Grant Private Wealth Management Inc New Holdings 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
SO
Southern CO

Utilities
60.8K
New
$84.91 - $92.56 $5.16M - $5.63M
60.8K $5.58B
TFC
Truist Financial Corp

Financial Services
125K
New
$34.79 - $42.99 $4.34M - $5.36M
125K $5.36B
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
131K
New
$34.22 - $38.84 $4.49M - $5.09M
131K $5.09B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
88.4K
New
$29.52 - $35.31 $2.61M - $3.12M
88.4K $3.12B
PFE
Pfizer Inc

Healthcare
123K
New
$21.59 - $24.84 $2.66M - $3.06M
123K $2.98B
MRVL
Marvell Technology, Inc.

Technology
25.4K
New
$49.38 - $79.97 $1.25M - $2.03M
25.4K $1.96B
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
First Tr Exchng Traded Fd Vi
30K
New
N/A
30K $1.11B
AWK
American Water Works Company, Inc.

Utilities
5.15K
New
$133.82 - $151.96 $689K - $783K
5.15K $717M
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
PREF
Principal Spectrum Pfd Secs Ac

ETFs
11.2K
New
$18.21 - $18.97 $203K - $212K
11.2K $212M
NSC
Norfolk Southern Corp

Industrials
821
New
$206.34 - $257.46 $169K - $211K
821 $210M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
16.2K
New
$10.49 - $12.99 $170K - $210K
16.2K $206M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.49K
New
$108.12 - $135.04 $161K - $201K
1.49K $201M
F
Ford Motor CO

Consumer Cyclical
14.9K
New
$8.69 - $10.85 $129K - $162K
14.9K $162M
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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