Grant Private Wealth Management Inc New Holdings in Q3 2025

Grant Private Wealth Management Inc

  • $162 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
1.78K
New
$213.69 - $247.69 $380K - $440K
1.78K $428M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.45K
New
$167.28 - $188.45 $410K - $462K
2.45K $413M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.85K
New
$137.51 - $145.26 $392K - $415K
2.85K $406M
MEDP
Medpace Holdings, Inc.

Healthcare
785
New
$308.88 - $514.16 $242K - $404K
785 $404M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.9K
New
$101.12 - $106.18 $394K - $414K
3.9K $402M
SQ
Block, Inc.

Technology
5.52K
New
N/A
5.52K $399M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.39K
New
$72.01 - $74.44 $388K - $401K
5.39K $396M
IBB
Ishares Biotechnology ETF

ETFs
2.66K
New
$127.63 - $144.37 $340K - $384K
2.66K $384M
RNG
Ring Central, Inc.

Technology
13.5K
New
$23.62 - $32.44 $319K - $438K
13.5K $383M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
9.81K
New
$35.21 - $37.43 $346K - $367K
9.81K $366M
QCOM
Qualcomm Inc

Technology
2.1K
New
$145.84 - $173.55 $306K - $364K
2.1K $349M
A
Agilent Technologies, Inc.

Healthcare
2.7K
New
$112.04 - $128.75 $303K - $348K
2.7K $347M
LOW
Lowes Companies Inc

Consumer Cyclical
1.3K
New
$215.01 - $273.02 $280K - $355K
1.3K $327M
GLD
Spdr Gold Trust

ETFs
903
New
$300.96 - $355.47 $272K - $321K
903 $321M
NEM
Newmont Corp

Basic Materials
3.71K
New
$57.35 - $85.25 $213K - $317K
3.71K $313M
MS
Morgan Stanley

Financial Services
1.89K
New
$139.09 - $161.16 $263K - $305K
1.89K $301M
MCHP
Microchip Technology Inc

Technology
4.64K
New
$60.95 - $75.26 $283K - $349K
4.64K $298M
CMCSA
Comcast Corp

Communication Services
9.49K
New
$31.41 - $36.33 $298K - $345K
9.49K $298M
SOXX
Ishares Semiconductor ETF

ETFs
1.09K
New
$236.93 - $271.12 $257K - $294K
1.09K $294M
RTX
Raytheon Technologies Corp

Industrials
1.74K
New
$144.19 - $167.33 $250K - $290K
1.74K $290M
ADBE
Adobe Inc.

Technology
814
New
$333.65 - $392.1 $272K - $319K
814 $287M
BMY
Bristol Myers Squibb CO

Healthcare
6.36K
New
$43.31 - $48.98 $275K - $311K
6.36K $287M
AVUV
American Centy ETF Tr Avantis

ETFs
2.86K
New
$90.37 - $102.12 $259K - $292K
2.86K $285M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.05K
New
$81.85 - $90.2 $250K - $275K
3.05K $271M
UI
Ubiquiti Inc.

Technology
409
New
$388.83 - $660.58 $159K - $270K
409 $270M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.58K
New
$100.37 - $100.74 $259K - $260K
2.58K $260M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.31K
New
$25.29 - $28.33 $236K - $264K
9.31K $260M
XLE
Energy Sector Spdr

ETFs
2.87K
New
$84.25 - $91.99 $242K - $264K
2.87K $256M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.03K
New
$184.09 - $279.47 $190K - $288K
1.03K $254M
BITO
Proshares Tr Bitcoin Strategy

ETFs
12.8K
New
$18.74 - $23.05 $241K - $296K
12.8K $253M
BWXT
Bwx Technologies, Inc.

Industrials
1.3K
New
$136.45 - $184.37 $178K - $240K
1.3K $240M
NOC
Northrop Grumman Corp

Industrials
393
New
$498.9 - $609.32 $196K - $239K
393 $239M
ZBRA
Zebra Technologies Corp

Technology
798
New
$296.92 - $341.36 $237K - $272K
798 $237M
SF
Stifel Financial Corp

Financial Services
2.05K
New
$105.26 - $116.4 $216K - $239K
2.05K $233M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.96K
New
$45.54 - $48.43 $226K - $240K
4.96K $231M
ADSK
Autodesk, Inc.

Technology
726
New
N/A
726 $231M
MRK
Merck & Co., Inc.

Healthcare
2.71K
New
$77.6 - $87.37 $210K - $237K
2.71K $228M
SNAP
Snap Inc

Communication Services
29.3K
New
$6.99 - $10.35 $205K - $304K
29.3K $226M
CMC
Commercial Metals CO

Basic Materials
3.92K
New
$50.28 - $59.79 $197K - $234K
3.92K $224M
HQY
Healthequity, Inc.

Healthcare
2.34K
New
$87.42 - $103.12 $204K - $241K
2.34K $221M
ETN
Eaton Corp PLC

Industrials
577
New
$342.99 - $392.76 $198K - $227K
577 $216M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.06K
New
$185.88 - $207.44 $198K - $221K
1.06K $214M
IGV
Ishares Expanded Tech Software

ETFs
1.83K
New
$105.96 - $117.79 $194K - $216K
1.83K $210M
SNPS
Synopsys Inc

Technology
426
New
$387.78 - $645.35 $165K - $275K
426 $210M
IWM
Ishares Russell 2000 ETF

ETFs
852
New
$214.92 - $244.84 $183K - $209K
852 $206M
NDAQ
Nasdaq, Inc.

Financial Services
2.33K
New
$86.73 - $96.94 $202K - $226K
2.33K $206M
VO
Vanguard Mid Cap ETF

ETFs
700
New
$279.83 - $293.74 $196K - $206K
700 $206M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
375
New
$473.44 - $553.71 $178K - $208K
375 $205M
TT
Trane Technologies PLC

Industrials
485
New
$398.96 - $472.54 $193K - $229K
485 $205M
Activity Summary
Buys All Purchases 121 New Holdings 104 Increased Positions 17 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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