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
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
92
+ 4.13%
$100.91 - $174.52 $9.28K - $16.1K
2.32K $249M
SQ
Block, Inc.

Technology
596
+ 13.17%
$54.04 - $92.95 $32.2K - $55.4K
5.12K $278M
ILMN
Illumina, Inc.

Healthcare
398
+ 15.28%
$79.34 - $144.22 $31.6K - $57.4K
3K $238M
TDC
Teradata Corp

Technology
322
+ 2.33%
$21.95 - $32.78 $7.07K - $10.6K
14.1K $318M
SAIA
Saia Inc

Industrials
6
+ 0.5%
$349.29 - $508.47 $2.1K - $3.05K
1.21K $421M
HD
Home Depot, Inc.

Consumer Cyclical
105
+ 1.44%
$347.25 - $424.87 $36.5K - $44.6K
7.41K $2.71B
CRM
Salesforce, Inc.

Technology
648
+ 14.01%
$268.36 - $359.95 $174K - $233K
5.27K $1.42B
USB
Us Bancorp \De\

Financial Services
2.06K
+ 5.27%
$40.92 - $50.9 $84.4K - $105K
41.2K $1.74B
ARES
Ares Management Corp

Financial Services
476
+ 6.48%
$140.19 - $198.28 $66.7K - $94.4K
7.82K $1.15B
STRL
Sterling Construction CO Inc

Industrials
421
+ 10.77%
$108.65 - $200.56 $45.7K - $84.4K
4.33K $490M
TMO
Thermo Fisher Scientific Inc.

Healthcare
21
+ 0.2%
$497.6 - $606.74 $10.4K - $12.7K
10.6K $5.27B
DIS
Walt Disney CO

Communication Services
1.56K
+ 4.78%
$96.87 - $114.0 $151K - $178K
34.2K $3.37B
WST
West Pharmaceutical Services Inc

Healthcare
203
+ 6.56%
$199.11 - $347.87 $40.4K - $70.6K
3.3K $738M
SPYG
Spdr Portfolio

ETFs
11.9K
+ 6.67%
$80.05 - $92.39 $953K - $1.1M
190K $15.3B
ORCL
Oracle Corp

Technology
6.34K
+ 10.23%
$139.81 - $186.47 $886K - $1.18M
68.3K $9.55B
NVDA
Nvidia Corp

Technology
10.2K
+ 13.92%
$106.98 - $149.43 $1.09M - $1.53M
83.7K $9.07B
GOOGL
Alphabet Inc.

Communication Services
290
+ 0.73%
$154.33 - $206.19 $44.8K - $59.8K
39.8K $6.16B
MSFT
Microsoft Corp

Technology
1.06K
+ 2.41%
$375.39 - $447.2 $396K - $472K
44.8K $16.8B
TSLA
Tesla, Inc.

Consumer Cyclical
414
+ 2.72%
$222.15 - $428.22 $92K - $177K
15.6K $4.05B
AMZN
Amazon Com Inc

Consumer Cyclical
952
+ 0.98%
$190.26 - $242.06 $181K - $230K
98.1K $18.7B
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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