Private Wealth Partners, LLC Portfolio Holdings
Private Wealth Partners, LLC
- $1.39 Billion
- Q3 2025
Private Wealth Partners, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.39 Billion distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $154M, Apple Inc. with a value of $119M, Microsoft Corp with a value of $106M, Alphabet Inc. with a value of $78.8M, and Amazon Com Inc with a value of $63.4M.
Examining the 13F form we can see an increase of $104M in the current position value, from $1.28B to 1.39B.
Below you can find more details about Private Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.39 Billion
Technology: $479 Million
Financial Services: $253 Million
Healthcare: $220 Million
Communication Services: $128 Million
Consumer Cyclical: $99.6 Million
ETFs: $63.1 Million
Energy: $51.7 Million
Consumer Defensive: $46.3 Million
Other: $45.2 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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