Grant Private Wealth Management Inc Purchases in Q2 2025

Grant Private Wealth Management Inc

  • $176 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
604K
New
$39.93 - $46.67 $24.1M - $28.2M
604K $28.2B
T
At&T Inc.

Communication Services
230K
New
$26.33 - $28.94 $6.05M - $6.65M
230K $6.65B
C
Citigroup Inc

Financial Services
75.2K
+ 2191.37%
$58.13 - $85.12 $4.37M - $6.4M
78.6K $6.69B
KO
Coca Cola CO

Consumer Defensive
88.7K
+ 1310.46%
$68.37 - $73.9 $6.06M - $6.55M
95.4K $6.75B
SO
Southern CO

Utilities
60.8K
New
$84.91 - $92.56 $5.16M - $5.63M
60.8K $5.58B
XOM
Exxon Mobil Corp

Energy
50.8K
+ 932.04%
$99.93 - $119.04 $5.08M - $6.05M
56.3K $6.07B
TFC
Truist Financial Corp

Financial Services
125K
New
$34.79 - $42.99 $4.34M - $5.36M
125K $5.36B
BAC
Bank Of America Corp

Financial Services
111K
+ 1516.14%
$34.39 - $47.46 $3.81M - $5.26M
118K $5.59B
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
131K
New
$34.22 - $38.84 $4.49M - $5.09M
131K $5.09B
MSFT
Microsoft Corp

Technology
8.03K
+ 134.17%
$354.56 - $497.45 $2.85M - $3.99M
14K $6.97B
VZ
Verizon Communications Inc

Communication Services
97.7K
+ 479.16%
$41.67 - $45.62 $4.07M - $4.46M
118K $5.11B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.21K
+ 585.19%
$496.48 - $617.85 $2.59M - $3.22M
6.11K $3.77B
HD
Home Depot, Inc.

Consumer Cyclical
8.85K
+ 586.6%
$335.24 - $380.78 $2.97M - $3.37M
10.4K $3.8B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
88.4K
New
$29.52 - $35.31 $2.61M - $3.12M
88.4K $3.12B
AMZN
Amazon Com Inc

Consumer Cyclical
11.3K
+ 51.66%
$167.32 - $223.3 $1.89M - $2.52M
33.1K $7.26B
META
Meta Platforms, Inc.

Communication Services
2.51K
+ 33.26%
$484.66 - $738.09 $1.22M - $1.85M
10.1K $7.43B
PG
Procter & Gamble CO

Consumer Defensive
19.3K
+ 530.94%
$157.66 - $172.39 $3.04M - $3.33M
22.9K $3.66B
PFE
Pfizer Inc

Healthcare
123K
New
$21.59 - $24.84 $2.66M - $3.06M
123K $2.98B
GOOG
Alphabet Inc.

Communication Services
15K
+ 168.31%
$146.58 - $180.01 $2.2M - $2.7M
23.9K $4.24B
WFC
Wells Fargo & Company

Financial Services
29.7K
+ 393.92%
$60.98 - $80.12 $1.81M - $2.38M
37.3K $2.99B
DUK
Duke Energy Corp

Utilities
19.1K
+ 355.93%
$112.46 - $124.05 $2.14M - $2.36M
24.4K $2.88B
CVX
Chevron Corp

Energy
15.6K
+ 692.08%
$133.73 - $168.51 $2.09M - $2.64M
17.9K $2.56B
LMT
Lockheed Martin Corp

Industrials
4.34K
+ 662.9%
$430.82 - $486.45 $1.87M - $2.11M
5K $2.31B
MRVL
Marvell Technology, Inc.

Technology
25.4K
New
$49.38 - $79.97 $1.25M - $2.03M
25.4K $1.96B
ABBV
Abb Vie Inc.

Healthcare
9.51K
+ 399.75%
$170.16 - $206.27 $1.62M - $1.96M
11.9K $2.21B
AAPL
Apple Inc.

Technology
9.47K
+ 53.22%
$172.42 - $223.89 $1.63M - $2.12M
27.3K $5.59B
AXP
American Express CO

Financial Services
5.18K
New
$231.39 - $318.98 $1.2M - $1.65M
5.18K $1.65B
GILD
Gilead Sciences, Inc.

Healthcare
14.3K
New
$96.91 - $113.0 $1.38M - $1.61M
14.3K $1.58B
Super Micro Computer Inc
23.8K
New
N/A
23.8K $1.17B
First Tr Exchng Traded Fd Vi
30K
New
N/A
30K $1.11B
UNH
Unitedhealth Group Inc

Healthcare
4.19K
+ 311.75%
$274.35 - $599.47 $1.15M - $2.51M
5.54K $1.73B
AWK
American Water Works Company, Inc.

Utilities
5.15K
New
$133.82 - $151.96 $689K - $783K
5.15K $717M
IBM
International Business Machines Corp

Technology
1.87K
+ 85.79%
$221.03 - $294.78 $412K - $550K
4.04K $1.19B
PEP
Pepsico Inc

Consumer Defensive
4.49K
New
$128.02 - $151.37 $575K - $680K
4.49K $593M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
9.36K
New
$43.86 - $51.74 $411K - $484K
9.36K $484M
PAYX
Paychex Inc

Industrials
3.25K
New
$137.01 - $159.78 $446K - $520K
3.25K $473M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
938
New
$483.48 - $539.8 $454K - $506K
938 $456M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
10K
New
$37.32 - $42.19 $373K - $422K
10K $422M
UL
Unilever PLC

Consumer Defensive
6.47K
New
$57.9 - $65.43 $375K - $424K
6.47K $396M
NEE
Nextera Energy Inc

Utilities
5.22K
New
$64.11 - $75.0 $334K - $391K
5.22K $362M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
7.5K
New
$45.68 - $47.4 $342K - $355K
7.5K $355M
RF
Regions Financial Corp

Financial Services
13.3K
New
$18.34 - $23.52 $245K - $314K
13.3K $314M
FAST
Fastenal CO

Industrials
6.6K
New
$40.65 - $83.16 $268K - $549K
6.6K $277M
PRU
Prudential Financial Inc

Financial Services
2.58K
New
$95.12 - $112.71 $245K - $291K
2.58K $277M
FDN
First Tr Fd Dow Jones

ETFs
971
New
$200.29 - $269.33 $194K - $262K
971 $262M
VMC
Vulcan Materials CO

Basic Materials
1K
New
$226.49 - $276.01 $226K - $276K
1K $261M
KMB
Kimberly Clark Corp

Consumer Defensive
1.85K
New
$126.84 - $145.22 $235K - $269K
1.85K $239M
ADI
Analog Devices Inc

Technology
952
New
$164.6 - $238.02 $157K - $227K
952 $227M
MET
Metlife Inc

Financial Services
2.71K
New
$68.42 - $82.49 $185K - $223K
2.71K $218M
Activity Summary
Buys All Purchases 57 New Holdings 34 Increased Positions 23 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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