Grant Private Wealth Management Inc Portfolio Holdings

Grant Private Wealth Management Inc

  • $92.7 Billion
  • Q1 2025

Grant Private Wealth Management Inc has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $92.7 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.07B, Meta Platforms, Inc. with a value of $4.35B, Amazon Com Inc with a value of $4.15B, Apple Inc. with a value of $3.93B, and Netflix Inc with a value of $2.76B.

Examining the 13F form we can see an decrease of $30M in the current position value, from $92.7B to 92.7B.

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 $92.7 Billion
Technology: $31.5 Billion
ETFs: $14.6 Billion
Communication Services: $12.4 Billion
Consumer Cyclical: $9.19 Billion
Healthcare: $6.6 Billion
Financial Services: $5.75 Billion
Industrials: $3.81 Billion
Consumer Defensive: $2.79 Billion
Other: $1.96 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$271B
$6.07 Billion 6.55% of portfolio
55,977
Q1 2025 Reduced 3.41%
$1.25T
$4.35 Billion 4.7% of portfolio
7,556
Q1 2025 Added 2.77%
$1.88T
$4.15 Billion 4.48% of portfolio
21,810
Q1 2025 Added 3.58%
$3.42T
$3.93 Billion 4.24% of portfolio
17,795
Q1 2025 Added 3.99%
$504B
$2.76 Billion 2.98% of portfolio
2,970
Q1 2025 Reduced 1.82%
$891B
$2.47 Billion 2.66% of portfolio
9,513
Q1 2025 Added 6.6%
$2.95T
$2.23 Billion 2.41% of portfolio
5,984
Q1 2025 Reduced 0.13%
J P Morgan Exchange Traded F
-
$2.22 Billion 2.39% of portfolio
-
Q1 2025 Added 50.92%
$0
$2 Billion 2.16% of portfolio
34,976
Q1 2025 Reduced 11.53%
$193B
$1.96 Billion 2.11% of portfolio
2,460
Q1 2025 Added 49.54%
$182B
$1.95 Billion 2.1% of portfolio
3,953
Q1 2025 Added 14.58%
$0
$1.85 Billion 2.0% of portfolio
65,731
Q1 2025 Added 0.33%
$718B
$1.81 Billion 1.95% of portfolio
7,365
Q1 2025 Added 8.95%
$177B
$1.72 Billion 1.85% of portfolio
2,804
Q1 2025 Reduced 4.37%
$78B
$1.42 Billion 1.53% of portfolio
8,529
Q1 2025 Added 5.79%
$269B
$1.4 Billion 1.51% of portfolio
5,214
Q1 2025 Added 43.95%
$979B
$1.39 Billion 1.5% of portfolio
8,915
Q1 2025 Reduced 2.43%
$0
$1.33 Billion 1.44% of portfolio
16,580
Q1 2025 Reduced 5.77%
$28.8B
$1.19 Billion 1.29% of portfolio
6,929
Q1 2025 Reduced 2.26%
$0
$1.19 Billion 1.28% of portfolio
24,985
Q1 2025 Reduced 4.29%
$565B
$1.17 Billion 1.26% of portfolio
3,357
Q1 2025 Added 22.7%
$157B
$1.16 Billion 1.25% of portfolio
11,251
Q1 2025 Added 14.04%
$160B
$1.13 Billion 1.22% of portfolio
15,537
Q1 2025 Added 339.27%
$233B
$1.11 Billion 1.19% of portfolio
13,114
Q1 2025 Added 144.62%
$113B
$980 Million 1.06% of portfolio
10,264
Q1 2025 Reduced 2.19%
$19.5B
$949 Million 1.02% of portfolio
12,870
Q1 2025 Added 12.4%
$185B
$925 Million 1.0% of portfolio
20,387
Q1 2025 Added 9.31%
$109B
$844 Million 0.91% of portfolio
4,946
Q1 2025 Reduced 3.0%
$0
$822 Million 0.89% of portfolio
1,754
Q1 2025 Added 9.97%
Blackrock Inc
-
$819 Million 0.88% of portfolio
-
Q1 2025 Added 8.13%
Lam Research Corp
-
$797 Million 0.86% of portfolio
-
Q1 2025 Reduced 3.18%
$14.9B
$779 Million 0.84% of portfolio
23,454
Q4 2024 New
$0
$710 Million 0.77% of portfolio
1,264
Q1 2025 Reduced 1.56%
$854B
$709 Million 0.77% of portfolio
859
Q1 2025 Added 120.26%
$177B
$711 Million 0.77% of portfolio
3,959
Q1 2025 Added 3.21%
$385B
$704 Million 0.76% of portfolio
1,345
Q1 2025 Added 1.05%
$0
$681 Million 0.73% of portfolio
13,151
Q1 2025 Added 97.31%
$440B
$649 Million 0.7% of portfolio
5,453
Q1 2025 Added 27.38%
$94B
$629 Million 0.68% of portfolio
5,355
Q1 2025 Added 110.25%
$385B
$620 Million 0.67% of portfolio
3,636
Q1 2025 Added 19.49%
$19.5B
$619 Million 0.67% of portfolio
1,872
Q4 2024 New
$0
$582 Million 0.63% of portfolio
3,641
Q1 2025 Reduced 1.62%
$440B
$577 Million 0.62% of portfolio
610
Q1 2025 Added 11.11%
$369B
$553 Million 0.6% of portfolio
1,508
Q1 2025 Added 14.76%
$166B
$557 Million 0.6% of portfolio
5,643
Q1 2025 Reduced 3.64%
$235B
$546 Million 0.59% of portfolio
1,748
Q1 2025 Added 1.04%
$264B
$536 Million 0.58% of portfolio
6,111
Q1 2025 Added 13.97%
$270B
$542 Million 0.58% of portfolio
7,548
Q1 2025 Reduced 5.03%
$217B
$541 Million 0.58% of portfolio
2,174
Q1 2025 Reduced 0.28%

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $92.7 Billion
  • Prior Value $92.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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