Grant Private Wealth Management Inc New Holdings in Q4 2024

Grant Private Wealth Management Inc

  • $92.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
2.18K
New
$204.9 - $238.04 $447K - $519K
2.18K $479M
XOM
Exxon Mobil Corp

Energy
4.28K
New
$105.51 - $125.37 $452K - $537K
4.28K $461M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.93K
New
$89.9 - $100.66 $443K - $497K
4.93K $446M
TMO
Thermo Fisher Scientific Inc.

Healthcare
826
New
$501.29 - $612.85 $414K - $506K
826 $440M
RBLX
Roblox Corp

Communication Services
7.32K
New
$39.86 - $61.45 $292K - $450K
7.32K $424M
ADBE
Adobe Inc.

Technology
938
New
$437.39 - $552.96 $410K - $519K
938 $417M
PLTR
Palantir Technologies Inc.

Technology
5.36K
New
$36.46 - $82.38 $195K - $442K
5.36K $405M
KO
Coca Cola CO

Consumer Defensive
6.47K
New
$61.74 - $71.71 $400K - $464K
6.47K $403M
AMAT
Applied Materials Inc

Technology
2.41K
New
$161.44 - $213.89 $389K - $515K
2.41K $392M
A
Agilent Technologies, Inc.

Healthcare
2.85K
New
$125.69 - $146.56 $358K - $418K
2.85K $383M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.67K
New
$53.94 - $58.15 $360K - $388K
6.67K $376M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.95K
New
$116.4 - $138.52 $344K - $409K
2.95K $374M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.45K
New
$148.29 - $166.93 $363K - $409K
2.45K $365M
MRK
Merck & Co., Inc.

Healthcare
3.65K
New
$96.31 - $114.76 $351K - $419K
3.65K $363M
CSCO
Cisco Systems, Inc.

Technology
6.11K
New
$52.45 - $60.02 $320K - $367K
6.11K $362M
MA
Mastercard Inc

Financial Services
642
New
$491.3 - $536.15 $315K - $344K
642 $338M
MU
Micron Technology Inc

Technology
3.99K
New
$84.16 - $113.41 $336K - $453K
3.99K $336M
INTC
Intel Corp

Technology
16.7K
New
$19.07 - $26.23 $319K - $439K
16.7K $336M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.6K
New
$128.36 - $186.0 $334K - $484K
2.6K $335M
ZBRA
Zebra Technologies Corp

Technology
858
New
$360.09 - $411.94 $309K - $353K
858 $331M
SNAP
Snap Inc

Communication Services
30.6K
New
$9.98 - $12.86 $306K - $394K
30.6K $330M
Arista Networks Inc
2.98K
New
N/A
2.98K $330M
BMY
Bristol Myers Squibb CO

Healthcare
5.78K
New
$51.92 - $59.94 $300K - $347K
5.78K $327M
BAC
Bank Of America Corp

Financial Services
7.37K
New
$39.22 - $47.77 $289K - $352K
7.37K $324M
ABT
Abbott Laboratories

Healthcare
2.85K
New
$111.93 - $119.39 $319K - $341K
2.85K $323M
LOW
Lowes Companies Inc

Consumer Cyclical
1.3K
New
$244.52 - $284.07 $317K - $369K
1.3K $320M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
586
New
$521.84 - $558.82 $306K - $327K
586 $316M
LMT
Lockheed Martin Corp

Industrials
649
New
$479.66 - $614.62 $311K - $399K
649 $315M
JNJ
Johnson & Johnson

Healthcare
2.11K
New
$143.34 - $165.86 $303K - $350K
2.11K $306M
SOXX
Ishares Semiconductor ETF

ETFs
1.42K
New
$211.27 - $239.8 $299K - $340K
1.42K $305M
CAT
Caterpillar Inc

Industrials
837
New
$360.37 - $416.88 $302K - $349K
837 $304M
BITO
Proshares Tr Bitcoin Strategy

ETFs
12.7K
New
$16.99 - $27.42 $216K - $349K
12.7K $302M
LLY
Eli Lilly & CO

Healthcare
390
New
$727.2 - $932.06 $284K - $364K
390 $301M
ABBV
Abb Vie Inc.

Healthcare
1.69K
New
$164.99 - $203.87 $279K - $345K
1.69K $301M
CVX
Chevron Corp

Energy
2K
New
$141.15 - $162.53 $282K - $325K
2K $289M
ORCL
Oracle Corp

Technology
1.7K
New
$165.41 - $192.43 $281K - $327K
1.7K $283M
SF
Stifel Financial Corp

Financial Services
2.65K
New
$93.4 - $117.72 $248K - $312K
2.65K $281M
MEDP
Medpace Holdings, Inc.

Healthcare
840
New
$308.93 - $363.58 $260K - $305K
840 $279M
DUK
Duke Energy Corp

Utilities
2.55K
New
$105.76 - $120.76 $269K - $308K
2.55K $274M
XLE
Energy Sector Spdr

ETFs
3.2K
New
$83.32 - $97.27 $266K - $311K
3.2K $274M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.5K
New
$25.33 - $51.16 $266K - $538K
10.5K $272M
CMCSA
Comcast Corp

Communication Services
7.12K
New
$37.39 - $45.14 $266K - $322K
7.12K $267M
HQY
Healthequity, Inc.

Healthcare
2.76K
New
$78.18 - $104.65 $216K - $289K
2.76K $265M
ADSK
Autodesk, Inc.

Technology
886
New
N/A
886 $262M
AMT
American Tower Corp

Real Estate
1.39K
New
$179.4 - $232.01 $249K - $322K
1.39K $260M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.97K
New
$77.25 - $91.3 $230K - $271K
2.97K $254M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.33K
New
$69.93 - $77.36 $233K - $257K
3.33K $252M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.26K
New
$178.39 - $215.0 $224K - $270K
1.26K $243M
SWKS
Skyworks Solutions, Inc.

Technology
2.71K
New
$83.18 - $99.15 $225K - $269K
2.71K $240M
Activity Summary
Buys All Purchases 111 New Holdings 111 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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