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CIK: 0002056418
Total reported value
$237.2M
$237.2M
117 檔
9.0%
The Q1 2025 SEC filing reveals that Grant Private Wealth Management Inc held a total portfolio value of $237.2M, covering 117 public equity positions.
In Q1 2025, Grant Private Wealth Management Inc displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.55% | -0.11% | -3.41% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.70% | +0.08% | +2.77% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.48% | +0.36% | +3.58% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.24% | +0.32% | +3.99% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 2.98% | -0.82% | -1.82% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.66% | -0.15% | +6.60% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.41% | -0.01% | -0.13% | |
| 8 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.39% | -0.30% | +50.92% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.16% | -0.15% | -11.53% | |
| 10 | NOW | Servicenow Inc | Stock-Tech | 2.11% | -0.08% | +49.54% | |
| 11 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.10% | -0.30% | +14.58% | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.00% | -0.22% | +0.33% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | -0.09% | +8.95% | |
| 14 | INTU | Intuit Inc | Stock-Tech | 1.85% | -0.49% | -4.37% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.53% | +0.37% | +5.79% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.51% | -0.27% | +43.95% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | -0.01% | -2.43% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.25% | +11.55% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.44% | -0.10% | -5.77% | |
| 20 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.29% | -0.19% | -2.26% | |
| 21 | ARKK | Ark Innovation ETF | ETF-Other | 1.28% | -0.08% | -4.29% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | -0.04% | +22.70% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 1.25% | +2.17% | +14.04% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 1.22% | -0.34% | +339.27% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.19% | -0.60% | +144.62% | |
| 26 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.06% | -0.24% | -2.19% | |
| 27 | ZM | Zoom Communications Inc | Stock-Tech | 1.02% | -0.08% | +12.40% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.00% | -0.15% | +9.31% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.91% | -0.09% | -3.00% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | -0.01% | +9.97% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.88% | -0.08% | +8.13% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.86% | +0.66% | -3.18% | |
| 33 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.84% | -0.03% | — | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.77% | +0.18% | +3.21% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.04% | -1.56% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.07% | +120.26% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.31% | +1.05% | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.73% | +0.04% | +97.31% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.20% | +27.38% | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.68% | -0.08% | +110.25% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.03% | +19.49% | |
| 42 | HUBB | Hubbell Inc | Stock-Industrials | 0.67% | -0.08% | — | |
| 43 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-Other | 0.63% | -0.03% | -1.62% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.33% | +11.11% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.09% | -3.64% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.02% | +14.76% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.06% | +1.04% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.58% | -0.04% | -5.03% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.02% | -0.28% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.14% | +13.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +1% | +339.27% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +0.8% | +144.62% | Add |
| 3 | HELO | Jpmorgan Hedged Equity ETF | +0.7% | +50.92% | Add |
| 4 | MMM | 3m Co | +0.6% | NEW | New buy |
| 5 | IDU | Ishares US Utilities ETF | +0.5% | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | +0.5% | +120.26% | Add |
| 7 | NET | Cloudflare Inc - Class A | +0.4% | NEW | New buy |
| 8 | GS | Goldman Sachs Group Inc | +0.4% | NEW | New buy |
| 9 | VHT | Vanguard Health Care ETF | +0.4% | NEW | New buy |
| 10 | DUK | Duke Energy CORP | +0.4% | +110.25% | Add |
| 11 | SPLV | Invesco S&p 500 Low Volatili | +0.4% | NEW | New buy |
| 12 | NOBL | Proshares S&p 500 Dividend A | +0.3% | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | +0.3% | +22.70% | Add |
| 14 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +97.31% | Add |
| 15 | PHDG | Invesco S&p 500 Downside Hed | +0.3% | NEW | New buy |
| 16 | QCOM | Qualcomm Inc | +0.3% | NEW | New buy |
| 17 | GLD | Spdr Gold Shares | +0.3% | NEW | New buy |
| 18 | C | Citigroup Inc | +0.3% | NEW | New buy |
| 19 | NOW | Servicenow Inc | +0.2% | +49.54% | Add |
| 20 | UNP | Union Pacific CORP | +0.2% | NEW | New buy |
| 21 | ABBV | Abbvie Inc | +0.2% | +40.50% | Add |
| 22 | CRM | Salesforce Inc | +0.2% | +43.95% | Add |
| 23 | XOM | Exxon Mobil CORP | +0.2% | +27.38% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.2% | +8.95% | Add |
| 25 | VZ | Verizon Communications Inc | +0.2% | +9.31% | Add |
| 26 | ISRG | Intuitive Surgical Inc | +0.2% | +14.58% | Add |
| 27 | SHOP | Shopify Inc - Class A | -0.1% | -2.19% | Trim |
| 28 | INTU | Intuit Inc | -0.1% | -4.37% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | -0.2% | +11.55% | Add |
| 30 | DFSV | Dimensional US Small Cap Val | -0.2% | +0.33% | Add |
| 31 | HUBB | Hubbell Inc | -0.2% | — | Unchanged |
| 32 | RNG | Ringcentral Inc-class A | -0.2% | -9.17% | Trim |
| 33 | CMC | Commercial Metals Co | -0.2% | EXIT | Sold out |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | -5.77% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | EXIT | Sold out |
| 36 | ETN | Eaton Corporation plc | -0.2% | EXIT | Sold out |
| 37 | SNPS | Synopsys Inc | -0.2% | EXIT | Sold out |
| 38 | XYZ | Block Inc | -0.3% | -1.38% | Trim |
| 39 | SWKS | Skyworks Solutions Inc | -0.3% | EXIT | Sold out |
| 40 | PYPL | Paypal Holdings Inc | -0.3% | EXIT | Sold out |
| 41 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -11.53% | Trim |
| 42 | MSFT | Microsoft CORP | -0.3% | -0.13% | Trim |
| 43 | ARKK | Ark Innovation ETF | -0.3% | -4.29% | Trim |
| 44 | AAPL | Apple Inc | -0.4% | +3.99% | Add |
| 45 | GOOG | Alphabet Inc-cl C | -0.4% | -2.43% | Trim |
| 46 | AVGO | Broadcom Inc | -0.5% | +5.79% | Add |
| 47 | AMZN | Amazon.com Inc | -0.5% | +3.58% | Add |
| 48 | COIN | Coinbase Global Inc -class A | -0.6% | -2.26% | Trim |
| 49 | TSLA | Tesla Inc | -1.2% | +6.60% | Add |
| 50 | NVDA | Nvidia CORP | -1.9% | -3.41% | Trim |
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 117 disclosed positions in Q1 2025.
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, META, AMZN) accounted for 9.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
MMM
市值: $516.3K
Top Position Liquidated / Trimmed
PYPL
前期市值: $253.7K
During Q1 2025, Grant Private Wealth Management Inc's top holdings by market value included NVDA (6.5%)、META (4.7%)、AMZN (4.5%). The largest single position, NVDA, represented 6.5% of total portfolio value.
In Q1 2025, Grant Private Wealth Management Inc made 49 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 6 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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