Private Wealth Partners, LLC Incresed Positions in Q4 2024

Private Wealth Partners, LLC

  • $1.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
2.18K
+ 0.72%
$180.88 - $232.93 $395K - $508K
305K $66.9M
PFE
Pfizer Inc

Healthcare
132K
+ 29.56%
$24.8 - $30.19 $3.28M - $3.99M
580K $15.4M
MPLX
Mplx LP

Energy
48.4K
+ 420.87%
$43.77 - $51.66 $2.12M - $2.5M
59.9K $2.87M
DIS
Walt Disney CO

Communication Services
4.06K
+ 4.05%
$92.39 - $117.6 $375K - $477K
104K $11.6M
AVGO
Broadcom Inc.

Technology
6.45K
+ 142.59%
$159.67 - $250.0 $1.03M - $1.61M
11K $2.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.5K
+ 4.09%
$481.22 - $538.17 $723K - $808K
38.2K $19.5M
EPD
Enterprise Products Partners L.P.

Energy
49K
+ 239.02%
$28.66 - $34.43 $1.4M - $1.69M
69.5K $2.18M
MRVL
Marvell Technology, Inc.

Technology
162
+ 0.44%
$70.31 - $124.78 $11.4K - $20.2K
36.8K $4.06M
CRM
Salesforce, Inc.

Technology
1.22K
+ 8.31%
$270.87 - $367.87 $331K - $450K
15.9K $5.33M
SCHW
Schwab Charles Corp

Financial Services
11.6K
+ 26.97%
$63.31 - $82.85 $733K - $960K
54.5K $4.04M
ACI
Albertsons Companies, Inc.

Consumer Defensive
51.1K
+ 73.77%
$18.01 - $19.92 $920K - $1.02M
120K $2.36M
BX
Blackstone Inc.

Financial Services
1.17K
+ 3.29%
$148.45 - $199.05 $174K - $233K
36.8K $6.35M
MA
Mastercard Inc

Financial Services
1.15K
+ 13.66%
$491.3 - $536.15 $565K - $616K
9.56K $5.03M
OXY
Occidental Petroleum Corp

Energy
19.6K
+ 38.02%
$45.36 - $55.91 $888K - $1.09M
71.1K $3.51M
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 10.58%
$554.08 - $632.68 $564K - $644K
10.6K $6.28M
SHOP
Shopify Inc.

Technology
55
+ 0.28%
$78.14 - $119.49 $4.3K - $6.57K
20K $2.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2K
+ 78.59%
$172.07 - $207.36 $344K - $415K
4.55K $897K
CVX
Chevron Corp

Energy
5.27K
+ 2.76%
$141.15 - $162.53 $744K - $856K
196K $28.4M
NVO
Novo Nordisk A S

Healthcare
16.1K
+ 48.48%
$85.0 - $120.04 $1.37M - $1.93M
49.3K $4.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.03K
+ 19.88%
$57.53 - $60.83 $347K - $367K
36.4K $2.09M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.28K
+ 18.99%
$76.72 - $82.83 $251K - $271K
20.5K $1.58M
PANW
Palo Alto Networks Inc

Technology
2.76K
+ 148.49%
$181.96 - $405.9 $501K - $1.12M
4.61K $839K
NFLX
Netflix Inc

Communication Services
11
+ 1.24%
$687.65 - $936.56 $7.56K - $10.3K
898 $800K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
188
+ 7.73%
$521.84 - $558.82 $98.1K - $105K
2.62K $1.41M
NDAQ
Nasdaq, Inc.

Financial Services
1.3K
+ 20.09%
$70.87 - $83.05 $92.1K - $108K
7.77K $600K
BA
Boeing CO

Industrials
200
+ 5.62%
$138.14 - $180.72 $27.6K - $36.1K
3.76K $665K
KR
Kroger CO

Consumer Defensive
83
+ 0.35%
$55.21 - $63.3 $4.58K - $5.25K
24.1K $1.47M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.41K
+ 15.09%
$61.68 - $67.87 $87.1K - $95.8K
10.8K $670K
ISRG
Intuitive Surgical Inc

Healthcare
87
+ 6.39%
$471.27 - $550.62 $41K - $47.9K
1.45K $755K
TPG
Tpg Inc.

Financial Services
100
+ 0.7%
$58.29 - $71.51 $5.83K - $7.15K
14.4K $904K
GILD
Gilead Sciences, Inc.

Healthcare
50
+ 0.56%
$83.95 - $97.9 $4.2K - $4.9K
9.05K $835K
VGT
Vanguard Information Technolog

ETFs
28
+ 1.63%
$571.78 - $647.97 $16K - $18.1K
1.75K $1.09M
IEFA
Ishares Tr

ETFs
1.81K
+ 25.49%
$70.06 - $77.43 $126K - $140K
8.89K $624K
BMY
Bristol Myers Squibb CO

Healthcare
91
+ 0.71%
$51.92 - $59.94 $4.72K - $5.45K
12.9K $729K
DELL
Dell Technologies Inc.

Technology
716
+ 13.09%
$111.96 - $144.21 $80.2K - $103K
6.19K $712K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
60
+ 6.0%
$229.83 - $258.46 $13.8K - $15.5K
1.06K $261K
EOG
Eog Resources Inc

Energy
200
+ 4.21%
$118.22 - $136.54 $23.6K - $27.3K
4.95K $606K
CAT
Caterpillar Inc

Industrials
100
+ 10.0%
$360.37 - $416.88 $36K - $41.7K
1.1K $399K
Blackrock ETF Trust Ii
7K
+ 140.0%
N/A
12K $0
JGRO
J P Morgan Exchange Traded Fd
500
+ 1.33%
N/A
38K $0
Goldman Sachs ETF Tr
3.25K
+ 36.11%
N/A
12.3K $0
LOW
Lowes Companies Inc

Consumer Cyclical
1.16K
+ 9.58%
$244.52 - $284.07 $284K - $330K
13.3K $3.28M
SNPS
Synopsys Inc

Technology
32
+ 2.61%
$485.36 - $588.0 $15.5K - $18.8K
1.26K $610K
ASML
Asml Holding Nv

Technology
39
+ 10.03%
$658.43 - $872.27 $25.7K - $34K
428 $296K
UNP
Union Pacific Corp

Industrials
82
+ 2.73%
$223.15 - $249.32 $18.3K - $20.4K
3.08K $703K
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.03%
$136.28 - $154.74 $136 - $155
3.03K $417K
STZ
Constellation Brands, Inc.

Consumer Defensive
16
+ 0.92%
$219.66 - $257.62 $3.51K - $4.12K
1.75K $385K
XOM
Exxon Mobil Corp

Energy
491
+ 2.9%
$105.51 - $125.37 $51.8K - $61.6K
17.4K $1.87M
PG
Procter & Gamble CO

Consumer Defensive
81
+ 0.26%
$161.05 - $179.7 $13K - $14.6K
31.7K $5.31M
Activity Summary
Buys All Purchases 78 New Holdings 16 Increased Positions 62 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Private Wealth Partners, LLC Portfolio

Follow Private Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email