Private Portfolio Partners LLC Reduced Holdings in Q4 2024

Private Portfolio Partners LLC

  • $538 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-13.8K
- 31.67%
$99.0 - $99.5 $1.37M - $1.37M
29.8K $2.95M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-426
- 0.39%
$60.13 - $67.31 $25.6K - $28.7K
108K $6.56M
XOM
Exxon Mobil Corp

Energy
-340
- 0.82%
$105.51 - $125.37 $35.9K - $42.6K
41.4K $4.45M
SUB
Ishares Short Term National Mu

ETFs
-3.6K
- 17.96%
$104.94 - $106.2 $378K - $382K
16.5K $1.74M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-4.97K
- 15.72%
N/A
26.6K $1.66M
DOW
Dow Inc.

Basic Materials
-2.01K
- 13.14%
$39.1 - $55.34 $78.4K - $111K
13.3K $532K
ABBV
Abb Vie Inc.

Healthcare
-122
- 1.19%
$164.99 - $203.87 $20.1K - $24.9K
10.2K $1.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-521
- 3.78%
$114.08 - $125.68 $59.4K - $65.5K
13.3K $1.52M
NEM
Newmont Corp

Basic Materials
-64
- 0.49%
$37.0 - $58.68 $2.37K - $3.76K
13K $484K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.42K
- 33.53%
$59.74 - $60.03 $205K - $206K
6.79K $405K
VZ
Verizon Communications Inc

Communication Services
-1.62K
- 6.66%
$39.6 - $45.21 $64.3K - $73.4K
22.8K $910K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-11.7K
- 26.91%
$10.97 - $12.21 $128K - $143K
31.8K $351K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.35K
- 14.26%
$99.85 - $100.22 $135K - $135K
8.13K $811K
PSX
Phillips 66

Energy
-725
- 22.96%
$110.35 - $138.93 $80K - $101K
2.43K $277K
MU
Micron Technology Inc

Technology
-111
- 1.74%
$84.16 - $113.41 $9.34K - $12.6K
6.26K $526K
KO
Coca Cola CO

Consumer Defensive
-409
- 3.79%
$61.74 - $71.71 $25.3K - $29.3K
10.4K $647K
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.29K
- 2.94%
$50.23 - $50.46 $115K - $116K
75.5K $3.8M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.11K
- 4.3%
$42.84 - $45.38 $47.5K - $50.3K
24.7K $1.06M
VIG
Vanguard Dividend Appreciation

ETFs
-530
- 3.01%
N/A
17.1K $3.11M
EMB
Ishares Tr

ETFs
-48
- 0.27%
$88.94 - $93.46 $4.27K - $4.49K
17.5K $1.56M
QCOM
Qualcomm Inc

Technology
-48
- 1.14%
$150.4 - $178.04 $7.22K - $8.55K
4.17K $640K
FTA
First Tr Large Cap Value

ETFs
-721
- 9.47%
$75.21 - $83.49 $54.2K - $60.2K
6.89K $527K
INTC
Intel Corp

Technology
-1.14K
- 7.81%
$19.07 - $26.23 $21.7K - $29.8K
13.4K $268K
GE
General Electric CO

Industrials
-3
- 0.1%
$159.95 - $194.23 $480 - $583
3.15K $525K
HUM
Humana Inc

Healthcare
-3
- 0.28%
$233.89 - $304.18 $702 - $913
1.08K $272K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1.26K
- 19.7%
$47.11 - $50.8 $59.4K - $64K
5.14K $242K
RTX
Raytheon Technologies Corp

Industrials
-159
- 2.01%
$114.45 - $127.21 $18.2K - $20.2K
7.75K $896K
IBM
International Business Machines Corp

Technology
-239
- 4.17%
$204.9 - $238.04 $49K - $56.9K
5.5K $1.21M
AMGN
Amgen Inc

Healthcare
-4
- 0.43%
$258.78 - $328.31 $1.04K - $1.31K
936 $243K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-970
- 8.39%
$105.85 - $112.84 $103K - $109K
10.6K $1.17M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-448
- 0.23%
$33.7 - $37.69 $15.1K - $16.9K
196K $6.75M
PLD
Prologis, Inc.

Real Estate
-12
- 0.6%
$101.4 - $126.96 $1.22K - $1.52K
1.98K $209K
CAT
Caterpillar Inc

Industrials
-31
- 3.06%
$360.37 - $416.88 $11.2K - $12.9K
982 $356K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-526
- 6.77%
$45.83 - $48.07 $24.1K - $25.3K
7.24K $332K
COP
Conocophillips

Energy
-100
- 2.25%
$95.12 - $114.72 $9.51K - $11.5K
4.35K $431K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-401
- 11.53%
$77.86 - $79.27 $31.2K - $31.8K
3.08K $240K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-83
- 8.85%
$260.96 - $307.26 $21.7K - $25.5K
855 $231K
PRU
Prudential Financial Inc

Financial Services
-157
- 2.65%
$114.59 - $129.52 $18K - $20.3K
5.78K $684K
DGRO
Ishares Core Dividend Growth E

ETFs
-264
- 2.88%
$60.73 - $64.94 $16K - $17.1K
8.89K $545K
FEP
First Trust Europe Alphadex Fu

ETFs
-91
- 1.18%
$35.46 - $38.46 $3.23K - $3.5K
7.61K $272K
PAVE
Global X Fds Us Infrastructure

ETFs
-450
- 3.63%
$40.41 - $45.95 $18.2K - $20.7K
12K $483K
FTCS
First Trust Capital Strength E

ETFs
-42
- 0.6%
$87.62 - $94.03 $3.68K - $3.95K
6.99K $614K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-235
- 2.87%
$56.06 - $61.35 $13.2K - $14.4K
7.94K $448K
AXP
American Express CO

Financial Services
-198
- 13.46%
$267.35 - $305.57 $52.9K - $60.5K
1.27K $377K
VEU
Vanguard Ftse All World Ex Us

ETFs
-20
- 0.55%
$57.29 - $63.1 $1.15K - $1.26K
3.6K $206K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-54
- 0.79%
$80.93 - $85.66 $4.37K - $4.63K
6.75K $546K
SHV
Ishares Tr

ETFs
-139
- 1.73%
$109.92 - $110.57 $15.3K - $15.4K
7.88K $867K
VOD
Vodafone Group Public LTD CO

Communication Services
-81
- 0.7%
$8.37 - $9.95 $678 - $806
11.5K $97K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-240
- 11.88%
$129.96 - $144.97 $31.2K - $34.8K
1.78K $248K
Activity Summary
Buys All Purchases 186 New Holdings 10 Increased Positions 176 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Private Portfolio Partners LLC Portfolio

Follow Private Portfolio Partners LLC 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 Private Portfolio Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Portfolio Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email