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Private Wealth Partners, LLC

13F
Private Wealth Partners, LLC
Last update 2025-04-22 162 Stocks (17 new)
Value $1.21 Bil Turnover 3 %
Countries:
Top Holdings: AAPL(9.16%)NVDA(7.27%)MSFT(6.65%)V(4.62%)AMZN(4.60%)
Summary Stock Picks Current Portfolio
Private Wealth Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
498,103
110,643.6
-5.18%
9.160
-0.52%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
NVDA
NVIDIA Corp
809,781
87,764.0
+6.40%
7.270
+0.44%
0.000
+68.90%
+24.39%
4,072,965.9
Semiconductors
MSFT
Microsoft Corp
213,930
80,307.1
-4.87%
6.650
-0.35%
0.000
+38.00%
+20.34%
3,755,441.4
Software
V
Visa Inc
159,157
55,778.2
-6.26%
4.620
-0.26%
0.010
+6.35%
+11.71%
687,358.6
Credit Services
AMZN
Amazon.com Inc
292,172
55,588.7
-4.17%
4.600
-0.21%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
GOOGL
Alphabet Inc
339,175
52,450.0
-4.27%
4.340
-0.22%
0.000
+26.47%
+1.32%
2,327,632.6
Interactive Media
BRK.B
Berkshire Hathaway Inc
83,987
44,729.8
-0.64%
3.700
-0.02%
0.000
-8.19%
+5.48%
1,031,150.2
Insurance
JPM
JPMorgan Chase & Co
160,653
39,408.3
-7.09%
3.260
-0.23%
0.010
+24.30%
+23.55%
801,337.5
Banks
ABBV
AbbVie Inc
155,707
32,623.8
-0.69%
2.700
-0.01%
0.010
+8.60%
+8.20%
330,511.7
Drug Manufacturers
COST
Costco Wholesale Corp
33,781
31,949.8
-0.92%
2.650
-0.02%
0.010
-3.72%
+3.01%
417,582.5
Retail - Defensive

Private Wealth Partners, LLC's Historical Top Holdings Breakdowns

Private Wealth Partners, 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
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.52%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -5.18%
498,103
-27,232
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.44%
●
106.98 ($126.74) 149.43
$167.03
31.79%
Add 6.4%
809,781
48,719
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.35%
●
375.39 ($407.71) 447.2
$505.27
23.93%
Reduce -4.87%
213,930
-10,962
SCHW
Charles Schwab Corp
2025-03-31
Add
Add
+0.33%
●
71.24 ($78.48) 83.64
$95.39
21.55%
Add 92.72%
105,088
50,560
V
Visa Inc
2025-03-31
Reduce
Reduce
-0.26%
●
306.92 ($338.38) 362.71
$351.86
3.98%
Reduce -6.26%
159,157
-10,632
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.23%
●
225.19 ($254.94) 279.95
$291.43
14.31%
Reduce -7.09%
160,653
-12,256
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.22%
●
154.33 ($181.36) 206.38
$191.34
5.50%
Reduce -4.27%
339,175
-15,126
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-0.21%
●
190.26 ($217) 242.06
$227.47
4.82%
Reduce -4.17%
292,172
-12,707
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.20%
●
156.06 ($183.12) 207.71
$192.11
4.91%
Reduce -9.36%
132,396
-13,671
BACpL.PFD
Bank of America Corp
2025-03-31
New Buy
New Buy
+0.20%
●
1188.28 ($1227.8) 1253.98
$1,222.00
-0.47%
New holding
1,942
1,942

Private Wealth Partners, LLC Total Holding History ($B)

To

Private Wealth Partners, LLC's Asset Allocation

To

Private Wealth Partners, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Private Wealth Partners, LLC's Hypothetical Growth since 2025-03-31

Private Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Private Wealth Partners, LLC's Holdings Heat Map

Size field:

Private Wealth Partners, LLC's Holdings Bubble Chart

Private Wealth Partners, LLC News

  • 1

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