Grant Private Wealth Management Inc Incresed Positions in Q1 2025

Grant Private Wealth Management Inc

  • $92.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
12K
+ 339.27%
$63.17 - $81.49 $758K - $978K
15.5K $1.13B
PLTR
Palantir Technologies Inc.

Technology
7.75K
+ 144.62%
$64.98 - $124.62 $504K - $966K
13.1K $1.11B
J P Morgan Exchange Traded F
12.5K
+ 50.92%
N/A
37.1K $2.22B
LLY
Eli Lilly & CO

Healthcare
469
+ 120.26%
$725.72 - $929.72 $340K - $436K
859 $709M
DUK
Duke Energy Corp

Utilities
2.81K
+ 110.25%
$105.87 - $121.97 $297K - $342K
5.36K $629M
V
Visa Inc.

Financial Services
621
+ 22.7%
$306.92 - $362.71 $191K - $225K
3.36K $1.17B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.49K
+ 97.31%
$51.45 - $58.51 $334K - $379K
13.2K $681M
NOW
Service Now, Inc.

Technology
815
+ 49.54%
$783.83 - $1170.39 $639K - $954K
2.46K $1.96B
ABBV
Abb Vie Inc.

Healthcare
686
+ 40.5%
$169.2 - $216.66 $116K - $149K
2.38K $499M
CRM
Salesforce, Inc.

Technology
1.59K
+ 43.95%
$268.36 - $359.95 $427K - $573K
5.21K $1.4B
JPM
Jpmorgan Chase & CO

Financial Services
605
+ 8.95%
$225.19 - $279.95 $136K - $169K
7.37K $1.81B
VZ
Verizon Communications Inc

Communication Services
1.74K
+ 9.31%
$37.81 - $46.49 $65.6K - $80.7K
20.4K $925M
ISRG
Intuitive Surgical Inc

Healthcare
503
+ 14.58%
$476.63 - $610.45 $240K - $307K
3.95K $1.95B
PM
Philip Morris International Inc.

Consumer Defensive
278
+ 14.9%
$117.15 - $158.79 $32.6K - $44.1K
2.14K $340M
PG
Procter & Gamble CO

Consumer Defensive
593
+ 19.49%
$158.56 - $176.26 $94K - $105K
3.64K $620M
CAT
Caterpillar Inc

Industrials
387
+ 46.24%
$326.75 - $407.63 $126K - $158K
1.22K $404M
CVX
Chevron Corp

Energy
264
+ 13.22%
$146.71 - $167.97 $38.7K - $44.3K
2.26K $378M
PANW
Palo Alto Networks Inc

Technology
573
+ 44.28%
$167.82 - $208.28 $96.2K - $119K
1.87K $319M
ABT
Abbott Laboratories

Healthcare
205
+ 7.18%
$111.1 - $140.22 $22.8K - $28.7K
3.06K $406M
KO
Coca Cola CO

Consumer Defensive
294
+ 4.54%
$60.81 - $72.32 $17.9K - $21.3K
6.77K $485M
MA
Mastercard Inc

Financial Services
122
+ 19.0%
$504.67 - $576.31 $61.6K - $70.3K
764 $419M
COST
Costco Wholesale Corp

Consumer Defensive
61
+ 11.11%
$890.62 - $1076.86 $54.3K - $65.7K
610 $577M
JNJ
Johnson & Johnson

Healthcare
186
+ 8.8%
$142.06 - $167.7 $26.4K - $31.2K
2.3K $363M
BMY
Bristol Myers Squibb CO

Healthcare
473
+ 8.18%
$53.9 - $63.11 $25.5K - $29.9K
6.25K $381M
WMT
Walmart Inc.

Consumer Defensive
749
+ 13.97%
$84.5 - $105.05 $63.3K - $78.7K
6.11K $536M
META
Meta Platforms, Inc.

Communication Services
204
+ 2.77%
$576.36 - $736.67 $118K - $150K
7.56K $4.35B
CSCO
Cisco Systems, Inc.

Technology
554
+ 9.07%
$58.74 - $64.87 $32.5K - $35.9K
6.66K $411M
CMCSA
Comcast Corp

Communication Services
1.37K
+ 19.21%
$33.19 - $38.23 $45.4K - $52.3K
8.49K $313M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 1.04%
$279.74 - $321.29 $5.04K - $5.78K
1.75K $546M
HD
Home Depot, Inc.

Consumer Cyclical
194
+ 14.76%
$347.25 - $424.87 $67.4K - $82.4K
1.51K $553M
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.05%
$461.52 - $548.18 $6.46K - $7.67K
1.35K $704M
ORCL
Oracle Corp

Technology
447
+ 26.33%
$139.81 - $186.47 $62.5K - $83.4K
2.15K $300M
ZM
Zoom Video Communications, Inc.

Technology
1.42K
+ 12.4%
$72.23 - $88.64 $103K - $126K
12.9K $949M
QQQ
Invesco Qqq Trust, Series 1

ETFs
159
+ 9.97%
$468.34 - $539.52 $74.5K - $85.8K
1.75K $822M
Blackrock Inc
65
+ 8.13%
N/A
865 $819M
Helius Med Technologies Inc
9K
+ 24.2%
N/A
46.2K $18.5M
TXN
Texas Instruments Inc

Technology
123
+ 3.21%
N/A
3.96K $711M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.68%
$507.05 - $563.67 $2.03K - $2.25K
590 $303M
LOW
Lowes Companies Inc

Consumer Cyclical
12
+ 0.92%
$222.66 - $268.42 $2.67K - $3.22K
1.31K $306M
Arista Networks Inc
1K
+ 33.51%
N/A
3.98K $309M
LMT
Lockheed Martin Corp

Industrials
6
+ 0.92%
$423.19 - $506.29 $2.54K - $3.04K
655 $293M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
100
+ 2.08%
$102.49 - $119.96 $10.2K - $12K
4.9K $512M
BITO
Proshares Tr Bitcoin Strategy

ETFs
600
+ 4.72%
$17.57 - $25.81 $10.5K - $15.5K
13.3K $244M
AMD
Advanced Micro Devices Inc

Technology
1.39K
+ 14.04%
$96.63 - $129.55 $134K - $179K
11.3K $1.16B
GOOGL
Alphabet Inc.

Communication Services
931
+ 11.55%
$154.33 - $206.19 $144K - $192K
8.99K $1.39B
DFSV
Dimensional ETF Tr Dimensional

ETFs
218
+ 0.33%
$27.56 - $32.1 $6.01K - $7K
65.7K $1.85B
AAPL
Apple Inc.

Technology
682
+ 3.99%
$209.68 - $247.1 $143K - $169K
17.8K $3.93B
AVGO
Broadcom Inc.

Technology
467
+ 5.79%
$167.43 - $244.7 $78.2K - $114K
8.53K $1.42B
AMZN
Amazon Com Inc

Consumer Cyclical
754
+ 3.58%
$190.26 - $242.06 $143K - $183K
21.8K $4.15B
Activity Summary
Buys All Purchases 63 New Holdings 12 Increased Positions 51 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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