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
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.28K
+ 5.38%
$50.39 - $60.05 $115K - $137K
44.7K $2.69B
Natwest Group PLC
17.9K
+ 125.0%
N/A
32.2K $455M
Blackrock ETF Trust Ii
4.22K
+ 4.89%
N/A
90.6K $2.81B
FICO
Fair Isaac Corp

Technology
148
+ 86.55%
$1503.62 - $2206.01 $223K - $326K
319 $583M
COF
Capital One Financial Corp

Financial Services
954
+ 64.5%
$150.57 - $212.76 $144K - $203K
2.43K $518M
MS
Morgan Stanley

Financial Services
218
+ 2.38%
$99.83 - $140.86 $21.8K - $30.7K
9.37K $1.32B
RELX
Relx PLC

Communication Services
3.74K
+ 31.1%
$45.31 - $55.66 $170K - $208K
15.8K $857M
CSGP
Costar Group, Inc.

Real Estate
2.71K
+ 11.4%
$72.62 - $83.22 $197K - $226K
26.5K $2.13B
NCNO
N Cino, Inc.

Technology
7.98K
+ 21.79%
$21.45 - $28.12 $171K - $224K
44.6K $1.25B
USPH
U S Physical Therapy Inc

Healthcare
2.78K
+ 78.62%
$65.08 - $79.84 $181K - $222K
6.32K $494M
C
Citigroup Inc

Financial Services
22
+ 0.14%
$58.13 - $85.12 $1.28K - $1.87K
16.3K $1.39B
Thomson Reuters Corp
909
+ 58.95%
N/A
2.45K $493M
EPAM
Epam Systems, Inc.

Technology
1.03K
+ 20.73%
N/A
5.98K $1.06B
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.31%
$1794.73 - $2613.63 $1.79K - $2.61K
325 $849M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
108
+ 3.78%
$456.74 - $568.03 $49.3K - $61.3K
2.97K $1.69B
SEIC
Sei Investments CO

Financial Services
1.51K
+ 23.55%
$66.45 - $89.86 $101K - $136K
7.94K $714M
PJT
Pjt Partners Inc.

Financial Services
381
+ 6.91%
$125.44 - $166.41 $47.8K - $63.4K
5.89K $972M
CASY
Caseys General Stores Inc

Consumer Cyclical
83
+ 3.79%
$415.82 - $510.91 $34.5K - $42.4K
2.27K $1.16B
DE
Deere & CO

Industrials
355
+ 51.23%
$412.99 - $531.48 $147K - $189K
1.05K $533M
OXY
Occidental Petroleum Corp

Energy
8.48K
+ 41.65%
$36.11 - $49.33 $306K - $419K
28.9K $1.21B
ISRG
Intuitive Surgical Inc

Healthcare
230
+ 13.85%
$451.58 - $565.94 $104K - $130K
1.89K $1.03B
MPWR
Monolithic Power Systems Inc

Technology
82
+ 8.75%
$455.19 - $737.73 $37.3K - $60.5K
1.02K $745M
UNP
Union Pacific Corp

Industrials
953
+ 24.68%
$208.27 - $238.46 $198K - $227K
4.82K $1.11B
INTU
Intuit Inc

Technology
90
+ 12.66%
$544.07 - $787.63 $49K - $70.9K
801 $631M
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 24.66%
$4164.15 - $5789.24 $75K - $104K
91 $527M
NVT
N Vent Electric PLC

Industrials
404
+ 5.31%
$45.2 - $73.35 $18.3K - $29.6K
8.01K $587M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
958
+ 39.8%
$144.63 - $179.53 $139K - $172K
3.37K $554M
USB
Us Bancorp \De\

Financial Services
1.26K
+ 3.06%
$36.4 - $45.76 $45.9K - $57.7K
42.4K $1.92B
Brookfield Corp
100
+ 0.55%
N/A
18.1K $1.12B
FCX
Freeport Mcmoran Inc

Basic Materials
245
+ 0.81%
$29.15 - $44.46 $7.14K - $10.9K
30.3K $1.31B
IDCC
Inter Digital, Inc.

Communication Services
632
+ 33.81%
$183.37 - $234.7 $116K - $148K
2.5K $561M
MNST
Monster Beverage Corp

Consumer Defensive
1.63K
+ 9.42%
$55.01 - $64.24 $89.8K - $105K
19K $1.19B
BMI
Badger Meter Inc

Technology
2
+ 0.07%
$170.72 - $254.17 $341 - $508
3.08K $753M
TT
Trane Technologies PLC

Industrials
177
+ 20.9%
$315.21 - $437.41 $55.8K - $77.4K
1.02K $448M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.45K
+ 7.34%
$28.98 - $37.18 $41.9K - $53.8K
21.2K $787M
CR
Crane Holdings, Co.

Industrials
2.64K
+ 67.6%
$132.79 - $189.89 $350K - $501K
6.54K $353M
PSTG
Pure Storage, Inc.

Technology
735
+ 8.98%
$37.18 - $57.58 $27.3K - $42.3K
8.92K $513M
Lam Research Corp
538
+ 13.72%
N/A
4.46K $434M
HON
Honeywell International Inc

Industrials
489
+ 32.23%
$182.86 - $232.88 $89.4K - $114K
2.01K $467M
IEF
Ishares Barclays

ETFs
1.36K
+ 3.41%
$93.15 - $96.56 $126K - $131K
41K $3.93B
VCIT
Vanguard Intermediate Term Cor

ETFs
968
+ 1.74%
$79.56 - $82.92 $77K - $80.3K
56.6K $4.69B
JBBB
Janus Detroit Str Tr Henderson

ETFs
3K
+ 21.4%
$46.79 - $48.56 $140K - $146K
17K $821M
VMI
Valmont Industries Inc

Industrials
303
+ 32.27%
$263.86 - $333.86 $79.9K - $101K
1.24K $406M
HD
Home Depot, Inc.

Consumer Cyclical
350
+ 4.73%
$335.24 - $380.78 $117K - $133K
7.76K $2.84B
PNC
Pnc Financial Services Group, Inc.

Financial Services
593
+ 38.89%
$149.76 - $186.42 $88.8K - $111K
2.12K $395M
T
At&T Inc.

Communication Services
2.59K
+ 3.55%
$26.33 - $28.94 $68.1K - $74.9K
75.5K $2.18B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.48K
+ 22.45%
$45.98 - $56.15 $67.9K - $82.9K
8.05K $452M
ROLL
Rbc Bearings Inc

Industrials
178
+ 21.04%
N/A
1.02K $394M
BDX
Becton Dickinson & CO

Healthcare
2.47K
+ 46.1%
$165.15 - $226.42 $407K - $558K
7.81K $1.35B
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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