Private Wealth Partners, LLC Incresed Positions in Q3 2025

Private Wealth Partners, LLC

  • $1.39 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
56
+ 0.04%
$175.16 - $255.24 $9.81K - $14.3K
132K $32.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.4K
+ 12.2%
$459.11 - $506.91 $4.8M - $5.29M
96.1K $48.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.46K
+ 3.8%
$404.94 - $499.99 $995K - $1.23M
67.2K $32.6M
TPG
Tpg Inc.

Financial Services
53.4K
+ 88.22%
$52.84 - $64.4 $2.82M - $3.44M
114K $6.54M
HD
Home Depot, Inc.

Consumer Cyclical
638
+ 1.55%
$357.4 - $423.42 $228K - $270K
41.7K $16.9M
MRK
Merck & Co., Inc.

Healthcare
1.54K
+ 0.48%
$77.6 - $87.37 $119K - $134K
318K $26.7M
ABT
Abbott Laboratories

Healthcare
12K
+ 57.47%
$120.51 - $136.62 $1.45M - $1.64M
32.9K $4.41M
QCOM
Qualcomm Inc

Technology
4.25K
+ 3.5%
$145.84 - $173.55 $619K - $737K
125K $20.9M
PFE
Pfizer Inc

Healthcare
27.9K
+ 5.41%
$23.29 - $25.88 $649K - $721K
543K $13.8M
DHR
Danaher Corp

Healthcare
5.77K
+ 6.26%
$181.46 - $212.2 $1.05M - $1.22M
97.8K $19.4M
ETN
Eaton Corp PLC

Industrials
2.27K
+ 88.54%
$342.99 - $392.76 $779K - $892K
4.84K $1.81M
ASML
Asml Holding Nv

Technology
802
+ 157.25%
$689.63 - $968.09 $553K - $776K
1.31K $1.27M
ADBE
Adobe Inc.

Technology
6.81K
+ 14.72%
$333.65 - $392.1 $2.27M - $2.67M
53K $18.7M
TSLA
Tesla, Inc.

Consumer Cyclical
51
+ 0.84%
$293.94 - $444.72 $15K - $22.7K
6.15K $2.73M
OXY
Occidental Petroleum Corp

Energy
9.5K
+ 29.77%
$42.54 - $48.1 $404K - $457K
41.4K $1.96M
SCHW
Schwab Charles Corp

Financial Services
1.69K
+ 1.7%
$91.03 - $98.69 $154K - $167K
101K $9.65M
MPLX
Mplx LP

Energy
13.9K
+ 19.07%
$49.42 - $52.71 $687K - $733K
86.8K $4.34M
APO
Apollo Global Management, Inc.

Financial Services
5.39K
+ 33.62%
$131.55 - $156.05 $708K - $840K
21.4K $2.85M
META
Meta Platforms, Inc.

Communication Services
803
+ 9.73%
$695.21 - $791.73 $558K - $636K
9.05K $6.65M
EPD
Enterprise Products Partners L.P.

Energy
16.6K
+ 18.47%
$30.74 - $32.14 $509K - $532K
106K $3.32M
IVV
Ishares Core S&P 500 ETF

ETFs
87
+ 1.03%
$620.67 - $670.08 $54K - $58.3K
8.51K $5.69M
SMR
Nuscale Power Corp

Industrials
12.4K
+ 53.91%
$32.65 - $51.67 $405K - $641K
35.4K $1.27M
AVGO
Broadcom Inc.

Technology
30
+ 0.71%
$264.74 - $369.57 $7.94K - $11.1K
4.27K $1.41M
NEE
Nextera Energy Inc

Utilities
267
+ 1.14%
$69.77 - $77.54 $18.6K - $20.7K
23.6K $1.78M
KKR
Kkr & Co. Inc.

Financial Services
3.95K
+ 3.28%
$129.95 - $152.16 $513K - $601K
124K $16.2M
NXPI
Nxp Semiconductors N.V.

Technology
303
+ 6.78%
$205.16 - $239.07 $62.2K - $72.4K
4.77K $1.09M
ET
Energy Transfer LP

Energy
10K
+ 15.04%
$17.11 - $18.16 $171K - $182K
76.5K $1.31M
PANW
Palo Alto Networks Inc

Technology
529
+ 9.7%
$167.06 - $208.19 $88.4K - $110K
5.98K $1.22M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
300
+ 1.15%
$59.61 - $63.09 $17.9K - $18.9K
26.4K $1.66M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
498
+ 5.3%
$62.09 - $66.51 $30.9K - $33.1K
9.9K $645K
NDAQ
Nasdaq, Inc.

Financial Services
750
+ 10.32%
$86.73 - $96.94 $65K - $72.7K
8.02K $709K
BA
Boeing CO

Industrials
134
+ 3.55%
$209.79 - $237.38 $28.1K - $31.8K
3.91K $843K
XOM
Exxon Mobil Corp

Energy
80
+ 1.15%
$105.83 - $117.22 $8.47K - $9.38K
7.05K $795K
TT
Trane Technologies PLC

Industrials
115
+ 22.77%
$398.96 - $472.54 $45.9K - $54.3K
620 $261K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.04%
$129.01 - $139.72 $129 - $140
2.83K $393K
SNPS
Synopsys Inc

Technology
20
+ 4.36%
$387.78 - $645.35 $7.76K - $12.9K
479 $236K
Blackrock ETF Trust
2.5K
+ 7.04%
N/A
38K $0
J P Morgan Exchange Traded F
200
+ 1.15%
N/A
17.5K $0
Goldman Sachs ETF Tr
250
+ 0.83%
N/A
30.3K $0
JGRO
J P Morgan Exchange Traded Fd
7.75K
+ 36.3%
N/A
29.1K $0
Goldman Sachs ETF Tr
1K
+ 1.37%
N/A
73.8K $0
IBM
International Business Machines Corp

Technology
113
+ 4.27%
$234.77 - $292.47 $26.5K - $33K
2.76K $778K
KO
Coca Cola CO

Consumer Defensive
6
+ 0.2%
$65.67 - $71.67 $394 - $430
3.06K $202K
NFLX
Netflix Inc

Communication Services
4
+ 0.44%
$1147.87 - $1297.18 $4.59K - $5.19K
915 $1.1M
KMI
Kinder Morgan, Inc.

Energy
196
+ 0.07%
$26.23 - $28.5 $5.14K - $5.59K
286K $8.1M
CRM
Salesforce, Inc.

Technology
144
+ 0.74%
$231.66 - $273.65 $33.4K - $39.4K
19.7K $4.66M
HON
Honeywell International Inc

Industrials
5.57K
+ 4.96%
$207.7 - $240.4 $1.16M - $1.34M
118K $24.8M
Activity Summary
Buys All Purchases 57 New Holdings 9 Increased Positions 48 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 1
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