Portside Wealth Group, LLC Reduced Holdings in Q4 2024

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.36K
- 1.13%
$180.88 - $232.93 $246K - $317K
119K $22.2B
AAPL
Apple Inc.

Technology
-1.03K
- 1.65%
$221.69 - $259.02 $229K - $268K
61.5K $14.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-388
- 21.39%
$481.22 - $538.17 $187K - $209K
1.43K $696M
MSFT
Microsoft Corp

Technology
-427
- 1.01%
$406.35 - $454.46 $174K - $194K
41.9K $18B
CSCO
Cisco Systems, Inc.

Technology
-3.13K
- 3.49%
$52.45 - $60.02 $164K - $188K
86.5K $4.6B
SPYG
Spdr Portfolio

ETFs
-1.99K
- 1.62%
$81.74 - $91.38 $162K - $182K
121K $10B
ABBV
Abb Vie Inc.

Healthcare
-815
- 5.49%
$164.99 - $203.87 $134K - $166K
14K $2.77B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.14K
- 1.72%
$34.13 - $37.35 $141K - $155K
237K $8.89B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.84K
- 1.65%
$51.09 - $55.27 $145K - $157K
169K $8.93B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.23K
- 0.54%
$50.37 - $50.6 $112K - $113K
406K $20.6B
NOW
Service Now, Inc.

Technology
-110
- 1.18%
$867.18 - $1148.42 $95.4K - $126K
9.22K $8.25B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-969
- 1.65%
$89.9 - $100.66 $87.1K - $97.5K
57.6K $5.36B
V
Visa Inc.

Financial Services
-322
- 0.9%
$273.87 - $320.91 $88.2K - $103K
35.5K $9.77B
NFLX
Netflix Inc

Communication Services
-123
- 1.15%
$687.65 - $936.56 $84.6K - $115K
10.5K $7.47B
UPS
United Parcel Service Inc

Industrials
-626
- 4.1%
$122.65 - $138.35 $76.8K - $86.6K
14.6K $2B
ORCL
Oracle Corp

Technology
-471
- 0.9%
$165.41 - $192.43 $77.9K - $90.6K
51.8K $8.83B
MA
Mastercard Inc

Financial Services
-156
- 1.08%
$491.3 - $536.15 $76.6K - $83.6K
14.4K $7.09B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.18K
- 1.32%
$22.39 - $23.45 $71.2K - $74.6K
237K $5.56B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-116
- 1.01%
$501.29 - $612.85 $58.1K - $71.1K
11.4K $7.04B
PM
Philip Morris International Inc.

Consumer Defensive
-586
- 1.69%
$118.38 - $133.06 $69.4K - $78K
34.2K $4.15B
NVO
Novo Nordisk A S

Healthcare
-584
- 0.99%
$85.0 - $120.04 $49.6K - $70.1K
58.4K $6.96B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.6K
- 2.09%
$42.33 - $43.3 $67.7K - $69.3K
75K $3.26B
IVV
Ishares Core S&P 500 ETF

ETFs
-115
- 1.55%
$570.51 - $610.59 $65.6K - $70.2K
7.29K $4.2B
SHOP
Shopify Inc.

Technology
-810
- 1.05%
$78.14 - $119.49 $63.3K - $96.8K
76.5K $6.13B
ADBE
Adobe Inc.

Technology
-125
- 0.91%
$437.39 - $552.96 $54.7K - $69.1K
13.6K $7.06B
GLDM
World Gold Trust

ETFs
-1.24K
- 1.47%
$50.76 - $55.23 $62.8K - $68.3K
82.8K $4.32B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.12K
- 1.78%
$55.86 - $60.21 $62.7K - $67.6K
62.1K $3.51B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.52K
- 1.53%
$38.37 - $42.82 $58.2K - $65K
97.9K $4.04B
ABT
Abbott Laboratories

Healthcare
-549
- 1.1%
$111.93 - $119.39 $61.4K - $65.5K
49.2K $5.61B
ACN
Accenture PLC

Technology
-175
- 1.04%
$343.9 - $376.86 $60.2K - $66K
16.6K $5.87B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.7K
- 1.37%
$21.43 - $22.55 $57.8K - $60.8K
195K $4.39B
UNH
Unitedhealth Group Inc

Healthcare
-102
- 1.06%
$485.52 - $625.25 $49.5K - $63.8K
9.53K $5.57B
MDT
Medtronic PLC

Healthcare
-602
- 1.03%
$79.61 - $92.24 $47.9K - $55.5K
58.1K $5.23B
WFC
Wells Fargo & Company

Financial Services
-907
- 1.59%
$54.98 - $77.35 $49.9K - $70.2K
56.1K $3.17B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.76K
- 1.31%
$26.05 - $29.17 $45.8K - $51.3K
132K $3.83B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.11K
- 1.78%
$44.33 - $49.55 $49.3K - $55.1K
61.3K $2.79B
VCIT
Vanguard Intermediate Term Cor

ETFs
-585
- 1.16%
$80.13 - $83.77 $46.9K - $49K
49.6K $4.16B
MSCI
Msci Inc.

Financial Services
-84
- 1.09%
$569.09 - $635.99 $47.8K - $53.4K
7.62K $4.44B
ABNB
Airbnb, Inc.

Consumer Cyclical
-378
- 1.11%
$125.36 - $147.37 $47.4K - $55.7K
33.5K $4.25B
WDAY
Workday, Inc.

Technology
-195
- 1.18%
$233.85 - $279.91 $45.6K - $54.6K
16.3K $3.99B
ZTS
Zoetis Inc.

Healthcare
-230
- 1.03%
$162.24 - $194.42 $37.3K - $44.7K
22.1K $4.31B
CVX
Chevron Corp

Energy
-294
- 1.63%
$141.15 - $162.53 $41.5K - $47.8K
17.7K $2.61B
JPM
Jpmorgan Chase & CO

Financial Services
-205
- 1.31%
$205.18 - $250.29 $42.1K - $51.3K
15.4K $3.25B
KO
Coca Cola CO

Consumer Defensive
-599
- 1.49%
$61.74 - $71.71 $37K - $43K
39.6K $2.85B
T
At&T Inc.

Communication Services
-1.92K
- 1.86%
$21.22 - $23.88 $40.7K - $45.8K
101K $2.22B
TIP
Ishares Tr Tips Bd ETF

ETFs
-361
- 1.25%
$106.33 - $110.69 $38.4K - $40K
28.5K $3.15B
MRK
Merck & Co., Inc.

Healthcare
-347
- 2.11%
$96.31 - $114.76 $33.4K - $39.8K
16.1K $1.82B
GOOGL
Alphabet Inc.

Communication Services
-235
- 0.63%
$161.86 - $196.66 $38K - $46.2K
37.1K $6.15B
IEF
Ishares Barclays

ETFs
-393
- 1.19%
$92.08 - $98.18 $36.2K - $38.6K
32.5K $3.19B
Activity Summary
Buys All Purchases 3 New Holdings 1 Increased Positions 2 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 0 Puts 0
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