Private Wealth Partners, LLC Sells in Q3 2025

Private Wealth Partners, LLC

  • $1.39 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-740
- 2.21%
$915.95 - $994.57 $678K - $736K
32.7K $30.3M
NVO
Novo Nordisk A S

Healthcare
-32K
- 59.63%
$45.38 - $71.7 $1.45M - $2.29M
21.6K $1.2M
V
Visa Inc.

Financial Services
-782
- 0.53%
$332.09 - $358.86 $260K - $281K
148K $50.4M
BSX
Boston Scientific Corp

Healthcare
-267
- 0.13%
$97.03 - $108.14 $25.9K - $28.9K
205K $20M
FCX
Freeport Mcmoran Inc

Basic Materials
-11.6K
- 5.4%
$35.34 - $47.21 $409K - $547K
203K $7.95M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-24.3K
- 9.68%
$24.0 - $31.51 $582K - $764K
226K $6.12M
SYK
Stryker Corp

Healthcare
-137
- 0.45%
$368.57 - $403.53 $50.5K - $55.3K
30.3K $11.2M
DIS
Walt Disney CO

Communication Services
-851
- 1.15%
$112.25 - $124.0 $95.5K - $106K
73.2K $8.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.4K
- 20.02%
$55.61 - $57.37 $745K - $769K
53.5K $3.06M
ZTS
Zoetis Inc.

Healthcare
-333
- 0.46%
$141.13 - $159.19 $47K - $53K
72.1K $10.6M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-14.2K
- 38.5%
$50.37 - $50.7 $713K - $717K
22.6K $1.15M
COF
Capital One Financial Corp

Financial Services
-3.34K
- 76.96%
$207.29 - $229.74 $692K - $767K
1K $212K
NOW
Service Now, Inc.

Technology
-441
- 62.46%
$850.86 - $1044.69 $375K - $461K
265 $243K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-7.45K
- 56.65%
$64.75 - $69.05 $482K - $514K
5.7K $393K
SNOW
Snowflake Inc.

Technology
-1.77K
- 16.01%
$191.73 - $241.0 $339K - $427K
9.29K $2.09M
BMY
Bristol Myers Squibb CO

Healthcare
-8K
- 57.35%
$43.31 - $48.98 $346K - $392K
5.95K $268K
SPGI
S&P Global Inc.

Financial Services
-13
- 0.16%
$484.94 - $564.15 $6.3K - $7.33K
8.1K $3.94M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-3.5K
- 8.68%
$17.45 - $22.74 $61.1K - $79.6K
36.8K $644K
ACN
Accenture PLC

Technology
-1
- 0.03%
$232.56 - $304.78 $233 - $305
3.59K $884K
MA
Mastercard Inc

Financial Services
-420
- 4.93%
$550.18 - $598.96 $231K - $252K
8.09K $4.6M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-250
- 16.84%
$366.54 - $479.53 $91.6K - $120K
1.24K $483K
CL
Colgate Palmolive CO

Consumer Defensive
-135
- 0.9%
$79.36 - $93.33 $10.7K - $12.6K
14.9K $1.19M
ISRG
Intuitive Surgical Inc

Healthcare
-52
- 3.57%
$433.66 - $544.47 $22.6K - $28.3K
1.4K $627K
PG
Procter & Gamble CO

Consumer Defensive
-77
- 0.31%
$150.47 - $161.22 $11.6K - $12.4K
24.7K $3.79M
KR
Kroger CO

Consumer Defensive
-343
- 1.43%
$64.52 - $74.35 $22.1K - $25.5K
23.7K $1.6M
SBUX
Starbucks Corp

Consumer Cyclical
-1.02K
- 22.96%
$81.9 - $96.86 $83.2K - $98.4K
3.41K $288K
AMZN
Amazon Com Inc

Consumer Cyclical
-764
- 0.26%
$211.65 - $238.24 $162K - $182K
289K $63.4M
MAR
Marriott International Inc

Consumer Cyclical
-203
- 4.68%
$255.35 - $282.87 $51.8K - $57.4K
4.13K $1.08M
EOG
Eog Resources Inc

Energy
-500
- 10.0%
$112.12 - $126.1 $56.1K - $63.1K
4.5K $504K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-1.4K
- 9.69%
$81.55 - $85.33 $114K - $119K
13.1K $1.11M
NVS
Novartis Ag

Healthcare
-500
- 21.63%
$113.5 - $129.73 $56.8K - $64.9K
1.81K $232K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-200
- 5.01%
$65.64 - $78.22 $13.1K - $15.6K
3.79K $254K
KMB
Kimberly Clark Corp

Consumer Defensive
-115
- 2.14%
$121.72 - $136.77 $14K - $15.7K
5.25K $653K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-60
- 5.66%
$259.44 - $278.65 $15.6K - $16.7K
1K $259K
MRVL
Marvell Technology, Inc.

Technology
-6.14K
- 8.19%
$62.31 - $84.07 $382K - $516K
68.7K $5.78M
AMGN
Amgen Inc

Healthcare
-66
- 7.05%
$271.18 - $309.22 $17.9K - $20.4K
870 $245K
AWK
American Water Works Company, Inc.

Utilities
-50
- 0.52%
$135.05 - $147.0 $6.75K - $7.35K
9.61K $1.34M
Veralto Corp
-42
- 0.78%
N/A
5.32K $0
Lam Research Corp
-7.02K
- 80.59%
N/A
1.69K $0
Arista Networks Inc
-270
- 4.36%
N/A
5.92K $0
VZ
Verizon Communications Inc

Communication Services
-431
- 1.48%
$40.84 - $45.06 $17.6K - $19.4K
28.8K $1.26M
CLX
Clorox CO

Consumer Defensive
-100
- 2.09%
$117.67 - $131.43 $11.8K - $13.1K
4.69K $578K
BAC
Bank Of America Corp

Financial Services
-264
- 2.38%
$44.92 - $52.42 $11.9K - $13.8K
10.8K $557K
GDV
Gabelli Dividend & Income Trust

Financial Services
-3K
- 2.65%
$25.8 - $27.4 $77.4K - $82.2K
110K $3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-92
- 3.41%
$567.77 - $614.76 $52.2K - $56.6K
2.61K $1.6M
MU
Micron Technology Inc

Technology
-29
- 1.61%
$104.88 - $168.89 $3.04K - $4.9K
1.78K $296K
WMT
Walmart Inc.

Consumer Defensive
-190
- 1.02%
$94.4 - $104.27 $17.9K - $19.8K
18.4K $1.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-110
- 0.99%
$291.67 - $316.99 $32.1K - $34.9K
11.1K $3.36M
PEP
Pepsico Inc

Consumer Defensive
-970
- 3.41%
$133.81 - $152.16 $130K - $148K
27.5K $3.86M
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
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