Private Wealth Partners, LLC Portfolio Holdings

Private Wealth Partners, LLC

  • $1.29 Billion
  • Q4 2024

Private Wealth Partners, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.29 Billion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $132M, Nvidia Corp with a value of $102M, Microsoft Corp with a value of $94.8M, Alphabet Inc. with a value of $67.1M, and Amazon Com Inc with a value of $66.9M.

Examining the 13F form we can see an increase of $49.3M in the current position value, from $1.24B to 1.29B.

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

Portfolio value $1.29 Billion
Technology: $423 Million
Healthcare: $225 Million
Financial Services: $216 Million
Communication Services: $115 Million
Consumer Cyclical: $112 Million
ETFs: $53 Million
Consumer Defensive: $51.7 Million
Energy: $50.4 Million
Other: $45.3 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$132 Million 10.17% of portfolio
525,335
Q4 2024 Reduced 0.61%
$270B
$102 Million 7.9% of portfolio
761,062
Q4 2024 Reduced 1.38%
$2.8T
$94.8 Million 7.33% of portfolio
224,892
Q4 2024 Reduced 0.38%
$922B
$67.1 Million 5.19% of portfolio
354,301
Q4 2024 Reduced 0.64%
$1.94T
$66.9 Million 5.17% of portfolio
304,879
Q4 2024 Added 0.72%
$573B
$53.7 Million 4.15% of portfolio
169,789
Q4 2024 Reduced 1.4%
$720B
$41.4 Million 3.2% of portfolio
172,909
Q4 2024 Reduced 1.42%
$683B
$38.3 Million 2.96% of portfolio
84,528
Q4 2024 Reduced 0.89%
$227B
$32.7 Million 2.53% of portfolio
329,171
Q4 2024 Added 13.3%
$419B
$31.2 Million 2.42% of portfolio
34,093
Q4 2024 Reduced 4.33%
$327B
$28.4 Million 2.2% of portfolio
196,308
Q4 2024 Added 2.76%
$951B
$27.8 Million 2.15% of portfolio
146,067
Q4 2024 Reduced 1.62%
$370B
$27.9 Million 2.15% of portfolio
156,794
Q4 2024 Added 7.18%
$375B
$17.2 Million 1.33% of portfolio
44,245
Q4 2024 Added 0.69%
$434B
$12 Million 0.93% of portfolio
83,155
Q4 2024 Added 3.39%
$1.3T
$6.28 Million 0.49% of portfolio
10,640
Q4 2024 Added 10.58%
$404B
$5.31 Million 0.41% of portfolio
31,683
Q4 2024 Added 0.26%
$268B
$5.33 Million 0.41% of portfolio
15,941
Q4 2024 Added 8.31%
$523B
$5.03 Million 0.39% of portfolio
9,559
Q4 2024 Added 13.66%
$350B
$4.62 Million 0.36% of portfolio
54,456
Q4 2024 Reduced 0.04%
$377B
$4.1 Million 0.32% of portfolio
24,605
Q4 2024 Reduced 1.87%
$785B
$3.88 Million 0.3% of portfolio
5,029
Q4 2024 Reduced 7.13%
$230B
$3.72 Million 0.29% of portfolio
12,848
Q4 2024 Reduced 2.06%
$818B
$3.34 Million 0.26% of portfolio
8,270
Q4 2024 Reduced 2.84%
$201B
$3.35 Million 0.26% of portfolio
11,283
Q3 2024 Added 0.62%
$232B
$2.39 Million 0.18% of portfolio
21,110
Q4 2024 Reduced 1.59%
$496B
$1.87 Million 0.14% of portfolio
17,425
Q4 2024 Added 2.9%
$238B
$1.69 Million 0.13% of portfolio
18,692
Q3 2024 Reduced 0.33%
$861B
$897,000 0.07% of portfolio
4,545
Q4 2024 Added 78.59%
$415B
$800,000 0.06% of portfolio
898
Q4 2024 Added 1.24%
$490B
$814,000 0.06% of portfolio
1,610
Q4 2024 Reduced 34.21%
$223B
$572,000 0.04% of portfolio
2,604
Q4 2024 Reduced 18.24%
$335B
$486,000 0.04% of portfolio
11,070
Q4 2024 Reduced 38.37%
$246B
$412,000 0.03% of portfolio
3,430
Q4 2024 Reduced 4.38%
$263B
$296,000 0.02% of portfolio
428
Q4 2024 Added 10.03%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $1.29 Billion
  • Prior Value $1.24 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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