Grant Private Wealth Management Inc Top Holdings and 13F Report (2025) About Grant Private Wealth Management IncInvestment ActivityGrant Private Wealth Management Inc has $92.67 million in total holdings as of March 31, 2025.Grant Private Wealth Management Inc owns shares of 117 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 12.57% of the portfolio was purchased this quarter.About 2.93% of the portfolio was sold this quarter.This quarter, Grant Private Wealth Management Inc has purchased 111 new stocks and bought additional shares in 51 stocks.Grant Private Wealth Management Inc sold shares of 42 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $6,066,787Meta Platforms $4,354,976Amazon.com $4,149,571Apple $3,928,598Netflix $2,762,154 Largest New Holdings this Quarter 88579Y101 - 3M $516,308 Holding464287697 - iShares U.S. Utilities ETF $423,530 Holding18915M107 - Cloudflare $402,979 Holding38141G104 - The Goldman Sachs Group $386,773 Holding92204A504 - Vanguard Health Care ETF $368,769 Holding Largest Purchases this Quarter Uber Technologies 12,000 shares (about $874.32K)J P MORGAN EXCHANGE TRADED F 12,534 shares (about $748.03K)PALANTIR TECHNOLOGIES INC 7,753 shares (about $654.35K)ServiceNow 815 shares (about $648.85K)3M 3,516 shares (about $516.31K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 4,560 shares (about $260.56K)NVIDIA 1,979 shares (about $214.48K)SPDR Portfolio S&P 500 Growth ETF 1,015 shares (about $81.58K)Intuit 128 shares (about $78.39K)Merck & Co., Inc. 751 shares (about $67.42K) 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 PortfolioSectorNVDANVIDIA$6,066,787$214,484 ▼-3.4%55,9776.5%Computer and TechnologyMETAMeta Platforms$4,354,976$117,577 ▲2.8%7,5564.7%Computer and TechnologyAMZNAmazon.com$4,149,571$143,456 ▲3.6%21,8104.5%Retail/WholesaleAAPLApple$3,928,598$150,565 ▲4.0%17,7954.2%Computer and TechnologyNFLXNetflix$2,762,154$51,151 ▼-1.8%2,9703.0%Consumer DiscretionaryTSLATesla$2,465,389$152,645 ▲6.6%9,5132.7%Auto/Tires/TrucksMSFTMicrosoft$2,231,137$2,983 ▼-0.1%5,9842.4%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$2,217,052$748,029 ▲50.9%37,1492.4%HEDGED EQUITY LAJEPIJPMorgan Equity Premium Income ETF$1,998,529$260,558 ▼-11.5%34,9762.2%ETFNOWServiceNow$1,958,504$648,854 ▲49.5%2,4602.1%Computer and TechnologyISRGIntuitive Surgical$1,945,421$247,545 ▲14.6%3,9532.1%MedicalDFSVDimensional US Small Cap Value ETF$1,850,328$6,137 ▲0.3%65,7312.0%ETFJPMJPMorgan Chase & Co.$1,806,591$148,403 ▲8.9%7,3651.9%FinanceINTUIntuit$1,717,330$78,395 ▼-4.4%2,8041.9%Computer and TechnologyAVGOBroadcom$1,418,467$77,667 ▲5.8%8,5291.5%Computer and TechnologyCRMSalesforce$1,399,229$427,229 ▲44.0%5,2141.5%Computer and TechnologyGOOGAlphabet$1,392,790$34,683 ▼-2.4%8,9151.5%Computer and TechnologyGOOGLAlphabet$1,389,988$143,962 ▲11.6%8,9891.5%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,332,535$81,576 ▼-5.8%16,5801.4%ETFCOINCoinbase Global$1,193,382$27,557 ▼-2.3%6,9291.3%FinanceARKKARK Innovation ETF$1,188,786$53,290 ▼-4.3%24,9851.3%ETFVVisa$1,170,186$216,469 ▲22.7%3,3571.3%Business ServicesAMDAdvanced Micro Devices$1,155,928$142,295 ▲14.0%11,2511.2%Computer and TechnologyUBERUber Technologies$1,132,026$874,320 ▲339.3%15,5371.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,106,822$654,353 ▲144.6%13,1141.2%CL ASHOPShopify$980,007$21,960 ▼-2.2%10,2641.1%Computer and TechnologyZMZoom Video Communications$949,420$104,753 ▲12.4%12,8701.0%Computer and TechnologyVZVerizon Communications$924,754$78,745 ▲9.3%20,3871.0%Computer and TechnologyBABoeing$843,548$26,094 ▼-3.0%4,9460.9%AerospaceQQQInvesco QQQ$822,283$74,540 ▲10.0%1,7540.9%FinanceBLACKROCK INC$818,705$61,521 ▲8.1%8650.9%COMLAM RESEARCH CORP$796,792$26,172 ▼-3.2%10,9600.9%COM NEWDKNGDraftKings$778,9070.0%23,4540.8%Consumer DiscretionaryTXNTexas Instruments$711,432$22,103 ▲3.2%3,9590.8%Computer and TechnologyIVViShares Core S&P 500 ETF$710,242$11,238 ▼-1.6%1,2640.8%ETFLLYEli Lilly and Company$709,457$387,352 ▲120.3%8590.8%MedicalUNHUnitedHealth Group$704,444$7,333 ▲1.1%1,3450.8%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$680,959$335,845 ▲97.3%13,1510.7%ETFXOMExxon Mobil$648,525$139,386 ▲27.4%5,4530.7%EnergyDUKDuke Energy$629,487$330,084 ▲110.2%5,3550.7%UtilitiesPGProcter & Gamble$619,727$101,072 ▲19.5%3,6360.7%Consumer StaplesHUBBHubbell$619,4640.0%1,8720.7%IndustrialsXSWSPDR S&P Software & Services ETF$582,050$9,592 ▼-1.6%3,6410.6%ETFCOSTCostco Wholesale$576,926$57,693 ▲11.1%6100.6%Retail/WholesaleDISWalt Disney$556,964$21,023 ▼-3.6%5,6430.6%Consumer DiscretionaryHDHome Depot$552,575$71,087 ▲14.8%1,5080.6%Retail/WholesaleMCDMcDonald's$546,023$5,623 ▲1.0%1,7480.6%Retail/WholesaleWFCWells Fargo & Company$541,863$28,716 ▼-5.0%7,5480.6%FinanceIBMInternational Business Machines$540,587$1,492 ▼-0.3%2,1740.6%Computer and TechnologyWMTWalmart$536,485$65,755 ▲14.0%6,1110.6%Retail/WholesaleMMM3M$516,308$516,308 ▲New Holding3,5160.6%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$512,184$10,457 ▲2.1%4,8980.6%ETFABBVAbbVie$498,658$143,731 ▲40.5%2,3800.5%MedicalSPYSPDR S&P 500 ETF Trust$498,4160.0%8910.5%FinanceKOCoca-Cola$484,581$21,056 ▲4.5%6,7660.5%Consumer StaplesAMEAMETEK$465,9830.0%2,7070.5%Computer and TechnologyIDUiShares U.S. Utilities ETF$423,530$423,530 ▲New Holding4,1760.5%ETFICEIntercontinental Exchange$422,6250.0%2,4500.5%FinanceSNOWSnowflake$418,895$33,617 ▼-7.4%2,8660.5%Computer and TechnologyMAMastercard$418,764$66,871 ▲19.0%7640.5%Business ServicesCSCOCisco Systems$411,050$34,187 ▲9.1%6,6610.4%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$409,4390.0%4,9330.4%ETFRBLXRoblox$409,196$17,487 ▼-4.1%7,0200.4%Consumer DiscretionaryABTAbbott Laboratories$405,776$27,193 ▲7.2%3,0590.4%MedicalCATCaterpillar$403,675$127,633 ▲46.2%1,2240.4%IndustrialsNETCloudflare$402,979$402,979 ▲New Holding3,5760.4%Computer and TechnologyTMOThermo Fisher Scientific$402,061$8,957 ▼-2.2%8080.4%MedicalBLOCK INC$389,655$5,433 ▼-1.4%7,1720.4%CL AWSMWilliams-Sonoma$387,661$30,039 ▼-7.2%2,4520.4%Retail/WholesaleGSThe Goldman Sachs Group$386,773$386,773 ▲New Holding7080.4%FinanceBMYBristol-Myers Squibb$381,431$28,848 ▲8.2%6,2540.4%MedicalCVXChevron$378,316$44,173 ▲13.2%2,2610.4%EnergyVHTVanguard Health Care ETF$368,769$368,769 ▲New Holding1,3930.4%ETFRNGRingCentral$367,934$37,140 ▼-9.2%14,8600.4%Computer and TechnologyINTCIntel$364,314$15,783 ▼-4.2%16,0420.4%Computer and TechnologyJNJJohnson & Johnson$362,858$29,357 ▲8.8%2,2990.4%MedicalADBEAdobe$356,299$3,452 ▼-1.0%9290.4%Computer and TechnologyIBBiShares Biotechnology ETF$353,260$12,790 ▼-3.5%2,7620.4%FinanceIWPiShares Russell Mid-Cap Growth ETF$347,0650.0%2,9540.4%ETFMUMicron Technology$342,347$4,345 ▼-1.3%3,9400.4%Computer and TechnologyAMATApplied Materials$342,048$7,546 ▼-2.2%2,3570.4%Computer and TechnologyPMPhilip Morris International$340,317$44,127 ▲14.9%2,1440.4%Consumer StaplesAAgilent Technologies$333,3930.0%2,8500.4%MedicalSPLVInvesco S&P 500 Low Volatility ETF$330,860$330,860 ▲New Holding4,4280.4%ETFPANWPalo Alto Networks$318,585$97,777 ▲44.3%1,8670.3%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$317,678$317,678 ▲New Holding3,1090.3%ETFCMCSAComcast$313,318$50,479 ▲19.2%8,4910.3%Consumer DiscretionaryARISTA NETWORKS INC$308,680$77,480 ▲33.5%3,9840.3%COM SHSLOWLowe's Companies$305,531$2,799 ▲0.9%1,3100.3%Retail/WholesaleBACBank of America$305,088$2,337 ▼-0.8%7,3110.3%FinanceVOOVanguard S&P 500 ETF$303,274$2,056 ▲0.7%5900.3%ETFORCLOracle$299,892$62,495 ▲26.3%2,1450.3%Computer and TechnologyPHDGInvesco S&P 500 Downside Hedged ETF$299,647$299,647 ▲New Holding8,2140.3%ETFAMTAmerican Tower$299,200$2,394 ▼-0.8%1,3750.3%FinanceLMTLockheed Martin$292,595$2,680 ▲0.9%6550.3%AerospaceXLEEnergy Select Sector SPDR Fund$289,321$9,345 ▼-3.1%3,0960.3%ETFQCOMQUALCOMM$274,655$274,655 ▲New Holding1,7880.3%Computer and TechnologyBAHBooz Allen Hamilton$261,450$10,458 ▼-3.8%2,5000.3%Business ServicesMRKMerck & Co., Inc.$259,983$67,420 ▼-20.6%2,8960.3%MedicalSSNCSS&C Technologies$258,776$19,045 ▼-6.9%3,0980.3%Computer and TechnologyShowing largest 100 holdings. 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