%
$105.92 - $110.83 $846K - $885K
28.8K $3.19B
PAYC
Paycom Software, Inc.

Technology
4.77K
+ 70.67%
$140.16 - $173.86 $669K - $830K
11.5K $1.92B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5.98K
+ 11.37%
$85.03 - $94.56 $509K - $566K
58.6K $5.46B
CSCO
Cisco Systems, Inc.

Technology
8.97K
+ 11.12%
$44.74 - $53.22 $401K - $477K
89.6K $4.77B
TMO
Thermo Fisher Scientific Inc.

Healthcare
303
+ 2.71%
$531.86 - $624.21 $161K - $189K
11.5K $7.11B
ACN
Accenture PLC

Technology
254
+ 1.54%
$295.44 - $355.81 $75K - $90.4K
16.8K $5.93B
NVDA
Nvidia Corp

Technology
8.32K
+ 14.42%
$98.91 - $134.91 $823K - $1.12M
66K $8.02B
UNH
Unitedhealth Group Inc

Healthcare
285
+ 3.05%
$488.01 - $604.18 $139K - $172K
9.63K $5.63B
META
Meta Platforms, Inc.

Communication Services
852
+ 16.82%
$453.41 - $572.44 $386K - $488K
5.92K $3.39B
IBM
International Business Machines Corp

Technology
973
+ 8.15%
$175.1 - $223.38 $170K - $217K
12.9K $2.85B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
25.6K
+ 11.92%
$22.38 - $23.66 $573K - $606K
240K $5.64B
VCIT
Vanguard Intermediate Term Cor

ETFs
7.45K
+ 17.41%
$79.29 - $84.02 $590K - $626K
50.2K $4.21B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.61K
+ 30.22%
$162.64 - $179.3 $588K - $648K
15.6K $2.79B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.51K
+ 9.36%
$36.02 - $41.68 $307K - $355K
99.4K $4.11B
V
Visa Inc.

Financial Services
867
+ 2.48%
$253.74 - $291.56 $220K - $253K
35.9K $9.86B
HD
Home Depot, Inc.

Consumer Cyclical
560
+ 8.49%
$333.64 - $405.2 $187K - $227K
7.16K $2.9B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
20.2K
+ 11.39%
$21.35 - $22.73 $431K - $459K
197K $4.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
528
+ 7.43%
$405.19 - $478.57 $214K - $253K
7.63K $3.51B
SPTL
Spdr Portfolio Long Term Treas

ETFs
13.1K
+ 10.82%
$26.69 - $29.87 $348K - $390K
134K $3.89B
VZ
Verizon Communications Inc

Communication Services
7.17K
+ 10.07%
$38.89 - $45.0 $279K - $323K
78.4K $3.52B
DIS
Walt Disney CO

Communication Services
6.85K
+ 27.76%
$85.6 - $98.61 $586K - $676K
31.5K $3.03B
ABT
Abbott Laboratories

Healthcare
487
+ 0.99%
$100.07 - $118.13 $48.7K - $57.5K
49.7K $5.67B
UL
Unilever PLC

Consumer Defensive
1.53K
+ 3.48%
$54.7 - $65.59 $83.5K - $100K
45.4K $2.95B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.03K
+ 2.0%
$50.25 - $50.74 $403K - $407K
409K $20.7B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.37K
+ 9.29%
$51.29 - $56.57 $276K - $304K
63.2K $3.58B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.51K
+ 14.18%
$41.95 - $43.42 $399K - $413K
76.6K $3.33B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.61K
+ 9.88%
$41.02 - $46.01 $230K - $258K
62.4K $2.84B
AAON
Aaon, Inc.

Industrials
1.17K
+ 7.08%
$83.58 - $107.82 $97.6K - $126K
17.7K $1.91B
CW
Curtiss Wright Corp

Industrials
1.25K
+ 142.94%
$265.18 - $332.22 $330K - $414K
2.12K $696M
Profesionally Managed Portfo
11.7K
+ 25.7%
N/A
57.3K $1.71B
ABBV
Abb Vie Inc.

Healthcare
81
+ 0.55%
$163.84 - $199.33 $13.3K - $16.1K
14.9K $2.93B
BA
Boeing CO

Industrials
4.49K
+ 46.55%
$152.04 - $190.6 $683K - $856K
14.1K $2.15B
BMY
Bristol Myers Squibb CO

Healthcare
4.89K
+ 36.02%
$39.66 - $51.75 $194K - $253K
18.5K $956M
GILD
Gilead Sciences, Inc.

Healthcare
1.83K
+ 11.73%
$66.59 - $83.99 $122K - $153K
17.4K $1.46B
POOL
Pool Corp

Industrials
483
+ 18.46%
$296.17 - $376.8 $143K - $182K
3.1K $1.17B
CME
Cme Group Inc.

Financial Services
1.37K
+ 55.16%
$193.43 - $220.62 $265K - $302K
3.85K $849M
STRL
Sterling Construction CO Inc

Industrials
1.94K
+ 71.7%
$102.56 - $148.9 $199K - $288K
4.64K $672M
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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