Portside Wealth Group, LLC Purchases in Q1 2025

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
9.3K
+ 530.63%
$348.44 - $409.32 $3.24M - $3.81M
11.1K $4.41B
JNJ
Johnson & Johnson

Healthcare
14.5K
+ 96.83%
$142.06 - $167.7 $2.06M - $2.43M
29.5K $4.89B
TIP
Ishares Tr Tips Bd ETF

ETFs
21.8K
+ 71.93%
$106.22 - $111.09 $2.32M - $2.42M
52.1K $5.79B
Blackrock ETF Trust Ii
86.4K
New
N/A
86.4K $2.53B
LLY
Eli Lilly & CO

Healthcare
2.54K
+ 37.0%
$725.72 - $929.72 $1.84M - $2.36M
9.4K $7.76B
VZ
Verizon Communications Inc

Communication Services
43.8K
+ 56.37%
$37.81 - $46.49 $1.66M - $2.04M
122K $5.51B
SBUX
Starbucks Corp

Consumer Cyclical
21.2K
+ 141.09%
$91.75 - $115.81 $1.94M - $2.45M
36.2K $3.55B
V
Visa Inc.

Financial Services
154
+ 0.44%
$306.92 - $362.71 $47.3K - $55.9K
35.5K $12.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.1K
+ 6.79%
$33.84 - $37.77 $613K - $685K
285K $10.4B
ZTS
Zoetis Inc.

Healthcare
6.67K
+ 24.68%
$156.48 - $175.67 $1.04M - $1.17M
33.7K $5.55B
ABBV
Abb Vie Inc.

Healthcare
2.97K
+ 19.63%
$169.2 - $216.66 $503K - $644K
18.1K $3.8B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.2K
+ 24.95%
$37.07 - $40.63 $935K - $1.03M
126K $4.97B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.4K
+ 70.31%
$58.01 - $64.46 $949K - $1.05M
39.6K $2.46B
MDLZ
Mondelez International, Inc.

Consumer Defensive
13.2K
+ 66.97%
$56.12 - $68.15 $741K - $899K
32.9K $2.23B
CVX
Chevron Corp

Energy
3.44K
+ 17.86%
$146.71 - $167.97 $504K - $577K
22.7K $3.8B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
617
+ 7.27%
$442.66 - $534.52 $273K - $330K
9.11K $4.85B
UNP
Union Pacific Corp

Industrials
3.86K
New
$225.21 - $254.42 $870K - $983K
3.86K $912M
SCHW
Schwab Charles Corp

Financial Services
11.4K
New
$71.24 - $83.64 $812K - $954K
11.4K $893M
SHEL
Shell PLC

Energy
8.13K
+ 29.86%
$62.84 - $73.29 $511K - $596K
35.4K $2.59B
CVS
Cvs Health Corp

Healthcare
3.96K
+ 14.72%
$44.22 - $68.64 $175K - $272K
30.8K $2.09B
Pimco ETF Tr
29K
New
N/A
29K $776M
APPF
Appfolio Inc

Technology
3.52K
New
$206.66 - $260.64 $728K - $918K
3.52K $774M
Rbb Fd Inc
15.1K
New
N/A
15.1K $760M
GLDM
World Gold Trust

ETFs
3.44K
+ 7.1%
$52.19 - $61.89 $180K - $213K
51.9K $3.21B
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.24K
+ 206.34%
$416.48 - $494.72 $515K - $611K
1.84K $893M
META
Meta Platforms, Inc.

Communication Services
1.19K
+ 15.39%
$576.36 - $736.67 $684K - $874K
8.9K $5.13B
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.38K
New
$85.29 - $92.57 $544K - $591K
6.38K $581M
KO
Coca Cola CO

Consumer Defensive
2.41K
+ 5.97%
$60.81 - $72.32 $147K - $174K
42.8K $3.07B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.8K
+ 7.1%
$49.78 - $53.19 $538K - $575K
163K $8.33B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
679
+ 29.96%
$402.49 - $513.76 $273K - $349K
2.95K $1.43B
GWRE
Guidewire Software, Inc.

Technology
2.72K
New
$166.74 - $218.22 $454K - $594K
2.72K $510M
THC
Tenet Healthcare Corp

Healthcare
3.34K
New
$119.51 - $144.98 $399K - $484K
3.34K $449M
IEF
Ishares Barclays

ETFs
3.15K
+ 8.63%
$91.17 - $95.39 $287K - $301K
39.7K $3.78B
QCOM
Qualcomm Inc

Technology
2.61K
+ 15.45%
$151.94 - $175.86 $397K - $459K
19.5K $3B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.68K
+ 133.1%
$247.97 - $296.33 $416K - $497K
2.94K $739M
GILD
Gilead Sciences, Inc.

Healthcare
373
+ 2.27%
$89.14 - $117.41 $33.2K - $43.8K
16.8K $1.89B
RSG
Republic Services, Inc.

Industrials
447
+ 7.35%
$200.09 - $242.16 $89.4K - $108K
6.53K $1.58B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
15.4K
+ 5.86%
$22.25 - $23.0 $343K - $354K
278K $6.4B
GRMN
Garmin LTD

Technology
1.59K
New
$204.55 - $241.93 $325K - $384K
1.59K $345M
XOM
Exxon Mobil Corp

Energy
907
+ 4.41%
$105.44 - $118.93 $95.6K - $108K
21.5K $2.56B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.19K
+ 6.63%
$100.59 - $103.47 $220K - $226K
35.2K $3.64B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.28K
New
$208.48 - $244.03 $266K - $311K
1.28K $311M
AIG
American International Group, Inc.

Financial Services
1.24K
+ 8.65%
$70.5 - $86.94 $87.3K - $108K
15.6K $1.35B
PFE
Pfizer Inc

Healthcare
14.7K
+ 27.57%
$25.01 - $27.13 $367K - $398K
67.8K $1.72B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
8.95K
+ 4.26%
$21.23 - $22.14 $190K - $198K
219K $4.83B
SE
Sea LTD

Consumer Cyclical
1.48K
+ 34.3%
$104.87 - $146.31 $155K - $216K
5.78K $754M
HLNE
Hamilton Lane Inc

Financial Services
1.99K
New
$137.87 - $170.18 $274K - $339K
1.99K $296M
CYBR
Cyber Ark Software Ltd.

Technology
857
+ 69.85%
$312.8 - $414.31 $268K - $355K
2.08K $704M
LRN
Stride, Inc.

Consumer Defensive
1.71K
+ 52.47%
$106.34 - $142.28 $182K - $244K
4.98K $630M
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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