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Grant Private Wealth Management Inc Top Holdings and 13F Report (2025)

About Grant Private Wealth Management Inc

Investment Activity

  • Grant Private Wealth Management Inc has $92.70 million in total holdings as of December 31, 2024.
  • Grant Private Wealth Management Inc owns shares of 111 different stocks, but just 51 companies or ETFs make up 80% of its holdings.

Largest Holdings

NVIDIA
$7,782,911
Amazon.com
$4,619,476
Meta Platforms
$4,304,670
Apple
$4,285,380
Tesla
$3,603,868

Sector Allocation

Map of 500 Largest Holdings ofGrant Private Wealth Management Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,782,91157,9568.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,619,47621,0565.0%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,304,6707,3524.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,285,38017,1134.6%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$3,603,8688,9243.9%Auto/Tires/Trucks
Netflix, Inc. stock logo
NFLX
Netflix
$2,696,2433,0252.9%Consumer Discretionary
Microsoft Co. stock logo
MSFT
Microsoft
$2,525,7065,9922.7%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,274,50639,5362.5%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$2,016,49065,5132.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,869,0948,0622.0%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$1,842,7622,9322.0%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,800,7623,4501.9%Medical
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$1,760,1997,0891.9%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,743,8971,6451.9%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,740,0509,1371.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,620,3976,7601.7%Finance
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,546,60117,5951.7%ETF
J P MORGAN EXCHANGE TRADED F
$1,527,11524,6151.6%HEDGED EQUITY LA
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,525,3038,0581.6%Computer and Technology
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$1,481,98126,1051.6%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,218,2889,8661.3%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$1,210,9433,6221.3%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$1,115,82710,4941.2%Computer and Technology
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$934,43511,4501.0%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$902,5315,0991.0%Aerospace
DraftKings Inc. stock logo
DKNG
DraftKings
$872,48923,4540.9%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$864,6852,7360.9%Business Services
BLACKROCK INC
$820,0888000.9%COM
LAM RESEARCH CORP
$817,64411,3200.9%COM NEW
Invesco QQQ stock logo
QQQ
Invesco QQQ
$815,1901,5950.9%Finance
Hubbell Incorporated stock logo
HUBB
Hubbell
$784,1621,8720.8%Industrial Products
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$755,8651,2840.8%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$745,85318,6510.8%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$719,2883,8360.8%Computer and Technology
SPDR S&P Software & Services ETF stock logo
XSW
SPDR S&P Software & Services ETF
$699,3413,7010.8%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$673,3001,3310.7%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$652,0665,8560.7%Consumer Discretionary
BLOCK INC
$618,0477,2720.7%CL A
RingCentral, Inc. stock logo
RNG
RingCentral
$575,63416,3600.6%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$558,2607,9480.6%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$552,8264,7980.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$522,1978910.6%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$511,0351,3140.6%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$510,2383,0430.6%Consumer Staples
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$503,0325490.5%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$501,5101,7300.5%Retail/Wholesale
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$489,2462,6420.5%Retail/Wholesale
AMETEK, Inc. stock logo
AME
AMETEK
$487,9642,7070.5%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$487,3183,0960.5%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$484,4575,3620.5%Retail/Wholesale
International Business Machines Co. stock logo
IBM
International Business Machines
$479,2292,1800.5%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$460,5074,2810.5%Oils/Energy
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$445,6974,9330.5%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$440,1158260.5%Medical
Roblox Co. stock logo
RBLX
Roblox
$423,5357,3200.5%Consumer Discretionary
Adobe Inc. stock logo
ADBE
Adobe
$417,1109380.4%Computer and Technology
PALANTIR TECHNOLOGIES INC
$405,4525,3610.4%CL A
The Coca-Cola Company stock logo
KO
Coca-Cola
$402,9476,4720.4%Consumer Staples
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$391,7762,4090.4%Computer and Technology
Agilent Technologies, Inc. stock logo
A
Agilent Technologies
$382,8692,8500.4%Medical
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$378,3852,8620.4%Finance
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$375,7736,6650.4%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$374,4202,9540.4%ETF
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$365,0752,4500.4%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$362,8463,6470.4%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$361,5346,1070.4%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$338,0586420.4%Business Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$335,7983,9900.4%Computer and Technology
Intel Co. stock logo
INTC
Intel
$335,57716,7370.4%Computer and Technology
Booz Allen Hamilton Holding Co. stock logo
BAH
Booz Allen Hamilton
$334,6202,6000.4%Business Services
Zebra Technologies Co. stock logo
ZBRA
Zebra Technologies
$331,3778580.4%Industrial Products
Snap Inc. stock logo
SNAP
Snap
$329,84230,6260.4%Computer and Technology
ARISTA NETWORKS INC
$329,8222,9840.4%COM SHS
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$326,9735,7810.4%Medical
Bank of America Co. stock logo
BAC
Bank of America
$323,7807,3670.3%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$322,8162,8540.3%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$320,3461,2980.3%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$315,9095860.3%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$315,3756490.3%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$305,5822,1130.3%Medical
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$305,3491,4170.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$303,6308370.3%Industrial Products
ProShares Bitcoin ETF stock logo
BITO
ProShares Bitcoin ETF
$302,26812,7160.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$301,0803900.3%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$301,0241,6940.3%Medical
Chevron Co. stock logo
CVX
Chevron
$289,3091,9970.3%Oils/Energy
Oracle Co. stock logo
ORCL
Oracle
$282,9551,6980.3%Computer and Technology
Stifel Financial Corp. stock logo
SF
Stifel Financial
$281,1122,6500.3%Finance
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$279,0738400.3%Medical
Duke Energy Co. stock logo
DUK
Duke Energy
$274,4142,5470.3%Utilities
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$273,7693,1960.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$271,84010,5120.3%ETF
Comcast Co. stock logo
CMCSA
Comcast
$267,4017,1230.3%Consumer Discretionary
HealthEquity, Inc. stock logo
HQY
HealthEquity
$264,7262,7590.3%Medical
Autodesk, Inc. stock logo
ADSK
Autodesk
$261,8758860.3%Computer and Technology
American Tower Co. stock logo
AMT
American Tower
$259,8921,3860.3%Finance
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$253,6602,9720.3%Computer and Technology
SS&C Technologies Holdings, Inc. stock logo
SSNC
SS&C Technologies
$252,0443,3260.3%Computer and Technology
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$242,6051,2580.3%Finance
Skyworks Solutions, Inc. stock logo
SWKS
Skyworks Solutions
$240,3232,7100.3%Computer and Technology

Showing largest 100 holdings. View all holdings.
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