Grant Private Wealth Management Inc Portfolio Holdings

Grant Private Wealth Management Inc

$176 Billion
Q2 2025

Grant Private Wealth Management Inc has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Tr Fd Viii Ft Cboe with a value of $28.2B, Meta Platforms, Inc. with a value of $7.43B, Amazon Com Inc with a value of $7.26B, Microsoft Corp with a value of $6.97B, and Coca Cola CO with a value of $6.75B.

Examining the 13F form we can see an increase of $83.7B in the current position value, from $92.7B to 176B.

Grant Private Wealth Management Inc is based out at Pleasanton, CA

Below you can find more details about Grant Private Wealth Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $176 Billion

ETFs: $42.7 Billion

Financial Services: $24.8 Billion

Communication Services: $23.4 Billion

Technology: $21.4 Billion

Healthcare: $14 Billion

Consumer Defensive: $13.1 Billion

Consumer Cyclical: $11.2 Billion

Utilities: $9.54 Billion

Other: $12.5 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
FDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$28.2 Billion 15.99% of portfolio	604,354	Q2 2025 New
META Meta Platforms, Inc. Communication Services	$1.72T	$7.43 Billion 4.21% of portfolio	10,069	Q2 2025 Added 33.26%
AMZN Amazon Com Inc Consumer Cyclical	$2.18T	$7.26 Billion 4.11% of portfolio	33,076	Q2 2025 Added 51.66%
MSFT Microsoft Corp Technology	$3.93T	$6.97 Billion 3.95% of portfolio	14,013	Q2 2025 Added 134.17%
KO Coca Cola CO Consumer Defensive	$299B	$6.75 Billion 3.83% of portfolio	95,432	Q2 2025 Added 1,310.46%
C Citigroup Inc Financial Services	$177B	$6.69 Billion 3.79% of portfolio	78,594	Q2 2025 Added 2,191.37%
T At&T Inc. Communication Services	$198B	$6.65 Billion 3.77% of portfolio	229,950	Q2 2025 New
XOM Exxon Mobil Corp Energy	$447B	$6.07 Billion 3.44% of portfolio	56,277	Q2 2025 Added 932.04%
AAPL Apple Inc. Technology	$3.26T	$5.59 Billion 3.17% of portfolio	27,265	Q2 2025 Added 53.22%
BAC Bank Of America Corp Financial Services	$366B	$5.59 Billion 3.17% of portfolio	118,156	Q2 2025 Added 1,516.14%
SO Southern CO Utilities	$103B	$5.58 Billion 3.17% of portfolio	60,811	Q2 2025 New
TFC Truist Financial Corp Financial Services	$57.6B	$5.36 Billion 3.04% of portfolio	124,663	Q2 2025 New
VZ Verizon Communications Inc Communication Services	$179B	$5.11 Billion 2.9% of portfolio	118,074	Q2 2025 Added 479.16%
XDEC First Tr ETF Viii Cboe Vest U ETFs	$0	$5.09 Billion 2.89% of portfolio	131,080	Q2 2025 New
JNJ Johnson & Johnson Healthcare	$446B	$4.9 Billion 2.78% of portfolio	32,081	Q2 2025 Added 1,295.43%
NVDA Nvidia Corp Technology	$444B	$4.3 Billion 2.44% of portfolio	27,219	Q2 2025 Reduced 51.37%
GOOG Alphabet Inc. Communication Services	$1.19T	$4.24 Billion 2.41% of portfolio	23,920	Q2 2025 Added 168.31%
HD Home Depot, Inc. Consumer Cyclical	$395B	$3.8 Billion 2.15% of portfolio	10,354	Q2 2025 Added 586.6%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$3.77 Billion 2.14% of portfolio	6,105	Q2 2025 Added 585.19%
PG Procter & Gamble CO Consumer Defensive	$357B	$3.66 Billion 2.07% of portfolio	22,941	Q2 2025 Added 530.94%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$3.12 Billion 1.77% of portfolio	88,431	Q2 2025 New
WFC Wells Fargo & Company Financial Services	$296B	$2.99 Billion 1.69% of portfolio	37,281	Q2 2025 Added 393.92%
PFE Pfizer Inc Healthcare	$139B	$2.98 Billion 1.69% of portfolio	123,031	Q2 2025 New
DUK Duke Energy Corp Utilities	$95.5B	$2.88 Billion 1.63% of portfolio	24,415	Q2 2025 Added 355.93%
CVX Chevron Corp Energy	$300B	$2.56 Billion 1.45% of portfolio	17,909	Q2 2025 Added 692.08%
LMT Lockheed Martin Corp Industrials	$112B	$2.31 Billion 1.31% of portfolio	4,997	Q2 2025 Added 662.9%
ABBV Abb Vie Inc. Healthcare	$351B	$2.21 Billion 1.25% of portfolio	11,894	Q2 2025 Added 399.75%
MRVL Marvell Technology, Inc. Technology	$65.3B	$1.96 Billion 1.11% of portfolio	25,363	Q2 2025 New
UNH Unitedhealth Group Inc Healthcare	$235B	$1.73 Billion 0.98% of portfolio	5,538	Q2 2025 Added 311.75%
AXP American Express CO Financial Services	$222B	$1.65 Billion 0.94% of portfolio	5,183	Q2 2025 New
GILD Gilead Sciences, Inc. Healthcare	$141B	$1.58 Billion 0.9% of portfolio	14,287	Q2 2025 New
IBM International Business Machines Corp Technology	$225B	$1.19 Billion 0.68% of portfolio	4,039	Q2 2025 Added 85.79%
Super Micro Computer Inc	-	$1.17 Billion 0.66% of portfolio	-	Q2 2025 New
First Tr Exchng Traded Fd Vi	-	$1.11 Billion 0.63% of portfolio	-	Q2 2025 New
JPM Jpmorgan Chase & CO Financial Services	$855B	$1.05 Billion 0.59% of portfolio	3,619	Q2 2025 Reduced 50.86%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$834 Million 0.47% of portfolio	1,513	Q2 2025 Reduced 13.74%
Blackrock Inc	-	$815 Million 0.46% of portfolio	-	Q2 2025 Reduced 10.17%
AWK American Water Works Company, Inc. Utilities	$25.7B	$717 Million 0.41% of portfolio	5,151	Q2 2025 New
PEP Pepsico Inc Consumer Defensive	$192B	$593 Million 0.34% of portfolio	4,492	Q2 2025 New
TXN Texas Instruments Inc Technology	$177B	$501 Million 0.28% of portfolio	2,411	Q2 2025 Reduced 39.1%
PAYX Paychex Inc Industrials	$50.2B	$473 Million 0.27% of portfolio	3,252	Q2 2025 New
COST Costco Wholesale Corp Consumer Defensive	$418B	$484 Million 0.27% of portfolio	489	Q2 2025 Reduced 19.84%
FJUL First Tr Exch Trd Fd Viii Ft C Technology	$0	$484 Million 0.27% of portfolio	9,363	Q2 2025 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$611B	$456 Million 0.26% of portfolio	938	Q2 2025 New
CSCO Cisco Systems, Inc. Technology	$277B	$456 Million 0.26% of portfolio	6,573	Q2 2025 Reduced 1.32%
FAPR First Ex Tr Fd Viii Ft Cboe Ve ETFs	$0	$422 Million 0.24% of portfolio	10,000	Q2 2025 New
PM Philip Morris International Inc. Consumer Defensive	$254B	$402 Million 0.23% of portfolio	2,209	Q2 2025 Added 3.03%
UL Unilever PLC Consumer Defensive	$152B	$396 Million 0.22% of portfolio	6,473	Q2 2025 New
NEE Nextera Energy Inc Utilities	$140B	$362 Million 0.21% of portfolio	5,216	Q2 2025 New
FCOR Fidelity Merrimack Str Tr Corp ETFs	$0	$355 Million 0.2% of portfolio	7,495	Q2 2025 New

Summary

Portfolio
No. of Stocks 70
Current Value $176 Billion
Prior Value $92.7 Billion
Filing
Period Q2 2025
Filing Date July 11, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 34 stocks
Additional Purchases 23 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grant Private Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Grant Private Wealth Management Inc with notifications on news.

Account

Grant Private Wealth Management Inc Portfolio Holdings