Gpwm LLC Portfolio Holdings

Gpwm LLC

  • $149 Million
  • Q1 2025

Gpwm LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $149 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $20M, Vanguard Ftse Developed Market with a value of $18M, Vanguard Mun Bd Fds Tax Exempt with a value of $17.4M, Vanguard Large Cap ETF with a value of $15.5M, and Vanguard Sht Trm Inflt Prot Fd with a value of $12.8M.

Examining the 13F form we can see an increase of $5.04M in the current position value, from $144M to 149M.

Below you can find more details about Gpwm LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
ETFs: $149 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20 Million 13.44% of portfolio
272,584
Q1 2025 Added 10.14%
$0
$18 Million 12.07% of portfolio
353,758
Q1 2025 Added 7.07%
$0
$17.4 Million 11.65% of portfolio
349,867
Q1 2025 Added 10.38%
$0
$15.5 Million 10.43% of portfolio
60,483
Q1 2025 Reduced 0.55%
$0
$12.8 Million 8.6% of portfolio
256,705
Q1 2025 Added 8.57%
$0
$12.5 Million 8.39% of portfolio
256,161
Q1 2025 Added 16.15%
$0
$12 Million 8.04% of portfolio
53,995
Q1 2025 Added 1.81%
$0
$8.44 Million 5.67% of portfolio
48,866
Q1 2025 Added 3.99%
$0
$8.25 Million 5.54% of portfolio
182,257
Q1 2025 Added 5.73%
$0
$7.87 Million 5.28% of portfolio
86,920
Q1 2025 Reduced 5.3%
$0
$6.09 Million 4.09% of portfolio
32,694
Q1 2025 Added 2.8%
$0
$6.04 Million 4.05% of portfolio
52,226
Q1 2025 Added 7.0%
$0
$3.99 Million 2.68% of portfolio
40,704
Q1 2025 Added 15.23%
$0
$110,000 0.07% of portfolio
1,830
Q1 2025 Added 0.22%
$0
$9,000 0.01% of portfolio
389
Q1 2025 Added 23.1%
$0
$1,000 0.0% of portfolio
78
Q1 2025 Added 16.42%
$0
$4,000 0.0% of portfolio
242
Q1 2025 Added 7.08%
$0
$3,000 0.0% of portfolio
115
Q1 2025 Added 9.52%
$0
$6,000 0.0% of portfolio
295
Q1 2025 Reduced 19.4%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $149 Million
  • Prior Value $144 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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