OP

Osprey Private Wealth LLC

13F
Osprey Private Wealth LLC
Last update 2025-07-07 50 Stocks (2 new)
Value $184.00 Mil Turnover 2 %
Countries:
Top Holdings: NVDA(7.34%)META(6.36%)GOOG(5.70%)JPM(5.69%)V(5.34%)
Summary Stock Picks Current Portfolio
Osprey Private Wealth LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
84,655
13,488.9
+2.70%
7.340
+0.19%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
META
Meta Platforms Inc
16,258
11,689.7
+1.66%
6.360
+0.10%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media
GOOG
Alphabet Inc
58,020
10,475.5
+1.58%
5.700
+0.09%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
JPM
JPMorgan Chase & Co
35,330
10,457.7
+1.02%
5.690
+0.06%
0.000
+26.17%
+23.48%
800,897.6
Banks
V
Visa Inc
27,320
9,804.1
+1.11%
5.340
+0.06%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
TTEK
Tetra Tech Inc
218,800
8,008.1
+1.18%
4.360
+0.05%
0.080
+26.54%
-3.84%
10,057.9
Construction
MSFT
Microsoft Corp
15,290
7,627.3
+2.79%
4.150
+0.11%
0.000
+38.94%
+21.47%
3,790,969.0
Software
ABBV
AbbVie Inc
39,110
7,402.7
+2.33%
4.030
+0.09%
0.000
+10.35%
+9.44%
334,309.4
Drug Manufacturers
BLK
BlackRock Inc
6,060
6,557.8
+1.76%
3.570
+0.06%
0.000
+26.68%
+8.82%
170,835.7
Asset Management
HD
The Home Depot Inc
17,635
6,554.6
+1.79%
3.570
+0.06%
0.000
+1.85%
-6.44%
357,577.1
Retail - Cyclical

Osprey Private Wealth LLC's Historical Top Holdings Breakdowns

Osprey Private Wealth LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-06-30
Reduce
Reduce
-0.38%
●
274.35 ($384.44) 599.47
$282.65
-26.48%
Reduce -17.5%
5,705
-1,210
DHR
Danaher Corp
2025-06-30
Reduce
Reduce
-0.30%
●
174.64 ($194.1) 205.16
$190.05
-2.09%
Reduce -18.16%
10,950
-2,430
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+0.19%
●
94.31 ($125.57) 157.99
$172.41
37.30%
Add 2.7%
84,655
2,225
REGN
Regeneron Pharmaceuticals Inc
2025-06-30
Reduce
Reduce
-0.16%
●
483.07 ($559.34) 634.23
$542.52
-3.01%
Reduce -12.18%
3,100
-430
PYPL
PayPal Holdings Inc
2025-06-30
New Buy
New Buy
+0.12%
●
57.41 ($68.43) 74.81
$74.17
8.39%
New holding
2,900
2,900
GNRC
Generac Holdings Inc
2025-06-30
New Buy
New Buy
+0.11%
●
101.92 ($122.08) 143.21
$153.11
25.42%
New holding
1,350
1,350
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.11%
●
354.56 ($433.34) 497.45
$510.05
17.70%
Add 2.79%
15,290
415
TMO
Thermo Fisher Scientific Inc
2025-06-30
Add
Add
+0.11%
●
390.26 ($419.37) 497.6
$414.75
-1.10%
Add 4%
12,100
465
META
Meta Platforms Inc
2025-06-30
Add
Add
+0.10%
●
484.66 ($617.26) 738.09
$704.28
14.10%
Add 1.66%
16,258
265
ABBV
AbbVie Inc
2025-06-30
Add
Add
+0.09%
●
170.16 ($186.22) 209.52
$189.26
1.63%
Add 2.33%
39,110
890

Osprey Private Wealth LLC Total Holding History ($B)

To

Osprey Private Wealth LLC's Asset Allocation

To

Osprey Private Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Osprey Private Wealth LLC's Hypothetical Growth since 2025-06-30

Osprey Private Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Osprey Private Wealth LLC's Holdings Heat Map

Size field:

Osprey Private Wealth LLC's Holdings Bubble Chart

Osprey Private Wealth LLC News

  • 1

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