Portside Wealth Group, LLC Incresed Positions in Q1 2025

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
9.3K
+ 530.63%
$348.44 - $409.32 $3.24M - $3.81M
11.1K $4.41B
JNJ
Johnson & Johnson

Healthcare
14.5K
+ 96.83%
$142.06 - $167.7 $2.06M - $2.43M
29.5K $4.89B
TIP
Ishares Tr Tips Bd ETF

ETFs
21.8K
+ 71.93%
$106.22 - $111.09 $2.32M - $2.42M
52.1K $5.79B
LLY
Eli Lilly & CO

Healthcare
2.54K
+ 37.0%
$725.72 - $929.72 $1.84M - $2.36M
9.4K $7.76B
VZ
Verizon Communications Inc

Communication Services
43.8K
+ 56.37%
$37.81 - $46.49 $1.66M - $2.04M
122K $5.51B
SBUX
Starbucks Corp

Consumer Cyclical
21.2K
+ 141.09%
$91.75 - $115.81 $1.94M - $2.45M
36.2K $3.55B
V
Visa Inc.

Financial Services
154
+ 0.44%
$306.92 - $362.71 $47.3K - $55.9K
35.5K $12.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.1K
+ 6.79%
$33.84 - $37.77 $613K - $685K
285K $10.4B
ZTS
Zoetis Inc.

Healthcare
6.67K
+ 24.68%
$156.48 - $175.67 $1.04M - $1.17M
33.7K $5.55B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20K
+ 5.16%
$50.39 - $50.66 $1.01M - $1.01M
407K $20.6B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.2K
+ 24.95%
$37.07 - $40.63 $935K - $1.03M
126K $4.97B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.4K
+ 70.31%
$58.01 - $64.46 $949K - $1.05M
39.6K $2.46B
MDLZ
Mondelez International, Inc.

Consumer Defensive
13.2K
+ 66.97%
$56.12 - $68.15 $741K - $899K
32.9K $2.23B
CVX
Chevron Corp

Energy
3.44K
+ 17.86%
$146.71 - $167.97 $504K - $577K
22.7K $3.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
617
+ 7.27%
$442.66 - $534.52 $273K - $330K
9.11K $4.85B
SHEL
Shell PLC

Energy
8.13K
+ 29.86%
$62.84 - $73.29 $511K - $596K
35.4K $2.59B
CVS
Cvs Health Corp

Healthcare
3.96K
+ 14.72%
$44.22 - $68.64 $175K - $272K
30.8K $2.09B
GLDM
World Gold Trust

ETFs
3.44K
+ 7.1%
$52.19 - $61.89 $180K - $213K
51.9K $3.21B
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.24K
+ 206.34%
$416.48 - $494.72 $515K - $611K
1.84K $893M
META
Meta Platforms, Inc.

Communication Services
1.19K
+ 15.39%
$576.36 - $736.67 $684K - $874K
8.9K $5.13B
KO
Coca Cola CO

Consumer Defensive
2.41K
+ 5.97%
$60.81 - $72.32 $147K - $174K
42.8K $3.07B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.8K
+ 7.1%
$49.78 - $53.19 $538K - $575K
163K $8.33B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
679
+ 29.96%
$402.49 - $513.76 $273K - $349K
2.95K $1.43B
IEF
Ishares Barclays

ETFs
3.15K
+ 8.63%
$91.17 - $95.39 $287K - $301K
39.7K $3.78B
QCOM
Qualcomm Inc

Technology
2.61K
+ 15.45%
$151.94 - $175.86 $397K - $459K
19.5K $3B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.68K
+ 133.1%
$247.97 - $296.33 $416K - $497K
2.94K $739M
GILD
Gilead Sciences, Inc.

Healthcare
373
+ 2.27%
$89.14 - $117.41 $33.2K - $43.8K
16.8K $1.89B
RSG
Republic Services, Inc.

Industrials
447
+ 7.35%
$200.09 - $242.16 $89.4K - $108K
6.53K $1.58B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.4K
+ 5.86%
$22.25 - $23.0 $343K - $354K
278K $6.4B
XOM
Exxon Mobil Corp

Energy
907
+ 4.41%
$105.44 - $118.93 $95.6K - $108K
21.5K $2.56B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.19K
+ 6.63%
$100.59 - $103.47 $220K - $226K
35.2K $3.64B
AIG
American International Group, Inc.

Financial Services
1.24K
+ 8.65%
$70.5 - $86.94 $87.3K - $108K
15.6K $1.35B
PFE
Pfizer Inc

Healthcare
14.7K
+ 27.57%
$25.01 - $27.13 $367K - $398K
67.8K $1.72B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
8.95K
+ 4.26%
$21.23 - $22.14 $190K - $198K
219K $4.83B
SE
Sea LTD

Consumer Cyclical
1.48K
+ 34.3%
$104.87 - $146.31 $155K - $216K
5.78K $754M
CYBR
Cyber Ark Software Ltd.

Technology
857
+ 69.85%
$312.8 - $414.31 $268K - $355K
2.08K $704M
LRN
Stride, Inc.

Consumer Defensive
1.71K
+ 52.47%
$106.34 - $142.28 $182K - $244K
4.98K $630M
PG
Procter & Gamble CO

Consumer Defensive
1.48K
+ 12.09%
$158.56 - $176.26 $234K - $261K
13.7K $2.33B
UPS
United Parcel Service Inc

Industrials
4.64K
+ 32.15%
$109.66 - $136.26 $509K - $632K
19.1K $2.1B
MSTR
Microstrategy Inc

Technology
965
+ 116.27%
$239.27 - $396.5 $231K - $383K
1.8K $517M
APD
Air Products & Chemicals, Inc.

Basic Materials
882
+ 35.31%
$283.24 - $338.07 $250K - $298K
3.38K $997M
COST
Costco Wholesale Corp

Consumer Defensive
235
+ 15.75%
$890.62 - $1076.86 $209K - $253K
1.73K $1.63B
EPAC
Enerpac Tool Group Corp

Industrials
4K
+ 21.41%
$40.26 - $47.26 $161K - $189K
22.7K $1.02B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.02K
+ 109.14%
$237.72 - $276.98 $241K - $281K
1.95K $476M
MCD
Mcdonalds Corp

Consumer Cyclical
355
+ 6.25%
$279.74 - $321.29 $99.3K - $114K
6.03K $1.88B
DUK
Duke Energy Corp

Utilities
641
+ 5.86%
$105.87 - $121.97 $67.9K - $78.2K
11.6K $1.41B
HALO
Halozyme Therapeutics, Inc.

Healthcare
1.33K
+ 14.25%
$47.74 - $65.16 $63.4K - $86.5K
10.6K $679M
CME
Cme Group Inc.

Financial Services
396
+ 10.21%
$225.82 - $266.54 $89.4K - $106K
4.27K $1.13B
BRO
Brown & Brown, Inc.

Financial Services
385
+ 4.77%
$100.54 - $124.4 $38.7K - $47.9K
8.46K $1.05B
Activity Summary
Buys All Purchases 312 New Holdings 41 Increased Positions 271 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 2 Puts 0
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