Grant Private Wealth Management Inc Purchases in Q3 2025

Grant Private Wealth Management Inc

  • $162 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
864
New
$550.18 - $598.96 $475K - $518K
864 $492M
AMAT
Applied Materials Inc

Technology
2.32K
New
$156.25 - $204.95 $363K - $476K
2.32K $476M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.93K
New
$87.69 - $96.0 $433K - $474K
4.93K $465M
TMO
Thermo Fisher Scientific Inc.

Healthcare
943
New
$404.94 - $499.99 $382K - $471K
943 $457M
WSM
Williams Sonoma Inc

Consumer Cyclical
2.31K
New
$163.62 - $210.2 $378K - $486K
2.31K $452M
VHT
Vanguard Health Care ETF

ETFs
1.66K
New
$239.12 - $259.95 $396K - $431K
1.66K $430M
WDAY
Workday, Inc.

Technology
1.78K
New
$213.69 - $247.69 $380K - $440K
1.78K $428M
WMT
Walmart Inc.

Consumer Defensive
3.97K
+ 138.28%
$94.4 - $104.27 $374K - $414K
6.83K $704M
QQQ
Invesco Qqq Trust, Series 1

ETFs
571
+ 37.74%
$546.99 - $602.2 $312K - $344K
2.08K $1.25B
ICE
Intercontinental Exchange, Inc.

Financial Services
2.45K
New
$167.28 - $188.45 $410K - $462K
2.45K $413M
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
LLY
Eli Lilly & CO

Healthcare
518
+ 118.81%
$625.65 - $812.69 $324K - $421K
954 $728M
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
592
New
$567.77 - $614.76 $336K - $364K
592 $362M
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
CAT
Caterpillar Inc

Industrials
571
+ 68.47%
$390.92 - $477.15 $223K - $272K
1.41K $670M
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
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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