Portside Wealth Group
Latest statistics and disclosures from Portside Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JPST, AMZN, MSFT, SPYG, V, and represent 13.67% of Portside Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: AON, IVVB, TIP, JNJ, LLY, SBUX, VZ, NVDA, ZTS, VXUS.
- Started 41 new stock positions in APPF, TT, TRV, MKTX, TTE, INSP, OPCH, UNP, CELH, NWG.
- Reduced shares in these 10 stocks: AAPL, NFLX, NOW, VIG, IBM, GOOG, SHLD, MDT, , QUAL.
- Sold out of its positions in AEO, BX, BLK, CP, CHD, Aspen Technology, ETR, EVR, FCN, SHLD.
- Portside Wealth Group was a net buyer of stock by $23M.
- Portside Wealth Group has $613M in assets under management (AUM), dropping by 1.42%.
- Central Index Key (CIK): 0001978608
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Portfolio Holdings for Portside Wealth Group
Portside Wealth Group holds 419 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.4 | $21M | +5% | 407k | 50.63 |
|
| Amazon Call Option (AMZN) | 3.0 | $19M | 98k | 190.26 |
|
|
| Microsoft Corporation (MSFT) | 2.7 | $17M | +2% | 45k | 375.39 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.5 | $15M | +6% | 190k | 80.37 |
|
| Visa Com Cl A (V) | 2.0 | $12M | 36k | 350.46 |
|
|
| Apple Call Option (AAPL) | 1.9 | $12M | -18% | 53k | 222.13 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.7 | $10M | +6% | 285k | 36.41 |
|
| Oracle Corporation (ORCL) | 1.6 | $9.5M | +10% | 68k | 139.81 |
|
| NVIDIA Corporation Call Option (NVDA) | 1.5 | $9.2M | +13% | 85k | 108.38 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.4 | $8.3M | +7% | 163k | 51.07 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $7.8M | +36% | 9.4k | 825.92 |
|
| Mastercard Incorporated Cl A (MA) | 1.2 | $7.6M | -2% | 14k | 548.12 |
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| Netflix (NFLX) | 1.2 | $7.3M | -26% | 7.8k | 932.53 |
|
| Shopify Cl A (SHOP) | 1.1 | $6.8M | -2% | 71k | 95.48 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.0 | $6.4M | +5% | 278k | 22.98 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $6.2M | -20% | 40k | 156.23 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $6.2M | 40k | 154.64 |
|
|
| Abbott Laboratories (ABT) | 1.0 | $6.0M | -2% | 45k | 132.65 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.0 | $5.9M | -3% | 64k | 91.73 |
|
| Philip Morris International (PM) | 0.9 | $5.8M | 37k | 158.73 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.9 | $5.8M | +71% | 52k | 111.09 |
|
| Zoetis Cl A (ZTS) | 0.9 | $5.6M | +24% | 34k | 164.65 |
|
| Verizon Communications (VZ) | 0.9 | $5.5M | +56% | 122k | 45.36 |
|
| Thermo Fisher Scientific (TMO) | 0.9 | $5.3M | 11k | 497.60 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $5.1M | +15% | 8.9k | 576.37 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $5.1M | +7% | 9.1k | 561.90 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.8 | $5.0M | +24% | 126k | 39.37 |
|
| Johnson & Johnson (JNJ) | 0.8 | $4.9M | +96% | 30k | 165.84 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $4.9M | 13k | 383.53 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $4.8M | +7% | 9.1k | 532.58 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.8 | $4.8M | +4% | 219k | 22.05 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $4.8M | 15k | 312.04 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $4.5M | -3% | 56k | 81.76 |
|
| Aon Shs Cl A (AON) | 0.7 | $4.4M | +530% | 11k | 399.09 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.7 | $4.4M | +7% | 53k | 83.00 |
|
| Cisco Systems (CSCO) | 0.7 | $4.2M | -11% | 68k | 61.71 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $4.1M | 17k | 245.30 |
|
|
| Msci (MSCI) | 0.7 | $4.1M | 7.2k | 565.50 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $4.1M | -23% | 31k | 132.46 |
|
| Tesla Motors (TSLA) | 0.7 | $4.0M | +2% | 16k | 259.16 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.6 | $4.0M | +7% | 97k | 40.76 |
|
| Abbvie (ABBV) | 0.6 | $3.8M | +19% | 18k | 209.52 |
|
| Chevron Corporation (CVX) | 0.6 | $3.8M | +17% | 23k | 167.29 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $3.8M | +8% | 40k | 95.37 |
|
| Medtronic SHS (MDT) | 0.6 | $3.7M | -28% | 41k | 89.86 |
|
| Wells Fargo & Company (WFC) | 0.6 | $3.7M | -9% | 51k | 71.79 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $3.6M | +6% | 35k | 103.47 |
|
| Servicenow (NOW) | 0.6 | $3.6M | -37% | 4.5k | 796.14 |
|
| Airbnb Com Cl A (ABNB) | 0.6 | $3.6M | -3% | 30k | 119.46 |
|
| Starbucks Corporation (SBUX) | 0.6 | $3.6M | +141% | 36k | 98.10 |
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| Workday Cl A (WDAY) | 0.6 | $3.5M | -2% | 15k | 233.53 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $3.4M | 80k | 42.52 |
|
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| Walt Disney Company (DIS) | 0.6 | $3.4M | +4% | 34k | 98.70 |
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| Exxon Mobil Corporation Put Option (XOM) | 0.5 | $3.3M | +2% | 28k | 118.93 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.5 | $3.2M | +7% | 52k | 61.89 |
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| UnitedHealth (UNH) | 0.5 | $3.2M | -7% | 6.0k | 523.75 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $3.1M | -17% | 45k | 69.44 |
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| Boeing Company (BA) | 0.5 | $3.1M | +11% | 18k | 170.55 |
|
| Coca-Cola Company (KO) | 0.5 | $3.1M | +5% | 43k | 71.62 |
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| Qualcomm (QCOM) | 0.5 | $3.0M | +15% | 20k | 153.61 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.5 | $2.9M | +3% | 105k | 27.26 |
|
| Home Depot (HD) | 0.4 | $2.7M | 7.4k | 366.49 |
|
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| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.4 | $2.7M | +2% | 54k | 50.36 |
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| Unilever Spon Adr New (UL) | 0.4 | $2.6M | -2% | 44k | 59.55 |
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| Shell Spon Ads (SHEL) | 0.4 | $2.6M | +29% | 35k | 73.28 |
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| Blackrock Etf Trust Ii Ishares Larg Cap (IVVB) | 0.4 | $2.5M | NEW | 86k | 29.32 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $2.5M | +70% | 40k | 62.10 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.4 | $2.4M | +4% | 42k | 56.47 |
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| Procter & Gamble Company (PG) | 0.4 | $2.3M | +12% | 14k | 170.42 |
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| Paycom Software (PAYC) | 0.4 | $2.3M | -2% | 11k | 218.48 |
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.2M | +66% | 33k | 67.85 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.1M | +3% | 50k | 41.73 |
|
| United Parcel Service CL B (UPS) | 0.3 | $2.1M | +32% | 19k | 109.99 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $2.1M | +14% | 31k | 67.75 |
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| At&t (T) | 0.3 | $2.1M | -28% | 73k | 28.28 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $2.0M | +2% | 67k | 30.10 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $2.0M | +4% | 17k | 116.36 |
|
| Gilead Sciences (GILD) | 0.3 | $1.9M | +2% | 17k | 112.05 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.9M | +6% | 6.0k | 312.37 |
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| CoStar (CSGP) | 0.3 | $1.9M | 24k | 79.23 |
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| Merck & Co (MRK) | 0.3 | $1.8M | 20k | 89.76 |
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| Gartner (IT) | 0.3 | $1.8M | -2% | 4.2k | 419.74 |
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| Agnico (AEM) | 0.3 | $1.7M | 16k | 108.41 |
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| Us Bancorp Del Com New (USB) | 0.3 | $1.7M | +5% | 41k | 42.22 |
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| Pfizer (PFE) | 0.3 | $1.7M | +27% | 68k | 25.34 |
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| Pepsi (PEP) | 0.3 | $1.7M | +8% | 11k | 149.94 |
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| Sap Se Spon Adr (SAP) | 0.3 | $1.7M | -17% | 6.4k | 268.44 |
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| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $1.7M | -5% | 18k | 95.30 |
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| Ryan Specialty Holdings Cl A (RYAN) | 0.3 | $1.7M | 23k | 73.87 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.6M | +15% | 1.7k | 945.78 |
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| General Dynamics Corporation (GD) | 0.3 | $1.6M | 6.0k | 271.91 |
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| International Business Machines (IBM) | 0.3 | $1.6M | -49% | 6.5k | 248.66 |
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| Republic Services (RSG) | 0.3 | $1.6M | +7% | 6.5k | 242.16 |
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| Watsco, Incorporated (WSO) | 0.3 | $1.5M | +4% | 3.0k | 508.30 |
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| Automatic Data Processing (ADP) | 0.2 | $1.5M | +5% | 5.0k | 305.53 |
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| Morningstar (MORN) | 0.2 | $1.5M | -3% | 5.0k | 299.86 |
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| Lowe's Companies (LOW) | 0.2 | $1.5M | +11% | 6.4k | 233.23 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.5M | -33% | 17k | 87.79 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.5M | +2% | 2.9k | 513.86 |
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| ConocoPhillips (COP) | 0.2 | $1.5M | +10% | 14k | 105.02 |
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| Enbridge (ENB) | 0.2 | $1.4M | +7% | 33k | 44.31 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $1.4M | +29% | 2.9k | 484.82 |
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| salesforce (CRM) | 0.2 | $1.4M | +14% | 5.3k | 268.36 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.4M | +5% | 12k | 121.97 |
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| Caterpillar (CAT) | 0.2 | $1.4M | -6% | 4.2k | 329.83 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.4M | -9% | 2.1k | 662.63 |
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| American Intl Group Com New (AIG) | 0.2 | $1.4M | +8% | 16k | 86.94 |
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| Autodesk (ADSK) | 0.2 | $1.3M | +12% | 5.1k | 261.80 |
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| Williams Companies (WMB) | 0.2 | $1.3M | +2% | 22k | 59.76 |
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| Applied Materials (AMAT) | 0.2 | $1.3M | +27% | 8.7k | 145.12 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $1.2M | +13% | 25k | 50.71 |
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| Wec Energy Group (WEC) | 0.2 | $1.2M | +4% | 11k | 108.98 |
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| Becton, Dickinson and (BDX) | 0.2 | $1.2M | -9% | 5.3k | 229.06 |
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| Technipfmc (FTI) | 0.2 | $1.2M | +5% | 38k | 31.69 |
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| Cigna Corp (CI) | 0.2 | $1.2M | +2% | 3.6k | 329.00 |
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| PG&E Corporation (PCG) | 0.2 | $1.2M | +14% | 69k | 17.18 |
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| American Tower Reit (AMT) | 0.2 | $1.2M | 5.4k | 217.60 |
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| Citigroup Com New (C) | 0.2 | $1.2M | -9% | 16k | 70.99 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | +2% | 19k | 60.99 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | +2% | 6.4k | 179.70 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $1.1M | +6% | 7.8k | 146.61 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $1.1M | +25% | 30k | 37.86 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $1.1M | +4% | 2.3k | 497.71 |
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| Cme (CME) | 0.2 | $1.1M | +10% | 4.3k | 265.29 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.1M | +16% | 31k | 36.90 |
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| Corning Incorporated (GLW) | 0.2 | $1.1M | +7% | 25k | 45.78 |
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| Oneok (OKE) | 0.2 | $1.1M | +5% | 11k | 99.22 |
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| FactSet Research Systems (FDS) | 0.2 | $1.1M | -30% | 2.4k | 454.64 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.1M | +9% | 13k | 84.40 |
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| Servisfirst Bancshares (SFBS) | 0.2 | $1.1M | -3% | 13k | 82.59 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $1.1M | 42k | 25.39 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.1M | +7% | 9.2k | 116.67 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $1.1M | 7.3k | 145.69 |
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| Brown & Brown (BRO) | 0.2 | $1.1M | +4% | 8.5k | 124.40 |
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| Snap-on Incorporated (SNA) | 0.2 | $1.0M | +4% | 3.1k | 337.01 |
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| American Water Works (AWK) | 0.2 | $1.0M | +3% | 6.9k | 147.52 |
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| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.2 | $1.0M | +21% | 23k | 44.86 |
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| Monster Beverage Corp (MNST) | 0.2 | $1.0M | +10% | 17k | 58.52 |
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| Ncino (NCNO) | 0.2 | $1.0M | -3% | 37k | 27.47 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $1.0M | +25% | 20k | 49.36 |
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| Mid-America Apartment (MAA) | 0.2 | $1.0M | +5% | 6.0k | 167.58 |
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| Air Products & Chemicals (APD) | 0.2 | $997k | +35% | 3.4k | 294.92 |
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| Simon Property (SPG) | 0.2 | $956k | +29% | 5.8k | 166.08 |
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| Casey's General Stores (CASY) | 0.2 | $950k | 2.2k | 434.04 |
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| Goosehead Ins Com Cl A (GSHD) | 0.2 | $949k | -3% | 8.0k | 118.06 |
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| MetLife (MET) | 0.2 | $948k | 12k | 80.29 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $946k | +8% | 18k | 52.41 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $942k | -68% | 4.9k | 193.99 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $938k | 1.8k | 512.01 |
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| AES Corporation (AES) | 0.2 | $933k | +5% | 75k | 12.42 |
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| Cooper Cos (COO) | 0.2 | $927k | 11k | 84.35 |
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| Nike CL B (NKE) | 0.1 | $917k | +8% | 14k | 63.48 |
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| Centene Corporation (CNC) | 0.1 | $915k | +4% | 15k | 60.71 |
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| Union Pacific Corporation (UNP) | 0.1 | $912k | NEW | 3.9k | 236.24 |
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| Broadcom (AVGO) | 0.1 | $903k | +65% | 5.4k | 167.43 |
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| Kinsale Cap Group (KNSL) | 0.1 | $893k | +206% | 1.8k | 486.71 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $893k | NEW | 11k | 78.28 |
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| Hershey Company (HSY) | 0.1 | $882k | +20% | 5.2k | 171.03 |
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| American Electric Power Company (AEP) | 0.1 | $879k | +14% | 8.0k | 109.27 |
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| Pool Corporation (POOL) | 0.1 | $876k | +5% | 2.8k | 318.35 |
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| American Express Company (AXP) | 0.1 | $869k | +8% | 3.2k | 269.05 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $862k | 8.4k | 102.40 |
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| Aaon Com Par $0.004 (AAON) | 0.1 | $860k | -25% | 11k | 78.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $859k | +8% | 1.8k | 468.91 |
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| Profesionally Managed Portfo Congress Smid Gr (CSMD) | 0.1 | $856k | -5% | 31k | 27.66 |
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| SPS Commerce (SPSC) | 0.1 | $856k | -2% | 6.4k | 132.73 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $853k | 11k | 79.46 |
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| Waste Management (WM) | 0.1 | $850k | +11% | 3.7k | 231.51 |
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| Epam Systems (EPAM) | 0.1 | $837k | 5.0k | 168.84 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $831k | +7% | 3.9k | 210.97 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $827k | +12% | 1.9k | 446.71 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $823k | +22% | 1.7k | 495.27 |
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| CSX Corporation (CSX) | 0.1 | $805k | 27k | 29.43 |
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| General Mills (GIS) | 0.1 | $789k | +13% | 13k | 59.79 |
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| Harbor Etf Trust Harbor Commodity (HGER) | 0.1 | $788k | +6% | 33k | 24.05 |
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| Copart (CPRT) | 0.1 | $776k | -6% | 14k | 56.59 |
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| Pimco Etf Tr Commodity Strat (CMDT) | 0.1 | $776k | NEW | 29k | 26.77 |
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| Appfolio Com Cl A (APPF) | 0.1 | $774k | NEW | 3.5k | 219.90 |
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| Pjt Partners Com Cl A (PJT) | 0.1 | $760k | +17% | 5.5k | 137.88 |
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| RBB Fm Ultrashort Tr | 0.1 | $760k | NEW | 15k | 50.40 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $758k | +35% | 11k | 70.40 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $754k | +5% | 9.8k | 77.05 |
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| Sea Sponsord Ads (SE) | 0.1 | $754k | +34% | 5.8k | 130.49 |
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| Southwest Airlines (LUV) | 0.1 | $753k | +3% | 22k | 33.58 |
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| Ametek (AME) | 0.1 | $744k | +13% | 4.3k | 172.14 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $739k | +133% | 2.9k | 251.77 |
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| West Pharmaceutical Services (WST) | 0.1 | $738k | +6% | 3.3k | 223.88 |
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| Curtiss-Wright (CW) | 0.1 | $724k | +6% | 2.3k | 317.27 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $707k | +43% | 1.1k | 634.23 |
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| Cyberark Software SHS (CYBR) | 0.1 | $704k | +69% | 2.1k | 338.00 |
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| Houlihan Lokey Cl A (HLI) | 0.1 | $701k | +57% | 4.3k | 161.50 |
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| Realty Income (O) | 0.1 | $698k | +5% | 12k | 58.01 |
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| Prestige Brands Holdings (PBH) | 0.1 | $688k | +11% | 8.0k | 85.97 |
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| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $683k | +33% | 14k | 48.67 |
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| Halozyme Therapeutics (HALO) | 0.1 | $679k | +14% | 11k | 63.81 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $668k | +5% | 8.1k | 82.31 |
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| CommVault Systems (CVLT) | 0.1 | $668k | +11% | 4.2k | 157.76 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $665k | +16% | 49k | 13.63 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $633k | -8% | 17k | 36.81 |
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| MercadoLibre (MELI) | 0.1 | $632k | +18% | 324.00 | 1950.87 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $630k | +7% | 20k | 31.96 |
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| Stride (LRN) | 0.1 | $630k | +52% | 5.0k | 126.50 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $626k | 4.4k | 142.22 |
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| Verisk Analytics (VRSK) | 0.1 | $623k | +11% | 2.1k | 297.63 |
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| Penumbra (PEN) | 0.1 | $612k | +10% | 2.3k | 267.41 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $609k | +7% | 3.7k | 166.00 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $607k | +2% | 12k | 50.41 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $605k | -14% | 8.2k | 73.50 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $599k | +2% | 9.0k | 66.44 |
|
| Badger Meter (BMI) | 0.1 | $585k | +10% | 3.1k | 190.25 |
|
| Tractor Supply Company (TSCO) | 0.1 | $584k | +5% | 11k | 55.10 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $581k | NEW | 6.4k | 91.03 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.1 | $575k | +29% | 5.0k | 114.10 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $548k | -27% | 28k | 19.44 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $543k | +9% | 937.00 | 579.98 |
|
| Triumph Ban (TFIN) | 0.1 | $542k | -13% | 9.4k | 57.80 |
|
| Tcw Etf Trust Transform System (PWRD) | 0.1 | $542k | -43% | 7.8k | 69.75 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $527k | +9% | 2.2k | 242.45 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $519k | +6% | 5.0k | 104.79 |
|
| Microstrategy Cl A New (MSTR) | 0.1 | $517k | +116% | 1.8k | 288.27 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $515k | -9% | 4.6k | 111.48 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $514k | +8% | 6.6k | 78.40 |
|
| Descartes Sys Grp (DSGX) | 0.1 | $512k | +48% | 5.1k | 100.83 |
|
| Guidewire Software (GWRE) | 0.1 | $510k | NEW | 2.7k | 187.36 |
|
| SEI Investments Company (SEIC) | 0.1 | $499k | +18% | 6.4k | 77.63 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $498k | +12% | 4.1k | 120.25 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $491k | 36k | 13.62 |
|
|
| Sterling Construction Company (STRL) | 0.1 | $490k | +10% | 4.3k | 113.21 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $490k | -15% | 1.3k | 370.82 |
|
| Yum! Brands (YUM) | 0.1 | $489k | +9% | 3.1k | 157.36 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $476k | +109% | 1.9k | 244.64 |
|
| S&p Global (SPGI) | 0.1 | $473k | +7% | 931.00 | 508.11 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $469k | +4% | 7.2k | 65.59 |
|
| Dream Finders Homes Com Cl A (DFH) | 0.1 | $469k | 21k | 22.56 |
|
|
| FirstEnergy (FE) | 0.1 | $466k | -51% | 12k | 40.42 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $466k | +17% | 3.5k | 132.23 |
|
| Rambus (RMBS) | 0.1 | $462k | +91% | 8.9k | 51.77 |
|
| Wright Express (WEX) | 0.1 | $460k | 2.9k | 157.02 |
|
|
| LeMaitre Vascular (LMAT) | 0.1 | $454k | -11% | 5.4k | 83.90 |
|
| Comfort Systems USA (FIX) | 0.1 | $454k | +20% | 1.4k | 322.33 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $449k | NEW | 3.3k | 134.50 |
|
| Endava Ads (DAVA) | 0.1 | $443k | +75% | 23k | 19.51 |
|
| Intuit (INTU) | 0.1 | $437k | +13% | 711.00 | 614.00 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $433k | -17% | 11k | 39.34 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $433k | -11% | 4.0k | 108.69 |
|
| Onestream Cl A (OS) | 0.1 | $431k | +36% | 20k | 21.34 |
|
| UFP Technologies (UFPT) | 0.1 | $429k | +7% | 2.1k | 201.71 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $429k | +14% | 780.00 | 550.04 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $427k | -11% | 5.4k | 78.89 |
|
| Saia (SAIA) | 0.1 | $421k | 1.2k | 349.44 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $421k | -11% | 4.6k | 90.59 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $420k | +5% | 2.7k | 154.58 |
|
| Linde SHS (LIN) | 0.1 | $420k | +16% | 901.00 | 465.64 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $419k | +26% | 5.9k | 71.16 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $414k | -29% | 5.0k | 82.73 |
|
| Elf Beauty (ELF) | 0.1 | $413k | +68% | 6.6k | 62.79 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $413k | +2% | 21k | 19.78 |
|
| Wabtec Corporation (WAB) | 0.1 | $413k | +7% | 2.3k | 181.35 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $413k | +10% | 679.00 | 607.82 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $409k | +53% | 1.8k | 227.93 |
|
| Equifax (EFX) | 0.1 | $408k | +11% | 1.7k | 243.56 |
|
| Domino's Pizza (DPZ) | 0.1 | $404k | +17% | 879.00 | 459.44 |
|
| Revolve Group Cl A (RVLV) | 0.1 | $401k | -2% | 19k | 21.49 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $401k | +24% | 1.2k | 345.24 |
|
| Integer Hldgs (ITGR) | 0.1 | $401k | +8% | 3.4k | 118.01 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $400k | +4% | 6.8k | 58.94 |
|
| Willis Towers Watson SHS (WTW) | 0.1 | $399k | +40% | 1.2k | 337.95 |
|
| Nvent Electric SHS (NVT) | 0.1 | $399k | +7% | 7.6k | 52.42 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $395k | +9% | 103k | 3.82 |
|
| Allegion Ord Shs (ALLE) | 0.1 | $388k | +3% | 3.0k | 130.46 |
|
| Corteva (CTVA) | 0.1 | $387k | +2% | 6.1k | 62.93 |
|
| InterDigital (IDCC) | 0.1 | $386k | +12% | 1.9k | 206.75 |
|
| Paypal Holdings (PYPL) | 0.1 | $384k | +8% | 5.9k | 65.25 |
|
| Fiserv (FI) | 0.1 | $383k | +7% | 1.7k | 220.83 |
|
| Merit Medical Systems (MMSI) | 0.1 | $382k | +10% | 3.6k | 105.71 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $379k | -17% | 2.9k | 128.96 |
|
| Diamondback Energy (FANG) | 0.1 | $378k | -2% | 2.4k | 159.88 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.1 | $376k | +3% | 3.6k | 105.14 |
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $367k | -54% | 2.4k | 152.65 |
|
| Skyline Corporation (SKY) | 0.1 | $367k | +8% | 3.9k | 94.76 |
|
| Steris Shs Usd (STE) | 0.1 | $366k | +18% | 1.6k | 226.65 |
|
| Amgen (AMGN) | 0.1 | $366k | -27% | 1.2k | 311.57 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $364k | +6% | 1.1k | 327.14 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $362k | 16k | 23.16 |
|
|
| Pure Storage Cl A (PSTG) | 0.1 | $362k | -9% | 8.2k | 44.27 |
|
| Ross Stores (ROST) | 0.1 | $361k | +4% | 2.8k | 127.79 |
|
| Williams-Sonoma (WSM) | 0.1 | $356k | -43% | 2.3k | 158.10 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $356k | 5.4k | 65.46 |
|
|
| ACI Worldwide (ACIW) | 0.1 | $351k | +8% | 6.4k | 54.71 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $347k | 993.00 | 349.19 |
|
|
| Chubb (CB) | 0.1 | $346k | +18% | 1.1k | 301.99 |
|
| Garmin SHS (GRMN) | 0.1 | $345k | NEW | 1.6k | 217.13 |
|
| Knife River Corp Common Stock (KNF) | 0.1 | $344k | +15% | 3.8k | 90.21 |
|
| EOG Resources (EOG) | 0.1 | $344k | +3% | 2.7k | 128.24 |
|
| Raymond James Financial (RJF) | 0.1 | $343k | +5% | 2.5k | 138.90 |
|
| Csw Industrials (CSWI) | 0.1 | $342k | -3% | 1.2k | 291.52 |
|
| Fox Factory Hldg (FOXF) | 0.1 | $341k | +23% | 15k | 23.34 |
|
| Azek Cl A (AZEK) | 0.1 | $339k | +21% | 6.9k | 48.89 |
|
| Cummins (CMI) | 0.1 | $338k | -14% | 1.1k | 313.44 |
|
| Booking Holdings (BKNG) | 0.1 | $336k | 73.00 | 4606.91 |
|
|
| Emcor (EME) | 0.1 | $333k | -2% | 902.00 | 369.64 |
|
| CRH Ord (CRH) | 0.1 | $333k | +2% | 3.8k | 87.97 |
|
| Balchem Corporation (BCPC) | 0.1 | $332k | +11% | 2.0k | 166.00 |
|
| Coastal Finl Corp Wa Com New (CCB) | 0.1 | $331k | -23% | 3.7k | 90.41 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $331k | -2% | 3.3k | 99.49 |
|
| Crane Company Common Stock (CR) | 0.1 | $331k | 2.2k | 153.18 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $330k | +8% | 6.6k | 50.21 |
|
| Cdw (CDW) | 0.1 | $330k | +17% | 2.1k | 160.26 |
|
| Entegris (ENTG) | 0.1 | $329k | +11% | 3.8k | 87.48 |
|
| ResMed (RMD) | 0.1 | $326k | +3% | 1.5k | 223.85 |
|
| Deere & Company (DE) | 0.1 | $325k | +18% | 693.00 | 469.35 |
|
| Ameriprise Financial (AMP) | 0.1 | $324k | 670.00 | 484.11 |
|
|
| Medpace Hldgs (MEDP) | 0.1 | $324k | +17% | 1.1k | 304.69 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $323k | +16% | 11k | 28.90 |
|
| Honeywell International (HON) | 0.1 | $321k | -26% | 1.5k | 211.75 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $320k | 3.1k | 104.58 |
|
|
| Ferrari Nv Ord (RACE) | 0.1 | $320k | +10% | 747.00 | 427.88 |
|
| Teradata Corporation (TDC) | 0.1 | $318k | +2% | 14k | 22.48 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $317k | +32% | 2.8k | 114.78 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $315k | +11% | 171.00 | 1844.00 |
|
| Moog Cl A (MOG.A) | 0.1 | $315k | +10% | 1.8k | 173.35 |
|
| Palo Alto Networks (PANW) | 0.1 | $314k | +10% | 1.8k | 170.64 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $311k | NEW | 1.3k | 244.02 |
|
| TJX Companies (TJX) | 0.1 | $311k | +4% | 2.6k | 121.80 |
|
| Pentair SHS (PNR) | 0.1 | $310k | +8% | 3.5k | 87.48 |
|
| Tyler Technologies (TYL) | 0.1 | $309k | +11% | 532.00 | 581.39 |
|
| Box Cl A (BOX) | 0.1 | $309k | +6% | 10k | 30.86 |
|
| Godaddy Cl A (GDDY) | 0.0 | $306k | -9% | 1.7k | 180.12 |
|
| Dynatrace Com New (DT) | 0.0 | $303k | 6.4k | 47.15 |
|
|
| Lennox International (LII) | 0.0 | $302k | -25% | 538.00 | 560.83 |
|
| EnPro Industries (NPO) | 0.0 | $302k | +7% | 1.9k | 161.79 |
|
| Ptc (PTC) | 0.0 | $301k | -41% | 1.9k | 154.95 |
|
| Calix (CALX) | 0.0 | $298k | +7% | 8.4k | 35.44 |
|
| Hamilton Lane Cl A (HLNE) | 0.0 | $296k | NEW | 2.0k | 148.67 |
|
| Allstate Corporation (ALL) | 0.0 | $295k | +8% | 1.4k | 207.07 |
|
| Fastenal Company (FAST) | 0.0 | $295k | +15% | 3.8k | 77.34 |
|
| Valero Energy Corporation (VLO) | 0.0 | $295k | +3% | 2.2k | 132.07 |
|
| Stryker Corporation (SYK) | 0.0 | $294k | +15% | 789.00 | 372.25 |
|
| Insulet Corporation (PODD) | 0.0 | $294k | +10% | 1.1k | 262.61 |
|
| Range Resources (RRC) | 0.0 | $293k | +12% | 7.3k | 39.93 |
|
| Vericel (VCEL) | 0.0 | $292k | +9% | 6.5k | 44.62 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $292k | 493.00 | 591.87 |
|
|
| General Motors Company (GM) | 0.0 | $290k | 6.2k | 47.03 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $290k | -25% | 2.6k | 111.81 |
|
| Dex (DXCM) | 0.0 | $289k | 4.2k | 68.29 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $286k | +10% | 1.1k | 266.71 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $286k | +6% | 1.6k | 182.59 |
|
| Trane Technologies SHS (TT) | 0.0 | $285k | NEW | 847.00 | 336.92 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $285k | NEW | 3.9k | 72.70 |
|
| Icon SHS (ICLR) | 0.0 | $284k | -32% | 1.6k | 174.99 |
|
| Cohen & Steers (CNS) | 0.0 | $283k | +8% | 3.5k | 80.25 |
|
| Sensient Technologies Corporation (SXT) | 0.0 | $280k | NEW | 3.8k | 74.43 |
|
| Ameris Ban (ABCB) | 0.0 | $280k | +14% | 4.9k | 57.57 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $280k | +17% | 2.4k | 115.96 |
|
| Block Cl A (XYZ) | 0.0 | $278k | +13% | 5.1k | 54.33 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $272k | +8% | 846.00 | 321.77 |
|
| Altria (MO) | 0.0 | $272k | NEW | 4.5k | 60.02 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $271k | 939.00 | 288.75 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $270k | +4% | 1.3k | 205.53 |
|
| Aptar (ATR) | 0.0 | $269k | -9% | 1.8k | 148.38 |
|
| PNC Financial Services (PNC) | 0.0 | $268k | -18% | 1.5k | 175.77 |
|
| Valmont Industries (VMI) | 0.0 | $268k | +13% | 939.00 | 285.37 |
|
| Uber Technologies (UBER) | 0.0 | $268k | NEW | 3.7k | 72.86 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $266k | -10% | 1.5k | 172.78 |
|
| Novanta (NOVT) | 0.0 | $266k | -4% | 2.1k | 127.90 |
|
| Capital One Financial (COF) | 0.0 | $265k | +2% | 1.5k | 179.30 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $259k | -66% | 1.5k | 172.74 |
|
| Texas Roadhouse (TXRH) | 0.0 | $256k | NEW | 1.5k | 166.63 |
|
| U.S. Physical Therapy (USPH) | 0.0 | $256k | -12% | 3.5k | 72.36 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $249k | 3.6k | 68.89 |
|
|
| Boot Barn Hldgs (BOOT) | 0.0 | $249k | +4% | 2.3k | 107.43 |
|
| Nordson Corporation (NDSN) | 0.0 | $249k | +7% | 1.2k | 201.72 |
|
| Cactus Cl A (WHD) | 0.0 | $245k | +16% | 5.3k | 45.83 |
|
| Exponent (EXPO) | 0.0 | $243k | +6% | 3.0k | 81.06 |
|
| Universal Display Corporation (OLED) | 0.0 | $240k | NEW | 1.7k | 139.48 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $239k | -9% | 924.00 | 258.62 |
|
| Illumina (ILMN) | 0.0 | $238k | +15% | 3.0k | 79.34 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.0 | $237k | NEW | 4.5k | 52.84 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $237k | NEW | 564.00 | 419.93 |
|
| Phillips 66 (PSX) | 0.0 | $236k | +7% | 1.9k | 123.48 |
|
| Healthequity (HQY) | 0.0 | $236k | +13% | 2.7k | 88.38 |
|
| Duolingo Cl A Com (DUOL) | 0.0 | $233k | NEW | 751.00 | 310.54 |
|
| Procore Technologies (PCOR) | 0.0 | $233k | +17% | 3.5k | 66.02 |
|
| Kla Corp Com New (KLAC) | 0.0 | $233k | NEW | 342.00 | 679.80 |
|
| Option Care Health Com New (OPCH) | 0.0 | $229k | NEW | 6.6k | 34.95 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $225k | +12% | 1.3k | 177.97 |
|
| Western Alliance Bancorporation (WAL) | 0.0 | $224k | +12% | 2.9k | 76.83 |
|
| O'reilly Automotive (ORLY) | 0.0 | $222k | NEW | 155.00 | 1432.60 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $222k | NEW | 1.2k | 189.16 |
|
| Celsius Hldgs Com New (CELH) | 0.0 | $219k | NEW | 6.2k | 35.62 |
|
| Ge Aerospace Com New (GE) | 0.0 | $216k | NEW | 1.1k | 200.16 |
|
| Inspire Med Sys (INSP) | 0.0 | $214k | NEW | 1.3k | 159.28 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $213k | NEW | 3.3k | 64.69 |
|
| Ecolab (ECL) | 0.0 | $211k | NEW | 832.00 | 253.52 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $210k | NEW | 970.00 | 216.38 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $209k | +4% | 842.00 | 247.92 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $208k | +3% | 476.00 | 437.81 |
|
| Travelers Companies (TRV) | 0.0 | $208k | NEW | 788.00 | 264.46 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $208k | 2.4k | 88.00 |
|
|
| AeroVironment (AVAV) | 0.0 | $208k | +4% | 1.7k | 119.19 |
|
| Oceaneering International (OII) | 0.0 | $207k | 9.5k | 21.81 |
|
|
| Danaher Corporation (DHR) | 0.0 | $206k | NEW | 1.0k | 205.00 |
|
| Clearwater Analytics Hldgs I Cl A (CWAN) | 0.0 | $206k | NEW | 7.7k | 26.80 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $204k | -7% | 5.4k | 38.06 |
|
| Choice Hotels International (CHH) | 0.0 | $202k | NEW | 1.5k | 132.78 |
|
| Terreno Realty Corporation (TRNO) | 0.0 | $202k | NEW | 3.2k | 63.22 |
|
| Xcel Energy (XEL) | 0.0 | $201k | NEW | 2.8k | 70.75 |
|
| Crane Holdings (CXT) | 0.0 | $201k | +3% | 3.9k | 51.40 |
|
| Simpson Manufacturing (SSD) | 0.0 | $200k | NEW | 1.3k | 157.08 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $187k | 20k | 9.58 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $181k | +50% | 18k | 10.24 |
|
| Ellington Financial Inc ellington financ (EFC) | 0.0 | $179k | 14k | 13.26 |
|
|
| Avantor (AVTR) | 0.0 | $173k | +9% | 11k | 16.21 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $171k | NEW | 14k | 11.92 |
|
| Ford Motor Company (F) | 0.0 | $140k | +7% | 14k | 10.03 |
|
| Haleon Spon Ads (HLN) | 0.0 | $127k | -31% | 12k | 10.29 |
|
| Certara Ord (CERT) | 0.0 | $104k | NEW | 11k | 9.90 |
|
| Holley (HLLY) | 0.0 | $89k | -5% | 35k | 2.57 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $49k | 10k | 4.82 |
|
Past Filings by Portside Wealth Group
SEC 13F filings are viewable for Portside Wealth Group going back to 2023
- Portside Wealth Group 2024 Q4 restated filed April 14, 2025
- Portside Wealth Group 2025 Q1 restated filed April 14, 2025
- Portside Wealth Group 2025 Q1 filed April 10, 2025
- Portside Wealth Group 2024 Q4 filed Jan. 15, 2025
- Portside Wealth Group 2024 Q3 filed Oct. 31, 2024
- Portside Wealth Group 2024 Q2 filed July 18, 2024
- Portside Wealth Group 2024 Q1 filed April 17, 2024
- Portside Wealth Group 2023 Q4 filed Jan. 16, 2024
- Portside Wealth Group 2023 Q3 filed Oct. 27, 2023
- Portside Wealth Group 2023 Q2 restated filed Sept. 1, 2023
- Portside Wealth Group 2023 Q2 filed Aug. 1, 2023