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Warther Private Wealth, LLC13F | |
| Warther Private Wealth, LLC | |
| Last update 2025-04-17 | 66 Stocks (5 new) |
| Value $304.00 Mil | Turnover 31 % |
Warther Private Wealth, LLC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BABA | Alibaba Group Holding Ltd | 221,940 | 29,347.1 | +9.62% | 9.650 | +0.85% | 0.010 | +3.28% | +45.30% | 289,060.3 | Retail - Cyclical | |
AMZN | Amazon.com Inc | 131,907 | 25,096.6 | +22.38% | 8.260 | +1.51% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 146,061 | 22,586.9 | +27.03% | 7.430 | +1.58% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 130,007 | 21,581.2 | +63.73% | 7.100 | +2.76% | 0.000 | +47.67% | +23.24% | 1,253,063.2 | Semiconductors | |
SCHW | Charles Schwab Corp | 269,060 | 21,062.0 | +22.28% | 6.930 | +1.26% | 0.010 | +21.96% | +31.24% | 175,337.6 | Capital Markets | |
NU | Nu Holdings Ltd | 2,040,141 | 20,891.0 | +40.06% | 6.870 | +1.97% | 0.040 | +8.51% | +23.07% | 61,511.2 | Banks | |
JD | JD.com Inc | 468,946 | 19,283.1 | +24.67% | 6.340 | +1.25% | 0.030 | +3.08% | -0.62% | 48,247.0 | Retail - Cyclical | |
UBER | Uber Technologies Inc | 258,312 | 18,820.6 | +65.15% | 6.190 | +2.44% | 0.010 | +16.35% | +50.65% | 190,024.4 | Software | |
NVO | Novo Nordisk AS | 254,340 | 17,661.4 | +2,015.80% | 5.810 | +5.54% | 0.010 | +12.93% | -16.45% | 314,280.3 | Drug Manufacturers | |
VST | Vistra Corp | 114,045 | 13,393.5 | New Holding | 4.410 | +4.41% | 0.030 | +58.17% | +42.76% | 66,590.5 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
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Warther Private Wealth, LLC's Historical Top Holdings Breakdowns
Warther Private Wealth, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVO | Novo Nordisk AS | 2025-03-31 | Add Add | +5.54% | 69.3 ($82.59) 90.95 | $70.73 | -14.36% | Add 2015.8% | 254,340 | 242,319 | |
VST | Vistra Corp | 2025-03-31 | New Buy New Buy | +4.41% | 108.49 ($149.41) 191.89 | $196.24 | 31.34% | New holding | 114,045 | 114,045 | |
LEN | Lennar Corp | 2025-03-31 | New Buy New Buy | +4.40% | 113.93 ($123.84) 137.82 | $113.51 | -8.34% | New holding | 116,459 | 116,459 | |
FDX | FedEx Corp | 2025-03-31 | Reduce Reduce | -4.11% | 230.33 ($259.24) 281.53 | $236.51 | -8.77% | Reduce -92.86% | 3,344 | -43,496 | |
MCK | McKesson Corp | 2025-03-31 | Reduce Reduce | -3.91% | 566.21 ($618.25) 672.99 | $710.19 | 14.87% | Reduce -90.99% | 2,019 | -20,384 | |
EOG | EOG Resources Inc | 2025-03-31 | Reduce Reduce | -3.44% | 120.54 ($128.69) 138.05 | $119.05 | -7.49% | Reduce -88.75% | 10,593 | -83,532 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Add Add | +2.76% | 165.25 ($194.34) 224.62 | $241.60 | 24.32% | Add 63.73% | 130,007 | 50,606 | |
QCOM | Qualcomm Inc | 2025-03-31 | Reduce Reduce | -2.66% | 151.94 ($163) 175.86 | $158.84 | -2.55% | Reduce -89.99% | 5,733 | -51,540 | |
LULU | Lululemon Athletica Inc | 2025-03-31 | Sold Out Sold Out | -2.53% | 283.06 ($366.85) 421.16 | $218.69 | -40.39% | Sold Out | 0 | -19,669 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +2.44% | 63.17 ($72.04) 81.49 | $90.87 | 26.14% | Add 65.15% | 258,312 | 101,904 |
Warther Private Wealth, LLC Total Holding History ($B)
Warther Private Wealth, LLC's Asset Allocation
Warther Private Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Warther Private Wealth, LLC's Hypothetical Growth since 2025-03-31
Warther Private Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Warther Private Wealth, LLC's Holdings Heat Map
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Warther Private Wealth, LLC's Holdings Bubble Chart
Warther Private Wealth, LLC News
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