Private Wealth Partners, LLC Reduced Holdings in Q1 2025

Private Wealth Partners, LLC

  • $1.19 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-27.2K
- 5.18%
$209.68 - $247.1 $5.71M - $6.73M
498K $111M
GOOGL
Alphabet Inc.

Communication Services
-15.1K
- 4.27%
$154.33 - $206.19 $2.33M - $3.12M
339K $52.5M
MSFT
Microsoft Corp

Technology
-11K
- 4.87%
$375.39 - $447.2 $4.12M - $4.9M
214K $80.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-12.7K
- 4.17%
$190.26 - $242.06 $2.42M - $3.08M
292K $55.6M
GOOG
Alphabet Inc.

Communication Services
-13.7K
- 9.36%
$156.06 - $207.71 $2.13M - $2.84M
132K $20.7M
ADBE
Adobe Inc.

Technology
-2.99K
- 5.93%
$377.84 - $464.11 $1.13M - $1.39M
47.5K $18.2M
KKR
Kkr & Co. Inc.

Financial Services
-1.44K
- 1.24%
$108.17 - $167.07 $156K - $241K
115K $13.3M
DHR
Danaher Corp

Healthcare
-4.58K
- 4.63%
$201.62 - $250.59 $923K - $1.15M
94.2K $19.3M
DIS
Walt Disney CO

Communication Services
-16K
- 15.32%
$96.87 - $114.0 $1.55M - $1.82M
88.3K $8.72M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.85K
- 4.5%
$497.6 - $606.74 $1.42M - $1.73M
60.4K $30M
AVGO
Broadcom Inc.

Technology
-6.75K
- 61.54%
$167.43 - $244.7 $1.13M - $1.65M
4.22K $706K
ORCL
Oracle Corp

Technology
-8.41K
- 34.18%
$139.81 - $186.47 $1.18M - $1.57M
16.2K $2.26M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.15K
- 26.05%
$222.15 - $428.22 $479K - $922K
6.12K $1.59M
META
Meta Platforms, Inc.

Communication Services
-2.58K
- 24.29%
$576.36 - $736.67 $1.49M - $1.9M
8.06K $4.64M
GS
Goldman Sachs Group Inc

Financial Services
-832
- 1.89%
$524.81 - $672.19 $437K - $559K
43.1K $23.6M
BX
Blackstone Inc.

Financial Services
-2.34K
- 6.36%
$136.53 - $186.74 $319K - $437K
34.5K $4.82M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-80.7K
- 67.08%
$19.58 - $22.02 $1.58M - $1.78M
39.6K $871K
SHOP
Shopify Inc.

Technology
-12K
- 60.19%
$90.59 - $129.31 $1.09M - $1.56M
7.96K $760K
ALGN
Align Technology Inc

Healthcare
-4.38K
- 73.74%
$158.86 - $234.89 $696K - $1.03M
1.56K $247K
OXY
Occidental Petroleum Corp

Energy
-15.9K
- 22.36%
$45.45 - $52.7 $723K - $838K
55.2K $2.72M
PG
Procter & Gamble CO

Consumer Defensive
-4.15K
- 13.09%
$158.56 - $176.26 $658K - $731K
27.5K $4.69M
MS
Morgan Stanley

Financial Services
-47
- 0.08%
$111.68 - $141.08 $5.25K - $6.63K
61.9K $7.22M
ADI
Analog Devices Inc

Technology
-1.26K
- 4.57%
$201.56 - $243.82 $253K - $306K
26.2K $5.29M
AXP
American Express CO

Financial Services
-680
- 6.03%
$255.39 - $325.87 $174K - $222K
10.6K $2.85M
FCX
Freeport Mcmoran Inc

Basic Materials
-11.6K
- 4.47%
$34.5 - $43.01 $399K - $497K
247K $9.35M
AWK
American Water Works Company, Inc.

Utilities
-5.5K
- 35.79%
$121.01 - $149.31 $665K - $820K
9.86K $1.45M
SNPS
Synopsys Inc

Technology
-745
- 59.22%
$428.58 - $551.54 $319K - $411K
513 $220K
UNH
Unitedhealth Group Inc

Healthcare
-572
- 35.53%
$461.52 - $548.18 $264K - $314K
1.04K $543K
PEP
Pepsico Inc

Consumer Defensive
-1.26K
- 3.64%
$142.64 - $156.42 $180K - $197K
33.3K $5M
IVV
Ishares Core S&P 500 ETF

ETFs
-32
- 0.36%
$554.06 - $615.85 $17.7K - $19.7K
8.91K $5.01M
QDPL
Pacer Fds Tr Metaurus Us Large
-4.5K
- 9.9%
$36.5 - $40.04 $164K - $180K
41K $1.5M
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 0.32%
$271.18 - $303.12 $13.6K - $15.2K
15.4K $4.23M
NEE
Nextera Energy Inc

Utilities
-3.14K
- 11.64%
$66.96 - $76.16 $211K - $239K
23.9K $1.69M
MAR
Marriott International Inc

Consumer Cyclical
-123
- 2.73%
$237.01 - $304.45 $29.2K - $37.4K
4.39K $1.04M
SPGI
S&P Global Inc.

Financial Services
-568
- 6.64%
$478.26 - $543.77 $272K - $309K
7.98K $4.05M
GILD
Gilead Sciences, Inc.

Healthcare
-3.05K
- 33.7%
$89.14 - $117.41 $272K - $358K
6K $672K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.37K
- 12.7%
$57.21 - $65.8 $78.2K - $89.9K
9.4K $548K
IEFA
Ishares Tr

ETFs
-1.81K
- 20.31%
$69.57 - $78.65 $126K - $142K
7.08K $535K
XOM
Exxon Mobil Corp

Energy
-2.21K
- 12.68%
$105.44 - $118.93 $233K - $263K
15.2K $1.81M
STT
State Street Corp

Financial Services
-200
- 4.9%
$84.47 - $102.23 $16.9K - $20.4K
3.88K $347K
NDAQ
Nasdaq, Inc.

Financial Services
-500
- 6.44%
$72.17 - $83.76 $36.1K - $41.9K
7.27K $551K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-19.9K
- 36.55%
$80.53 - $147.57 $1.6M - $2.94M
34.6K $4.57M
KMB
Kimberly Clark Corp

Consumer Defensive
-700
- 10.12%
$124.46 - $147.4 $87.1K - $103K
6.22K $884K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-40
- 1.21%
$77.0 - $93.47 $3.08K - $3.74K
3.26K $272K
ADP
Automatic Data Processing Inc

Industrials
-90
- 6.65%
$286.85 - $318.64 $25.8K - $28.7K
1.26K $385K
Veralto Corp
-846
- 10.52%
N/A
7.2K $0
Blackrock ETF Trust Ii
-2.5K
- 20.83%
N/A
9.5K $0
Arista Networks Inc
-800
- 11.44%
N/A
6.19K $0
J P Morgan Exchange Traded F
-12.2K
- 42.74%
N/A
16.3K $0
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
Track This Portfolio

Track Private Wealth Partners, LLC Portfolio

Follow Private Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email