Portside Wealth Group, LLC Incresed Positions in Q4 2025

Portside Wealth Group, LLC

  • $744 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
64.9K
+ 22.15%
$91.46 - $91.76 $5.93M - $5.95M
358K $32.7B
GOOGL
Alphabet Inc.

Communication Services
2.31K
+ 5.21%
$236.57 - $291.31 $546K - $672K
46.6K $14.6B
GOOG
Alphabet Inc.

Communication Services
219
+ 0.67%
$237.49 - $291.74 $52K - $63.9K
33K $10.4B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
50.6K
+ 23.13%
$45.45 - $48.31 $2.3M - $2.45M
270K $12.6B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
40.4K
+ 12.21%
$42.26 - $44.28 $1.71M - $1.79M
371K $16.5B
ISRG
Intuitive Surgical Inc

Healthcare
3.65K
+ 185.29%
$429.59 - $576.2 $1.57M - $2.1M
5.62K $3.18B
SPYG
Spdr Portfolio

ETFs
17.5K
+ 9.17%
$102.4 - $109.39 $1.8M - $1.92M
209K $22.3B
AAPL
Apple Inc.

Technology
5.49K
+ 14.6%
$245.27 - $275.25 $1.35M - $1.51M
43.1K $11.7B
TSLA
Tesla, Inc.

Consumer Cyclical
4.12K
+ 21.94%
$401.99 - $468.37 $1.66M - $1.93M
22.9K $10.3B
HGER
Harbor ETF Tr All Weather Infl
74.9K
+ 136.32%
$25.61 - $27.12 $1.92M - $2.03M
130K $3.22B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
19.7K
+ 9.72%
$54.27 - $56.85 $1.07M - $1.12M
222K $12.6B
NVDA
Nvidia Corp

Technology
7.15K
+ 5.9%
$179.83 - $207.04 $1.29M - $1.48M
128K $23.9B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
19K
+ 36.38%
$64.77 - $69.67 $1.23M - $1.32M
71.3K $4.7B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
24.3K
+ 17.3%
$42.66 - $43.29 $1.04M - $1.05M
165K $7.07B
VUG
Vanguard Growth ETF

ETFs
1.97K
+ 169.25%
$470.44 - $504.26 $924K - $991K
3.13K $1.53B
JNJ
Johnson & Johnson

Healthcare
926
+ 2.8%
$185.98 - $199.58 $172K - $185K
33.9K $7.03B
INDA
Ishares Msci India Index Fund

ETFs
15.1K
+ 57.72%
$52.3 - $55.29 $789K - $834K
41.2K $2.23B
IVV
Ishares Core S&P 500 ETF

ETFs
1.03K
+ 17.56%
$656.2 - $690.71 $674K - $709K
6.87K $4.71B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8.55K
+ 20.72%
$72.17 - $75.74 $617K - $648K
49.8K $3.76B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
13.3K
+ 10.63%
$44.53 - $47.25 $590K - $626K
138K $6.47B
CSCO
Cisco Systems, Inc.

Technology
1.98K
+ 3.21%
$67.46 - $78.0 $134K - $155K
63.7K $4.91B
BA
Boeing CO

Industrials
2.98K
+ 15.4%
$191.81 - $225.32 $572K - $672K
22.3K $4.85B
IEF
Ishares Barclays

ETFs
7.08K
+ 16.21%
$96.12 - $97.72 $680K - $692K
50.8K $4.88B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.1K
+ 24.12%
$61.42 - $63.67 $622K - $645K
52.1K $3.29B
RGEN
Repligen Corp

Healthcare
3.51K
+ 159.45%
$142.82 - $166.33 $501K - $584K
5.71K $936M
FCX
Freeport Mcmoran Inc

Basic Materials
5.42K
+ 19.16%
$38.65 - $43.31 $210K - $235K
33.7K $1.71B
ASML
Asml Holding Nv

Technology
359
+ 17.9%
$936.19 - $1075.45 $336K - $386K
2.37K $2.53B
VTV
Vanguard Value ETF

ETFs
2.81K
+ 203.33%
$182.87 - $189.72 $513K - $533K
4.19K $800M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.45K
+ 52.23%
$280.66 - $305.09 $408K - $443K
4.23K $1.29B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
239
+ 15.45%
$557.73 - $694.99 $133K - $166K
1.79K $1.38B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
11.7K
+ 52.51%
$39.17 - $40.87 $457K - $477K
33.9K $1.39B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
571
+ 15.26%
$402.9 - $437.15 $230K - $250K
4.31K $1.96B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.28K
+ 136.34%
$137.47 - $143.13 $451K - $470K
5.69K $817M
MNST
Monster Beverage Corp

Consumer Defensive
3.19K
+ 14.38%
$66.31 - $71.91 $211K - $229K
25.3K $1.94B
EFV
Msci Eafe Value ETF

ETFs
5.53K
+ 48.74%
$66.73 - $70.99 $369K - $392K
16.9K $1.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
662
+ 31.95%
$589.5 - $635.77 $390K - $421K
2.73K $1.68B
Profesionally Managed Portfo
15.8K
+ 37.64%
N/A
57.7K $1.82B
AMT
American Tower Corp

Real Estate
3.03K
+ 47.8%
$176.64 - $193.32 $535K - $585K
9.36K $1.64B
RTX
Raytheon Technologies Corp

Industrials
113
+ 0.46%
$157.0 - $179.44 $17.7K - $20.3K
24.5K $4.49B
CAT
Caterpillar Inc

Industrials
45
+ 1.17%
$480.82 - $585.49 $21.6K - $26.3K
3.88K $2.22B
APG
A Pi Group Corp

Industrials
9.55K
+ 157.63%
$33.64 - $38.36 $321K - $366K
15.6K $597M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
17K
+ 7.07%
$22.39 - $22.71 $381K - $386K
258K $5.77B
Barrick Mng Corp
1.96K
+ 7.68%
N/A
27.5K $1.2B
CME
Cme Group Inc.

Financial Services
1.26K
+ 24.79%
$261.53 - $285.04 $331K - $360K
6.36K $1.74B
JPM
Jpmorgan Chase & CO

Financial Services
760
+ 4.5%
$294.11 - $320.41 $224K - $244K
17.7K $5.69B
MU
Micron Technology Inc

Technology
582
+ 35.68%
$181.6 - $253.3 $106K - $147K
2.21K $632M
UFPT
Ufp Technologies Inc

Healthcare
1.23K
+ 50.97%
$185.28 - $245.61 $228K - $303K
3.65K $811M
HSBC
Hsbc Holdings PLC

Financial Services
3.47K
+ 81.08%
$65.67 - $73.49 $228K - $255K
7.74K $609M
Lam Research Corp
677
+ 13.33%
N/A
5.76K $985M
Activity Summary
Buys All Purchases 258 New Holdings 27 Increased Positions 231 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 6 Puts 2
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