Portside Wealth Group, LLC Incresed Positions in Q3 2025

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
EME
Emcor Group, Inc.

Industrials
173
+ 13.14%
$530.88 - $655.83 $91.8K - $113K
1.49K $968M
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
EPAM
Epam Systems, Inc.

Technology
2.61K
+ 43.58%
N/A
8.59K $1.3B
NOC
Northrop Grumman Corp

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

Industrials
604
+ 52.34%
$244.75 - $305.63 $148K - $185K
1.76K $529M
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
Arista Networks Inc
556
+ 16.93%
N/A
3.84K $560M
NOVT
Novanta Inc

Technology
2.73K
+ 138.59%
N/A
4.69K $470M
NVT
N Vent Electric PLC

Industrials
26
+ 0.32%
$72.16 - $100.25 $1.88K - $2.61K
8.04K $793M
SPG
Simon Property Group Inc

Real Estate
202
+ 3.29%
$159.93 - $187.67 $32.3K - $37.9K
6.33K $1.19B
COP
Conocophillips

Energy
1.26K
+ 7.66%
$91.0 - $98.99 $115K - $125K
17.8K $1.68B
MPWR
Monolithic Power Systems Inc

Technology
3
+ 0.29%
$711.24 - $922.81 $2.13K - $2.77K
1.02K $941M
MS
Morgan Stanley

Financial Services
154
+ 1.64%
$139.09 - $161.16 $21.4K - $24.8K
9.53K $1.51B
SKY
Skyline Champion Corp

Consumer Cyclical
1.85K
+ 49.85%
$60.9 - $78.84 $113K - $146K
5.57K $425M
MCD
Mcdonalds Corp

Consumer Cyclical
396
+ 6.62%
$291.67 - $316.99 $116K - $126K
6.38K $1.94B
WMS
Advanced Drainage Systems, Inc.

Industrials
738
+ 21.49%
$110.89 - $148.5 $81.8K - $110K
4.17K $579M
AZN
Astrazeneca PLC

Healthcare
1.6K
+ 18.9%
$68.72 - $82.11 $110K - $131K
10.1K $773M
CVLT
Commvault Systems Inc

Technology
617
+ 14.58%
$163.43 - $195.41 $101K - $121K
4.85K $915M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
225
+ 17.02%
$534.91 - $598.71 $120K - $135K
1.55K $870M
CALX
Calix, Inc

Technology
1.74K
+ 21.68%
$50.08 - $64.04 $87K - $111K
9.75K $599M
BDX
Becton Dickinson & CO

Healthcare
291
+ 3.73%
$172.41 - $199.66 $50.2K - $58.1K
8.1K $1.52B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.29K
+ 26.06%
$50.47 - $50.74 $166K - $167K
15.9K $807M
DUK
Duke Energy Corp

Utilities
794
+ 6.64%
$116.31 - $125.93 $92.4K - $100K
12.8K $1.58B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.83K
+ 1.62%
$21.77 - $22.57 $83.4K - $86.5K
241K $5.4B
CYBR
Cyber Ark Software Ltd.

Technology
23
+ 1.14%
$374.8 - $491.1 $8.62K - $11.3K
2.05K $989M
AVAV
Aero Vironment Inc

Industrials
358
+ 20.43%
$226.08 - $314.89 $80.9K - $113K
2.11K $664M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
72
+ 2.66%
$224.68 - $282.71 $16.2K - $20.4K
2.78K $776M
Brookfield Corp
580
+ 3.2%
N/A
18.7K $1.28B
KLAC
Kla Corp

Technology
81
+ 20.56%
$843.9 - $1078.6 $68.4K - $87.4K
475 $512M
NVS
Novartis Ag

Healthcare
945
+ 18.23%
$113.5 - $129.73 $107K - $123K
6.13K $786M
WMB
Williams Companies, Inc.

Energy
2.3K
+ 11.67%
$56.52 - $64.01 $130K - $147K
22K $1.4B
SHEL
Shell PLC

Energy
1.61K
+ 4.45%
$69.82 - $73.93 $112K - $119K
37.8K $2.7B
ACIW
Aci Worldwide, Inc.

Technology
2.01K
+ 31.74%
$40.74 - $52.9 $82K - $106K
8.36K $441M
SCHW
Schwab Charles Corp

Financial Services
989
+ 8.02%
$91.03 - $98.69 $90K - $97.6K
13.3K $1.27B
AXP
American Express CO

Financial Services
316
+ 10.09%
$294.27 - $342.31 $93K - $108K
3.45K $1.15B
SE
Sea LTD

Consumer Cyclical
85
+ 1.24%
$146.23 - $196.5 $12.4K - $16.7K
6.95K $1.24B
NPO
Enpro Industries, Inc

Industrials
354
+ 19.48%
$195.22 - $231.56 $69.1K - $82K
2.17K $491M
WEC
Wec Energy Group, Inc.

Utilities
217
+ 1.95%
$103.66 - $114.59 $22.5K - $24.9K
11.4K $1.3B
CME
Cme Group Inc.

Financial Services
608
+ 13.54%
$258.83 - $287.1 $157K - $175K
5.1K $1.38B
HSY
Hershey CO

Consumer Defensive
566
+ 38.58%
$161.95 - $193.45 $91.7K - $109K
2.03K $380M
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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