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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$131 Million 10.23% of portfolio
830,869
Q2 2025 Added 2.6%
$3.95T
$103 Million 8.02% of portfolio
206,868
Q2 2025 Reduced 3.3%
$3.69T
$97.8 Million 7.62% of portfolio
476,521
Q2 2025 Reduced 4.33%
$2.26T
$63.5 Million 4.95% of portfolio
289,604
Q2 2025 Reduced 0.88%
$1.21T
$57.6 Million 4.48% of portfolio
326,572
Q2 2025 Reduced 3.72%
$551B
$52.7 Million 4.11% of portfolio
148,479
Q2 2025 Reduced 6.71%
$859B
$45.6 Million 3.56% of portfolio
157,441
Q2 2025 Reduced 2.0%
$621B
$41.6 Million 3.24% of portfolio
85,643
Q2 2025 Added 1.97%
$439B
$33.2 Million 2.58% of portfolio
33,488
Q2 2025 Reduced 0.87%
$254B
$30.5 Million 2.38% of portfolio
43,113
Q2 2025 Reduced 0.02%
$351B
$27.8 Million 2.17% of portfolio
149,738
Q2 2025 Reduced 3.83%
$302B
$25.8 Million 2.01% of portfolio
180,511
Q2 2025 Reduced 2.27%
$203B
$25.1 Million 1.95% of portfolio
316,764
Q2 2025 Reduced 4.15%
$1.24T
$23.5 Million 1.83% of portfolio
132,281
Q2 2025 Reduced 0.09%
$282B
$17.5 Million 1.36% of portfolio
123,208
Q2 2025 Added 0.1%
$405B
$15 Million 1.17% of portfolio
41,039
Q2 2025 Reduced 8.27%
$207B
$9.19 Million 0.72% of portfolio
74,079
Q2 2025 Reduced 16.14%
$250B
$7.92 Million 0.62% of portfolio
56,224
Q2 2025 Reduced 9.2%
$1.78T
$6.09 Million 0.47% of portfolio
8,250
Q2 2025 Added 2.41%
$232B
$5.33 Million 0.42% of portfolio
19,535
Q2 2025 Reduced 2.37%
$548B
$4.78 Million 0.37% of portfolio
8,511
Q2 2025 Reduced 10.98%
$608B
$4.39 Million 0.34% of portfolio
5,637
Q2 2025 Added 4.64%
$368B
$3.94 Million 0.31% of portfolio
24,757
Q2 2025 Reduced 10.09%
$202B
$3.76 Million 0.29% of portfolio
28,461
Q2 2025 Reduced 14.57%
$684B
$3.54 Million 0.28% of portfolio
16,194
Q1 2025 Reduced 34.18%
$227B
$3.38 Million 0.26% of portfolio
10,603
Q1 2025 Reduced 6.03%
$222B
$3.26 Million 0.25% of portfolio
11,163
Q2 2025 Reduced 7.89%
$229B
$2.85 Million 0.22% of portfolio
20,924
Q2 2025 Reduced 0.98%
$1.08T
$1.94 Million 0.15% of portfolio
6,095
Q2 2025 Reduced 0.34%
$281B
$1.82 Million 0.14% of portfolio
18,627
Q2 2025 Reduced 1.06%
$545B
$1.22 Million 0.09% of portfolio
911
Q1 2025 Added 1.45%
$442B
$751,000 0.06% of portfolio
6,973
Q2 2025 Reduced 54.17%
$423B
$728,000 0.06% of portfolio
1
Q1 2025 New
$210B
$780,000 0.06% of portfolio
2,647
Q1 2025 Added 1.65%
$381B
$524,000 0.04% of portfolio
11,078
Q2 2025 Added 0.04%
$295B
$408,000 0.03% of portfolio
510
Q2 2025 Added 5.81%
$218B
$398,000 0.03% of portfolio
1,027
Q2 2025 Reduced 8.87%
$306B
$215,000 0.02% of portfolio
3,051
Q2 2025 Reduced 0.07%
$257B
$279,000 0.02% of portfolio
2,312
Q2 2025 Added 27.59%

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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