Portside Wealth Group, LLC New Holdings in Q3 2025

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
4.69K
New
$387.78 - $645.35 $1.82M - $3.03M
4.69K $2.31B
BSX
Boston Scientific Corp

Healthcare
21.9K
New
$97.03 - $108.14 $2.12M - $2.36M
21.9K $2.13B
HGER
Harbor ETF Tr All Weather Infl
55K
New
$24.26 - $25.91 $1.33M - $1.42M
55K $1.42B
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.55K
New
$85.01 - $90.35 $641K - $682K
7.55K $674M
MOD
Modine Manufacturing CO

Consumer Cyclical
3.08K
New
$90.02 - $158.57 $277K - $488K
3.08K $438M
PWR
Quanta Services, Inc.

Industrials
1.05K
New
$372.29 - $421.68 $391K - $443K
1.05K $436M
TPR
Tapestry, Inc.

Consumer Cyclical
3.76K
New
$86.48 - $116.14 $325K - $436K
3.76K $425M
SAN
Banco Santander, S.A.

Financial Services
40.4K
New
$8.27 - $10.48 $334K - $424K
40.4K $424M
DHI
Horton D R Inc

Consumer Cyclical
2.33K
New
$129.82 - $184.04 $303K - $429K
2.33K $395M
ALC
Alcon Inc

Healthcare
5.11K
New
$73.24 - $92.22 $375K - $472K
5.11K $381M
CRDO
Credo Technology Group Holding LTD

Technology
2.51K
New
$87.59 - $172.31 $220K - $433K
2.51K $366M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
751
New
$311.12 - $482.13 $234K - $362K
751 $342M
HYG
Ishares Tr

ETFs
4.1K
New
$79.85 - $81.32 $328K - $334K
4.1K $333M
Global X Fds
4.72K
New
N/A
4.72K $331M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.65K
New
$82.29 - $90.77 $301K - $332K
3.65K $331M
EMB
Ishares Tr

ETFs
3.35K
New
$91.52 - $95.59 $307K - $321K
3.35K $319M
HSBC
Hsbc Holdings PLC

Financial Services
4.28K
New
$60.27 - $70.98 $258K - $303K
4.28K $303M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.01K
New
$58.97 - $60.36 $296K - $303K
5.01K $301M
Viking Holdings LTD
4.81K
New
N/A
4.81K $299M
RGEN
Repligen Corp

Healthcare
2.2K
New
$111.43 - $134.0 $245K - $295K
2.2K $294M
CEG
Constellation Energy Corp

Utilities
863
New
$298.82 - $354.89 $258K - $306K
863 $284M
MU
Micron Technology Inc

Technology
1.63K
New
$104.88 - $168.89 $171K - $275K
1.63K $273M
EXLS
Exl Service Holdings, Inc.

Technology
6.19K
New
$41.4 - $45.43 $256K - $281K
6.19K $273M
XLI
Industrial Sector Spdr

ETFs
1.7K
New
$147.94 - $154.99 $252K - $264K
1.7K $262M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
7.34K
New
$31.86 - $39.7 $234K - $291K
7.34K $244M
Celestica Inc
987
New
N/A
987 $243M
TOST
Toast, Inc.

Technology
6.46K
New
$36.51 - $49.3 $236K - $319K
6.46K $236M
UTHR
United Therapeutics Corp

Healthcare
559
New
$274.7 - $438.75 $154K - $245K
559 $234M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.31K
New
$49.43 - $54.52 $213K - $235K
4.31K $233M
SLV
I Shares Silver Trust

ETFs
5.44K
New
$32.73 - $42.5 $178K - $231K
5.44K $230M
EWY
Ishares Inc Msci South Korea E

ETFs
2.87K
New
$70.07 - $81.56 $201K - $234K
2.87K $229M
IEMG
Ishares Inc

ETFs
3.43K
New
N/A
3.43K $226M
Blackrock Inc
189
New
N/A
189 $220M
NEE
Nextera Energy Inc

Utilities
2.82K
New
$69.77 - $77.54 $197K - $219K
2.82K $213M
KR
Kroger CO

Consumer Defensive
3.14K
New
$64.52 - $74.35 $202K - $233K
3.14K $211M
GLD
Spdr Gold Trust

ETFs
582
New
$300.96 - $355.47 $175K - $207K
582 $207M
TRNO
Terreno Realty Corp

Real Estate
3.63K
New
$53.01 - $59.08 $193K - $215K
3.63K $206M
CRC
California Resources Corp

Energy
3.84K
New
$46.11 - $57.82 $177K - $222K
3.84K $204M
SAIA
Saia Inc

Industrials
681
New
$281.49 - $333.61 $192K - $227K
681 $204M
VTI
Vanguard Total Stock Market Et

ETFs
615
New
$303.93 - $329.86 $187K - $203K
615 $202M
AAL
American Airlines Group Inc.

Industrials
4.11K
New
N/A
4.11K $46.2M
Activity Summary
Buys All Purchases 285 New Holdings 42 Increased Positions 243 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 4 Puts 4
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