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
BDX
Becton Dickinson & CO

Healthcare
-49
- 0.85%
$220.02 - $243.75 $10.8K - $11.9K
5.71K $1.38B
ASML
Asml Holding Nv

Technology
-14
- 1.04%
$658.43 - $872.27 $9.22K - $12.2K
1.33K $1.1B
QCOM
Qualcomm Inc

Technology
-68
- 0.42%
$150.4 - $178.04 $10.2K - $12.1K
16K $2.72B
ENB
Enbridge Inc

Energy
-281
- 0.93%
$40.4 - $43.92 $11.4K - $12.3K
29.9K $1.21B
AEM
Agnico Eagle Mines LTD

Basic Materials
-134
- 0.85%
$75.99 - $88.85 $10.2K - $11.9K
15.7K $1.27B
CME
Cme Group Inc.

Financial Services
-48
- 1.25%
$221.17 - $246.02 $10.6K - $11.8K
3.8K $838M
ETR
Entergy Corp

Utilities
-78
- 1.32%
$73.19 - $156.4 $5.71K - $12.2K
5.85K $770M
ICLR
Icon PLC

Healthcare
-35
- 0.83%
$187.22 - $297.57 $6.55K - $10.4K
4.2K $1.21B
LOW
Lowes Companies Inc

Consumer Cyclical
-36
- 0.61%
$244.52 - $284.07 $8.8K - $10.2K
5.87K $1.59B
SBUX
Starbucks Corp

Consumer Cyclical
-100
- 0.71%
$87.44 - $102.5 $8.74K - $10.3K
13.9K $1.36B
OXY
Occidental Petroleum Corp

Energy
-185
- 1.13%
$45.36 - $55.91 $8.39K - $10.3K
16.3K $838M
GD
General Dynamics Corp

Industrials
-31
- 0.52%
$260.28 - $314.03 $8.07K - $9.73K
5.88K $1.78B
AEP
American Electric Power CO Inc

Utilities
-91
- 1.35%
$90.91 - $102.21 $8.27K - $9.3K
6.67K $685M
MPWR
Monolithic Power Systems Inc

Technology
-10
- 1.13%
$560.06 - $942.58 $5.6K - $9.43K
878 $812M
WM
Waste Management Inc

Industrials
-44
- 1.84%
$201.79 - $228.46 $8.88K - $10.1K
2.35K $487M
Canadian Pacific Kansas City
-105
- 1.37%
N/A
7.58K $648M
BA
Boeing CO

Industrials
-59
- 0.42%
$138.14 - $180.72 $8.15K - $10.7K
14.1K $2.14B
LYB
Lyondell Basell Industries N.V.

Basic Materials
-91
- 1.16%
$72.97 - $96.75 $6.64K - $8.8K
7.75K $743M
AMAT
Applied Materials Inc

Technology
-43
- 0.74%
$161.44 - $213.89 $6.94K - $9.2K
5.78K $1.17B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-50
- 1.53%
$172.07 - $207.36 $8.6K - $10.4K
3.22K $560M
HGER
Harbor ETF Tr All Weather Infl
-374
- 1.32%
$21.78 - $23.27 $8.15K - $8.7K
28K $634M
AMT
American Tower Corp

Real Estate
-36
- 0.63%
$179.4 - $232.01 $6.46K - $8.35K
5.66K $1.32B
WMB
Williams Companies, Inc.

Energy
-181
- 0.73%
$46.37 - $59.74 $8.39K - $10.8K
24.7K $1.13B
AME
Ametek Inc

Industrials
-48
- 1.57%
$165.89 - $197.38 $7.96K - $9.47K
3.01K $517M
BMY
Bristol Myers Squibb CO

Healthcare
-159
- 0.86%
$51.92 - $59.94 $8.26K - $9.53K
18.3K $948M
SPG
Simon Property Group Inc

Real Estate
-47
- 1.13%
$167.23 - $183.84 $7.86K - $8.64K
4.11K $694M
C
Citigroup Inc

Financial Services
-125
- 0.72%
$61.31 - $72.5 $7.66K - $9.06K
17.2K $1.08B
AVGO
Broadcom Inc.

Technology
-45
- 1.97%
$159.67 - $250.0 $7.19K - $11.3K
2.24K $386M
Cooper Cos Inc
-68
- 0.67%
N/A
10.1K $1.11B
EMB
Ishares Tr

ETFs
-79
- 1.14%
$88.94 - $93.46 $7.03K - $7.38K
6.84K $640M
FDS
Factset Research Systems Inc

Financial Services
-16
- 0.48%
$449.69 - $495.72 $7.2K - $7.93K
3.33K $1.53B
CWB
Spdr Bloomberg Convertible Sec

ETFs
-96
- 1.16%
$76.21 - $82.24 $7.32K - $7.9K
8.17K $625M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-65
- 1.11%
$106.56 - $113.11 $6.93K - $7.35K
5.77K $652M
GIS
General Mills Inc

Consumer Defensive
-99
- 1.17%
$62.78 - $74.62 $6.22K - $7.39K
8.34K $616M
HYG
Ishares Tr

ETFs
-89
- 1.11%
$78.09 - $80.04 $6.95K - $7.12K
7.92K $636M
FCX
Freeport Mcmoran Inc

Basic Materials
-143
- 0.65%
$38.08 - $50.82 $5.45K - $7.27K
21.8K $1.09B
MS
Morgan Stanley

Financial Services
-68
- 0.85%
$104.42 - $134.99 $7.1K - $9.18K
7.97K $831M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-130
- 1.07%
$50.62 - $50.97 $6.58K - $6.63K
12K $610M
CI
Cigna Corp

Healthcare
-19
- 0.57%
$265.59 - $358.58 $5.05K - $6.81K
3.34K $1.16B
FE
Firstenergy Corp

Utilities
-147
- 0.53%
$39.14 - $44.52 $5.75K - $6.54K
27.8K $1.23B
CSX
Csx Corp

Industrials
-188
- 0.71%
$31.58 - $36.88 $5.94K - $6.93K
26.1K $902M
AES
Aes Corp

Utilities
-316
- 0.56%
$12.44 - $20.24 $3.93K - $6.4K
56.1K $1.12B
CAT
Caterpillar Inc

Industrials
-16
- 0.42%
$360.37 - $416.88 $5.77K - $6.67K
3.8K $1.48B
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-94
- 0.27%
$63.15 - $75.4 $5.94K - $7.09K
34.7K $2.3B
AON
Aon PLC

Financial Services
-18
- 1.01%
$344.14 - $393.31 $6.19K - $7.08K
1.76K $610M
PANW
Palo Alto Networks Inc

Technology
-18
- 2.1%
$181.96 - $405.9 $3.28K - $7.31K
839 $287M
PCG
Pg&E Corp

Utilities
-310
- 0.5%
$19.2 - $21.63 $5.95K - $6.71K
61.5K $1.22B
ADP
Automatic Data Processing Inc

Industrials
-22
- 0.46%
$280.08 - $307.97 $6.16K - $6.78K
4.81K $1.33B
LII
Lennox International Inc

Industrials
-10
- 1.57%
$589.36 - $678.43 $5.89K - $6.78K
627 $379M
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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