PW

Private Wealth Partners, LLC

13F
Private Wealth Partners, LLC
Last update 2024-10-29 170 Stocks (13 new)
Value $1.25 Bil Turnover 2 %
Countries:
Top Holdings: AAPL(9.81%)MSFT(7.74%)NVDA(7.47%)GOOGL(4.71%)AMZN(4.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
Private Wealth Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
528,548
123151.630
-11.92%
9.810
-1.12%
0.000
+5.31%
+20.00%
3499384.173
Hardware
MSFT 		Microsoft Corp
225,740
97135.970
-14.57%
7.740
-1.28%
0.000
+2.46%
+15.65%
3215616.771
Software
NVDA 		NVIDIA Corp
771,740
93720.100
-4.86%
7.470
-0.36%
0.000
+34.34%
+181.42%
3417887.550
Semiconductors
GOOGL 		Alphabet Inc
356,578
59138.460
-17.14%
4.710
-1.00%
0.000
+2.58%
+25.20%
2147916.212
Interactive Media
AMZN 		Amazon.com Inc
302,697
56401.530
-17.82%
4.490
-0.94%
0.000
+6.06%
+26.85%
2022810.608
Retail - Cyclical
V 		Visa Inc
172,204
47347.510
-12.58%
3.770
-0.48%
0.010
+10.63%
+12.22%
563399.634
Credit Services
BRK.B 		Berkshire Hathaway Inc
85,287
39254.200
+0.95%
3.130
+0.03%
0.000
+3.10%
+27.56%
981006.708
Insurance
TMO 		Thermo Fisher Scientific Inc
60,006
37118.040
-21.06%
2.960
-0.66%
0.020
-10.24%
+4.14%
210334.401
Medical Diagnostics & Research
JPM 		JPMorgan Chase & Co
175,392
36983.110
-22.84%
2.950
-0.78%
0.010
+4.92%
+35.08%
631781.474
Banks
MRK 		Merck & Co Inc
290,519
32991.360
-14.80%
2.630
-0.46%
0.010
-8.43%
-2.00%
265724.061
Drug Manufacturers

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
MSFT 		Microsoft Corp2024-09-30Reduce
-1.28%
●
395.15 ($427.47) 467.56
$432.53
1.18%
Reduce -14.57%
225,740
-38,496
AAPL 		Apple Inc2024-09-30Reduce
-1.12%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Reduce -11.92%
528,548
-71,554
GOOGL 		Alphabet Inc2024-09-30Reduce
-1.00%
●
148.66 ($167.74) 191.18
$174.52
4.04%
Reduce -17.14%
356,578
-73,761
AMZN 		Amazon.com Inc2024-09-30Reduce
-0.94%
●
161.02 ($182.46) 200
$192.80
5.67%
Reduce -17.82%
302,697
-65,618
JPM 		JPMorgan Chase & Co2024-09-30Reduce
-0.78%
●
194.9 ($210.63) 224.8
$224.41
6.54%
Reduce -22.84%
175,392
-51,910
GS 		The Goldman Sachs Group Inc2024-09-30Reduce
-0.69%
●
459.02 ($489.11) 510.25
$524.40
7.22%
Reduce -31.52%
44,572
-20,512
GOOG 		Alphabet Inc2024-09-30Reduce
-0.66%
●
149.54 ($169.25) 192.66
$176.14
4.07%
Reduce -24.57%
148,467
-48,372
TMO 		Thermo Fisher Scientific Inc2024-09-30Reduce
-0.66%
●
531.86 ($591.96) 624.21
$550.62
-6.98%
Reduce -21.06%
60,006
-16,004
MCK 		McKesson Corp2024-09-30Reduce
-0.57%
●
479.06 ($556.84) 630.38
$499.34
-10.33%
Reduce -26.8%
36,202
-13,257
V 		Visa Inc2024-09-30Reduce
-0.48%
●
253.74 ($270.36) 291.56
$290.16
7.32%
Reduce -12.58%
172,204
-24,784

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 2024-09-30

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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