Portside Wealth Group, LLC Reduced Holdings in Q2 2025

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITGR
Integer Holdings Corp

Healthcare
-66
- 1.94%
$106.73 - $126.93 $7.04K - $8.38K
3.33K $409M
LECO
Lincoln Electric Holdings Inc

Industrials
-38
- 3.24%
$167.18 - $211.38 $6.35K - $8.03K
1.13K $235M
OLED
Universal Display Corp Pa

Technology
-45
- 2.62%
$106.6 - $161.02 $4.8K - $7.25K
1.67K $258M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-69
- 4.49%
$153.22 - $199.8 $10.6K - $13.8K
1.47K $275M
VIG
Vanguard Dividend Appreciation

ETFs
-153
- 3.15%
N/A
4.7K $962M
RJF
Raymond James Financial Inc

Financial Services
-97
- 3.93%
$123.65 - $153.88 $12K - $14.9K
2.37K $364M
LGND
Ligand Pharmaceuticals Inc

Healthcare
-82
- 2.29%
$96.67 - $118.22 $7.93K - $9.69K
3.49K $397M
EFX
Equifax Inc

Industrials
-9
- 0.54%
$205.5 - $280.54 $1.85K - $2.52K
1.67K $432M
QCOM
Qualcomm Inc

Technology
-512
- 2.62%
$124.66 - $159.48 $63.8K - $81.7K
19K $3.02B
CDW
Cdw Corp

Technology
-34
- 1.65%
$144.49 - $190.68 $4.91K - $6.48K
2.02K $361M
ENB
Enbridge Inc

Energy
-2
- 0.01%
$41.09 - $47.16 $82.2 - $94.3
32.6K $1.48B
WDAY
Workday, Inc.

Technology
-264
- 1.74%
$210.47 - $274.71 $55.6K - $72.5K
14.9K $3.57B
MORN
Morningstar, Inc.

Financial Services
-108
- 2.16%
$255.31 - $313.93 $27.6K - $33.9K
4.89K $1.54B
NPO
Enpro Industries, Inc

Industrials
-47
- 2.52%
$137.27 - $193.1 $6.45K - $9.08K
1.82K $348M
DT
Dynatrace, Inc.

Technology
-58
- 0.9%
$41.21 - $55.9 $2.39K - $3.24K
6.36K $351M
FTI
Technip Fmc PLC

Energy
-1.55K
- 4.05%
$23.18 - $35.33 $36K - $54.9K
36.8K $1.27B
PODD
Insulet Corp

Healthcare
-2
- 0.18%
$238.57 - $327.47 $477 - $655
1.12K $351M
BSY
Bentley Systems Inc

Technology
-1.9K
- 17.27%
$38.62 - $53.97 $73.5K - $103K
9.11K $492M
Profesionally Managed Portfo
-1.57K
- 5.06%
N/A
29.4K $917M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-214
- 1.99%
$70.44 - $86.87 $15.1K - $18.6K
10.5K $913M
Crane Company
-66
- 3.06%
N/A
2.09K $398M
MSTR
Microstrategy Inc

Technology
-349
- 19.44%
$237.95 - $421.61 $83K - $147K
1.45K $585M
PAYC
Paycom Software, Inc.

Technology
-279
- 2.66%
$193.07 - $265.71 $53.9K - $74.1K
10.2K $2.36B
MSCI
Msci Inc.

Financial Services
-15
- 0.21%
$506.56 - $576.74 $7.6K - $8.65K
7.19K $4.14B
ABT
Abbott Laboratories

Healthcare
-517
- 1.14%
$123.95 - $138.08 $64.1K - $71.4K
44.7K $6.08B
GD
General Dynamics Corp

Industrials
-99
- 1.66%
$247.68 - $291.66 $24.5K - $28.9K
5.87K $1.71B
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-42
- 1.81%
$89.13 - $167.48 $3.74K - $7.03K
2.28K $346M
RMBS
Rambus Inc

Technology
-35
- 0.39%
$42.9 - $64.02 $1.5K - $2.24K
8.89K $569M
CYBR
Cyber Ark Software Ltd.

Technology
-60
- 2.88%
$305.98 - $406.88 $18.4K - $24.4K
2.02K $824M
MPC
Marathon Petroleum Corp

Energy
-135
- 1.85%
$118.55 - $170.08 $16K - $23K
7.18K $1.19B
CALX
Calix, Inc

Technology
-399
- 4.74%
$31.25 - $53.19 $12.5K - $21.2K
8.02K $426M
AXP
American Express CO

Financial Services
-95
- 2.94%
$231.39 - $318.98 $22K - $30.3K
3.13K $999M
ARES
Ares Management Corp

Financial Services
-315
- 4.03%
$118.04 - $175.83 $37.2K - $55.4K
7.51K $1.3B
SPOT
Spotify Technology S.A.

Communication Services
-13
- 1.67%
$503.3 - $775.9 $6.54K - $10.1K
767 $589M
SAP
Sap Se

Technology
-164
- 2.57%
$237.53 - $309.8 $39K - $50.8K
6.21K $1.89B
MA
Mastercard Inc

Financial Services
-23
- 0.16%
$479.92 - $590.74 $11K - $13.6K
13.9K $7.82B
HEIA
Heico Crp Cl A
-32
- 0.81%
N/A
3.91K $1.01B
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-338
- 2.01%
$103.49 - $133.44 $35K - $45.1K
16.5K $2.17B
CSCO
Cisco Systems, Inc.

Technology
-4.26K
- 6.28%
$53.19 - $69.38 $226K - $295K
63.6K $4.41B
AMZN
Amazon Com Inc

Consumer Cyclical
-12K
- 12.21%
$167.32 - $223.3 $2M - $2.67M
86.1K $18.9B
ASML
Asml Holding Nv

Technology
-40
- 1.9%
$595.37 - $815.24 $23.8K - $32.6K
2.07K $1.65B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-34
- 0.09%
$55.54 - $69.09 $1.89K - $2.35K
39.6K $2.73B
ABNB
Airbnb, Inc.

Consumer Cyclical
-727
- 2.44%
$105.69 - $140.64 $76.8K - $102K
29K $3.84B
PM
Philip Morris International Inc.

Consumer Defensive
-2.13K
- 5.82%
$149.23 - $184.95 $318K - $394K
34.4K $6.27B
STRL
Sterling Construction CO Inc

Industrials
-142
- 3.28%
$104.96 - $231.51 $14.9K - $32.9K
4.19K $966M
BA
Boeing CO

Industrials
-246
- 1.37%
$136.59 - $217.51 $33.6K - $53.5K
17.7K $3.72B
DIS
Walt Disney CO

Communication Services
-960
- 2.81%
$81.72 - $124.01 $78.5K - $119K
33.2K $4.12B
SHOP
Shopify Inc.

Technology
-1.64K
- 2.31%
$76.89 - $115.35 $126K - $189K
69.2K $7.98B
ORCL
Oracle Corp

Technology
-3.83K
- 5.61%
$122.82 - $218.63 $471K - $838K
64.4K $14.1B
Activity Summary
Buys All Purchases 296 New Holdings 53 Increased Positions 243 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 3 Puts 1
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