Grant Private Wealth Management Inc Portfolio Holdings

Grant Private Wealth Management Inc

  • $92.7 Billion
  • Q1 2025

Grant Private Wealth Management Inc has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $92.7 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.07B, Meta Platforms, Inc. with a value of $4.35B, Amazon Com Inc with a value of $4.15B, Apple Inc. with a value of $3.93B, and Netflix Inc with a value of $2.76B.

Examining the 13F form we can see an decrease of $30M in the current position value, from $92.7B to 92.7B.

Grant Private Wealth Management Inc is based out at Pleasanton, CA

Below you can find more details about Grant Private Wealth Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $92.7 Billion
Technology: $31.5 Billion
ETFs: $14.6 Billion
Communication Services: $12.4 Billion
Consumer Cyclical: $9.19 Billion
Healthcare: $6.6 Billion
Financial Services: $5.75 Billion
Industrials: $3.81 Billion
Consumer Defensive: $2.79 Billion
Other: $1.96 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $92.7 Billion
  • Prior Value $92.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track Grant Private Wealth Management Inc Portfolio

Follow Grant Private Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Grant Private Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Grant Private Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email