Portside Wealth Group, LLC Reduced Holdings in Q4 2024

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
-317
- 0.8%
$114.45 - $127.21 $36.3K - $40.3K
39.6K $4.79B
MPC
Marathon Petroleum Corp

Energy
-230
- 3.37%
$131.65 - $174.84 $30.3K - $40.2K
6.6K $1.08B
NVDA
Nvidia Corp

Technology
-306
- 0.46%
$117.0 - $148.88 $35.8K - $45.6K
65.7K $7.98B
IBM
International Business Machines Corp

Technology
-160
- 1.24%
$204.9 - $238.04 $32.8K - $38.1K
12.7K $2.82B
IT
Gartner Inc

Technology
-69
- 1.15%
$481.22 - $551.8 $33.2K - $38.1K
5.96K $3.02B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-680
- 0.83%
N/A
81.1K $4.09B
Profesionally Managed Portfo
-1.14K
- 1.99%
N/A
56.1K $1.68B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-449
- 1.78%
$75.22 - $82.17 $33.8K - $36.9K
24.7K $1.88B
VIG
Vanguard Dividend Appreciation

ETFs
-169
- 1.08%
N/A
15.5K $3.06B
INDA
Ishares Msci India Index Fund

ETFs
-544
- 1.5%
$52.64 - $58.16 $28.6K - $31.6K
35.8K $2.1B
PFE
Pfizer Inc

Healthcare
-1.05K
- 1.87%
$24.8 - $30.19 $26.1K - $31.8K
55.3K $1.6B
SHEL
Shell PLC

Energy
-453
- 1.64%
$60.63 - $70.23 $27.5K - $31.8K
27.2K $1.8B
JNJ
Johnson & Johnson

Healthcare
-175
- 1.3%
$143.34 - $165.86 $25.1K - $29K
13.3K $2.15B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-370
- 2.86%
$72.28 - $78.42 $26.7K - $29K
12.6K $928M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-368
- 1.79%
$59.25 - $72.99 $21.8K - $26.9K
20.2K $1.48B
VZ
Verizon Communications Inc

Communication Services
-589
- 0.75%
$39.6 - $45.21 $23.3K - $26.6K
77.8K $3.5B
LLY
Eli Lilly & CO

Healthcare
-29
- 0.92%
$727.2 - $932.06 $21.1K - $27K
3.13K $2.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 0.72%
$442.29 - $483.08 $24.3K - $26.6K
7.58K $3.49B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-661
- 3.39%
$36.54 - $37.53 $24.2K - $24.8K
18.9K $710M
WMT
Walmart Inc.

Consumer Defensive
-290
- 1.13%
$79.1 - $95.7 $22.9K - $27.8K
25.4K $2.05B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-243
- 0.91%
$91.29 - $91.8 $22.2K - $22.3K
26.5K $2.44B
PAYC
Paycom Software, Inc.

Technology
-126
- 1.09%
$159.94 - $240.25 $20.2K - $30.3K
11.4K $1.9B
BAC
Bank Of America Corp

Financial Services
-507
- 1.11%
$39.22 - $47.77 $19.9K - $24.2K
45.3K $1.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-201
- 1.11%
$87.1 - $98.49 $17.5K - $19.8K
17.9K $1.75B
PG
Procter & Gamble CO

Consumer Defensive
-113
- 0.94%
$161.05 - $179.7 $18.2K - $20.3K
11.9K $2.06B
META
Meta Platforms, Inc.

Communication Services
-33
- 0.56%
$554.08 - $632.68 $18.3K - $20.9K
5.88K $3.37B
Global X Fds
-501
- 1.31%
N/A
37.8K $1.41B
AXP
American Express CO

Financial Services
-64
- 2.11%
$267.35 - $305.57 $17.1K - $19.6K
2.97K $804M
XOM
Exxon Mobil Corp

Energy
-148
- 1.15%
$105.51 - $125.37 $15.6K - $18.6K
12.7K $1.49B
PEP
Pepsico Inc

Consumer Defensive
-100
- 1.05%
$151.29 - $176.1 $15.1K - $17.6K
9.38K $1.6B
JBBB
Janus Detroit Str Tr Henderson

ETFs
-345
- 1.97%
$48.59 - $49.45 $16.8K - $17.1K
17.2K $841M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 4.76%
$4100.99 - $5300.34 $16.4K - $21.2K
80 $337M
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 0.57%
$385.02 - $431.37 $15.8K - $17.7K
7.12K $2.88B
UL
Unilever PLC

Consumer Defensive
-251
- 0.55%
$56.7 - $64.64 $14.2K - $16.2K
45.1K $2.93B
SAP
Sap Se

Technology
-71
- 0.89%
$218.13 - $255.54 $15.5K - $18.1K
7.93K $1.82B
MCD
Mcdonalds Corp

Consumer Cyclical
-51
- 0.89%
$288.47 - $316.54 $14.7K - $16.1K
5.68K $1.73B
TSLA
Tesla, Inc.

Consumer Cyclical
-59
- 0.43%
$213.65 - $479.86 $12.6K - $28.3K
13.7K $3.6B
CRM
Salesforce, Inc.

Technology
-54
- 1.29%
$270.87 - $367.87 $14.6K - $19.9K
4.15K $1.14B
DUK
Duke Energy Corp

Utilities
-128
- 1.2%
$105.76 - $120.76 $13.5K - $15.5K
10.6K $1.22B
TXN
Texas Instruments Inc

Technology
-71
- 1.33%
N/A
5.28K $1.09B
LMT
Lockheed Martin Corp

Industrials
-25
- 1.65%
$479.66 - $614.62 $12K - $15.4K
1.49K $871M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-482
- 0.95%
$29.77 - $30.19 $14.3K - $14.6K
50.1K $1.52B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-141
- 0.87%
$100.24 - $101.35 $14.1K - $14.3K
16.1K $1.63B
CVS
Cvs Health Corp

Healthcare
-227
- 0.8%
$43.78 - $67.46 $9.94K - $15.3K
28K $1.76B
Brookfield Corp
-262
- 1.31%
N/A
19.7K $1.05B
CMCSA
Comcast Corp

Communication Services
-320
- 1.23%
$37.39 - $45.14 $12K - $14.4K
25.6K $1.07B
COP
Conocophillips

Energy
-122
- 1.4%
$95.12 - $114.72 $11.6K - $14K
8.58K $903M
DIS
Walt Disney CO

Communication Services
-132
- 0.42%
$92.39 - $117.6 $12.2K - $15.5K
31.4K $3.02B
GILD
Gilead Sciences, Inc.

Healthcare
-146
- 0.84%
$83.95 - $97.9 $12.3K - $14.3K
17.3K $1.45B
Activity Summary
Buys All Purchases 3 New Holdings 1 Increased Positions 2 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 0 Puts 0
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