Private Wealth Partners, LLC Sells in Q2 2025

Private Wealth Partners, LLC

  • $1.28 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-21.6K
- 4.33%
$172.42 - $223.89 $3.72M - $4.83M
477K $97.8M
CVX
Chevron Corp

Energy
-4.18K
- 2.27%
$133.73 - $168.51 $560K - $705K
181K $25.8M
ABBV
Abb Vie Inc.

Healthcare
-5.97K
- 3.83%
$170.16 - $206.27 $1.02M - $1.23M
150K $27.8M
MRK
Merck & Co., Inc.

Healthcare
-13.7K
- 4.15%
$73.47 - $87.12 $1.01M - $1.2M
317K $25.1M
V
Visa Inc.

Financial Services
-10.7K
- 6.71%
$308.27 - $373.31 $3.29M - $3.99M
148K $52.7M
PFE
Pfizer Inc

Healthcare
-77.8K
- 13.12%
$21.59 - $24.84 $1.68M - $1.93M
515K $12.5M
JNJ
Johnson & Johnson

Healthcare
-4.97K
- 5.98%
$146.36 - $159.82 $727K - $794K
78.1K $11.9M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-32.5K
- 46.93%
$50.29 - $50.56 $1.63M - $1.64M
36.8K $1.86M
OXY
Occidental Petroleum Corp

Energy
-23.3K
- 42.23%
$36.11 - $49.33 $842K - $1.15M
31.9K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
-3.7K
- 8.27%
$335.24 - $380.78 $1.24M - $1.41M
41K $15M
PEP
Pepsico Inc

Consumer Defensive
-4.85K
- 14.57%
$128.02 - $151.37 $621K - $735K
28.5K $3.76M
DHR
Danaher Corp

Healthcare
-2.14K
- 2.27%
$174.64 - $205.16 $374K - $439K
92.1K $18.2M
XOM
Exxon Mobil Corp

Energy
-8.24K
- 54.17%
$99.93 - $119.04 $824K - $981K
6.97K $751K
NVO
Novo Nordisk A S

Healthcare
-12.3K
- 18.63%
$58.08 - $81.05 $712K - $994K
53.6K $3.7M
PG
Procter & Gamble CO

Consumer Defensive
-2.78K
- 10.09%
$157.66 - $172.39 $438K - $479K
24.8K $3.94M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-10.3K
- 41.6%
$67.22 - $81.54 $692K - $839K
14.5K $1.18M
BSX
Boston Scientific Corp

Healthcare
-18.6K
- 8.31%
$89.7 - $107.41 $1.67M - $2M
205K $22.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-956
- 7.89%
$285.55 - $321.23 $273K - $307K
11.2K $3.26M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-54.2K
- 17.78%
$23.18 - $30.7 $1.26M - $1.66M
251K $7.11M
VZ
Verizon Communications Inc

Communication Services
-9.56K
- 24.67%
$41.67 - $45.62 $398K - $436K
29.2K $1.26M
MA
Mastercard Inc

Financial Services
-1.05K
- 10.98%
$479.92 - $590.74 $504K - $620K
8.51K $4.78M
ADBE
Adobe Inc.

Technology
-1.22K
- 2.57%
$340.0 - $420.68 $415K - $514K
46.2K $17.9M
KMB
Kimberly Clark Corp

Consumer Defensive
-850
- 13.67%
$126.84 - $145.22 $108K - $123K
5.37K $692K
LOW
Lowes Companies Inc

Consumer Cyclical
-120
- 0.86%
$210.83 - $235.28 $25.3K - $28.2K
13.8K $3.06M
MCK
Mckesson Corp

Healthcare
-3.1K
- 8.79%
$652.83 - $732.78 $2.02M - $2.27M
32.2K $23.6M
SBUX
Starbucks Corp

Consumer Cyclical
-1.04K
- 19.09%
$79.69 - $99.41 $83.2K - $104K
4.43K $405K
AWK
American Water Works Company, Inc.

Utilities
-200
- 2.03%
$133.82 - $151.96 $26.8K - $30.4K
9.66K $1.34M
KMI
Kinder Morgan, Inc.

Energy
-12.5K
- 4.19%
$25.21 - $29.4 $315K - $367K
286K $8.41M
GDV
Gabelli Dividend & Income Trust

Financial Services
-12.5K
- 9.93%
$21.11 - $26.01 $264K - $325K
113K $2.95M
NEE
Nextera Energy Inc

Utilities
-531
- 2.23%
$64.11 - $75.0 $34K - $39.8K
23.3K $1.62M
DUK
Duke Energy Corp

Utilities
-52
- 0.35%
$112.46 - $124.05 $5.85K - $6.45K
14.7K $1.73M
XLV
Select Sector Spdr Fund Health

ETFs
-205
- 6.75%
$128.77 - $144.3 $26.4K - $29.6K
2.83K $381K
FCX
Freeport Mcmoran Inc

Basic Materials
-32.7K
- 13.23%
$29.15 - $44.46 $953K - $1.45M
214K $9.29M
CRM
Salesforce, Inc.

Technology
-475
- 2.37%
$236.26 - $291.15 $112K - $138K
19.5K $5.33M
INTC
Intel Corp

Technology
-1.21K
- 3.84%
$18.13 - $22.69 $22K - $27.5K
30.3K $679K
TROW
Price T Rowe Group Inc

Financial Services
-200
- 6.06%
$80.27 - $98.06 $16.1K - $19.6K
3.1K $299K
KO
Coca Cola CO

Consumer Defensive
-2
- 0.07%
$68.37 - $73.9 $137 - $148
3.05K $215K
GDOC
Goldman Sachs ETF Tr Future He
-12.2K
- 38.6%
N/A
19.3K $0
TT
Trane Technologies PLC

Industrials
-150
- 22.9%
$315.21 - $437.41 $47.3K - $65.6K
505 $220K
Blackrock ETF Trust Ii
-5K
- 52.63%
N/A
4.5K $0
Veralto Corp
-1.83K
- 25.48%
N/A
5.36K $0
JGRO
J P Morgan Exchange Traded Fd
-16.6K
- 43.75%
N/A
21.4K $0
SNPS
Synopsys Inc

Technology
-54
- 10.53%
$380.9 - $517.66 $20.6K - $28K
459 $235K
CAT
Caterpillar Inc

Industrials
-100
- 8.87%
$273.94 - $388.21 $27.4K - $38.8K
1.03K $398K
ABT
Abbott Laboratories

Healthcare
-207
- 0.98%
$123.95 - $138.08 $25.7K - $28.6K
20.9K $2.85M
GLD
Spdr Gold Trust

ETFs
-400
- 3.98%
$273.71 - $316.29 $109K - $127K
9.66K $2.94M
MAR
Marriott International Inc

Consumer Cyclical
-50
- 1.14%
$211.12 - $274.14 $10.6K - $13.7K
4.34K $1.18M
WMT
Walmart Inc.

Consumer Defensive
-200
- 1.06%
$81.79 - $99.98 $16.4K - $20K
18.6K $1.82M
SYK
Stryker Corp

Healthcare
-1.38K
- 4.34%
$337.37 - $395.63 $466K - $547K
30.5K $12.1M
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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