Private Wealth Partners, LLC Purchases in Q4 2024

Private Wealth Partners, LLC

  • $1.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
2.18K
+ 0.72%
$180.88 - $232.93 $395K - $508K
305K $66.9M
PFE
Pfizer Inc

Healthcare
132K
+ 29.56%
$24.8 - $30.19 $3.28M - $3.99M
580K $15.4M
MPLX
Mplx LP

Energy
48.4K
+ 420.87%
$43.77 - $51.66 $2.12M - $2.5M
59.9K $2.87M
DIS
Walt Disney CO

Communication Services
4.06K
+ 4.05%
$92.39 - $117.6 $375K - $477K
104K $11.6M
AVGO
Broadcom Inc.

Technology
6.45K
+ 142.59%
$159.67 - $250.0 $1.03M - $1.61M
11K $2.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.5K
+ 4.09%
$481.22 - $538.17 $723K - $808K
38.2K $19.5M
EPD
Enterprise Products Partners L.P.

Energy
49K
+ 239.02%
$28.66 - $34.43 $1.4M - $1.69M
69.5K $2.18M
MRVL
Marvell Technology, Inc.

Technology
162
+ 0.44%
$70.31 - $124.78 $11.4K - $20.2K
36.8K $4.06M
CRM
Salesforce, Inc.

Technology
1.22K
+ 8.31%
$270.87 - $367.87 $331K - $450K
15.9K $5.33M
SCHW
Schwab Charles Corp

Financial Services
11.6K
+ 26.97%
$63.31 - $82.85 $733K - $960K
54.5K $4.04M
ET
Energy Transfer LP

Energy
54.5K
+ 454.17%
$16.05 - $19.86 $875K - $1.08M
66.5K $1.3M
ACI
Albertsons Companies, Inc.

Consumer Defensive
51.1K
+ 73.77%
$18.01 - $19.92 $920K - $1.02M
120K $2.36M
BX
Blackstone Inc.

Financial Services
1.17K
+ 3.29%
$148.45 - $199.05 $174K - $233K
36.8K $6.35M
MA
Mastercard Inc

Financial Services
1.15K
+ 13.66%
$491.3 - $536.15 $565K - $616K
9.56K $5.03M
OXY
Occidental Petroleum Corp

Energy
19.6K
+ 38.02%
$45.36 - $55.91 $888K - $1.09M
71.1K $3.51M
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 10.58%
$554.08 - $632.68 $564K - $644K
10.6K $6.28M
PIPR
Piper Sandler Companies

Financial Services
2.22K
New
$280.53 - $348.81 $621K - $773K
2.22K $664K
SHOP
Shopify Inc.

Technology
55
+ 0.28%
$78.14 - $119.49 $4.3K - $6.57K
20K $2.13M
DHI
Horton D R Inc

Consumer Cyclical
3.6K
New
$137.24 - $194.56 $493K - $699K
3.6K $502K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.5K
New
$63.01 - $68.55 $473K - $514K
7.5K $474K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2K
+ 78.59%
$172.07 - $207.36 $344K - $415K
4.55K $897K
GTEK
Goldman Sachs ETF Tr Future Te

ETFs
13K
New
$30.39 - $35.12 $395K - $457K
13K $420K
SNOW
Snowflake Inc.

Technology
2.72K
New
$109.65 - $186.51 $298K - $506K
2.72K $419K
VO
Vanguard Mid Cap ETF

ETFs
1.19K
New
$261.5 - $284.63 $311K - $338K
1.19K $313K
CVX
Chevron Corp

Energy
5.27K
+ 2.76%
$141.15 - $162.53 $744K - $856K
196K $28.4M
NVO
Novo Nordisk A S

Healthcare
16.1K
+ 48.48%
$85.0 - $120.04 $1.37M - $1.93M
49.3K $4.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.03K
+ 19.88%
$57.53 - $60.83 $347K - $367K
36.4K $2.09M
PWR
Quanta Services, Inc.

Industrials
846
New
$296.05 - $346.6 $250K - $293K
846 $267K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.28K
+ 18.99%
$76.72 - $82.83 $251K - $271K
20.5K $1.58M
TT
Trane Technologies PLC

Industrials
655
New
$369.35 - $419.14 $242K - $275K
655 $241K
TER
Teradyne, Inc

Technology
1.85K
New
$102.58 - $133.62 $190K - $247K
1.85K $232K
SNAP
Snap Inc

Communication Services
20.5K
New
$9.98 - $12.86 $205K - $264K
20.5K $220K
SKYY
First Trust Cloud Computing Et

ETFs
1.79K
New
$99.98 - $130.46 $179K - $234K
1.79K $213K
VOX
Vanguard Communication Service

ETFs
1.36K
New
$144.31 - $163.57 $196K - $222K
1.36K $210K
HUBS
Hubspot Inc

Technology
300
New
$514.07 - $757.4 $154K - $227K
300 $209K
PANW
Palo Alto Networks Inc

Technology
2.76K
+ 148.49%
$181.96 - $405.9 $501K - $1.12M
4.61K $839K
NFLX
Netflix Inc

Communication Services
11
+ 1.24%
$687.65 - $936.56 $7.56K - $10.3K
898 $800K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
188
+ 7.73%
$521.84 - $558.82 $98.1K - $105K
2.62K $1.41M
NDAQ
Nasdaq, Inc.

Financial Services
1.3K
+ 20.09%
$70.87 - $83.05 $92.1K - $108K
7.77K $600K
BA
Boeing CO

Industrials
200
+ 5.62%
$138.14 - $180.72 $27.6K - $36.1K
3.76K $665K
KR
Kroger CO

Consumer Defensive
83
+ 0.35%
$55.21 - $63.3 $4.58K - $5.25K
24.1K $1.47M
ISRG
Intuitive Surgical Inc

Healthcare
87
+ 6.39%
$471.27 - $550.62 $41K - $47.9K
1.45K $755K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.41K
+ 15.09%
$61.68 - $67.87 $87.1K - $95.8K
10.8K $670K
TPG
Tpg Inc.

Financial Services
100
+ 0.7%
$58.29 - $71.51 $5.83K - $7.15K
14.4K $904K
GILD
Gilead Sciences, Inc.

Healthcare
50
+ 0.56%
$83.95 - $97.9 $4.2K - $4.9K
9.05K $835K
VGT
Vanguard Information Technolog

ETFs
28
+ 1.63%
$571.78 - $647.97 $16K - $18.1K
1.75K $1.09M
IEFA
Ishares Tr

ETFs
1.81K
+ 25.49%
$70.06 - $77.43 $126K - $140K
8.89K $624K
BMY
Bristol Myers Squibb CO

Healthcare
91
+ 0.71%
$51.92 - $59.94 $4.72K - $5.45K
12.9K $729K
DELL
Dell Technologies Inc.

Technology
716
+ 13.09%
$111.96 - $144.21 $80.2K - $103K
6.19K $712K
Activity Summary
Buys All Purchases 78 New Holdings 16 Increased Positions 62 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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