Investor Details
| Filer Name: | PRIVATE WEALTH PARTNERS, LLC |
|---|---|
| CIK: | 1335851 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-01 |
| Number of Holdings: | 171 |
| Portfolio Value: | $1.31B |
Private Wealth Partners, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 525,335 | $132M | 10.08% | -0.6% | - |
| NVDA | US | NVIDIA CORP | 761,062 | $102M | 7.83% | -1.4% | - |
| MSFT | US | MICROSOFT CORP | 224,892 | $95M | 7.26% | -0.4% | - |
| GOOGL | US | ALPHABET INC-CL A | 354,301 | $67M | 5.14% | -0.6% | - |
| AMZN | US | AMAZON.COM INC | 304,879 | $67M | 5.12% | 0.7% | - |
| V | US | VISA INC-CLASS A SHARES | 169,789 | $54M | 4.11% | -1.4% | - |
| JPM | US | JPMORGAN CHASE & CO | 172,909 | $41M | 3.18% | -1.4% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 84,528 | $38M | 2.94% | -0.9% | - |
| TMO | US | THERMO FISHER SCIENTIFIC INC | 63,203 | $33M | 2.52% | 5.3% | - |
| MRK | US | MERCK & CO. INC. | 329,171 | $33M | 2.51% | 13.3% | - |
| COST | US | COSTCO WHOLESALE CORP | 34,093 | $31M | 2.39% | -4.3% | - |
| CVX | US | CHEVRON CORP | 196,308 | $28M | 2.18% | 2.8% | - |
| ABBV | US | ABBVIE INC | 156,794 | $28M | 2.13% | 7.2% | - |
| GOOG | US | ALPHABET INC-CL C | 146,067 | $28M | 2.13% | -1.6% | - |
| GS | US | GOLDMAN SACHS GROUP INC | 43,952 | $25M | 1.93% | -1.4% | - |
| HON | US | HONEYWELL INTERNATIONAL INC | 105,863 | $24M | 1.83% | -1.4% | - |
| DHR | US | DANAHER CORP | 98,780 | $23M | 1.74% | 4.1% | - |
| ADBE | US | ADOBE INC | 50,449 | $22M | 1.72% | 12.0% | - |
| MCK | US | MCKESSON CORP | 36,032 | $21M | 1.57% | -0.5% | - |
| BSX | US | BOSTON SCIENTIFIC CORP | 228,316 | $20M | 1.56% | -1.7% | - |