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
AEP
American Electric Power CO Inc

Utilities
992
+ 14.06%
$90.32 - $109.27 $89.6K - $108K
8.05K $879M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.14K
+ 29.13%
$88.0 - $115.5 $100K - $131K
5.04K $575M
FCX
Freeport Mcmoran Inc

Basic Materials
6.09K
+ 25.39%
$34.5 - $43.01 $210K - $262K
30.1K $1.14B
HLI
Houlihan Lokey, Inc.

Financial Services
1.59K
+ 57.59%
$154.43 - $187.4 $245K - $297K
4.34K $701M
WEC
Wec Energy Group, Inc.

Utilities
514
+ 4.76%
$92.12 - $108.98 $47.3K - $56K
11.3K $1.23B
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.99K
+ 3.96%
$25.54 - $27.64 $102K - $110K
105K $2.86B
CI
Cigna Corp

Healthcare
92
+ 2.61%
$274.49 - $329.0 $25.3K - $30.3K
3.61K $1.19B
COP
Conocophillips

Energy
1.36K
+ 10.88%
$88.6 - $105.85 $121K - $144K
13.9K $1.46B
RMBS
Rambus Inc

Technology
4.27K
+ 91.67%
$51.55 - $68.59 $220K - $293K
8.92K $462M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
518
+ 17.24%
$80.53 - $147.57 $41.7K - $76.4K
3.52K $466M
AMT
American Tower Corp

Real Estate
87
+ 1.63%
$173.46 - $217.6 $15.1K - $18.9K
5.42K $1.18B
OXY
Occidental Petroleum Corp

Energy
4.09K
+ 25.1%
$45.45 - $52.7 $186K - $215K
20.4K $1.01B
PLTR
Palantir Technologies Inc.

Technology
1.16K
+ 9.98%
$64.98 - $124.62 $75.4K - $145K
12.8K $1.08B
SPG
Simon Property Group Inc

Real Estate
1.32K
+ 29.79%
$159.48 - $187.78 $211K - $248K
5.76K $956M
CHKP
Check Point Software Technologies LTD

Technology
622
+ 53.07%
$179.88 - $231.31 $112K - $144K
1.79K $409M
WM
Waste Management Inc

Industrials
389
+ 11.85%
$200.54 - $233.78 $78K - $90.9K
3.67K $850M
MNST
Monster Beverage Corp

Consumer Defensive
1.58K
+ 10.0%
$46.16 - $58.58 $72.7K - $92.3K
17.3K $1.01B
AWK
American Water Works Company, Inc.

Utilities
202
+ 3.02%
$121.01 - $149.31 $24.4K - $30.2K
6.9K $1.02B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
655
+ 4.05%
$96.27 - $116.36 $63.1K - $76.2K
16.8K $1.96B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.76K
+ 16.08%
$11.66 - $14.98 $78.8K - $101K
48.8K $665M
WSO
Watsco Inc

Industrials
138
+ 4.75%
$463.86 - $530.75 $64K - $73.2K
3.04K $1.55B
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.53K
+ 33.67%
$48.34 - $49.66 $171K - $175K
14K $683M
MELI
Mercadolibre Inc

Consumer Cyclical
50
+ 18.25%
$1739.0 - $2260.0 $87K - $113K
324 $632M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.79K
+ 35.04%
$69.82 - $78.67 $195K - $220K
10.8K $758M
ENB
Enbridge Inc

Energy
2.37K
+ 7.81%
$41.54 - $45.45 $98.2K - $107K
32.6K $1.45B
HSY
Hershey CO

Consumer Defensive
894
+ 20.98%
$144.74 - $186.36 $129K - $167K
5.16K $882M
FTI
Technip Fmc PLC

Energy
1.86K
+ 5.08%
$25.3 - $32.57 $46.9K - $60.4K
38.3K $1.22B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
338
+ 43.56%
$634.14 - $744.83 $214K - $252K
1.11K $707M
WMB
Williams Companies, Inc.

Energy
528
+ 2.5%
$54.02 - $61.09 $28.5K - $32.3K
21.7K $1.3B
HEIA
Heico Crp Cl A
281
+ 7.68%
N/A
3.94K $831M
AMAT
Applied Materials Inc

Technology
1.86K
+ 27.2%
$145.06 - $195.51 $270K - $363K
8.69K $1.26B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.92K
+ 13.5%
$50.48 - $51.04 $147K - $149K
24.6K $1.25B
WRB
Berkley W R Corp

Financial Services
1.24K
+ 26.8%
$56.7 - $71.27 $70.5K - $88.7K
5.89K $419M
CMCSA
Comcast Corp

Communication Services
4.23K
+ 16.06%
$33.19 - $38.23 $140K - $162K
30.6K $1.13B
LYG
Lloyds Banking Group PLC

Financial Services
9.26K
+ 9.85%
$2.58 - $3.9 $23.9K - $36.1K
103K $395M
AJG
Arthur J. Gallagher & Co.

Financial Services
231
+ 24.81%
$275.89 - $345.24 $63.7K - $79.8K
1.16K $401M
WTW
Willis Towers Watson PLC

Financial Services
343
+ 40.98%
$306.61 - $340.78 $105K - $117K
1.18K $399M
ADP
Automatic Data Processing Inc

Industrials
238
+ 5.04%
$286.85 - $318.64 $68.3K - $75.8K
4.96K $1.52B
AVGO
Broadcom Inc.

Technology
2.04K
+ 62.53%
$167.43 - $244.7 $341K - $498K
5.29K $886M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
828
+ 11.54%
$73.82 - $89.02 $61.1K - $73.7K
8K $688M
SPOT
Spotify Technology S.A.

Communication Services
99
+ 14.54%
$457.79 - $648.32 $45.3K - $64.2K
780 $429M
DSGX
Descartes Systems Group Inc

Technology
1.66K
+ 48.77%
$96.4 - $122.5 $160K - $204K
5.08K $512M
MAA
Mid America Apartment Communities Inc.

Real Estate
293
+ 5.16%
$146.9 - $170.92 $43K - $50.1K
5.97K $1B
IVV
Ishares Core S&P 500 ETF

ETFs
620
+ 7.3%
$554.06 - $615.85 $344K - $382K
9.11K $5.12B
TDY
Teledyne Technologies Inc

Technology
90
+ 4.1%
$455.51 - $518.84 $41K - $46.7K
2.29K $1.14B
PEN
Penumbra Inc

Healthcare
210
+ 10.11%
$237.28 - $303.76 $49.8K - $63.8K
2.29K $612M
ISRG
Intuitive Surgical Inc

Healthcare
305
+ 22.49%
$476.63 - $610.45 $145K - $186K
1.66K $823M
BMY
Bristol Myers Squibb CO

Healthcare
466
+ 2.53%
$53.9 - $63.11 $25.1K - $29.4K
18.9K $1.15B
HGER
Harbor ETF Tr All Weather Infl
2.11K
+ 6.89%
$22.23 - $23.93 $46.9K - $50.5K
32.8K $788M
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
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email