Private Wealth Partners, LLC Incresed Positions in Q3 2024

Private Wealth Partners, LLC

  • $1.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
804
+ 0.95%
$405.19 - $478.57 $326K - $385K
85.3K $39.3M
KKR
Kkr & Co. Inc.

Financial Services
755
+ 0.62%
$104.51 - $133.23 $78.9K - $101K
122K $15.9M
HD
Home Depot, Inc.

Consumer Cyclical
1.37K
+ 3.23%
$333.64 - $405.2 $458K - $557K
43.9K $17.8M
NVO
Novo Nordisk A S

Healthcare
20.2K
+ 155.11%
$119.07 - $145.42 $2.4M - $2.94M
33.2K $3.95M
JNJ
Johnson & Johnson

Healthcare
4.23K
+ 5.56%
$145.48 - $167.38 $616K - $709K
80.4K $13M
META
Meta Platforms, Inc.

Communication Services
2.45K
+ 34.24%
$453.41 - $572.44 $1.11M - $1.4M
9.62K $5.51M
COST
Costco Wholesale Corp

Consumer Defensive
611
+ 1.74%
$801.83 - $917.05 $490K - $560K
35.6K $31.6M
HON
Honeywell International Inc

Industrials
11.6K
+ 12.12%
$196.73 - $220.21 $2.29M - $2.56M
107K $22.2M
FCX
Freeport Mcmoran Inc

Basic Materials
21.6K
+ 9.36%
$39.52 - $51.92 $853K - $1.12M
252K $12.6M
PFE
Pfizer Inc

Healthcare
31.3K
+ 7.53%
$27.7 - $31.39 $868K - $983K
448K $13M
AMD
Advanced Micro Devices Inc

Technology
6.2K
+ 5.62%
$128.67 - $183.96 $797K - $1.14M
117K $19.1M
MRVL
Marvell Technology, Inc.

Technology
15K
+ 69.52%
$56.15 - $76.24 $843K - $1.14M
36.6K $2.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.52K
+ 19.53%
$517.38 - $573.86 $788K - $875K
9.33K $5.35M
BX
Blackstone Inc.

Financial Services
503
+ 1.43%
$120.77 - $159.66 $60.7K - $80.3K
35.6K $5.46M
ORCL
Oracle Corp

Technology
1.75K
+ 7.5%
$125.9 - $170.35 $220K - $298K
25.1K $4.27M
SYK
Stryker Corp

Healthcare
754
+ 2.36%
$315.94 - $371.96 $238K - $280K
32.7K $11.8M
KMI
Kinder Morgan, Inc.

Energy
9.46K
+ 3.14%
$19.72 - $22.22 $186K - $210K
311K $6.87M
LLY
Eli Lilly & CO

Healthcare
955
+ 21.41%
$772.14 - $960.02 $737K - $917K
5.42K $4.8M
MS
Morgan Stanley

Financial Services
2.66K
+ 4.45%
$92.07 - $106.96 $245K - $285K
62.4K $6.5M
DIS
Walt Disney CO

Communication Services
9.6K
+ 10.59%
$85.6 - $98.61 $822K - $947K
100K $9.64M
APO
Apollo Global Management, Inc.

Financial Services
4.29K
+ 104.63%
$99.16 - $125.81 $425K - $540K
8.39K $1.05M
MA
Mastercard Inc

Financial Services
257
+ 3.15%
$429.6 - $500.99 $110K - $129K
8.41K $4.15M
SCHW
Schwab Charles Corp

Financial Services
12.5K
+ 41.02%
$61.74 - $76.08 $771K - $950K
42.9K $2.78M
AMGN
Amgen Inc

Healthcare
1.45K
+ 111.62%
$309.38 - $337.38 $449K - $489K
2.75K $885K
TPG
Tpg Inc.

Financial Services
5.7K
+ 66.28%
$40.49 - $59.88 $231K - $341K
14.3K $823K
AXP
American Express CO

Financial Services
70
+ 0.62%
$225.92 - $271.17 $15.8K - $19K
11.3K $3.06M
SHOP
Shopify Inc.

Technology
2.2K
+ 12.4%
$52.26 - $80.75 $115K - $178K
19.9K $1.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
925
+ 61.67%
$460.0 - $505.78 $426K - $468K
2.43K $1.13M
NEE
Nextera Energy Inc

Utilities
92
+ 0.34%
$69.9 - $84.97 $6.43K - $7.82K
27.3K $2.31M
MMM
3 M CO

Industrials
50
+ 0.48%
$99.69 - $139.42 $4.98K - $6.97K
10.4K $1.42M
DLTR
Dollar Tree, Inc.

Consumer Defensive
7.05K
+ 165.88%
$63.56 - $107.36 $448K - $757K
11.3K $794K
UNH
Unitedhealth Group Inc

Healthcare
300
+ 13.97%
$488.01 - $604.18 $146K - $181K
2.45K $1.43M
IBM
International Business Machines Corp

Technology
785
+ 32.71%
$175.1 - $223.38 $137K - $175K
3.19K $704K
CL
Colgate Palmolive CO

Consumer Defensive
1.8K
+ 11.99%
$95.54 - $108.77 $172K - $196K
16.8K $1.75M
SBUX
Starbucks Corp

Consumer Cyclical
1.76K
+ 32.66%
$72.51 - $98.6 $128K - $174K
7.15K $696K
PEP
Pepsico Inc

Consumer Defensive
516
+ 1.46%
$161.9 - $179.3 $83.5K - $92.5K
35.9K $6.11M
DUK
Duke Energy Corp

Utilities
93
+ 0.59%
$99.35 - $117.71 $9.24K - $10.9K
16K $1.84M
UPS
United Parcel Service Inc

Industrials
1.7K
+ 61.82%
$123.32 - $147.38 $210K - $251K
4.45K $606K
ABT
Abbott Laboratories

Healthcare
81
+ 0.38%
$100.07 - $118.13 $8.11K - $9.57K
21.5K $2.45M
TROW
Price T Rowe Group Inc

Financial Services
2.23K
+ 67.42%
$101.71 - $120.75 $226K - $269K
5.53K $601K
AVGO
Broadcom Inc.

Technology
4.16K
+ 1152.63%
$136.27 - $1745.86 $567K - $7.26M
4.52K $780K
VZ
Verizon Communications Inc

Communication Services
415
+ 0.92%
$38.89 - $45.0 $16.1K - $18.7K
45.6K $2.05M
NDAQ
Nasdaq, Inc.

Financial Services
1.27K
+ 24.42%
$59.48 - $74.31 $75.5K - $94.4K
6.47K $472K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
500
+ 2.99%
$70.04 - $77.47 $35K - $38.7K
17.3K $1.34M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.24K
+ 24.8%
$49.84 - $70.47 $61.8K - $87.4K
6.24K $395K
XOM
Exxon Mobil Corp

Energy
614
+ 3.76%
$109.72 - $119.0 $67.4K - $73.1K
16.9K $1.99M
STT
State Street Corp

Financial Services
500
+ 12.26%
$73.37 - $89.31 $36.7K - $44.7K
4.58K $405K
PM
Philip Morris International Inc.

Consumer Defensive
184
+ 5.41%
$101.25 - $127.45 $18.6K - $23.5K
3.59K $435K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
40
+ 1.67%
$475.2 - $527.7 $19K - $21.1K
2.43K $1.28M
Activity Summary
Buys All Purchases 79 New Holdings 13 Increased Positions 66 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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