Private Wealth Partners, LLC Reduced Holdings in Q4 2024

Private Wealth Partners, LLC

  • $1.29 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-6.83K
- 5.86%
$118.88 - $172.8 $812K - $1.18M
110K $13.3M
ZTS
Zoetis Inc.

Healthcare
-686
- 0.89%
$162.24 - $194.42 $111K - $133K
76.3K $12.4M
MSFT
Microsoft Corp

Technology
-848
- 0.38%
$406.35 - $454.46 $345K - $385K
225K $94.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-20
- 0.04%
$82.28 - $117.52 $1.65K - $2.35K
54.5K $4.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-759
- 0.89%
$442.29 - $483.08 $336K - $367K
84.5K $38.3M
LLY
Eli Lilly & CO

Healthcare
-386
- 7.13%
$727.2 - $932.06 $281K - $360K
5.03K $3.88M
PEP
Pepsico Inc

Consumer Defensive
-1.33K
- 3.71%
$151.29 - $176.1 $202K - $235K
34.6K $5.26M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-15.3K
- 37.65%
$50.23 - $50.47 $766K - $770K
25.3K $1.27M
UNH
Unitedhealth Group Inc

Healthcare
-837
- 34.21%
$485.52 - $625.25 $406K - $523K
1.61K $814K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-930
- 38.35%
$396.64 - $516.74 $369K - $481K
1.5K $602K
CL
Colgate Palmolive CO

Consumer Defensive
-1.8K
- 10.71%
$90.22 - $102.31 $162K - $184K
15K $1.36M
NEE
Nextera Energy Inc

Utilities
-285
- 1.04%
$69.77 - $85.43 $19.9K - $24.3K
27K $1.94M
COST
Costco Wholesale Corp

Consumer Defensive
-1.54K
- 4.33%
$873.59 - $994.69 $1.35M - $1.53M
34.1K $31.2M
GDV
Gabelli Dividend & Income Trust

Financial Services
-12.3K
- 8.9%
$23.77 - $25.59 $292K - $315K
126K $3.04M
SYK
Stryker Corp

Healthcare
-677
- 2.07%
$345.14 - $392.15 $234K - $265K
32.1K $11.5M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-4.4K
- 38.94%
$61.21 - $76.19 $269K - $335K
6.9K $517K
MCD
Mcdonalds Corp

Consumer Cyclical
-270
- 2.06%
$288.47 - $316.54 $77.9K - $85.5K
12.8K $3.72M
TROW
Price T Rowe Group Inc

Financial Services
-2.23K
- 40.27%
$106.48 - $124.69 $237K - $277K
3.3K $373K
BAC
Bank Of America Corp

Financial Services
-6.89K
- 38.37%
$39.22 - $47.77 $270K - $329K
11.1K $486K
DUK
Duke Energy Corp

Utilities
-900
- 5.63%
$105.76 - $120.76 $95.2K - $109K
15.1K $1.62M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.74K
- 34.52%
$84.3 - $106.41 $147K - $185K
3.3K $284K
SBUX
Starbucks Corp

Consumer Cyclical
-1.68K
- 23.43%
$87.44 - $102.5 $146K - $172K
5.47K $498K
INTC
Intel Corp

Technology
-2.73K
- 7.22%
$19.07 - $26.23 $52.1K - $71.6K
35.1K $703K
SPGI
S&P Global Inc.

Financial Services
-45
- 0.52%
$480.36 - $529.17 $21.6K - $23.8K
8.55K $4.26M
ORCL
Oracle Corp

Technology
-469
- 1.87%
$165.41 - $192.43 $77.6K - $90.2K
24.6K $4.1M
COP
Conocophillips

Energy
-854
- 8.54%
$95.12 - $114.72 $81.2K - $98K
9.15K $907K
IBM
International Business Machines Corp

Technology
-581
- 18.24%
$204.9 - $238.04 $119K - $138K
2.6K $572K
SPY
Spdr S&P 500 ETF Trust

ETFs
-385
- 4.13%
$567.81 - $607.81 $219K - $234K
8.94K $5.24M
GLD
Spdr Gold Trust

ETFs
-400
- 3.83%
$236.59 - $257.5 $94.6K - $103K
10.1K $2.43M
UPS
United Parcel Service Inc

Industrials
-350
- 7.87%
$122.65 - $138.35 $42.9K - $48.4K
4.1K $517K
MMM
3 M CO

Industrials
-50
- 0.48%
$124.74 - $137.12 $6.24K - $6.86K
10.4K $1.34M
CI
Cigna Corp

Healthcare
-10
- 0.97%
$265.59 - $358.58 $2.66K - $3.59K
1.02K $280K
ABT
Abbott Laboratories

Healthcare
-342
- 1.59%
$111.93 - $119.39 $38.3K - $40.8K
21.1K $2.39M
QDPL
Pacer Fds Tr Metaurus Us Large
-2K
- 4.21%
$37.54 - $40.11 $75.1K - $80.2K
45.5K $1.74M
D
Dominion Energy, Inc

Utilities
-250
- 3.47%
$52.63 - $60.92 $13.2K - $15.2K
6.95K $374K
ACN
Accenture PLC

Technology
-95
- 2.59%
$343.9 - $376.86 $32.7K - $35.8K
3.57K $1.26M
PM
Philip Morris International Inc.

Consumer Defensive
-157
- 4.38%
$118.38 - $133.06 $18.6K - $20.9K
3.43K $412K
TXN
Texas Instruments Inc

Technology
-50
- 3.87%
N/A
1.24K $241K
STT
State Street Corp

Financial Services
-500
- 10.92%
$85.96 - $100.78 $43K - $50.4K
4.08K $400K
Veralto Corp
-725
- 8.27%
N/A
8.04K $0
GDOC
Goldman Sachs ETF Tr Future He
-1.5K
- 4.17%
N/A
34.5K $0
IYY
Ishares Tr

ETFs
-1
- 0.04%
$138.14 - $149.13 $138 - $149
2.82K $403K
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 0.22%
$570.51 - $610.59 $11.4K - $12.2K
8.94K $5.26M
MAR
Marriott International Inc

Consumer Cyclical
-110
- 2.38%
$246.06 - $292.59 $27.1K - $32.2K
4.51K $1.26M
APO
Apollo Global Management, Inc.

Financial Services
-140
- 1.67%
$131.36 - $178.61 $18.4K - $25K
8.25K $1.36M
BSX
Boston Scientific Corp

Healthcare
-3.9K
- 1.68%
$83.62 - $91.5 $326K - $356K
228K $20.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-242
- 2.84%
$213.65 - $479.86 $51.7K - $116K
8.27K $3.34M
MS
Morgan Stanley

Financial Services
-424
- 0.68%
$104.42 - $134.99 $44.3K - $57.2K
62K $7.79M
KMI
Kinder Morgan, Inc.

Energy
-10.9K
- 3.51%
$22.59 - $28.54 $246K - $311K
300K $8.22M
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
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