Warther Private Wealth, LLC Portfolio Holdings

Warther Private Wealth, LLC

  • $379 Million
  • Q2 2025

Warther Private Wealth, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $379 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $32.2M, Unitedhealth Group Inc with a value of $32M, Amazon Com Inc with a value of $31M, Taiwan Semiconductor Manufacturing CO LTD with a value of $29.1M, and Alphabet Inc. with a value of $27.2M.

Examining the 13F form we can see an increase of $75.6M in the current position value, from $304M to 379M.

Warther Private Wealth, LLC is based out at Akron, OH

Below you can find more details about Warther Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $379 Million
Technology: $120 Million
Consumer Cyclical: $89 Million
Healthcare: $62.7 Million
Financial Services: $57.7 Million
Communication Services: $28.4 Million
Utilities: $10.5 Million
Energy: $6.87 Million
ETFs: $1.8 Million
Other: $2.52 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.17 Million 0.31% of portfolio
2,064
Q2 2025 Added 7.44%
$0
$427,000 0.11% of portfolio
4,370
Q2 2024 New
$0
$205,000 0.05% of portfolio
372
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $379 Million
  • Prior Value $304 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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