Private Wealth Partners, LLC Purchases and Sells in Q1 2025

Private Wealth Partners, LLC

$1.19 Billion
Q1 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHW	50.6K + 92.72%	$71.24 - $83.64 $3.6M - $4.23M	105K $8.23M
GSST	44K + 174.26%	$50.24 - $50.57 $2.21M - $2.23M	69.3K $3.5M
JEPI	29.1K + 80.02%	$56.17 - $59.71 $1.63M - $1.74M	65.5K $3.74M
SNOW	8.19K + 301.66%	$146.16 - $192.78 $1.2M - $1.58M	10.9K $1.59M
QCOM	5.55K + 4.8%	$151.94 - $175.86 $844K - $977K	121K $18.6M
HON	9.99K + 9.44%	$202.75 - $226.52 $2.03M - $2.26M	116K $24.5M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CCJ	20.2K New	$40.64 - $56.86 $820K - $1.15M	20.2K $829K
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
FLR	17K New	$34.29 - $55.28 $583K - $940K	17K $608K
NLR	5K New	$73.27 - $96.21 $366K - $481K	5K $366K
OKTA	3.45K New	$78.83 - $116.72 $272K - $403K	3.45K $363K
JPST	6.25K New	$50.39 - $50.66 $315K - $317K	6.25K $316K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-27.2K - 5.18%	$209.68 - $247.1 $5.71M - $6.73M	498K $111M
GOOGL	-15.1K - 4.27%	$154.33 - $206.19 $2.33M - $3.12M	339K $52.5M
MSFT	-11K - 4.87%	$375.39 - $447.2 $4.12M - $4.9M	214K $80.3M
AMZN	-12.7K - 4.17%	$190.26 - $242.06 $2.42M - $3.08M	292K $55.6M
GOOG	-13.7K - 9.36%	$156.06 - $207.71 $2.13M - $2.84M	132K $20.7M
ADBE	-2.99K - 5.93%	$377.84 - $464.11 $1.13M - $1.39M	47.5K $18.2M

Activity Summary All Purchases 64 New Holdings 17 Increased Positions 47 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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