Portside Wealth Group, LLC Purchases in Q3 2025

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
10.3K
+ 15.01%
$23.29 - $25.88 $240K - $267K
79.1K $2.01B
XOM
Exxon Mobil Corp

Energy
2.18K
+ 10.65%
$105.83 - $117.22 $230K - $255K
22.6K $2.55B
MDT
Medtronic PLC

Healthcare
323
+ 0.83%
$87.67 - $95.74 $28.3K - $30.9K
39K $3.72B
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
751
New
$311.12 - $482.13 $234K - $362K
751 $342M
PRIM
Primoris Services Corp

Industrials
830
+ 21.96%
$79.61 - $137.33 $66.1K - $114K
4.61K $633M
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
AES
Aes Corp

Utilities
8.4K
+ 10.44%
$10.77 - $13.94 $90.5K - $117K
88.9K $1.17B
EMB
Ishares Tr

ETFs
3.35K
New
$91.52 - $95.59 $307K - $321K
3.35K $319M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.7K
+ 74.7%
$156.24 - $190.88 $266K - $325K
3.98K $659M
HSBC
Hsbc Holdings PLC

Financial Services
4.28K
New
$60.27 - $70.98 $258K - $303K
4.28K $303M
MNST
Monster Beverage Corp

Consumer Defensive
3.19K
+ 16.8%
$58.65 - $67.31 $187K - $215K
22.2K $1.49B
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.7K
+ 4.29%
$68.24 - $73.73 $116K - $125K
41.3K $3.03B
RGEN
Repligen Corp

Healthcare
2.2K
New
$111.43 - $134.0 $245K - $295K
2.2K $294M
HLI
Houlihan Lokey, Inc.

Financial Services
823
+ 18.13%
$181.55 - $209.19 $149K - $172K
5.36K $1.1B
CEG
Constellation Energy Corp

Utilities
863
New
$298.82 - $354.89 $258K - $306K
863 $284M
IEF
Ishares Barclays

ETFs
2.64K
+ 6.43%
$93.91 - $97.26 $248K - $256K
43.7K $4.21B
EFV
Msci Eafe Value ETF

ETFs
3.62K
+ 46.92%
$62.79 - $68.42 $227K - $248K
11.3K $769M
AMAT
Applied Materials Inc

Technology
216
+ 2.02%
$156.25 - $204.95 $33.8K - $44.3K
10.9K $2.24B
CVS
Cvs Health Corp

Healthcare
1.12K
+ 3.72%
$58.75 - $76.5 $65.5K - $85.3K
31.1K $2.34B
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
EME
Emcor Group, Inc.

Industrials
173
+ 13.14%
$530.88 - $655.83 $91.8K - $113K
1.49K $968M
XLI
Industrial Sector Spdr

ETFs
1.7K
New
$147.94 - $154.99 $252K - $264K
1.7K $262M
OXY
Occidental Petroleum Corp

Energy
2.35K
+ 8.13%
$42.54 - $48.1 $99.8K - $113K
31.2K $1.47B
USB
Us Bancorp \De\

Financial Services
2.71K
+ 6.38%
$43.94 - $50.41 $119K - $137K
45.1K $2.18B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.28K
+ 6.26%
$102.4 - $103.88 $233K - $237K
38.7K $4B
APH
Amphenol Corp

Technology
145
+ 1.58%
$97.39 - $125.4 $14.1K - $18.2K
9.33K $1.15B
Lam Research Corp
621
+ 13.93%
N/A
5.08K $680M
ADSK
Autodesk, Inc.

Technology
633
+ 11.45%
N/A
6.16K $1.96B
PCG
Pg&E Corp

Utilities
10.9K
+ 15.58%
$13.0 - $15.73 $142K - $171K
80.8K $1.22B
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
NET
Cloudflare, Inc.

Technology
933
+ 42.82%
$181.39 - $228.28 $169K - $213K
3.11K $668M
EPAM
Epam Systems, Inc.

Technology
2.61K
+ 43.58%
N/A
8.59K $1.3B
TOST
Toast, Inc.

Technology
6.46K
New
$36.51 - $49.3 $236K - $319K
6.46K $236M
NOC
Northrop Grumman Corp

Industrials
44
+ 2.3%
$498.9 - $609.32 $22K - $26.8K
1.96K $1.19B
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
GE
General Electric CO

Industrials
604
+ 52.34%
$244.75 - $305.63 $148K - $185K
1.76K $529M
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
152
+ 1.69%
$459.11 - $506.91 $69.8K - $77.1K
9.15K $4.6B
ENB
Enbridge Inc

Energy
1.19K
+ 3.64%
$43.79 - $50.46 $52.1K - $60K
33.8K $1.71B
IEMG
Ishares Inc

ETFs
3.43K
New
N/A
3.43K $226M
Arista Networks Inc
556
+ 16.93%
N/A
3.84K $560M
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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