Private Wealth Partners, LLC
CIK: 0001335851SEC EDGAR →
Portfolio Value
$1.4B
Holdings
170
As of
Q4 2025
New Positions
170
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVDAPut NVIDIA CORPORATION | 728,874 | $134.1M | 9.50% |
| 2 | APPLE INC | 436,467 | $118.7M | 8.41% |
| 3 | MICROSOFT CORP | 200,817 | $97.1M | 6.88% |
| 4 | ALPHABET INC | 308,982 | $96.7M | 6.85% |
| 5 | AMAZON COM INC | 272,285 | $62.8M | 4.45% |
| 6 | JPMORGAN CHASE & CO. | 153,932 | $49.6M | 3.51% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 97,213 | $48.9M | 3.46% |
| 8 | VISA INC | 138,595 | $48.6M | 3.44% |
| 9 | ALPHABET INC | 122,480 | $38.4M | 2.72% |
| 10 | THERMO FISHER SCIENTIFIC INC | 63,314 | $36.7M | 2.60% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (170)
$134.1M · 729K shares
$118.7M · 436K shares
$97.1M · 201K shares
$96.7M · 309K shares
$62.8M · 272K shares
$49.6M · 154K shares
$48.9M · 97K shares
$48.6M · 139K shares
$38.4M · 122K shares
$36.7M · 63K shares
$34.0M · 39K shares
$32.8M · 312K shares
$32.6M · 143K shares
$27.0M · 138K shares
$27.0M · 65K shares
$26.9M · 31K shares
$25.6M · 168K shares
$25.1M · 31K shares
$24.0M · 112K shares
$21.8M · 95K shares
$20.5M · 120K shares
$19.6M · 32K shares
$18.7M · 196K shares
$16.2M · 46K shares
$16.0M · 77K shares
$14.8M · 305K shares
$14.4M · 577K shares
$14.2M · 223K shares
$14.0M · 110K shares
$12.9M · 37K shares
$10.9M · 31K shares
$10.6M · 106K shares
$9.7M · 191K shares
$9.2M · 52K shares
$9.2M · 81K shares
$8.4M · 15K shares
$7.2M · 261K shares
$7.1M · 90K shares
$7.0M · 26K shares
$6.0M · 9K shares
$5.8M · 5K shares
$5.6M · 44K shares
$5.1M · 60K shares
$5.0M · 94K shares
$4.9M · 18K shares
$4.7M · 7K shares
$4.3M · 28K shares
$4.2M · 34K shares
$4.2M · 8K shares
$4.0M · 6K shares
$3.9M · 16K shares
$3.8M · 10K shares
$3.8M · 26K shares
$3.8M · 117K shares
$3.7M · 69K shares
$3.6M · 19K shares
$3.5M · 38K shares
$3.3M · 23K shares
$3.2M · 9K shares
$3.1M · 10K shares
$2.8M · 8K shares
$2.8M · 6K shares
$2.6M · 94K shares
$2.5M · 2K shares
$2.5M · 8K shares
$2.4M · 11K shares
$2.2M · 49K shares
$2.2M · 24K shares
$2.2M · 42K shares
$2.1M · 19K shares
$1.9M · 13K shares
$1.9M · 48K shares
$1.9M · 23K shares
$1.8M · 20K shares
$1.8M · 2K shares
$1.7M · 5K shares
$1.7M · 40K shares
$1.7M · 14K shares
$1.7M · 26K shares
$1.7M · 5K shares
$1.6M · 39K shares
$1.6M · 3K shares
$1.6M · 97K shares
$1.4M · 9K shares
$1.4M · 48K shares
$1.4M · 22K shares
$1.3M · 23K shares
$1.3M · 25K shares
$1.2M · 10K shares
$1.2M · 10K shares
$1.2M · 36K shares
$1.2M · 4K shares
$1.2M · 15K shares
$1.1M · 81K shares
$1.1M · 28K shares
$1.1M · 30K shares
$1.1M · 19K shares
$1.0M · 6K shares
$1.0M · 6K shares
$997K · 5K shares
$961K · 37K shares
$961K · 4K shares
$938K · 1K shares
$931K · 871 shares
$889K · 9K shares
$866K · 4K shares
$851K · 9K shares
$817K · 3K shares
$815K · 17K shares
$811K · 6K shares
$794K · 1K shares
$762K · 15K shares
$761K · 4K shares
$754K · 1 shares
$754K · 6K shares
$736K · 6K shares
$731K · 6K shares
$653K · 10K shares
$599K · 7K shares
$594K · 11K shares
$588K · 1K shares
$566K · 4K shares
$560K · 4K shares
$559K · 1K shares
$531K · 8K shares
$521K · 5K shares
$503K · 2K shares
$487K · 5K shares
$483K · 6K shares
$467K · 3K shares
$445K · 4K shares
$434K · 3K shares
$430K · 6K shares
$421K · 7K shares
$364K · 300 shares
$350K · 2K shares
$344K · 1K shares
$343K · 1K shares
$317K · 2K shares
$314K · 13K shares
$311K · 2K shares
$311K · 3K shares
$302K · 3K shares
$302K · 6K shares
$291K · 2K shares
$287K · 1K shares
$281K · 3K shares
$270K · 3K shares
$267K · 7K shares
$257K · 1K shares
$249K · 2K shares
$243K · 2K shares
$242K · 1K shares
$241K · 620 shares
$241K · 10K shares
$235K · 720 shares
$232K · 14K shares
$229K · 3K shares
$224K · 4K shares
$219K · 999 shares
$218K · 465 shares
$218K · 4K shares
$216K · 1K shares
$213K · 3K shares
$211K · 3K shares
$206K · 2K shares
$205K · 1K shares
$204K · 1K shares
$201K · 600 shares
$46K · 25K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 28 | $454.8M | 31.6% |
| Financial Services | 53 | $238.9M | 16.6% |
| Healthcare | 22 | $230.9M | 16.1% |
| Communication Services | 6 | $153.1M | 10.6% |
| Unknown | 13 | $92.8M | 6.5% |
| Consumer Cyclical | 9 | $87.5M | 6.1% |
| Consumer Defensive | 10 | $66.9M | 4.6% |
| Energy | 10 | $48.9M | 3.4% |
| Industrials | 10 | $33.7M | 2.3% |
| Basic Materials | 3 | $24.8M | 1.7% |
| Utilities | 5 | $5.6M | 0.4% |
| Real Estate | 1 | $201K | 0.0% |