Grant Private Wealth Management Inc Portfolio Holdings by Sector
Grant Private Wealth Management Inc
- $162 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO AMD MU TXN INTC QCOM MCHP 8 stocks |
$33.1 Million
21.31% of portfolio
|
8
|
- |
5
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
ARKK DFSV JEPI SPYG QQQ IVV XSW JEPQ 29 stocks |
$18.3 Million
11.8% of portfolio
|
28
|
1
|
26
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER NOW COIN INTU SNOW CRM SHOP ZM 12 stocks |
$17.4 Million
11.21% of portfolio
|
12
|
- |
12
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG SNAP 4 stocks |
$14.8 Million
9.5% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD PANW NET ORCL SQ ADBE 9 stocks |
$12.9 Million
8.29% of portfolio
|
8
|
1
|
8
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8.18 Million
5.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$8.04 Million
5.17% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$5.12 Million
3.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC C BAC 4 stocks |
$4.19 Million
2.7% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3.94 Million
2.54% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ BMY MRK 5 stocks |
$2.33 Million
1.5% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA LMT RTX BWXT NOC GD 6 stocks |
$2.27 Million
1.46% of portfolio
|
5
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1.66 Million
1.07% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1.63 Million
1.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$1.28 Million
0.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO MEDP A 3 stocks |
$1.21 Million
0.78% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SF 3 stocks |
$1.2 Million
0.77% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$1.18 Million
0.76% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1.03 Million
0.66% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$996,115
0.64% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO UI ZBRA 3 stocks |
$977,354
0.63% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$833,890
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$832,300
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$769,825
0.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
AME ETN 2 stocks |
$724,858
0.47% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$680,241
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$670,365
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM ULTA 2 stocks |
$656,911
0.42% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$648,084
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$643,917
0.41% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE NDAQ 2 stocks |
$618,599
0.4% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$613,181
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$595,743
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Conglomerates | Industrials
MMM 1 stocks |
$543,851
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$514,924
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM FNV 2 stocks |
$513,300
0.33% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$492,220
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$475,611
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$449,916
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
GLPI AMT 2 stocks |
$432,591
0.28% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$416,763
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY TXG 2 stocks |
$362,283
0.23% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
IBP 1 stocks |
$254,306
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$232,169
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
CMC 1 stocks |
$224,480
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$213,589
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$204,651
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|