Private Wealth Partners, LLC Portfolio Holdings
Private Wealth Partners, LLC
- $1.24 Billion
- Q3 2024
Private Wealth Partners, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.24 Billion distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $123M, Microsoft Corp with a value of $97.1M, Nvidia Corp with a value of $93.7M, Alphabet Inc. with a value of $59.1M, and Amazon Com Inc with a value of $56.4M.
Examining the 13F form we can see an decrease of $93.5M in the current position value, from $1.34B to 1.24B.
Below you can find more details about Private Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.24 Billion
Technology: $410 Million
Healthcare: $236 Million
Financial Services: $197 Million
Consumer Cyclical: $103 Million
Communication Services: $102 Million
Consumer Defensive: $52.7 Million
ETFs: $49.6 Million
Energy: $43.4 Million
Other: $48.2 Million