Portside Wealth Group, LLC Sells in Q3 2025

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-8.61K
- 37.22%
$25.09 - $30.99 $216K - $267K
14.5K $376M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-221
- 11.88%
$415.15 - $489.89 $91.7K - $108K
1.64K $697M
TXN
Texas Instruments Inc

Technology
-93
- 1.2%
N/A
7.64K $1.4B
VRSK
Verisk Analytics, Inc.

Industrials
-292
- 13.81%
$242.3 - $312.95 $70.8K - $91.4K
1.82K $458M
AAON
Aaon, Inc.

Industrials
-4.37K
- 40.47%
$72.08 - $94.26 $315K - $412K
6.43K $601M
CSCO
Cisco Systems, Inc.

Technology
-1.82K
- 2.86%
$66.2 - $71.79 $120K - $130K
61.7K $4.22B
HEIA
Heico Crp Cl A
-590
- 15.1%
N/A
3.32K $843M
FICO
Fair Isaac Corp

Technology
-39
- 12.23%
$1311.26 - $1869.83 $51.1K - $72.9K
280 $419M
USPH
U S Physical Therapy Inc

Healthcare
-2.37K
- 37.52%
$69.98 - $88.52 $166K - $210K
3.95K $335M
APPF
Appfolio Inc

Technology
-1.18K
- 30.83%
$229.81 - $321.25 $271K - $379K
2.65K $730M
RVLV
Revolve Group, Inc.

Consumer Cyclical
-7.85K
- 33.24%
$19.09 - $24.09 $150K - $189K
15.8K $336M
WRB
Berkley W R Corp

Financial Services
-1.98K
- 42.33%
$67.78 - $76.62 $134K - $151K
2.69K $206M
TBK
Triumph Bancorp, Inc.

Financial Services
-1.55K
- 20.03%
N/A
6.2K $310M
FISV
Fiserv Inc

Technology
-199
- 10.62%
N/A
1.67K $216M
GDDY
Go Daddy Inc.

Technology
-165
- 8.6%
$133.35 - $178.59 $22K - $29.5K
1.75K $240M
CSGP
Costar Group, Inc.

Real Estate
-2.5K
- 9.42%
$81.42 - $96.83 $203K - $242K
24K $2.02B
MKC
Mccormick & CO Inc

Consumer Defensive
-155
- 1.53%
$64.3 - $77.17 $9.97K - $12K
10K $669M
WTW
Willis Towers Watson PLC

Financial Services
-392
- 36.98%
$301.83 - $345.45 $118K - $135K
668 $231M
IBM
International Business Machines Corp

Technology
-35
- 0.54%
$234.77 - $292.47 $8.22K - $10.2K
6.48K $1.83B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-301
- 23.14%
$196.15 - $217.83 $59K - $65.6K
1K $202M
CCB
Coastal Financial Corp

Financial Services
-1.19K
- 26.33%
$92.4 - $118.0 $110K - $140K
3.32K $359M
AJG
Arthur J. Gallagher & Co.

Financial Services
-207
- 16.48%
$284.17 - $319.49 $58.8K - $66.1K
1.05K $325M
CASY
Caseys General Stores Inc

Consumer Cyclical
-351
- 15.46%
$494.52 - $565.32 $174K - $198K
1.92K $1.09B
JKHY
Henry Jack & Associates Inc

Technology
-138
- 8.53%
$148.45 - $182.09 $20.5K - $25.1K
1.48K $220M
VIRT
Virtu Financial, Inc.

Financial Services
-199
- 3.01%
$34.87 - $45.12 $6.94K - $8.98K
6.42K $228M
DSGX
Descartes Systems Group Inc

Technology
-315
- 6.2%
$94.23 - $107.79 $29.7K - $34K
4.77K $449M
GWRE
Guidewire Software, Inc.

Technology
-185
- 4.76%
$207.82 - $261.88 $38.4K - $48.4K
3.7K $851M
DT
Dynatrace, Inc.

Technology
-433
- 6.81%
$46.04 - $56.64 $19.9K - $24.5K
5.93K $287M
PINS
Pinterest, Inc.

Communication Services
-523
- 4.36%
$32.17 - $39.17 $16.8K - $20.5K
11.5K $369M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.2K
- 11.41%
$87.07 - $93.06 $104K - $112K
9.32K $853M
CB
Chubb LTD

Financial Services
-176
- 13.59%
$265.99 - $289.59 $46.8K - $51K
1.12K $316M
TYL
Tyler Technologies Inc

Technology
-38
- 6.96%
$522.22 - $611.76 $19.8K - $23.2K
508 $266M
CTVA
Corteva, Inc.

Basic Materials
-185
- 2.89%
$67.08 - $77.12 $12.4K - $14.3K
6.23K $421M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-106
- 5.63%
$138.59 - $171.12 $14.7K - $18.1K
1.78K $250M
HON
Honeywell International Inc

Industrials
-50
- 2.49%
$207.7 - $240.4 $10.4K - $12K
1.96K $412M
CTRA
Coterra Energy Inc.

Energy
-1.51K
- 13.58%
$23.09 - $25.45 $34.8K - $38.4K
9.6K $227M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.54K
- 8.1%
$37.14 - $37.85 $57.1K - $58.2K
17.4K $659M
SPGI
S&P Global Inc.

Financial Services
-17
- 1.6%
$484.94 - $564.15 $8.24K - $9.59K
1.05K $510M
KMB
Kimberly Clark Corp

Consumer Defensive
-255
- 5.95%
$121.72 - $136.77 $31K - $34.9K
4.03K $501M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-518
- 14.08%
$107.66 - $112.36 $55.8K - $58.2K
3.16K $352M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-96
- 6.54%
$158.24 - $191.13 $15.2K - $18.3K
1.37K $228M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-14
- 1.48%
$332.69 - $399.0 $4.66K - $5.59K
932 $310M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.71K
- 6.06%
$59.61 - $63.09 $162K - $171K
42K $2.64B
CDW
Cdw Corp

Technology
-20
- 0.99%
$156.97 - $182.84 $3.14K - $3.66K
2K $319M
RS
Reliance Steel & Aluminum CO

Basic Materials
-18
- 1.88%
$277.33 - $343.66 $4.99K - $6.19K
938 $263M
BSY
Bentley Systems Inc

Technology
-270
- 2.96%
$51.48 - $58.72 $13.9K - $15.9K
8.84K $455M
Qxo Inc
-470
- 4.28%
N/A
10.5K $200M
EOG
Eog Resources Inc

Energy
-151
- 5.93%
$112.12 - $126.1 $16.9K - $19K
2.4K $269M
HQY
Healthequity, Inc.

Healthcare
-88
- 3.26%
$87.42 - $103.12 $7.69K - $9.07K
2.61K $247M
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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