Private Wealth Partners, LLC Portfolio Holdings

Private Wealth Partners, LLC

  • $1.28 Billion
  • Q2 2025

Private Wealth Partners, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $131M, Microsoft Corp with a value of $103M, Apple Inc. with a value of $97.8M, Amazon Com Inc with a value of $63.5M, and Alphabet Inc. with a value of $57.6M.

Examining the 13F form we can see an increase of $88.6M in the current position value, from $1.19B to 1.28B.

Below you can find more details about Private Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.28 Billion
Technology: $435 Million
Financial Services: $237 Million
Healthcare: $207 Million
Communication Services: $101 Million
Consumer Cyclical: $97.7 Million
ETFs: $60.8 Million
Consumer Defensive: $49.5 Million
Energy: $47 Million
Other: $46.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.18B
$3.17 Million 0.25% of portfolio
60,505
Q2 2025 Added 303.37%
$167B
$3.06 Million 0.24% of portfolio
13,803
Q2 2025 Reduced 0.86%
$0
$2.95 Million 0.23% of portfolio
113,409
Q2 2025 Reduced 9.93%
$231B
$2.85 Million 0.22% of portfolio
20,924
Q2 2025 Reduced 0.98%
$68.6B
$2.78 Million 0.22% of portfolio
89,600
Q2 2025 Added 28.92%
$72.2B
$2.47 Million 0.19% of portfolio
11,055
Q2 2025 Added 1.38%
$80.7B
$2.27 Million 0.18% of portfolio
16,015
Q2 2025 Added 75.12%
$1.1T
$1.94 Million 0.15% of portfolio
6,095
Q2 2025 Reduced 0.34%
$278B
$1.82 Million 0.14% of portfolio
18,627
Q2 2025 Reduced 1.06%
$48.4B
$1.73 Million 0.13% of portfolio
24,054
Q4 2024 Added 0.35%
$138B
$1.62 Million 0.13% of portfolio
23,328
Q2 2025 Reduced 2.23%
$92.7B
$1.73 Million 0.13% of portfolio
14,655
Q2 2025 Reduced 0.35%
$33.5B
$1.5 Million 0.12% of portfolio
20,200
Q2 2025 Added 0.17%
$84.6B
$1.45 Million 0.11% of portfolio
9,556
Q1 2025 Reduced 7.75%
$70.3B
$1.36 Million 0.11% of portfolio
15,010
Q4 2024 Reduced 10.71%
$42B
$1.34 Million 0.1% of portfolio
31,890
Q2 2025 Reduced 42.23%
$183B
$1.26 Million 0.1% of portfolio
29,187
Q2 2025 Reduced 24.67%
$136B
$1.17 Million 0.09% of portfolio
4,243
Q2 2025 Added 0.57%
$85.7B
$1.18 Million 0.09% of portfolio
4,337
Q2 2025 Reduced 1.14%
$53B
$1.21 Million 0.09% of portfolio
66,500
Q4 2024 Added 454.17%
$59.1B
$1.12 Million 0.09% of portfolio
5,453
Q2 2025 Added 15.95%
$562B
$1.22 Million 0.09% of portfolio
911
Q1 2025 Added 1.45%
$30.1B
$976,000 0.08% of portfolio
5,640
Q2 2025 New
$58.7B
$976,000 0.08% of portfolio
4,468
Q2 2025 New
$159B
$1.07 Million 0.08% of portfolio
3,586
Q1 2025 Added 0.45%
$403M
$844,000 0.07% of portfolio
36,983
Q4 2023 Added 2.73%
$10B
$867,000 0.07% of portfolio
40,330
Q2 2025 Added 1.77%
$1.5B
$909,000 0.07% of portfolio
23,000
Q2 2025 Added 39.39%
$85.4B
$923,000 0.07% of portfolio
4,340
Q2 2025 New
$117B
$843,000 0.07% of portfolio
9,400
Q1 2025 Added 2.78%
$139B
$916,000 0.07% of portfolio
2,566
Q2 2025 New
$165B
$791,000 0.06% of portfolio
1,456
Q1 2025 Added 0.55%
$461B
$751,000 0.06% of portfolio
6,973
Q2 2025 Reduced 54.17%
$189B
$725,000 0.06% of portfolio
706
Q2 2025 New
$443B
$728,000 0.06% of portfolio
1
Q1 2025 New
$137B
$790,000 0.06% of portfolio
3,775
Q1 2025 Added 0.4%
$232B
$780,000 0.06% of portfolio
2,647
Q1 2025 Added 1.65%
$46.6B
$650,000 0.05% of portfolio
7,270
Q1 2025 Reduced 6.44%
$100B
$679,000 0.05% of portfolio
30,340
Q2 2025 Reduced 3.84%
$145B
$665,000 0.05% of portfolio
6,000
Q1 2025 Reduced 33.7%
$68.7B
$598,000 0.05% of portfolio
5,000
Q2 2025 Added 1.01%
$102B
$661,000 0.05% of portfolio
1,485
Q1 2025 Reduced 0.67%
$44.2B
$692,000 0.05% of portfolio
5,368
Q2 2025 Reduced 13.67%
$100B
$645,000 0.05% of portfolio
13,950
Q1 2025 Added 8.13%
$404B
$524,000 0.04% of portfolio
11,078
Q2 2025 Added 0.04%
$15.5B
$575,000 0.04% of portfolio
4,790
Q1 2024 Added 11.19%
$26.9B
$519,000 0.04% of portfolio
4,100
Q1 2024 Reduced 32.79%
$320B
$408,000 0.03% of portfolio
510
Q2 2025 Added 5.81%
$41.1B
$412,000 0.03% of portfolio
3,879
Q1 2025 Reduced 4.9%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $1.28 Billion
  • Prior Value $1.19 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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