Private Wealth Partners, LLC Incresed Positions in Q2 2025

Private Wealth Partners, LLC

  • $1.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
21.1K
+ 2.6%
$94.31 - $157.99 $1.99M - $3.33M
831K $131M
AMD
Advanced Micro Devices Inc

Technology
120
+ 0.1%
$78.21 - $143.81 $9.39K - $17.3K
123K $17.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
234
+ 0.58%
$416.06 - $551.64 $97.4K - $129K
40.7K $22.5M
MRVL
Marvell Technology, Inc.

Technology
26.5K
+ 54.91%
$49.38 - $79.97 $1.31M - $2.12M
74.9K $5.79M
KKR
Kkr & Co. Inc.

Financial Services
5.39K
+ 4.68%
$92.79 - $134.29 $500K - $724K
121K $16M
TPG
Tpg Inc.

Financial Services
45.5K
+ 303.37%
$39.68 - $53.09 $1.81M - $2.42M
60.5K $3.17M
META
Meta Platforms, Inc.

Communication Services
194
+ 2.41%
$484.66 - $738.09 $94K - $143K
8.25K $6.09M
APO
Apollo Global Management, Inc.

Financial Services
6.87K
+ 75.12%
$108.68 - $145.07 $747K - $997K
16K $2.27M
ADI
Analog Devices Inc

Technology
130
+ 0.5%
$164.6 - $238.02 $21.4K - $30.9K
26.4K $6.27M
SNOW
Snowflake Inc.

Technology
150
+ 1.38%
$130.53 - $223.77 $19.6K - $33.6K
11.1K $2.47M
QCOM
Qualcomm Inc

Technology
56
+ 0.05%
$124.66 - $159.48 $6.98K - $8.93K
121K $19.3M
SMR
Nuscale Power Corp

Industrials
6.5K
+ 39.39%
$12.6 - $43.24 $81.9K - $281K
23K $909K
CCJ
Cameco Corp

Energy
35
+ 0.17%
$36.68 - $74.46 $1.28K - $2.61K
20.2K $1.5M
MPLX
Mplx LP

Energy
13K
+ 21.7%
$46.68 - $53.89 $607K - $701K
72.9K $3.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.21%
$496.48 - $617.85 $9.43K - $11.7K
9.09K $5.62M
AVGO
Broadcom Inc.

Technology
24
+ 0.57%
$146.29 - $275.65 $3.51K - $6.62K
4.24K $1.17M
EPD
Enterprise Products Partners L.P.

Energy
20.1K
+ 28.92%
$28.95 - $34.22 $582K - $688K
89.6K $2.78M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5K
+ 23.69%
$50.39 - $60.05 $252K - $300K
26.1K $1.57M
PANW
Palo Alto Networks Inc

Technology
750
+ 15.95%
$152.44 - $204.64 $114K - $153K
5.45K $1.12M
SPGI
S&P Global Inc.

Financial Services
130
+ 1.63%
$438.31 - $527.29 $57K - $68.5K
8.11K $4.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 0.93%
$456.74 - $568.03 $11.4K - $14.2K
2.7K $1.53M
XLK
Technology Sector Spdr

ETFs
24
+ 0.86%
$179.73 - $253.23 $4.31K - $6.08K
2.82K $713K
ASML
Asml Holding Nv

Technology
28
+ 5.81%
$595.37 - $815.24 $16.7K - $22.8K
510 $408K
NVS
Novartis Ag

Healthcare
500
+ 27.59%
$101.96 - $121.01 $51K - $60.5K
2.31K $279K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.46K
+ 2.23%
$51.14 - $57.0 $74.6K - $83.2K
66.9K $3.8M
BAC
Bank Of America Corp

Financial Services
4
+ 0.04%
$34.39 - $47.46 $138 - $190
11.1K $524K
WYNN
Wynn Resorts LTD

Consumer Cyclical
100
+ 3.07%
$66.1 - $97.75 $6.61K - $9.78K
3.36K $314K
PYPL
Pay Pal Holdings, Inc.

Financial Services
50
+ 1.27%
$57.41 - $74.81 $2.87K - $3.74K
3.99K $296K
ADP
Automatic Data Processing Inc

Industrials
72
+ 5.7%
$276.76 - $326.81 $19.9K - $23.5K
1.34K $411K
AMGN
Amgen Inc

Healthcare
107
+ 12.91%
$262.28 - $309.85 $28.1K - $33.2K
936 $261K
J P Morgan Exchange Traded F
1.04K
+ 6.38%
N/A
17.3K $0
Bank America Corp
58
+ 2.99%
N/A
2K $0
Blackrock ETF Trust
24.6K
+ 225.69%
N/A
35.5K $0
Goldman Sachs ETF Tr
17K
+ 130.77%
N/A
30K $0
Goldman Sachs ETF Tr
17K
+ 30.49%
N/A
72.8K $0
ACI
Albertsons Companies, Inc.

Consumer Defensive
700
+ 1.77%
$19.94 - $22.91 $14K - $16K
40.3K $867K
EOG
Eog Resources Inc

Energy
50
+ 1.01%
$104.61 - $129.97 $5.23K - $6.5K
5K $598K
LLY
Eli Lilly & CO

Healthcare
250
+ 4.64%
$713.71 - $898.95 $178K - $225K
5.64K $4.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.66K
+ 1.97%
$483.48 - $539.8 $801K - $894K
85.6K $41.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.34K
+ 7.19%
$390.26 - $489.06 $1.69M - $2.12M
64.7K $26.2M
Activity Summary
Buys All Purchases 53 New Holdings 12 Increased Positions 41 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 1 Puts 10
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