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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.3B
$3.76 Million 0.29% of portfolio
72,900
Q2 2025 Added 21.7%
$197B
$3.76 Million 0.29% of portfolio
28,461
Q2 2025 Reduced 14.57%
$651B
$3.54 Million 0.28% of portfolio
16,194
Q1 2025 Reduced 34.18%
$242B
$3.38 Million 0.26% of portfolio
10,603
Q1 2025 Reduced 6.03%
$230B
$3.26 Million 0.25% of portfolio
11,163
Q2 2025 Reduced 7.89%
$4.18B
$3.17 Million 0.25% of portfolio
60,505
Q2 2025 Added 303.37%
$167B
$3.06 Million 0.24% of portfolio
13,803
Q2 2025 Reduced 0.86%
$115B
$2.94 Million 0.23% of portfolio
9,656
Q2 2025 Reduced 3.98%
$0
$2.95 Million 0.23% of portfolio
113,409
Q2 2025 Reduced 9.93%
$231B
$2.85 Million 0.22% of portfolio
20,924
Q2 2025 Reduced 0.98%
$68.6B
$2.78 Million 0.22% of portfolio
89,600
Q2 2025 Added 28.92%
$72.2B
$2.47 Million 0.19% of portfolio
11,055
Q2 2025 Added 1.38%
$80.7B
$2.27 Million 0.18% of portfolio
16,015
Q2 2025 Added 75.12%
$1.1T
$1.94 Million 0.15% of portfolio
6,095
Q2 2025 Reduced 0.34%
$278B
$1.82 Million 0.14% of portfolio
18,627
Q2 2025 Reduced 1.06%
$0
$1.86 Million 0.14% of portfolio
36,750
Q2 2025 Reduced 46.93%
$138B
$1.62 Million 0.13% of portfolio
23,328
Q2 2025 Reduced 2.23%
$0
$1.62 Million 0.13% of portfolio
40,950
Q1 2025 Reduced 9.9%
$92.7B
$1.73 Million 0.13% of portfolio
14,655
Q2 2025 Reduced 0.35%
$33.5B
$1.5 Million 0.12% of portfolio
20,200
Q2 2025 Added 0.17%
$0
$1.53 Million 0.12% of portfolio
2,700
Q2 2025 Added 0.93%
$0
$1.57 Million 0.12% of portfolio
26,109
Q2 2025 Added 23.69%
$84.6B
$1.45 Million 0.11% of portfolio
9,556
Q1 2025 Reduced 7.75%
$70.3B
$1.36 Million 0.11% of portfolio
15,010
Q4 2024 Reduced 10.71%
$42B
$1.34 Million 0.1% of portfolio
31,890
Q2 2025 Reduced 42.23%
$25.5B
$1.34 Million 0.1% of portfolio
9,660
Q2 2025 Reduced 2.03%
$183B
$1.26 Million 0.1% of portfolio
29,187
Q2 2025 Reduced 24.67%
$136B
$1.17 Million 0.09% of portfolio
4,243
Q2 2025 Added 0.57%
$85.7B
$1.18 Million 0.09% of portfolio
4,337
Q2 2025 Reduced 1.14%
$53B
$1.21 Million 0.09% of portfolio
66,500
Q4 2024 Added 454.17%
$0
$1.19 Million 0.09% of portfolio
22,800
Q2 2024 Reduced 1.3%
$59.1B
$1.12 Million 0.09% of portfolio
5,453
Q2 2025 Added 15.95%
$0
$1.11 Million 0.09% of portfolio
10,000
Q2 2025 Added 100.0%
$0
$1.16 Million 0.09% of portfolio
1,751
Q4 2024 Added 1.63%
$0
$1.18 Million 0.09% of portfolio
14,450
Q2 2025 Reduced 41.6%
$562B
$1.22 Million 0.09% of portfolio
911
Q1 2025 Added 1.45%
$30.1B
$976,000 0.08% of portfolio
5,640
Q2 2025 New
$58.7B
$976,000 0.08% of portfolio
4,468
Q2 2025 New
$159B
$1.07 Million 0.08% of portfolio
3,586
Q1 2025 Added 0.45%
$403M
$844,000 0.07% of portfolio
36,983
Q4 2023 Added 2.73%
$10B
$867,000 0.07% of portfolio
40,330
Q2 2025 Added 1.77%
$1.5B
$909,000 0.07% of portfolio
23,000
Q2 2025 Added 39.39%
$85.4B
$923,000 0.07% of portfolio
4,340
Q2 2025 New
$117B
$843,000 0.07% of portfolio
9,400
Q1 2025 Added 2.78%
$0
$861,000 0.07% of portfolio
13,150
Q1 2025 Added 75.33%
$139B
$916,000 0.07% of portfolio
2,566
Q2 2025 New
$165B
$791,000 0.06% of portfolio
1,456
Q1 2025 Added 0.55%
$0
$713,000 0.06% of portfolio
2,817
Q2 2025 Added 0.86%
$461B
$751,000 0.06% of portfolio
6,973
Q2 2025 Reduced 54.17%

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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