Private Wealth Partners, LLC Top Holdings and 13F Report (2025) About Private Wealth Partners, LLCInvestment ActivityPrivate Wealth Partners, LLC has $1.21 billion in total holdings as of March 31, 2025.Private Wealth Partners, LLC owns shares of 162 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 5.17% of the portfolio was sold this quarter.This quarter, Private Wealth Partners, LLC has purchased 171 new stocks and bought additional shares in 47 stocks.Private Wealth Partners, LLC sold shares of 68 stocks and completely divested from 26 stocks this quarter.Largest Holdings Apple $110,643,654NVIDIA $87,764,020Microsoft $80,307,132Visa $55,778,242Amazon.com $55,588,645 Largest New Holdings this Quarter 060505682 - BANK AMERICA CORP $2,397,535 Holding13321L108 - Cameco $829,991 Holding084670108 - Berkshire Hathaway $798,442 Holding343412102 - Fluor $608,940 Holding46654Q724 - J P MORGAN EXCHANGE TRADED F $477,440 Holding Largest Purchases this Quarter NVIDIA 48,719 shares (about $5.28M)Charles Schwab 50,560 shares (about $3.96M)BANK AMERICA CORP 1,942 shares (about $2.40M)Goldman Sachs Ultra Short Bond ETF 44,000 shares (about $2.22M)Honeywell International 9,990 shares (about $2.12M) Largest Sales this Quarter Apple 27,232 shares (about $6.05M)Microsoft 10,962 shares (about $4.12M)Visa 10,632 shares (about $3.73M)JPMorgan Chase & Co. 12,256 shares (about $3.01M)Alibaba Group 19,901 shares (about $2.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrivate Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$110,643,654$6,049,046 ▼-5.2%498,1039.2%Computer and TechnologyNVDANVIDIA$87,764,020$5,280,163 ▲6.4%809,7817.3%Computer and TechnologyMSFTMicrosoft$80,307,132$4,115,023 ▼-4.9%213,9306.6%Computer and TechnologyVVisa$55,778,242$3,726,096 ▼-6.3%159,1574.6%Business ServicesAMZNAmazon.com$55,588,645$2,417,634 ▼-4.2%292,1724.6%Retail/WholesaleGOOGLAlphabet$52,449,991$2,339,083 ▼-4.3%339,1754.3%Computer and TechnologyBRK.BBerkshire Hathaway$44,729,796$288,126 ▼-0.6%83,9873.7%FinanceJPMJPMorgan Chase & Co.$39,408,288$3,006,405 ▼-7.1%160,6533.3%FinanceABBVAbbVie$32,623,814$227,749 ▼-0.7%155,7072.7%MedicalCOSTCostco Wholesale$31,949,837$295,087 ▼-0.9%33,7812.6%Retail/WholesaleCVXChevron$30,897,706$1,942,744 ▼-5.9%184,6952.6%EnergyTMOThermo Fisher Scientific$30,034,240$1,415,677 ▼-4.5%60,3582.5%MedicalMRKMerck & Co., Inc.$29,664,506$118,124 ▲0.4%330,4872.5%MedicalHONHoneywell International$24,531,873$2,115,383 ▲9.4%115,8532.0%Multi-Sector ConglomeratesMCKMcKesson$23,727,608$521,567 ▼-2.2%35,2572.0%MedicalGSThe Goldman Sachs Group$23,556,207$454,517 ▼-1.9%43,1202.0%FinanceBSXBoston Scientific$22,603,879$428,639 ▼-1.9%224,0671.9%MedicalGOOGAlphabet$20,684,227$2,135,820 ▼-9.4%132,3961.7%Computer and TechnologyDHRDanaher$19,311,685$938,288 ▼-4.6%94,2031.6%MedicalQQQInvesco QQQ$18,994,437$1,069,132 ▲6.0%40,5071.6%FinanceQCOMQUALCOMM$18,608,869$852,994 ▲4.8%121,1441.5%Computer and TechnologyADBEAdobe$18,201,950$1,146,755 ▼-5.9%47,4591.5%Computer and TechnologyHDHome Depot$16,396,172$180,681 ▲1.1%44,7381.4%Retail/WholesalePFEPfizer$15,030,649$337,275 ▲2.3%593,1591.2%MedicalJNJJohnson & Johnson$13,777,821$12,604 ▼-0.1%83,0791.1%MedicalKKRKKR & Co. Inc.$13,313,070$166,478 ▼-1.2%115,1551.1%FinanceAMDAdvanced Micro Devices$12,646,061$1,370,552 ▲12.2%123,0881.0%Computer and TechnologyZTSZoetis$12,597,727$39,187 ▲0.3%76,5121.0%MedicalSYKStryker$11,861,601$73,705 ▼-0.6%31,8651.0%MedicalFCXFreeport-McMoRan$9,353,955$437,662 ▼-4.5%247,0670.8%Basic MaterialsDISWalt Disney$8,718,500$1,577,528 ▼-15.3%88,3330.7%Consumer DiscretionaryFTNTFortinet$8,663,4000.0%90,0000.7%Computer and TechnologyKMIKinder Morgan$8,513,040$42,652 ▼-0.5%298,3890.7%EnergySCHWCharles Schwab$8,226,289$3,957,837 ▲92.7%105,0880.7%FinanceCZRCaesars Entertainment$7,619,050$256,425 ▲3.5%304,7620.6%Consumer DiscretionaryMSMorgan Stanley$7,224,673$5,483 ▼-0.1%61,9240.6%FinanceCRMSalesforce$5,369,884$1,091,957 ▲25.5%20,0100.4%Computer and TechnologyADIAnalog Devices$5,287,787$253,096 ▼-4.6%26,2200.4%Computer and TechnologyMAMastercard$5,240,575$1,096 ▲0.0%9,5610.4%Business ServicesSPYSPDR S&P 500 ETF Trust$5,074,697$72,719 ▲1.5%9,0720.4%FinanceIVViShares Core S&P 500 ETF$5,006,529$17,981 ▼-0.4%8,9100.4%ETFPEPPepsiCo$4,995,127$188,775 ▼-3.6%33,3140.4%Consumer StaplesBXBlackstone$4,817,720$327,089 ▼-6.4%34,4660.4%FinancePGProcter & Gamble$4,692,515$706,902 ▼-13.1%27,5350.4%Consumer StaplesMETAMeta Platforms$4,643,213$1,489,332 ▼-24.3%8,0560.4%Computer and TechnologyNVONovo Nordisk A/S$4,573,318$1,149,926 ▲33.6%65,8600.4%MedicalBABAAlibaba Group$4,569,208$2,631,509 ▼-36.5%34,5550.4%Retail/WholesaleLLYEli Lilly and Company$4,449,177$295,676 ▲7.1%5,3870.4%MedicalVTIVanguard Total Stock Market ETF$4,228,688$13,742 ▼-0.3%15,3860.4%ETFSPGIS&P Global$4,054,638$288,601 ▼-6.6%7,9800.3%Business ServicesMCDMcDonald's$3,785,612$227,718 ▼-5.7%12,1190.3%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$3,740,346$1,662,554 ▲80.0%65,4590.3%ETFGSSTGoldman Sachs Ultra Short Bond ETF$3,499,895$2,223,760 ▲174.3%69,2500.3%ETFLOWLowe's Companies$3,247,261$145,069 ▲4.7%13,9230.3%Retail/WholesaleMPLXMplx$3,205,8480.0%59,9000.3%EnergyGDVThe Gabelli Dividend & Income Trust$3,038,1840.0%125,9090.3%Financial ServicesMRVLMarvell Technology$2,975,678$711,749 ▲31.4%48,3300.2%Computer and TechnologyGLDSPDR Gold Shares$2,897,5360.0%10,0560.2%FinanceAXPAmerican Express$2,852,737$182,954 ▼-6.0%10,6030.2%FinanceABTAbbott Laboratories$2,803,021$2,786 ▲0.1%21,1310.2%MedicalJGROJPMorgan Active Growth ETF$2,800,6990.0%37,9550.2%ETFOXYOccidental Petroleum$2,724,672$784,824 ▼-22.4%55,2000.2%EnergyGOLDMAN SACHS ETF TR$2,598,694$652,540 ▲33.5%55,7540.2%S&P 500 CORE PREBANK AMERICA CORP$2,397,535$2,397,535 ▲New Holding1,9420.2%7.25%CNV PFD LEPDEnterprise Products Partners$2,372,7300.0%69,5000.2%EnergyORCLOracle$2,264,083$1,175,942 ▼-34.2%16,1940.2%Computer and TechnologyGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$1,881,610$320,889 ▲20.6%24,7450.2%ETFXOMExxon Mobil$1,809,520$262,835 ▼-12.7%15,2150.1%EnergyDUKDuke Energy$1,793,813$45,739 ▼-2.5%14,7070.1%UtilitiesVZVerizon Communications$1,757,564$3,084 ▲0.2%38,7470.1%Computer and TechnologyNEENextEra Energy$1,691,365$222,878 ▼-11.6%23,8590.1%UtilitiesWMTWalmart$1,652,822$11,852 ▲0.7%18,8270.1%Retail/WholesaleKRKroger$1,628,2150.0%24,0540.1%Retail/WholesaleSNOWSnowflake$1,593,875$1,197,051 ▲301.7%10,9050.1%Computer and TechnologyTSLATesla$1,585,023$558,231 ▼-26.0%6,1160.1%Auto/Tires/TrucksQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,495,494$164,340 ▼-9.9%40,9500.1%ETFAWKAmerican Water Works$1,454,547$810,622 ▼-35.8%9,8600.1%UtilitiesCLColgate-Palmolive$1,406,4370.0%15,0100.1%Consumer StaplesMMM3M$1,403,394$117,929 ▼-7.8%9,5560.1%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$1,374,709$27,751 ▲2.1%2,6750.1%ETFAPOApollo Global Management$1,252,316$122,561 ▲10.8%9,1450.1%FinanceETEnergy Transfer$1,236,2350.0%66,5000.1%EnergyJQUAJPMorgan US Quality Factor ETF$1,192,0250.0%21,1090.1%ETFFDVVFidelity High Dividend ETF$1,130,8800.0%22,8000.1%ETFACNAccenture$1,118,975$4,993 ▲0.4%3,5860.1%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$1,095,533$817,702 ▼-42.7%16,3050.1%U S TECH LEADERSMARMarriott International$1,044,983$29,299 ▼-2.7%4,3870.1%Consumer DiscretionaryGDOCGoldman Sachs Future Health Care Equity ETF$1,014,184$96,669 ▼-8.7%31,4740.1%ETFCOPConocoPhillips$987,188$26,675 ▲2.8%9,4000.1%EnergyVGTVanguard Information Technology ETF$949,7070.0%1,7510.1%ETFKMBKimberly-Clark$884,324$99,554 ▼-10.1%6,2180.1%Consumer StaplesACIAlbertsons Companies$871,464$1,775,495 ▼-67.1%39,6300.1%Consumer StaplesBMYBristol-Myers Squibb$850,811$63,979 ▲8.1%13,9500.1%MedicalNFLXNetflix$849,535$12,123 ▲1.4%9110.1%Consumer DiscretionaryJAVAJPMorgan Active Value ETF$835,551$359,001 ▲75.3%13,1500.1%ETFCCJCameco$829,991$829,991 ▲New Holding20,1650.1%Basic MaterialsBMRCBank of Marin Bancorp$816,2150.0%36,9830.1%FinancePANWPalo Alto Networks$802,520$15,528 ▲2.0%4,7030.1%Computer and TechnologyBRK.ABerkshire Hathaway$798,442$798,442 ▲New Holding10.1%FinanceDHID.R. Horton$783,756$326,724 ▲71.5%6,1650.1%ConstructionShowing 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. 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