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
EXPD
Expeditors International Of Washington Inc

Industrials
831
+ 19.89%
$111.37 - $124.95 $92.5K - $104K
5.01K $614M
AEP
American Electric Power CO Inc

Utilities
536
+ 6.42%
$103.26 - $115.0 $55.3K - $61.6K
8.88K $999M
ETN
Eaton Corp PLC

Industrials
322
+ 49.85%
$342.99 - $392.76 $110K - $126K
968 $362M
JBT
John Bean Technologies Corp

Industrials
569
+ 23.42%
N/A
3K $421M
CR
Crane Holdings, Co.

Industrials
569
+ 8.7%
$178.73 - $198.45 $102K - $113K
7.11K $477M
MNDY
Monday.Com Ltd.

Technology
1.03K
+ 161.35%
$171.46 - $309.62 $177K - $319K
1.67K $323M
ABCB
Ameris Bancorp

Financial Services
1.08K
+ 22.31%
$65.68 - $76.41 $70.9K - $82.5K
5.92K $434M
ARGX
Argenx Se

Healthcare
16
+ 2.82%
$538.64 - $768.0 $8.62K - $12.3K
583 $430M
MOGA
Moog Inc Cla
329
+ 18.74%
N/A
2.09K $433M
WST
West Pharmaceutical Services Inc

Healthcare
22
+ 0.88%
$210.08 - $279.1 $4.62K - $6.14K
2.54K $665M
BMY
Bristol Myers Squibb CO

Healthcare
2.86K
+ 15.17%
$43.31 - $48.98 $124K - $140K
21.7K $979M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.07K
+ 5.06%
$36.93 - $40.55 $39.6K - $43.4K
22.2K $894M
LMT
Lockheed Martin Corp

Industrials
65
+ 3.2%
$410.74 - $499.21 $26.7K - $32.4K
2.1K $1.05B
GM
General Motors CO

Consumer Cyclical
670
+ 12.49%
$48.89 - $61.24 $32.8K - $41K
6.04K $368M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
112
+ 0.91%
N/A
12.4K $1.21B
MO
Altria Group, Inc.

Consumer Defensive
905
+ 15.46%
$57.75 - $67.68 $52.3K - $61.3K
6.76K $446M
VMI
Valmont Industries Inc

Industrials
68
+ 5.48%
$328.58 - $387.73 $22.3K - $26.4K
1.31K $508M
FSS
Federal Signal Corp

Industrials
527
+ 17.26%
$104.86 - $129.8 $55.3K - $68.4K
3.58K $426M
CI
Cigna Corp

Healthcare
851
+ 24.84%
$262.23 - $334.39 $223K - $285K
4.28K $1.23B
YUM
Yum Brands Inc

Consumer Cyclical
574
+ 17.64%
$139.5 - $153.94 $80.1K - $88.4K
3.83K $582M
WSM
Williams Sonoma Inc

Consumer Cyclical
50
+ 1.85%
$163.62 - $210.2 $8.18K - $10.5K
2.75K $537M
TJX
Tjx Companies Inc

Consumer Cyclical
263
+ 9.79%
$121.35 - $144.54 $31.9K - $38K
2.95K $426M
HWKN
Hawkins Inc

Basic Materials
136
+ 8.01%
$144.17 - $184.75 $19.6K - $25.1K
1.83K $335M
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.94K
+ 11.39%
$48.04 - $48.61 $93.2K - $94.3K
19K $914M
WMT
Walmart Inc.

Consumer Defensive
357
+ 3.45%
$94.4 - $104.27 $33.7K - $37.2K
10.7K $1.1B
Ge Vernova Inc
74
+ 14.02%
N/A
602 $370M
SQ
Block, Inc.

Technology
906
+ 16.25%
N/A
6.48K $468M
GRMN
Garmin LTD

Technology
67
+ 3.54%
$211.13 - $246.22 $14.1K - $16.5K
1.96K $483M
PTC
Ptc Inc.

Technology
124
+ 6.12%
$173.07 - $216.53 $21.5K - $26.8K
2.15K $436M
PHM
Pultegroup Inc

Consumer Cyclical
179
+ 7.84%
$108.0 - $141.42 $19.3K - $25.3K
2.46K $325M
URI
United Rentals, Inc.

Industrials
2
+ 0.5%
$774.14 - $975.23 $1.55K - $1.95K
402 $384M
ICLR
Icon PLC

Healthcare
163
+ 8.98%
$139.63 - $195.01 $22.8K - $31.8K
1.98K $346M
AMD
Advanced Micro Devices Inc

Technology
226
+ 10.48%
$134.8 - $184.42 $30.5K - $41.7K
2.38K $386M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
245
+ 3.8%
$79.39 - $90.39 $19.5K - $22.1K
6.69K $593M
UNP
Union Pacific Corp

Industrials
196
+ 4.07%
$214.91 - $237.16 $42.1K - $46.5K
5.01K $1.18B
FE
Firstenergy Corp

Utilities
280
+ 2.45%
$39.76 - $45.82 $11.1K - $12.8K
11.7K $538M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
242
+ 8.85%
$89.32 - $107.82 $21.6K - $26.1K
2.98K $321M
VLO
Valero Energy Corp

Energy
104
+ 6.57%
$131.77 - $175.63 $13.7K - $18.3K
1.69K $287M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
6.18K
+ 63.61%
$17.97 - $22.57 $111K - $139K
15.9K $286M
CSX
Csx Corp

Industrials
387
+ 1.93%
$32.05 - $36.52 $12.4K - $14.1K
20.4K $725M
PEN
Penumbra Inc

Healthcare
300
+ 13.96%
$227.15 - $287.09 $68.1K - $86.1K
2.45K $620M
OHI
Omega Healthcare Investors Inc

Real Estate
852
+ 15.33%
$36.29 - $43.34 $30.9K - $36.9K
6.41K $271M
SEIC
Sei Investments CO

Financial Services
1.25K
+ 15.74%
$84.85 - $93.8 $106K - $117K
9.19K $780M
LMAT
Lemaitre Vascular Inc

Healthcare
443
+ 7.5%
$79.77 - $100.33 $35.3K - $44.4K
6.35K $555M
VUG
Vanguard Growth ETF

ETFs
30
+ 2.65%
$433.97 - $484.08 $13K - $14.5K
1.16K $557M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
1.09K
+ 2.02%
N/A
55.1K $2.78B
WM
Waste Management Inc

Industrials
404
+ 10.78%
$213.88 - $237.1 $86.4K - $95.8K
4.15K $917M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
233
+ 2.43%
$78.88 - $85.2 $18.4K - $19.9K
9.83K $820M
ROST
Ross Stores, Inc.

Consumer Cyclical
4
+ 0.18%
$127.59 - $152.81 $510 - $611
2.23K $340M
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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