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CIK: 0001335851
Total reported value
$1.4B
$1.4B
162 檔
27.8%
The Q1 2025 SEC filing reveals that Private Wealth Partners, LLC held a total portfolio value of $1.4B, covering 162 public equity positions.
In Q1 2025, Private Wealth Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.16% | +0.01% | -5.18% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.27% | +0.77% | +6.40% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.65% | -0.75% | -4.87% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.62% | +0.07% | -6.26% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.60% | +0.08% | -4.17% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.34% | +0.58% | -4.27% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.70% | +0.38% | -0.64% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.26% | -0.15% | -7.09% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.70% | +0.07% | -0.69% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.65% | -0.68% | -0.92% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 2.56% | -0.77% | -5.92% | |
| 12 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.49% | -0.39% | -4.50% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.46% | -0.11% | +0.40% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 2.03% | -2.38% | EXIT | |
| 15 | MCK | Mckesson CORP | Stock-Healthcare | 1.96% | -0.58% | -2.15% | |
| 16 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.95% | +0.10% | -1.89% | |
| 17 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.87% | -0.39% | -1.86% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.33% | -9.36% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 1.60% | -0.18% | -4.63% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.57% | +0.21% | +5.96% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.54% | +0.28% | +4.80% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.51% | -0.30% | -5.93% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | -0.17% | +1.11% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 1.24% | -0.25% | +2.30% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.14% | -0.09% | |
| 26 | KKR | Kkr & Co Inc | Stock-Financials | 1.10% | +0.05% | -1.24% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 1.05% | +2.42% | +12.16% | |
| 28 | ZTS | Zoetis Inc | Stock-Healthcare | 1.04% | -0.39% | EXIT | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.98% | -0.13% | -0.62% | |
| 30 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.77% | -0.03% | -4.47% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.16% | -15.32% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.72% | +0.42% | — | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.70% | -0.09% | -0.50% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.68% | -0.17% | +92.72% | |
| 35 | CZR | Caesars Entertainment Inc | Stock-Consumer Disc | 0.63% | — | +3.48% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.60% | +0.12% | -0.08% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.05% | +25.53% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.44% | -0.02% | -4.57% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.07% | +0.02% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.02% | +1.45% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | -0.36% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.06% | -3.64% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.40% | +0.06% | -6.36% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.02% | -13.09% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.05% | -24.29% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.38% | +0.02% | +33.59% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.38% | +0.01% | NEW | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.05% | +7.12% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | — | -0.32% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.34% | -0.10% | -6.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | ABBV | Abbvie Inc | — | NEW | New buy |
| 10 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 11 | CVX | Chevron CORP | — | NEW | New buy |
| 12 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 13 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 14 | HON | Honeywell International Inc | — | NEW | New buy |
| 15 | MCK | Mckesson CORP | — | NEW | New buy |
| 16 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 17 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 18 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 19 | DHR | Danaher CORP | — | NEW | New buy |
| 20 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 21 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 22 | ADBE | Adobe Inc | — | NEW | New buy |
| 23 | HD | Home Depot Inc | — | NEW | New buy |
| 24 | PFE | Pfizer Inc | — | NEW | New buy |
| 25 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 26 | KKR | Kkr & Co Inc | — | NEW | New buy |
| 27 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 28 | ZTS | Zoetis Inc | — | NEW | New buy |
| 29 | SYK | Stryker CORP | — | NEW | New buy |
| 30 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 31 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 32 | FTNT | Fortinet Inc | — | NEW | New buy |
| 33 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 34 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 35 | CZR | Caesars Entertainment Inc | — | NEW | New buy |
| 36 | MS | Morgan Stanley | — | NEW | New buy |
| 37 | CRM | Salesforce Inc | — | NEW | New buy |
| 38 | ADI | Analog Devices Inc | — | NEW | New buy |
| 39 | MA | Mastercard Inc - A | — | NEW | New buy |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 41 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 42 | PEP | Pepsico Inc | — | NEW | New buy |
| 43 | BX | Blackstone Inc | — | NEW | New buy |
| 44 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 45 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 46 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 47 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 50 | SPGI | S&p Global Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Private Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.4B across 162 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 AAPL, NVDA, MSFT) accounted for 27.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $110.6M
During Q1 2025, Private Wealth Partners, LLC's top holdings by market value included AAPL (9.2%)、NVDA (7.3%)、MSFT (6.7%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q1 2025, Private Wealth Partners, LLC made 50 total portfolio adjustments, initiating 50 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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