Intesa Sanpaolo Wealth Management
CIK: 0002110902SEC EDGAR →
Portfolio Value
$483.5M
Holdings
292
As of
Q4 2025
New Positions
292
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 96,190 | $46.5M | 9.62% |
| 2 | DISNEY WALT CO | 255,310 | $29.0M | 6.01% |
| 3 | ALPHABET INC | 70,543 | $22.1M | 4.57% |
| 4 | APPLE INC | 77,414 | $21.0M | 4.35% |
| 5 | AMAZON COM INC | 86,836 | $20.0M | 4.15% |
| 6 | JPMORGAN CHASE & CO. | 52,642 | $17.0M | 3.51% |
| 7 | NVIDIA CORPORATION | 71,625 | $13.4M | 2.76% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 25,599 | $12.9M | 2.66% |
| 9 | WORLD GOLD TR | 139,117 | $11.9M | 2.46% |
| 10 | VISA INC | 29,765 | $10.4M | 2.16% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 49 | $125.3M | 25.9% |
| Financial Services | 82 | $114.2M | 23.6% |
| Communication Services | 8 | $73.1M | 15.1% |
| Industrials | 29 | $38.7M | 8.0% |
| Consumer Cyclical | 22 | $37.6M | 7.8% |
| Unknown | 21 | $30.0M | 6.2% |
| Healthcare | 31 | $18.4M | 3.8% |
| Basic Materials | 17 | $15.5M | 3.2% |
| Consumer Defensive | 17 | $15.3M | 3.2% |
| Energy | 11 | $11.8M | 2.5% |
| Utilities | 4 | $3.3M | 0.7% |
| Real Estate | 1 | $112K | 0.0% |