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
$189B
$725,000 0.06% of portfolio
706
Q2 2025 New
$443B
$728,000 0.06% of portfolio
1
Q1 2025 New
$137B
$790,000 0.06% of portfolio
3,775
Q1 2025 Added 0.4%
$232B
$780,000 0.06% of portfolio
2,647
Q1 2025 Added 1.65%
$0
$591,000 0.05% of portfolio
7,081
Q1 2025 Reduced 20.31%
$46.6B
$650,000 0.05% of portfolio
7,270
Q1 2025 Reduced 6.44%
$0
$582,000 0.05% of portfolio
9,400
Q1 2025 Reduced 12.7%
$100B
$679,000 0.05% of portfolio
30,340
Q2 2025 Reduced 3.84%
$145B
$665,000 0.05% of portfolio
6,000
Q1 2025 Reduced 33.7%
$68.7B
$598,000 0.05% of portfolio
5,000
Q2 2025 Added 1.01%
$102B
$661,000 0.05% of portfolio
1,485
Q1 2025 Reduced 0.67%
$44.2B
$692,000 0.05% of portfolio
5,368
Q2 2025 Reduced 13.67%
$100B
$645,000 0.05% of portfolio
13,950
Q1 2025 Added 8.13%
$404B
$524,000 0.04% of portfolio
11,078
Q2 2025 Added 0.04%
$15.5B
$575,000 0.04% of portfolio
4,790
Q1 2024 Added 11.19%
$0
$519,000 0.04% of portfolio
4,280
Q1 2024 Added 30.49%
$0
$381,000 0.03% of portfolio
1,754
Q1 2025 Added 2.57%
$320B
$408,000 0.03% of portfolio
510
Q2 2025 Added 5.81%
$0
$381,000 0.03% of portfolio
2,830
Q2 2025 Reduced 6.75%
$41.1B
$412,000 0.03% of portfolio
3,879
Q1 2025 Reduced 4.9%
$221B
$398,000 0.03% of portfolio
1,027
Q2 2025 Reduced 8.87%
$49B
$398,000 0.03% of portfolio
7,045
Q1 2025 Added 1.44%
$96.2B
$405,000 0.03% of portfolio
4,426
Q2 2025 Reduced 19.09%
$0
$425,000 0.03% of portfolio
2,820
Q4 2024 Reduced 0.04%
$0
$332,000 0.03% of portfolio
1,188
Q4 2024 New
$123B
$411,000 0.03% of portfolio
1,335
Q2 2025 Added 5.7%
$293B
$215,000 0.02% of portfolio
3,051
Q2 2025 Reduced 0.07%
$69.5B
$216,000 0.02% of portfolio
1,820
Q2 2025 New
$10.6B
$295,000 0.02% of portfolio
1,560
Q1 2025 Reduced 73.74%
$150B
$261,000 0.02% of portfolio
936
Q2 2025 Added 12.91%
$78.3B
$296,000 0.02% of portfolio
3,990
Q2 2025 Added 1.27%
$0
$232,000 0.02% of portfolio
1,359
Q4 2024 New
$92.4B
$235,000 0.02% of portfolio
459
Q2 2025 Reduced 10.53%
$54.3B
$228,000 0.02% of portfolio
1,329
Q1 2024 Added 29.15%
$94.9B
$220,000 0.02% of portfolio
505
Q2 2025 Reduced 22.9%
$14B
$314,000 0.02% of portfolio
3,360
Q2 2025 Added 3.07%
$0
$217,000 0.02% of portfolio
1,791
Q2 2025 New
$0
$238,000 0.02% of portfolio
1,588
Q2 2024 New
$24.2B
$299,000 0.02% of portfolio
3,100
Q2 2025 Reduced 6.06%
$74.4B
$282,000 0.02% of portfolio
1,060
Q4 2024 Added 6.0%
$0
$293,000 0.02% of portfolio
1,509
Q2 2023 Reduced 28.45%
$147B
$222,000 0.02% of portfolio
1,804
Q2 2025 New
$0
$216,000 0.02% of portfolio
6,000
Q2 2025 New
$130B
$268,000 0.02% of portfolio
300
Q1 2025 New
$0
$214,000 0.02% of portfolio
4,100
Q2 2025 New
$275B
$279,000 0.02% of portfolio
2,312
Q2 2025 Added 27.59%
$0
$241,000 0.02% of portfolio
10,000
Q1 2023 New
$0
$181,000 0.01% of portfolio
999
Q2 2025 New
$55.1B
$190,000 0.01% of portfolio
13,900
Q2 2022 New

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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