Portside Wealth Group, LLC New Holdings in Q1 2025

Portside Wealth Group, LLC

  • $613 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
86.4K
New
N/A
86.4K $2.53B
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
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
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.38K
New
$85.29 - $92.57 $544K - $591K
6.38K $581M
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
GRMN
Garmin LTD

Technology
1.59K
New
$204.55 - $241.93 $325K - $384K
1.59K $345M
HLNE
Hamilton Lane Inc

Financial Services
1.99K
New
$137.87 - $170.18 $274K - $339K
1.99K $296M
TT
Trane Technologies PLC

Industrials
847
New
$332.0 - $400.86 $281K - $340K
847 $285M
Lam Research Corp
3.92K
New
N/A
3.92K $285M
SXT
Sensient Technologies Corp

Basic Materials
3.77K
New
$67.31 - $77.4 $254K - $292K
3.77K $280M
MO
Altria Group, Inc.

Consumer Defensive
4.52K
New
$50.81 - $60.02 $230K - $271K
4.52K $271M
UBER
Uber Technologies, Inc

Technology
3.67K
New
$63.17 - $81.49 $232K - $299K
3.67K $268M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.54K
New
$166.63 - $185.86 $256K - $286K
1.54K $256M
OLED
Universal Display Corp Pa

Technology
1.72K
New
$139.48 - $161.59 $240K - $278K
1.72K $240M
CLOI
Vaneck ETF Tr

ETFs
4.49K
New
$52.68 - $53.16 $236K - $238K
4.49K $237M
IDXX
Idexx Laboratories Inc

Healthcare
564
New
$406.29 - $469.04 $229K - $265K
564 $237M
DUOL
Duolingo, Inc.

Technology
751
New
$272.49 - $441.39 $205K - $331K
751 $233M
KLAC
Kla Corp

Technology
342
New
$636.62 - $777.63 $218K - $266K
342 $232M
OPCH
Option Care Health, Inc.

Healthcare
6.55K
New
$22.7 - $35.2 $149K - $231K
6.55K $229M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
155
New
$1187.71 - $1432.58 $184K - $222K
155 $222M
LECO
Lincoln Electric Holdings Inc

Industrials
1.17K
New
$180.51 - $216.81 $212K - $254K
1.17K $222M
CELH
Celsius Holdings, Inc.

Consumer Defensive
6.15K
New
$21.28 - $35.62 $131K - $219K
6.15K $219M
GE
General Electric CO

Industrials
1.08K
New
$168.59 - $212.13 $182K - $229K
1.08K $216M
INSP
Inspire Medical Systems, Inc.

Healthcare
1.34K
New
$157.24 - $215.42 $211K - $290K
1.34K $214M
TTE
Total Energies Se

Energy
3.3K
New
N/A
3.3K $213M
ECL
Ecolab Inc.

Basic Materials
832
New
$229.72 - $269.82 $191K - $224K
832 $211M
MKTX
Marketaxess Holdings Inc

Financial Services
970
New
$189.81 - $226.47 $184K - $220K
970 $210M
TRV
Travelers Companies, Inc.

Financial Services
788
New
$232.43 - $265.13 $183K - $209K
788 $208M
DHR
Danaher Corp

Healthcare
1K
New
$201.62 - $250.59 $202K - $252K
1K $206M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
7.68K
New
$25.9 - $31.26 $199K - $240K
7.68K $206M
CHH
Choice Hotels International Inc

Consumer Cyclical
1.52K
New
$127.89 - $155.97 $195K - $238K
1.52K $202M
TRNO
Terreno Realty Corp

Real Estate
3.2K
New
$57.4 - $68.5 $184K - $219K
3.2K $202M
XEL
Xcel Energy Inc

Utilities
2.85K
New
$63.37 - $72.1 $180K - $205K
2.85K $202M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.28K
New
$154.39 - $176.55 $197K - $225K
1.28K $200M
Natwest Group PLC
14.3K
New
N/A
14.3K $170M
CERT
Certara, Inc.

Healthcare
10.5K
New
$9.9 - $14.25 $104K - $149K
10.5K $104M
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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