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CIK: 0002056418
Total reported value
$237.2M
$237.2M
111 檔
10.4%
In Q4 2024, Grant Private Wealth Management Inc's U.S. equity holdings reached a combined market value of $237.2M, distributed across 111 disclosed stock positions.
During Q4 2024, Grant Private Wealth Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.40% | -0.11% | — | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.98% | +0.36% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.64% | +0.08% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.62% | +0.32% | — | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.89% | -0.15% | — | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 2.91% | -0.82% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.01% | — | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.45% | -0.15% | — | |
| 9 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.18% | -0.22% | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.02% | +0.37% | — | |
| 11 | INTU | Intuit Inc | Stock-Tech | 1.99% | -0.49% | — | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.94% | -0.30% | — | |
| 13 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.90% | -0.19% | — | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 1.88% | -0.08% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | -0.01% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.75% | -0.09% | — | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.67% | -0.10% | — | |
| 18 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.65% | -0.30% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.25% | — | |
| 20 | ARKK | Ark Innovation ETF | ETF-Other | 1.60% | -0.08% | — | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.31% | +2.17% | — | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.31% | -0.27% | — | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.20% | -0.24% | — | |
| 24 | ZM | Zoom Communications Inc | Stock-Tech | 1.01% | -0.08% | — | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 0.97% | -0.09% | — | |
| 26 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.94% | -0.03% | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | -0.04% | — | |
| 28 | BLK | Blackrock Inc | Stock-Financials | 0.88% | -0.08% | — | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.88% | +0.66% | — | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | -0.01% | — | |
| 31 | HUBB | Hubbell Inc | Stock-Industrials | 0.85% | -0.08% | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | -0.04% | — | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.80% | -0.15% | — | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.78% | +0.18% | — | |
| 35 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-Other | 0.75% | -0.03% | — | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | +0.31% | — | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.09% | — | |
| 38 | XYZ | Block Inc | Stock-Financials | 0.67% | -0.02% | — | |
| 39 | RNG | Ringcentral Inc-class A | Stock-Tech | 0.62% | -0.06% | — | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.60% | -0.04% | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | -0.04% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.03% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.02% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.03% | — | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.33% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.06% | — | |
| 47 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.53% | -0.01% | — | |
| 48 | AME | Ametek Inc | Stock-Industrials | 0.53% | -0.03% | — | |
| 49 | SNOW | Snowflake Inc | Stock-Tech | 0.53% | -0.34% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.14% | — |
According to official SEC Form 13F filings, Grant Private Wealth Management Inc reported a total U.S. public equity portfolio value of $237.2M across 111 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AMZN, META) accounted for 10.4% of total reported equity market value during Q4 2024.
During Q4 2024, Grant Private Wealth Management Inc's top holdings by market value included NVDA (8.4%)、AMZN (5.0%)、META (4.6%). The largest single position, NVDA, represented 8.4% of total portfolio value.
In Q4 2024, Grant Private Wealth Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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