GP
| |
Grant Private Wealth Management Inc13F | |
| Grant Private Wealth Management Inc | |
| Last update 2025-04-17 | 117 Stocks (12 new) |
| Value $93.00 Mil | Turnover 13 % |
Grant Private Wealth Managemen... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 55,977 | 6,066.8 | -3.41% | 6.550 | -0.29% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
META | Meta Platforms Inc | 7,556 | 4,355.0 | +2.77% | 4.700 | +0.13% | 0.000 | +35.35% | +23.00% | 1,807,826.4 | Interactive Media | |
AMZN | Amazon.com Inc | 21,810 | 4,149.6 | +3.58% | 4.480 | +0.15% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
AAPL | Apple Inc | 17,795 | 3,928.6 | +3.99% | 4.240 | +0.16% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
NFLX | Netflix Inc | 2,970 | 2,762.2 | -1.82% | 2.980 | -0.05% | 0.000 | +41.45% | +45.53% | 552,042.5 | Media - Diversified | |
TSLA | Tesla Inc | 9,513 | 2,465.4 | +6.60% | 2.660 | +0.16% | 0.000 | +17.98% | -21.91% | 1,015,728.5 | Vehicles & Parts | |
MSFT | Microsoft Corp | 5,984 | 2,231.1 | -0.13% | 2.410 | 0% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 37,149 | 2,217.1 | +50.92% | 2.390 | +0.81% | 0.080 | +7.45% | +1.78% | 3,308.0 | ||
JEPI | JPMorgan Equity Premium Income ETF | 34,976 | 1,998.5 | -11.53% | 2.160 | -0.28% | 0.010 | +5.84% | +3.44% | 41,030.5 | ||
NOW | ServiceNow Inc | 2,460 | 1,958.5 | +49.54% | 2.110 | +0.70% | 0.000 | +34.96% | -1.46% | 216,409.5 | Software |
Grant Private Wealth Management Inc's Historical Top Holdings Breakdowns
Grant Private Wealth Management Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +0.94% | 63.17 ($72.04) 81.49 | $93.63 | 29.97% | Add 339.27% | 15,537 | 12,000 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-03-31 | Add Add | +0.81% | 59.58 ($62) 63.7 | $62.95 | 1.53% | Add 50.92% | 37,149 | 12,534 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.70% | 64.98 ($87.82) 124.62 | $134.36 | 52.99% | Add 144.62% | 13,114 | 7,753 | |
NOW | ServiceNow Inc | 2025-03-31 | Add Add | +0.70% | 783.83 ($963.73) 1170.39 | $1,044.69 | 8.40% | Add 49.54% | 2,460 | 815 | |
MMM | 3M Co | 2025-03-31 | New Buy New Buy | +0.56% | 129.7 ($146.92) 155.12 | $152.94 | 4.10% | New holding | 3,516 | 3,516 | |
IDU | iShares U.S. Utilities ETF | 2025-03-31 | New Buy New Buy | +0.46% | 95.33 ($99.87) 102.6 | $104.71 | 4.85% | New holding | 4,176 | 4,176 | |
CRM | Salesforce Inc | 2025-03-31 | Add Add | +0.46% | 268.36 ($311.03) 359.95 | $272.15 | -12.50% | Add 43.95% | 5,214 | 1,592 | |
NET | Cloudflare Inc | 2025-03-31 | New Buy New Buy | +0.43% | 110.71 ($132.56) 176.5 | $191.27 | 44.29% | New holding | 3,576 | 3,576 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | New Buy New Buy | +0.42% | 524.81 ($601.74) 672.19 | $723.68 | 20.26% | New holding | 708 | 708 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.42% | 725.72 ($832.09) 929.72 | $780.67 | -6.18% | Add 120.26% | 859 | 469 |
Grant Private Wealth Management Inc Total Holding History ($B)
Grant Private Wealth Management Inc's Asset Allocation
Grant Private Wealth Management Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Grant Private Wealth Management Inc's Hypothetical Growth since 2025-03-31
Grant Private Wealth Management Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Grant Private Wealth Management Inc's Holdings Heat Map
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Grant Private Wealth Management Inc's Holdings Bubble Chart
Grant Private Wealth Management Inc News
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