Grant Private Wealth Management Inc Top Holdings and 13F Report (2025) About Grant Private Wealth Management IncInvestment ActivityGrant Private Wealth Management Inc has $176.38 million in total holdings as of June 30, 2025.Grant Private Wealth Management Inc owns shares of 70 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 78.84% of the portfolio was purchased this quarter.About 35.32% of the portfolio was sold this quarter.This quarter, Grant Private Wealth Management Inc has purchased 117 new stocks and bought additional shares in 23 stocks.Grant Private Wealth Management Inc sold shares of 13 stocks and completely divested from 81 stocks this quarter.Largest Holdings FT Vest U.S. Equity Buffer ETF - December $28,203,086Meta Platforms $7,431,575Amazon.com $7,256,544Microsoft $6,970,400CocaCola $6,751,780 Largest New Holdings this Quarter 33740U505 - FT Vest U.S. Equity Buffer ETF - December $28,203,086 Holding00206R102 - AT&T $6,654,762 Holding842587107 - Southern $5,584,237 Holding89832Q109 - Truist Financial $5,359,276 Holding33740U786 - FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December $5,090,649 Holding Largest Purchases this Quarter FT Vest U.S. Equity Buffer ETF - December 604,354 shares (about $28.20M)AT&T 229,950 shares (about $6.65M)Citigroup 75,164 shares (about $6.40M)CocaCola 88,666 shares (about $6.27M)Southern 60,811 shares (about $5.58M) Largest Sales this Quarter NVIDIA 28,758 shares (about $4.54M)Broadcom 7,684 shares (about $2.12M)JPMorgan Chase & Co. 3,746 shares (about $1.09M)iShares Core S&P 500 ETF 856 shares (about $531.79K)Eli Lilly and Company 423 shares (about $329.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrant Private Wealth Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFDECFT Vest U.S. Equity Buffer ETF - December$28,203,086$28,203,086 ▲New Holding604,35416.0%ETFMETAMeta Platforms$7,431,575$1,854,757 ▲33.3%10,0694.2%Computer and TechnologyAMZNAmazon.com$7,256,544$2,471,648 ▲51.7%33,0764.1%Retail/WholesaleMSFTMicrosoft$6,970,400$3,993,816 ▲134.2%14,0134.0%Computer and TechnologyKOCocaCola$6,751,780$6,273,088 ▲1,310.5%95,4323.8%Consumer StaplesCCitigroup$6,689,926$6,397,964 ▲2,191.4%78,5943.8%Financial ServicesTAT&T$6,654,762$6,654,762 ▲New Holding229,9503.8%Computer and TechnologyXOMExxon Mobil$6,066,609$5,478,781 ▲932.0%56,2773.4%EnergyAAPLApple$5,593,992$1,942,971 ▲53.2%27,2653.2%Computer and TechnologyBACBank of America$5,591,160$5,245,202 ▲1,516.1%118,1563.2%FinanceSOSouthern$5,584,237$5,584,237 ▲New Holding60,8113.2%UtilitiesTFCTruist Financial$5,359,276$5,359,276 ▲New Holding124,6633.0%FinanceVZVerizon Communications$5,109,050$4,226,907 ▲479.2%118,0742.9%Computer and TechnologyXDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December$5,090,649$5,090,649 ▲New Holding131,0802.9%ETFJNJJohnson & Johnson$4,900,383$4,549,210 ▲1,295.4%32,0812.8%MedicalNVDANVIDIA$4,300,405$4,543,556 ▼-51.4%27,2192.4%Computer and TechnologyGOOGAlphabet$4,243,098$2,661,693 ▲168.3%23,9202.4%Computer and TechnologyHDHome Depot$3,796,306$3,243,396 ▲586.6%10,3542.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,771,990$3,221,483 ▲585.2%6,1052.1%FinancePGProcter & Gamble$3,655,023$3,075,726 ▲530.9%22,9412.1%Consumer StaplesSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,119,846$3,119,846 ▲New Holding88,4311.8%ETFWFCWells Fargo & Company$2,986,915$2,382,177 ▲393.9%37,2811.7%FinancePFEPfizer$2,982,265$2,982,265 ▲New Holding123,0311.7%MedicalDUKDuke Energy$2,880,914$2,249,036 ▲355.9%24,4151.6%UtilitiesCVXChevron$2,564,431$2,240,673 ▲692.1%17,9091.5%EnergyLMTLockheed Martin$2,314,141$2,010,807 ▲662.9%4,9971.3%AerospaceABBVAbbVie$2,207,755$1,765,981 ▲399.7%11,8941.3%MedicalMRVLMarvell Technology$1,963,103$1,963,103 ▲New Holding25,3631.1%Computer and TechnologyUNHUnitedHealth Group$1,727,632$1,308,046 ▲311.7%5,5381.0%MedicalAXPAmerican Express$1,653,264$1,653,264 ▲New Holding5,1830.9%FinanceGILDGilead Sciences$1,583,966$1,583,966 ▲New Holding14,2870.9%MedicalIBMInternational Business Machines$1,190,697$549,802 ▲85.8%4,0390.7%Computer and TechnologySUPER MICRO COMPUTER INC$1,168,447$1,168,447 ▲New Holding23,8410.7%COM NEWFIRST TR EXCHNG TRADED FD VI$1,114,800$1,114,800 ▲New Holding30,0000.6%FT VEST U.SJPMJPMorgan Chase & Co.$1,049,282$1,086,104 ▼-50.9%3,6190.6%FinanceQQQInvesco QQQ$834,380$132,905 ▼-13.7%1,5130.5%FinanceBLACKROCK INC$814,748$92,275 ▼-10.2%7770.5%COMAWKAmerican Water Works$716,556$716,556 ▲New Holding5,1510.4%UtilitiesPEPPepsiCo$593,078$593,078 ▲New Holding4,4920.3%Consumer StaplesTXNTexas Instruments$500,517$321,361 ▼-39.1%2,4110.3%Computer and TechnologyFJULFT Vest U.S. Equity Buffer ETF - July$484,437$484,437 ▲New Holding9,3630.3%ETFCOSTCostco Wholesale$484,436$119,871 ▼-19.8%4890.3%Retail/WholesalePAYXPaychex$473,036$473,036 ▲New Holding3,2520.3%Computer and TechnologyCSCOCisco Systems$456,054$6,106 ▼-1.3%6,5730.3%Computer and TechnologyBRK.BBerkshire Hathaway$455,652$455,652 ▲New Holding9380.3%FinanceFAPRFT Vest U.S. Equity Buffer ETF - April$421,900$421,900 ▲New Holding10,0000.2%ETFPMPhilip Morris International$402,325$11,838 ▲3.0%2,2090.2%Consumer StaplesULUnilever$395,953$395,953 ▲New Holding6,4730.2%Consumer StaplesNEENextEra Energy$362,114$362,114 ▲New Holding5,2160.2%UtilitiesFCORFidelity Corporate Bond ETF$354,600$354,600 ▲New Holding7,4950.2%ETFLLYEli Lilly and Company$340,006$329,868 ▼-49.2%4360.2%MedicalMOAltria Group$325,722$99,311 ▲43.9%5,5560.2%Consumer StaplesCATCaterpillar$323,949$151,487 ▼-31.9%8340.2%IndustrialsRFRegions Financial$313,963$313,963 ▲New Holding13,3490.2%FinanceABTAbbott Laboratories$286,437$129,618 ▼-31.2%2,1060.2%MedicalWMTWalmart$280,461$317,132 ▼-53.1%2,8680.2%Retail/WholesaleFASTFastenal$277,200$277,200 ▲New Holding6,6000.2%Retail/WholesalePRUPrudential Financial$277,195$277,195 ▲New Holding2,5800.2%FinanceFDNFirst Trust Dow Jones Internet Index Fund$261,519$261,519 ▲New Holding9710.1%ETFVMCVulcan Materials$260,820$260,820 ▲New Holding1,0000.1%ConstructionIVViShares Core S&P 500 ETF$253,471$531,792 ▼-67.7%4080.1%ETFKMBKimberly-Clark$238,993$238,993 ▲New Holding1,8540.1%Consumer StaplesAVGOBroadcom$233,023$2,118,993 ▼-90.1%8450.1%Computer and TechnologyADIAnalog Devices$226,595$226,595 ▲New Holding9520.1%Computer and TechnologyMETMetLife$217,536$217,536 ▲New Holding2,7050.1%FinancePREFPrincipal Spectrum Preferred Securities Active ETF$211,678$211,678 ▲New Holding11,1590.1%ETFNSCNorfolk Southern$210,231$210,231 ▲New Holding8210.1%TransportationKYNKayne Anderson Energy Infrastructure Fund$205,721$205,721 ▲New Holding16,1730.1%Financial ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$200,669$200,669 ▲New Holding1,4860.1%ETFFFord Motor$161,654$161,654 ▲New Holding14,8990.1%Auto/Tires/TrucksNFLXNetflix$0$2,762,154 ▼-100.0%00.0%Consumer DiscretionaryTSLATesla$0$2,465,389 ▼-100.0%00.0%Auto/Tires/TrucksJ P MORGAN EXCHANGE TRADED F$0$2,217,052 ▼-100.0%00.0%HEDGED EQUITY LAJEPIJPMorgan Equity Premium Income ETF$0$1,998,529 ▼-100.0%00.0%ETFNOWServiceNow$0$1,958,504 ▼-100.0%00.0%Computer and TechnologyISRGIntuitive Surgical$0$1,945,421 ▼-100.0%00.0%MedicalDFSVDimensional US Small Cap Value ETF$0$1,850,328 ▼-100.0%00.0%ETFINTUIntuit$0$1,717,330 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$1,399,229 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$1,389,988 ▼-100.0%00.0%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$0$1,332,535 ▼-100.0%00.0%ETFCOINCoinbase Global$0$1,193,382 ▼-100.0%00.0%FinanceARKKARK Innovation ETF$0$1,188,786 ▼-100.0%00.0%ETFVVisa$0$1,170,186 ▼-100.0%00.0%Business ServicesAMDAdvanced Micro Devices$0$1,155,928 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$1,132,026 ▼-100.0%00.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$0$1,106,822 ▼-100.0%00.0%CL ASHOPShopify$0$980,007 ▼-100.0%00.0%Computer and TechnologyZMZoom Communications$0$949,420 ▼-100.0%00.0%Computer and TechnologyBABoeing$0$843,548 ▼-100.0%00.0%AerospaceLAM RESEARCH CORP$0$796,792 ▼-100.0%00.0%COM NEWDKNGDraftKings$0$778,907 ▼-100.0%00.0%Consumer DiscretionaryJEPQJPMorgan Nasdaq Equity Premium Income ETF$0$680,959 ▼-100.0%00.0%ETFHUBBHubbell$0$619,464 ▼-100.0%00.0%IndustrialsXSWSPDR S&P Software & Services ETF$0$582,050 ▼-100.0%00.0%ETFDISWalt Disney$0$556,964 ▼-100.0%00.0%Consumer DiscretionaryMCDMcDonald's$0$546,023 ▼-100.0%00.0%Retail/WholesaleMMM3M$0$516,308 ▼-100.0%00.0%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$0$512,184 ▼-100.0%00.0%ETFAMEAMETEK$0$465,983 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
