Private Wealth Partners, LLC Portfolio Holdings
Private Wealth Partners, LLC
- $1.19 Billion
- Q1 2025
Private Wealth Partners, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $111M, Nvidia Corp with a value of $87.8M, Microsoft Corp with a value of $80.3M, Visa Inc. with a value of $55.8M, and Amazon Com Inc with a value of $55.6M.
Examining the 13F form we can see an decrease of $98.8M in the current position value, from $1.29B to 1.19B.
Below you can find more details about Private Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.19 Billion
Technology: $360 Million
Healthcare: $228 Million
Financial Services: $219 Million
Consumer Cyclical: $95.7 Million
Communication Services: $89.3 Million
ETFs: $56.3 Million
Energy: $53.2 Million
Consumer Defensive: $49 Million
Other: $43.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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