Grant Private Wealth Management Inc Reduced Holdings in Q4 2025

Grant Private Wealth Management Inc

  • $166 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
-192
- 2.97%
$283.14 - $387.27 $54.4K - $74.4K
6.27K $1.42B
RBLX
Roblox Corp

Communication Services
-200
- 3.32%
$101.27 - $138.56 $20.3K - $27.7K
5.82K $472M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-234
- 1.0%
$76.92 - $92.53 $18K - $21.7K
23.1K $1.77B
HD
Home Depot, Inc.

Consumer Cyclical
-203
- 11.79%
$358.03 - $397.02 $72.7K - $80.6K
1.52K $523M
Fidelity Greenwood Street Tr
-5.92K
- 13.35%
N/A
38.4K $1.19B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.53K
- 39.28%
$100.8 - $103.83 $154K - $159K
2.37K $246M
COST
Costco Wholesale Corp

Consumer Defensive
-125
- 20.19%
$910.94 - $954.99 $114K - $119K
494 $426M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.9K
- 35.28%
$70.3 - $73.05 $134K - $139K
3.49K $249M
PG
Procter & Gamble CO

Consumer Defensive
-536
- 13.83%
$145.5 - $153.18 $78K - $82.1K
3.34K $479M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.1K
- 6.53%
$56.0 - $57.6 $118K - $121K
30.1K $1.72B
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-3.02K
- 30.74%
$37.2 - $38.31 $112K - $116K
6.8K $254M
SQ
Block, Inc.

Technology
-1K
- 18.14%
N/A
4.52K $294M
ADBE
Adobe Inc.

Technology
-226
- 27.76%
$325.07 - $359.91 $73.5K - $81.3K
588 $206M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-4.44K
- 7.15%
$30.55 - $32.35 $136K - $144K
57.6K $1.89B
INTU
Intuit Inc

Technology
-4
- 0.15%
$641.79 - $683.39 $2.57K - $2.73K
2.72K $1.8B
SNOW
Snowflake Inc.

Technology
-30
- 0.39%
$230.55 - $277.14 $6.92K - $8.31K
7.67K $1.68B
DUK
Duke Energy Corp

Utilities
-183
- 3.69%
$121.57 - $129.03 $22.2K - $23.6K
4.77K $559M
AVUV
American Centy ETF Tr Avantis

ETFs
-591
- 20.64%
$95.19 - $100.66 $56.3K - $59.5K
2.27K $232M
ZM
Zoom Video Communications, Inc.

Technology
-1.1K
- 8.45%
$79.17 - $87.23 $86.9K - $95.8K
11.9K $1.03B
WSM
Williams Sonoma Inc

Consumer Cyclical
-10
- 0.43%
$181.45 - $199.63 $1.81K - $2K
2.3K $411M
NOC
Northrop Grumman Corp

Industrials
-28
- 7.12%
$558.0 - $637.95 $15.6K - $17.9K
365 $208M
SNAP
Snap Inc

Communication Services
-5.13K
- 17.5%
$7.3 - $9.09 $37.5K - $46.7K
24.2K $195M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.01K
- 10.82%
$27.17 - $28.65 $27.4K - $28.9K
8.3K $236M
SPY
Spdr S&P 500 ETF Trust

ETFs
-47
- 5.68%
$653.02 - $687.39 $30.7K - $32.3K
781 $533M
IDU
Ishares Tr U S Utils ETF

ETFs
-38
- 0.78%
$111.15 - $116.84 $4.22K - $4.44K
4.84K $525M
MCHP
Microchip Technology Inc

Technology
-150
- 3.23%
$53.48 - $67.52 $8.02K - $10.1K
4.49K $286M
DIS
Walt Disney CO

Communication Services
-56
- 1.05%
$105.69 - $116.65 $5.92K - $6.53K
5.25K $598M
HQY
Healthequity, Inc.

Healthcare
-30
- 1.28%
$87.78 - $101.77 $2.63K - $3.05K
2.31K $211M
MA
Mastercard Inc

Financial Services
-17
- 1.97%
$536.85 - $580.45 $9.13K - $9.87K
847 $484M
RTX
Raytheon Technologies Corp

Industrials
-179
- 10.31%
$157.0 - $179.44 $28.1K - $32.1K
1.56K $286M
RNG
Ring Central, Inc.

Technology
-400
- 2.96%
$26.39 - $30.48 $10.6K - $12.2K
13.1K $379M
BA
Boeing CO

Industrials
-33
- 0.72%
$191.81 - $225.32 $6.33K - $7.44K
4.55K $987M
MS
Morgan Stanley

Financial Services
-204
- 10.78%
$151.86 - $169.92 $31K - $34.7K
1.69K $300M
APH
Amphenol Corp

Technology
-356
- 8.56%
$121.7 - $143.85 $43.3K - $51.2K
3.81K $514M
JPM
Jpmorgan Chase & CO

Financial Services
-182
- 2.03%
$294.11 - $320.41 $53.5K - $58.3K
8.77K $2.83B
NDAQ
Nasdaq, Inc.

Financial Services
-38
- 1.63%
$85.42 - $91.4 $3.25K - $3.47K
2.29K $222M
V
Visa Inc.

Financial Services
-42
- 1.22%
$325.75 - $352.42 $13.7K - $14.8K
3.39K $1.19B
GLD
Spdr Gold Trust

ETFs
-34
- 3.77%
$354.79 - $403.15 $12.1K - $13.7K
869 $344M
BAC
Bank Of America Corp

Financial Services
-12
- 0.16%
$48.65 - $54.11 $584 - $649
7.67K $422M
SOXX
Ishares Semiconductor ETF

ETFs
-20
- 1.84%
$271.99 - $309.6 $5.44K - $6.19K
1.07K $321M
SPYG
Spdr Portfolio

ETFs
-60
- 0.38%
$102.4 - $109.39 $6.14K - $6.56K
15.6K $1.66B
MRK
Merck & Co., Inc.

Healthcare
-236
- 8.7%
$82.49 - $92.93 $19.5K - $21.9K
2.48K $261M
TXG
10x Genomics, Inc.

Healthcare
-1.29K
- 10.7%
$11.47 - $17.08 $14.8K - $22K
10.8K $176M
VHT
Vanguard Health Care ETF

ETFs
-23
- 1.39%
$264.7 - $283.93 $6.09K - $6.53K
1.63K $470M
GS
Goldman Sachs Group Inc

Financial Services
-24
- 2.85%
$744.6 - $838.97 $17.9K - $20.1K
817 $718M
INTC
Intel Corp

Technology
-19
- 0.12%
$34.71 - $41.53 $659 - $789
15.7K $579M
WMT
Walmart Inc.

Consumer Defensive
-44
- 0.64%
$101.18 - $109.03 $4.45K - $4.8K
6.79K $756M
NEM
Newmont Corp

Basic Materials
-5
- 0.13%
$78.63 - $98.27 $393 - $491
3.71K $370M
MU
Micron Technology Inc

Technology
-2K
- 36.6%
$181.6 - $253.3 $363K - $507K
3.46K $989M
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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