Grant Private Wealth Management Inc Reduced Holdings in Q1 2025

Grant Private Wealth Management Inc

  • $92.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.98K
- 3.41%
$106.98 - $149.43 $212K - $296K
56K $6.07B
COIN
Coinbase Global, Inc.

Technology
-160
- 2.26%
$172.23 - $301.3 $27.6K - $48.2K
6.93K $1.19B
GOOG
Alphabet Inc.

Communication Services
-222
- 2.43%
$156.06 - $207.71 $34.6K - $46.1K
8.92K $1.39B
MSFT
Microsoft Corp

Technology
-8
- 0.13%
$375.39 - $447.2 $3K - $3.58K
5.98K $2.23B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.12K
- 4.29%
$47.25 - $67.02 $52.9K - $75.1K
25K $1.19B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.56K
- 11.53%
$56.17 - $59.71 $256K - $272K
35K $2B
SQ
Block, Inc.

Technology
-100
- 1.38%
$54.04 - $92.95 $5.4K - $9.3K
7.17K $390M
SPYG
Spdr Portfolio

ETFs
-1.02K
- 5.77%
$80.05 - $92.39 $81.3K - $93.8K
16.6K $1.33B
RNG
Ring Central, Inc.

Technology
-1.5K
- 9.17%
$24.76 - $36.77 $37.1K - $55.2K
14.9K $368M
SHOP
Shopify Inc.

Technology
-230
- 2.19%
$90.59 - $129.31 $20.8K - $29.7K
10.3K $980M
XSW
Spdr S&P Software & Services E

ETFs
-60
- 1.62%
$159.76 - $197.42 $9.59K - $11.8K
3.64K $582M
MRK
Merck & Co., Inc.

Healthcare
-751
- 20.59%
$83.01 - $101.02 $62.3K - $75.9K
2.9K $260M
WSM
Williams Sonoma Inc

Consumer Cyclical
-190
- 7.19%
$158.1 - $217.71 $30K - $41.4K
2.45K $388M
DIS
Walt Disney CO

Communication Services
-213
- 3.64%
$96.87 - $114.0 $20.6K - $24.3K
5.64K $557M
TXG
10x Genomics, Inc.

Healthcare
-880
- 6.06%
$8.73 - $16.31 $7.68K - $14.4K
13.6K $119M
SOXX
Ishares Semiconductor ETF

ETFs
-246
- 17.36%
$188.17 - $235.81 $46.3K - $58K
1.17K $220M
SNAP
Snap Inc

Communication Services
-2.39K
- 7.81%
$8.37 - $12.57 $20K - $30.1K
28.2K $246M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-100
- 3.85%
$102.72 - $143.06 $10.3K - $14.3K
2.5K $261M
SNOW
Snowflake Inc.

Technology
-230
- 7.43%
$146.16 - $192.78 $33.6K - $44.3K
2.87K $419M
ADBE
Adobe Inc.

Technology
-9
- 0.96%
$377.84 - $464.11 $3.4K - $4.18K
929 $356M
BA
Boeing CO

Industrials
-153
- 3.0%
$148.15 - $186.25 $22.7K - $28.5K
4.95K $844M
AMAT
Applied Materials Inc

Technology
-52
- 2.16%
$145.06 - $195.51 $7.54K - $10.2K
2.36K $342M
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 1.56%
$554.06 - $615.85 $11.1K - $12.3K
1.26K $710M
ADSK
Autodesk, Inc.

Technology
-40
- 4.51%
N/A
846 $221M
MEDP
Medpace Holdings, Inc.

Healthcare
-50
- 5.95%
$304.69 - $360.97 $15.2K - $18K
790 $241M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-18
- 2.18%
$497.6 - $606.74 $8.96K - $10.9K
808 $402M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-90
- 7.15%
$168.84 - $202.89 $15.2K - $18.3K
1.17K $205M
HQY
Healthequity, Inc.

Healthcare
-128
- 4.64%
$84.32 - $114.51 $10.8K - $14.7K
2.63K $233M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-200
- 1.9%
$23.16 - $27.04 $4.63K - $5.41K
10.3K $242M
IBB
Ishares Biotechnology ETF

ETFs
-100
- 3.49%
$127.9 - $140.56 $12.8K - $14.1K
2.76K $353M
Lam Research Corp
-360
- 3.18%
N/A
11K $797M
BAC
Bank Of America Corp

Financial Services
-56
- 0.76%
$39.61 - $47.74 $2.22K - $2.67K
7.31K $305M
WFC
Wells Fargo & Company

Financial Services
-400
- 5.03%
$66.78 - $81.42 $26.7K - $32.6K
7.55K $542M
RBLX
Roblox Corp

Communication Services
-300
- 4.1%
$53.77 - $75.47 $16.1K - $22.6K
7.02K $409M
MU
Micron Technology Inc

Technology
-50
- 1.25%
$86.89 - $109.38 $4.34K - $5.47K
3.94K $342M
SSNC
Ss&C Technologies Holdings Inc

Technology
-228
- 6.86%
$74.75 - $89.13 $17K - $20.3K
3.1K $259M
XLE
Energy Sector Spdr

ETFs
-100
- 3.13%
$85.7 - $93.96 $8.57K - $9.4K
3.1K $289M
INTC
Intel Corp

Technology
-695
- 4.15%
$19.1 - $27.39 $13.3K - $19K
16K $364M
AMT
American Tower Corp

Real Estate
-11
- 0.79%
$173.46 - $217.6 $1.91K - $2.39K
1.38K $299M
IBM
International Business Machines Corp

Technology
-6
- 0.28%
$217.4 - $264.74 $1.3K - $1.59K
2.17K $541M
NFLX
Netflix Inc

Communication Services
-55
- 1.82%
$828.4 - $1058.6 $45.6K - $58.2K
2.97K $2.76B
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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