Portside Wealth Group, LLC Sells in Q1 2025

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-11.7K
- 18.22%
$209.68 - $247.1 $2.46M - $2.9M
52.6K $11.7B
NOW
Service Now, Inc.

Technology
-2.71K
- 37.63%
$783.83 - $1170.39 $2.13M - $3.18M
4.5K $3.58B
GOOG
Alphabet Inc.

Communication Services
-10.2K
- 20.37%
$156.06 - $207.71 $1.59M - $2.12M
39.9K $6.24B
NFLX
Netflix Inc

Communication Services
-2.77K
- 26.27%
$828.4 - $1058.6 $2.3M - $2.94M
7.78K $7.26B
VIG
Vanguard Dividend Appreciation

ETFs
-10.6K
- 68.62%
N/A
4.86K $942M
NVO
Novo Nordisk A S

Healthcare
-9.13K
- 17.01%
$69.3 - $90.95 $633K - $831K
44.6K $3.09B
IBM
International Business Machines Corp

Technology
-6.45K
- 49.86%
$217.4 - $264.74 $1.4M - $1.71M
6.49K $1.61B
SHOP
Shopify Inc.

Technology
-2.16K
- 2.96%
$90.59 - $129.31 $196K - $280K
70.8K $6.76B
MDT
Medtronic PLC

Healthcare
-16.7K
- 28.84%
$79.84 - $94.5 $1.33M - $1.57M
41.1K $3.69B
ADBE
Adobe Inc.

Technology
-236
- 1.82%
$377.84 - $464.11 $89.2K - $110K
12.7K $4.88B
WMT
Walmart Inc.

Consumer Defensive
-8.4K
- 33.35%
$84.5 - $105.05 $710K - $882K
16.8K $1.47B
ACN
Accenture PLC

Technology
-88
- 0.57%
$300.91 - $398.25 $26.5K - $35K
15.3K $4.79B
RTX
Raytheon Technologies Corp

Industrials
-9.34K
- 23.4%
$114.1 - $135.66 $1.07M - $1.27M
30.6K $4.05B
FDS
Factset Research Systems Inc

Financial Services
-1.05K
- 30.51%
$427.5 - $476.51 $450K - $502K
2.4K $1.09B
ABNB
Airbnb, Inc.

Consumer Cyclical
-1K
- 3.26%
$119.38 - $161.42 $120K - $162K
29.8K $3.56B
VTV
Vanguard Value ETF

ETFs
-2.91K
- 66.0%
$167.73 - $179.21 $488K - $522K
1.5K $259M
FE
Firstenergy Corp

Utilities
-12.2K
- 51.47%
$37.95 - $43.5 $464K - $532K
11.5K $466M
WDAY
Workday, Inc.

Technology
-315
- 2.04%
$233.53 - $277.82 $73.6K - $87.5K
15.1K $3.54B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-5.9K
- 43.17%
$73.16 - $83.16 $431K - $490K
7.76K $542M
TBK
Triumph Bancorp, Inc.

Financial Services
-1.52K
- 13.97%
N/A
9.38K $542M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-868
- 25.09%
$111.56 - $223.11 $96.8K - $194K
2.59K $290M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.7K
- 43.03%
$158.1 - $217.71 $269K - $371K
2.25K $356M
SPSC
Sps Commerce Inc

Technology
-150
- 2.27%
$123.05 - $197.4 $18.5K - $29.6K
6.45K $856M
CSCO
Cisco Systems, Inc.

Technology
-8.73K
- 11.4%
$58.74 - $64.87 $513K - $566K
67.8K $4.19B
EPAM
Epam Systems, Inc.

Technology
-57
- 1.14%
N/A
4.96K $837M
MSCI
Msci Inc.

Financial Services
-131
- 1.79%
$541.46 - $628.34 $70.9K - $82.3K
7.2K $4.07B
IT
Gartner Inc

Technology
-100
- 2.31%
$418.25 - $548.38 $41.8K - $54.8K
4.23K $1.77B
PTC
Ptc Inc.

Technology
-1.36K
- 41.14%
$153.3 - $193.48 $208K - $263K
1.94K $301M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.85K
- 54.2%
$132.75 - $177.12 $378K - $505K
2.41K $367M
WFC
Wells Fargo & Company

Financial Services
-5.4K
- 9.54%
$66.78 - $81.42 $360K - $440K
51.2K $3.67B
T
At&T Inc.

Communication Services
-29.5K
- 28.79%
$21.56 - $28.28 $636K - $834K
72.9K $2.06B
NCNO
N Cino, Inc.

Technology
-1.25K
- 3.31%
$27.36 - $34.81 $34.3K - $43.7K
36.6K $1.01B
CAT
Caterpillar Inc

Industrials
-315
- 6.92%
$326.75 - $407.63 $103K - $128K
4.24K $1.4B
MORN
Morningstar, Inc.

Financial Services
-197
- 3.79%
$282.49 - $334.73 $55.7K - $65.9K
5K $1.5B
RVLV
Revolve Group, Inc.

Consumer Cyclical
-528
- 2.75%
$21.26 - $33.75 $11.2K - $17.8K
18.7K $401M
ICLR
Icon PLC

Healthcare
-793
- 32.82%
$174.99 - $222.58 $139K - $177K
1.62K $284M
ASML
Asml Holding Nv

Technology
-217
- 9.35%
$662.63 - $776.99 $144K - $169K
2.11K $1.39B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.49K
- 3.72%
$91.45 - $91.75 $228K - $228K
64.4K $5.9B
SAP
Sap Se

Technology
-1.37K
- 17.66%
$241.4 - $293.69 $330K - $401K
6.37K $1.71B
BSY
Bentley Systems Inc

Technology
-2.32K
- 17.41%
$39.34 - $47.7 $91.4K - $111K
11K $433M
PSTG
Pure Storage, Inc.

Technology
-737
- 8.26%
$44.27 - $72.37 $32.6K - $53.3K
8.18K $362M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.14K
- 29.96%
$81.83 - $82.67 $175K - $177K
5.01K $414M
UNH
Unitedhealth Group Inc

Healthcare
-509
- 7.77%
$461.52 - $548.18 $235K - $279K
6.04K $3.16B
VUG
Vanguard Growth ETF

ETFs
-233
- 15.0%
$369.1 - $427.61 $86K - $99.6K
1.32K $489M
HON
Honeywell International Inc

Industrials
-539
- 26.22%
$202.75 - $226.52 $109K - $122K
1.52K $321M
LII
Lennox International Inc

Industrials
-183
- 25.38%
$553.05 - $666.93 $101K - $122K
538 $302M
Profesionally Managed Portfo
-1.73K
- 5.3%
N/A
31K $856M
BDX
Becton Dickinson & CO

Healthcare
-574
- 9.69%
$222.79 - $249.08 $128K - $143K
5.35K $1.22B
C
Citigroup Inc

Financial Services
-1.77K
- 9.81%
$67.23 - $84.63 $119K - $150K
16.3K $1.15B
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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