Portside Wealth Group, LLC New Holdings in Q3 2024

Portside Wealth Group, LLC

  • $586 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
18.1K
New
$89.91 - $101.33 $1.62M - $1.83M
18.1K $1.77B
MDLZ
Mondelez International, Inc.

Consumer Defensive
20.5K
New
$64.35 - $75.71 $1.32M - $1.55M
20.5K $1.51B
Global X Fds
38.3K
New
N/A
38.3K $1.43B
EPAM
Epam Systems, Inc.

Technology
5.14K
New
$185.58 - $185.58 $953K - $953K
5.14K $1.02B
NOC
Northrop Grumman Corp

Industrials
1.84K
New
$423.73 - $533.14 $781K - $983K
1.84K $974M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.83K
New
$106.11 - $113.72 $619K - $663K
5.83K $659M
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.26K
New
$71.19 - $76.59 $588K - $633K
8.26K $633M
Onestream Inc
17.5K
New
N/A
17.5K $593M
CVLT
Commvault Systems Inc

Technology
3.29K
New
$119.99 - $155.51 $395K - $511K
3.29K $506M
LMAT
Lemaitre Vascular Inc

Healthcare
5.35K
New
$80.3 - $92.89 $430K - $497K
5.35K $497M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2.29K
New
$115.7 - $167.81 $265K - $384K
2.29K $383M
ITGR
Integer Holdings Corp

Healthcare
2.74K
New
$110.25 - $131.62 $302K - $360K
2.74K $356M
USFD
Us Foods Holding Corp.

Consumer Defensive
5.66K
New
$50.06 - $62.82 $283K - $356K
5.66K $348M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.23K
New
$240.48 - $267.94 $296K - $330K
1.23K $329M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.94K
New
$72.18 - $107.33 $212K - $315K
2.94K $312M
ICFI
Icf International, Inc.

Industrials
1.71K
New
$129.47 - $169.48 $221K - $289K
1.71K $285M
SE
Sea LTD

Consumer Cyclical
3.01K
New
$59.94 - $94.83 $180K - $285K
3.01K $284M
Smith Douglas Homes Corp
7.48K
New
N/A
7.48K $283M
CNS
Cohen & Steers, Inc.

Financial Services
2.83K
New
$70.88 - $97.15 $201K - $275K
2.83K $272M
OHI
Omega Healthcare Investors Inc

Real Estate
6.41K
New
$33.55 - $41.29 $215K - $265K
6.41K $261M
AVTR
Avantor, Inc.

Basic Materials
10K
New
$20.58 - $27.7 $207K - $278K
10K $260M
TYL
Tyler Technologies Inc

Technology
443
New
$499.52 - $595.46 $221K - $264K
443 $259M
EVR
Evercore Inc.

Financial Services
972
New
$211.0 - $258.67 $205K - $251K
972 $246M
WHD
Cactus, Inc.

Energy
4.08K
New
$51.05 - $63.46 $208K - $259K
4.08K $243M
LRN
Stride, Inc.

Consumer Defensive
2.84K
New
$66.21 - $85.31 $188K - $242K
2.84K $242M
AZEK
Azek CO Inc.

Industrials
5.15K
New
$36.81 - $46.9 $190K - $242K
5.15K $241M
WRB
Berkley W R Corp

Financial Services
4.21K
New
$51.54 - $79.62 $217K - $335K
4.21K $239M
ALGN
Align Technology Inc

Healthcare
936
New
$204.03 - $257.2 $191K - $241K
936 $238M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.28K
New
$156.14 - $187.2 $200K - $239K
1.28K $236M
ABCB
Ameris Bancorp

Financial Services
3.7K
New
$48.61 - $65.14 $180K - $241K
3.7K $231M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.36K
New
$85.84 - $85.84 $203K - $203K
2.36K $229M
PSX
Phillips 66

Energy
1.73K
New
$125.0 - $147.17 $217K - $255K
1.73K $228M
SPTS
Spdr Portfolio Short Term Trea

ETFs
7.67K
New
$28.75 - $29.46 $220K - $226K
7.67K $226M
AJG
Arthur J. Gallagher & Co.

Financial Services
788
New
$259.22 - $299.75 $204K - $236K
788 $222M
VMI
Valmont Industries Inc

Industrials
755
New
$260.22 - $302.59 $196K - $228K
755 $219M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
5.3K
New
$36.07 - $43.12 $191K - $228K
5.3K $217M
COF
Capital One Financial Corp

Financial Services
1.45K
New
$131.42 - $153.05 $190K - $222K
1.45K $217M
ECL
Ecolab Inc.

Basic Materials
843
New
$228.86 - $255.76 $193K - $216K
843 $215M
SYK
Stryker Corp

Healthcare
595
New
$315.94 - $371.96 $188K - $221K
595 $215M
JLL
Jones Lang Lasalle Inc

Real Estate
784
New
$198.7 - $272.0 $156K - $213K
784 $212M
PODD
Insulet Corp

Healthcare
879
New
$180.69 - $239.01 $159K - $210K
879 $205M
SUM
Summit Materials, Inc.

Basic Materials
5.24K
New
$35.61 - $41.78 $187K - $219K
5.24K $205M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.06K
New
$162.45 - $195.17 $172K - $206K
1.06K $202M
BX
Blackstone Inc.

Financial Services
1.32K
New
$120.77 - $159.66 $159K - $210K
1.32K $201M
GWRE
Guidewire Software, Inc.

Technology
1.1K
New
$137.04 - $182.94 $151K - $201K
1.1K $201M
KBR
Kbr, Inc.

Industrials
3.07K
New
$60.85 - $69.36 $187K - $213K
3.07K $200M
SM
Sm Energy CO

Energy
5K
New
$38.07 - $47.26 $191K - $236K
5K $200M
Activity Summary
Buys All Purchases 275 New Holdings 48 Increased Positions 227 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 3 Puts 0
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