Private Wealth Partners, LLC Purchases in Q1 2025

Private Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
50.6K
+ 92.72%
$71.24 - $83.64 $3.6M - $4.23M
105K $8.23M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
44K
+ 174.26%
$50.24 - $50.57 $2.21M - $2.23M
69.3K $3.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
29.1K
+ 80.02%
$56.17 - $59.71 $1.63M - $1.74M
65.5K $3.74M
SNOW
Snowflake Inc.

Technology
8.19K
+ 301.66%
$146.16 - $192.78 $1.2M - $1.58M
10.9K $1.59M
QCOM
Qualcomm Inc

Technology
5.55K
+ 4.8%
$151.94 - $175.86 $844K - $977K
121K $18.6M
CCJ
Cameco Corp

Energy
20.2K
New
$40.64 - $56.86 $820K - $1.15M
20.2K $829K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
HON
Honeywell International Inc

Industrials
9.99K
+ 9.44%
$202.75 - $226.52 $2.03M - $2.26M
116K $24.5M
FLR
Fluor Corp

Industrials
17K
New
$34.29 - $55.28 $583K - $940K
17K $608K
LLY
Eli Lilly & CO

Healthcare
358
+ 7.12%
$725.72 - $929.72 $260K - $333K
5.39K $4.45M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5K
New
$73.27 - $96.21 $366K - $481K
5K $366K
OKTA
Okta, Inc.

Technology
3.45K
New
$78.83 - $116.72 $272K - $403K
3.45K $363K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5.65K
+ 75.33%
$61.9 - $66.89 $350K - $378K
13.2K $835K
NVO
Novo Nordisk A S

Healthcare
16.6K
+ 33.59%
$69.3 - $90.95 $1.15M - $1.51M
65.9K $4.57M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.25K
New
$50.39 - $50.66 $315K - $317K
6.25K $316K
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.33K
New
$45.56 - $47.23 $288K - $299K
6.33K $297K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.22K
+ 20.56%
$74.34 - $81.0 $314K - $342K
24.7K $1.88M
DHI
Horton D R Inc

Consumer Cyclical
2.57K
+ 71.49%
$125.29 - $147.65 $322K - $379K
6.17K $783K
AMGN
Amgen Inc

Healthcare
829
New
$258.59 - $327.36 $214K - $271K
829 $258K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
9K
New
$24.11 - $28.41 $217K - $256K
9K $255K
SMR
Nuscale Power Corp

Industrials
16.5K
New
$14.16 - $29.08 $234K - $480K
16.5K $233K
KO
Coca Cola CO

Consumer Defensive
3.05K
New
$60.81 - $72.32 $186K - $221K
3.05K $218K
TMUS
T Mobile Us, Inc.

Communication Services
800
New
$211.3 - $272.83 $169K - $218K
800 $213K
VZ
Verizon Communications Inc

Communication Services
68
+ 0.18%
$37.81 - $46.49 $2.57K - $3.16K
38.7K $1.76M
MA
Mastercard Inc

Financial Services
2
+ 0.02%
$504.67 - $576.31 $1.01K - $1.15K
9.56K $5.24M
KLAC
Kla Corp

Technology
300
New
$636.62 - $777.63 $191K - $233K
300 $203K
NVS
Novartis Ag

Healthcare
1.81K
New
$97.14 - $115.57 $176K - $209K
1.81K $202K
ZTS
Zoetis Inc.

Healthcare
238
+ 0.31%
$156.48 - $175.67 $37.2K - $41.8K
76.5K $12.6M
BMY
Bristol Myers Squibb CO

Healthcare
1.05K
+ 8.13%
$53.9 - $63.11 $56.5K - $66.2K
14K $850K
IBM
International Business Machines Corp

Technology
43
+ 1.65%
$217.4 - $264.74 $9.35K - $11.4K
2.65K $658K
COP
Conocophillips

Energy
254
+ 2.78%
$88.6 - $105.85 $22.5K - $26.9K
9.4K $987K
NFLX
Netflix Inc

Communication Services
13
+ 1.45%
$828.4 - $1058.6 $10.8K - $13.8K
911 $849K
CRM
Salesforce, Inc.

Technology
4.07K
+ 25.53%
$268.36 - $359.95 $1.09M - $1.46M
20K $5.37M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.03%
$137.61 - $149.68 $138 - $150
3.04K $443K
ASML
Asml Holding Nv

Technology
54
+ 12.62%
$662.63 - $776.99 $35.8K - $42K
482 $319K
D
Dominion Energy, Inc

Utilities
100
+ 1.44%
$52.85 - $57.43 $5.29K - $5.74K
7.05K $395K
Bank America Corp
1.94K
New
N/A
1.94K $0
J P Morgan Exchange Traded F
8K
New
N/A
8K $0
Sprott Fds Tr
11K
New
N/A
11K $0
Goldman Sachs ETF Tr
750
+ 6.12%
N/A
13K $0
Goldman Sachs ETF Tr
14K
+ 33.53%
N/A
55.8K $0
BA
Boeing CO

Industrials
15
+ 0.4%
$148.15 - $186.25 $2.22K - $2.79K
3.78K $643K
BAC
Bank Of America Corp

Financial Services
4
+ 0.04%
$39.61 - $47.74 $158 - $191
11.1K $462K
CAT
Caterpillar Inc

Industrials
27
+ 2.45%
$326.75 - $407.63 $8.82K - $11K
1.13K $371K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 0.55%
$476.63 - $610.45 $3.81K - $4.88K
1.46K $721K
LOW
Lowes Companies Inc

Consumer Cyclical
622
+ 4.68%
$222.66 - $268.42 $138K - $167K
13.9K $3.25M
WMT
Walmart Inc.

Consumer Defensive
135
+ 0.72%
$84.5 - $105.05 $11.4K - $14.2K
18.8K $1.65M
XLY
Select Sector Spdr Consumer Di

ETFs
44
+ 2.57%
$192.6 - $233.2 $8.47K - $10.3K
1.75K $346K
PANW
Palo Alto Networks Inc

Technology
91
+ 1.97%
$167.82 - $208.28 $15.3K - $19K
4.7K $802K
Activity Summary
Buys All Purchases 64 New Holdings 17 Increased Positions 47 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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