EFG Private Wealth Management (Americas) Corp.
CIK: 0001598340SEC EDGAR →
Portfolio Value
$579K
Holdings
146
As of
Q3 2025
New Positions
15
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 143,104 | $26.7M | 4610.10% |
| 2 | ISHARES TR | 173,522 | $20.6M | 3560.14% |
| 3 | AMAZON COM INC | 79,758 | $17.5M | 3023.67% |
| 4 | JPMORGAN CHASE & CO. | 52,425 | $16.5M | 2855.15% |
| 5 | BROADCOM INC | 45,800 | $15.1M | 2608.76% |
| 6 | ISHARES GOLD TR | 154,906 | $11.3M | 1946.26% |
| 7 | ALPHABET INC | 43,269 | $10.5M | 1819.52% |
| 8 | APPLE INC | 40,966 | $10.4M | 1801.05% |
| 9 | ISHARES TR | 93,045 | $10.4M | 1790.69% |
| 10 | ISHARES TR | 188,229 | $10.1M | 1735.44% |
Quarterly Changes
Top Buys
New Positions (15)
$7.3M · 53K shares
$3.6M · 9K shares
$1.8M · 36K shares
$1.2M · 7K shares
$917K · 3K shares
$686K · 6K shares
$640K · 2K shares
$619K · 4K shares
$428K · 5K shares
$386K · 5K shares
$338K · 2K shares
$272K · 33K shares
$5K · 8K shares
$2K · 745 shares
$228 · 454 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $176.0M | 38.5% |
| Technology | 24 | $96.8M | 21.2% |
| Consumer Cyclical | 16 | $50.0M | 10.9% |
| Industrials | 16 | $36.0M | 7.9% |
| Healthcare | 16 | $35.2M | 7.7% |
| Unknown | 7 | $22.0M | 4.8% |
| Communication Services | 7 | $20.3M | 4.4% |
| Consumer Defensive | 4 | $12.8M | 2.8% |
| Energy | 3 | $6.4M | 1.4% |
| Utilities | 1 | $855K | 0.2% |
| Basic Materials | 1 | $640K | 0.1% |