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
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
42
+ 0.5%
$96.18 - $109.82 $4.04K - $4.61K
8.42K $862M
BMI
Badger Meter Inc

Technology
301
+ 10.85%
$189.49 - $221.51 $57K - $66.7K
3.07K $585M
APH
Amphenol Corp

Technology
338
+ 4.96%
$61.62 - $78.55 $20.8K - $26.5K
7.15K $469M
MSI
Motorola Solutions, Inc.

Technology
16
+ 3.48%
$411.73 - $482.1 $6.59K - $7.71K
476 $208M
ADSK
Autodesk, Inc.

Technology
559
+ 12.43%
N/A
5.06K $1.32B
ENTG
Entegris Inc

Technology
378
+ 11.19%
$87.48 - $109.53 $33.1K - $41.4K
3.76K $329M
USFD
Us Foods Holding Corp.

Consumer Defensive
71
+ 1.32%
$63.38 - $72.02 $4.5K - $5.11K
5.44K $356M
Brookfield Corp
1.47K
+ 8.83%
N/A
18K $946M
MS
Morgan Stanley

Financial Services
600
+ 7.01%
$111.68 - $141.08 $67K - $84.6K
9.16K $1.07B
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
312
+ 1.52%
$20.96 - $26.08 $6.54K - $8.14K
20.8K $469M
CRH.L
Crh PLC

Basic Materials
97
+ 2.63%
N/A
3.79K $333M
EXPO
Exponent Inc

Industrials
170
+ 6.02%
$78.9 - $93.95 $13.4K - $16K
2.99K $243M
MET
Metlife Inc

Financial Services
112
+ 0.96%
$77.7 - $87.0 $8.7K - $9.74K
11.8K $948M
MOGA
Moog Inc Cla
167
+ 10.11%
N/A
1.82K $315M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
523
+ 8.66%
$77.33 - $90.16 $40.4K - $47.2K
6.56K $514M
POOL
Pool Corp

Industrials
145
+ 5.57%
$314.92 - $364.31 $45.7K - $52.8K
2.75K $875M
ITGR
Integer Holdings Corp

Healthcare
271
+ 8.67%
$115.16 - $144.36 $31.2K - $39.1K
3.4K $401M
AXP
American Express CO

Financial Services
251
+ 8.43%
$255.39 - $325.87 $64.1K - $81.8K
3.23K $868M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
2.81K
+ 23.73%
$23.34 - $30.17 $65.5K - $84.6K
14.6K $341M
CNS
Cohen & Steers, Inc.

Financial Services
284
+ 8.75%
$75.52 - $92.6 $21.4K - $26.3K
3.53K $283M
CR
Crane Holdings, Co.

Industrials
142
+ 3.77%
$150.33 - $175.81 $21.3K - $25K
3.9K $201M
PNR
Pentair PLC

Industrials
269
+ 8.22%
$84.0 - $105.35 $22.6K - $28.3K
3.54K $310M
RJF
Raymond James Financial Inc

Financial Services
132
+ 5.65%
$137.62 - $172.64 $18.2K - $22.8K
2.47K $343M
TXN
Texas Instruments Inc

Technology
149
+ 2.38%
N/A
6.4K $1.15B
WHD
Cactus, Inc.

Energy
767
+ 16.76%
$43.48 - $63.78 $33.3K - $48.9K
5.34K $245M
BAC
Bank Of America Corp

Financial Services
1.9K
+ 3.92%
$39.61 - $47.74 $75.1K - $90.5K
50.3K $2.1B
CW
Curtiss Wright Corp

Industrials
149
+ 6.99%
$304.82 - $384.07 $45.4K - $57.2K
2.28K $724M
AVTR
Avantor, Inc.

Basic Materials
882
+ 9.01%
$15.5 - $22.57 $13.7K - $19.9K
10.7K $173M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
542
+ 8.98%
$47.79 - $59.89 $25.9K - $32.5K
6.58K $330M
DXCM
Dexcom Inc

Healthcare
80
+ 1.93%
$67.74 - $90.75 $5.42K - $7.26K
4.23K $289M
PCG
Pg&E Corp

Utilities
8.5K
+ 14.12%
$15.16 - $20.4 $129K - $173K
68.7K $1.18B
VCEL
Vericel Corp

Healthcare
591
+ 9.92%
$44.5 - $61.8 $26.3K - $36.5K
6.55K $292M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
62
+ 2.22%
$507.05 - $563.67 $31.4K - $34.9K
2.86K $1.47B
FIX
Comfort Systems Usa Inc

Industrials
244
+ 20.94%
$313.26 - $550.27 $76.4K - $134K
1.41K $454M
ROST
Ross Stores, Inc.

Consumer Cyclical
131
+ 4.86%
$123.3 - $154.95 $16.2K - $20.3K
2.83K $361M
AVAV
Aero Vironment Inc

Industrials
71
+ 4.25%
$119.19 - $186.12 $8.46K - $13.2K
1.74K $208M
UFPT
Ufp Technologies Inc

Healthcare
157
+ 7.97%
$198.85 - $285.04 $31.2K - $44.8K
2.13K $429M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
267
+ 7.85%
$165.25 - $224.62 $44.1K - $60K
3.67K $609M
CSX
Csx Corp

Industrials
361
+ 1.34%
$29.11 - $33.67 $10.5K - $12.2K
27.3K $804M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
113
+ 1.06%
$77.91 - $92.26 $8.8K - $10.4K
10.7K $853M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.5K
+ 7.14%
$80.73 - $94.96 $283K - $333K
52.6K $4.37B
DEO
Diageo PLC

Consumer Defensive
320
+ 6.9%
$104.79 - $126.12 $33.5K - $40.4K
4.96K $519M
PYPL
Pay Pal Holdings, Inc.

Financial Services
562
+ 10.55%
$65.15 - $91.81 $36.6K - $51.6K
5.89K $384M
BAH
Booz Allen Hamilton Holding Corp

Industrials
10
+ 0.33%
$102.72 - $143.06 $1.03K - $1.43K
3.06K $320M
Cooper Cos Inc
96
+ 0.88%
N/A
11K $927M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.67K
+ 68.42%
$62.41 - $133.91 $167K - $358K
6.58K $413M
NVT
N Vent Electric PLC

Industrials
499
+ 7.02%
$52.42 - $75.4 $26.2K - $37.6K
7.61K $399M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.08K
+ 7.87%
$40.03 - $46.81 $283K - $331K
97.1K $3.96B
NKE
Nike, Inc.

Consumer Cyclical
1.15K
+ 8.69%
$63.29 - $81.72 $73K - $94.3K
14.4K $917M
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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