Filer Name: GRANT PRIVATE WEALTH MANAGEMENT INC
CIK: 2056418
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 111
Portfolio Value: $0.09B

Grant Private Wealth Management Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 57,956 $8M 8.40% - -
AMZN US AMAZON.COM INC 21,056 $5M 4.98% - -
META US META PLATFORMS INC-CLASS A 7,352 $4M 4.64% - -
AAPL US APPLE INC 17,113 $4M 4.62% - -
TSLA US TESLA INC 8,924 $4M 3.89% - -
NFLX US NETFLIX INC 3,025 $3M 2.91% - -
MSFT US MICROSOFT CORP 5,992 $3M 2.72% - -
JEPI US JPMORGAN EQUITY PREMIUM INCO 39,536 $2M 2.45% - -
DFSV US DIMENSIONAL US SMALL CAP VAL 65,513 $2M 2.18% - -
AVGO US BROADCOM INC 8,062 $2M 2.02% - -
INTU US INTUIT INC 2,932 $2M 1.99% - -
ISRG US INTUITIVE SURGICAL INC 3,450 $2M 1.94% - -
COIN US COINBASE GLOBAL INC -CLASS A 7,089 $2M 1.90% - -
NOW US SERVICENOW INC 1,645 $2M 1.88% - -
GOOG US ALPHABET INC-CL C 9,137 $2M 1.88% - -
JPM US JPMORGAN CHASE & CO 6,760 $2M 1.75% - -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 17,595 $2M 1.67% - -
HELO US JPMORGAN HEDGED EQUITY ETF 24,615 $2M 1.65% - -
GOOGL US ALPHABET INC-CL A 8,058 $2M 1.65% - -
ARKK US ARK INNOVATION ETF 26,105 $1M 1.60% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us