Grant Private Wealth Management Inc Top Holdings and 13F Report (2025) About Grant Private Wealth Management IncInvestment ActivityGrant Private Wealth Management Inc has $162.11 million in total holdings as of September 30, 2025.Grant Private Wealth Management Inc owns shares of 141 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 69.63% of the portfolio was purchased this quarter.About 83.96% of the portfolio was sold this quarter.This quarter, Grant Private Wealth Management Inc has purchased 70 new stocks and bought additional shares in 17 stocks.Grant Private Wealth Management Inc sold shares of 20 stocks and completely divested from 33 stocks this quarter.Largest Holdings NVIDIA $20,786,881Meta Platforms $8,843,653Apple $8,176,516Broadcom $7,736,323Amazon.com $7,344,397 Largest New Holdings this Quarter 88160R101 - Tesla $5,121,443 Holding90353T100 - Uber Technologies $4,102,690 Holding02079K305 - Alphabet $3,512,136 Holding64110L106 - Netflix $3,336,594 Holding69608A108 - PALANTIR TECHNOLOGIES INC $2,716,781 Holding Largest Purchases this Quarter NVIDIA 84,191 shares (about $15.71M)Broadcom 22,605 shares (about $7.46M)Tesla 11,516 shares (about $5.12M)Uber Technologies 41,877 shares (about $4.10M)Alphabet 14,447 shares (about $3.51M) Largest Sales this Quarter Citigroup 74,241 shares (about $7.54M)CocaCola 88,648 shares (about $5.88M)Exxon Mobil 50,931 shares (about $5.74M)Bank of America 110,471 shares (about $5.70M)Johnson & Johnson 29,872 shares (about $5.54M) 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$20,786,881$15,708,359 ▲309.3%111,41012.8%Computer and TechnologyMETAMeta Platforms$8,843,653$1,448,973 ▲19.6%12,0425.5%Computer and TechnologyAAPLApple$8,176,516$1,233,951 ▲17.8%32,1115.0%Computer and TechnologyAVGOBroadcom$7,736,323$7,457,551 ▲2,675.1%23,4504.8%Computer and TechnologyAMZNAmazon.com$7,344,397$81,900 ▲1.1%33,4494.5%Retail/WholesaleTSLATesla$5,121,443$5,121,443 ▲New Holding11,5163.2%Auto/Tires/TrucksMSFTMicrosoft$4,504,189$2,753,999 ▼-37.9%8,6962.8%Computer and TechnologyUBERUber Technologies$4,102,690$4,102,690 ▲New Holding41,8772.5%Computer and TechnologyGOOGLAlphabet$3,512,136$3,512,136 ▲New Holding14,4472.2%Computer and TechnologyNFLXNetflix$3,336,594$3,336,594 ▲New Holding2,7832.1%Consumer DiscretionaryJPMJPMorgan Chase & Co.$2,823,784$1,682,221 ▲147.4%8,9521.7%FinancePALANTIR TECHNOLOGIES INC$2,716,781$2,716,781 ▲New Holding14,8931.7%CL AJ P MORGAN EXCHANGE TRADED F$2,393,730$2,393,730 ▲New Holding36,8271.5%HEDGED EQUITY LANOWServiceNow$2,297,939$2,297,939 ▲New Holding2,4971.4%Computer and TechnologyCOINCoinbase Global$2,179,510$2,179,510 ▲New Holding6,4581.3%FinanceGOOGAlphabet$2,174,368$3,651,224 ▼-62.7%8,9281.3%Computer and TechnologyARKKARK Innovation ETF$2,011,051$2,011,051 ▲New Holding23,3031.2%ETFDFSVDimensional US Small Cap Value ETF$1,975,067$1,975,067 ▲New Holding62,0311.2%ETFINTUIntuit$1,856,832$1,856,832 ▲New Holding2,7191.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,839,993$1,839,993 ▲New Holding32,2241.1%ETFAMDAdvanced Micro Devices$1,784,220$1,784,220 ▲New Holding11,0281.1%Computer and TechnologySNOWSnowflake$1,737,637$1,737,637 ▲New Holding7,7041.1%Computer and TechnologyCRWDCrowdStrike$1,689,849$1,689,849 ▲New Holding3,4461.0%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$1,633,596$1,633,596 ▲New Holding15,6311.0%ETFISRGIntuitive Surgical$1,633,284$1,633,284 ▲New Holding3,6521.0%MedicalCRMSalesforce$1,457,787$1,457,787 ▲New Holding6,1510.9%Computer and TechnologyPANWPalo Alto Networks$1,419,435$1,419,435 ▲New Holding6,9710.9%Computer and TechnologySHOPIFY INC$1,400,501$1,400,501 ▲New Holding9,4240.9%CL A SUB VTG SHSFIDELITY GREENWOOD STREET TR$1,359,584$1,359,584 ▲New Holding44,3150.8%HEDGED EQTY ETFLAM RESEARCH CORP$1,353,729$1,353,729 ▲New Holding10,1100.8%COM NEWQQQInvesco QQQ$1,250,911$342,740 ▲37.7%2,0840.8%FinanceVVisa$1,171,448$1,171,448 ▲New Holding3,4320.7%Business ServicesZMZoom Communications$1,071,593$1,071,593 ▲New Holding12,9890.7%Computer and TechnologyBLACKROCK INC$997,985$92,104 ▲10.2%8560.6%COMBABoeing$988,234$988,234 ▲New Holding4,5790.6%AerospaceMUMicron Technology$914,156$914,156 ▲New Holding5,4640.6%Computer and TechnologyNETCloudflare$902,566$902,566 ▲New Holding4,2060.6%Computer and TechnologyVZVerizon Communications$884,173$4,305,102 ▼-83.0%20,1180.5%Computer and TechnologyRBLXRoblox$833,890$833,890 ▲New Holding6,0200.5%Consumer DiscretionaryDKNGDraftKings$832,300$832,300 ▲New Holding22,2540.5%Consumer DiscretionaryIVViShares Core S&P 500 ETF$814,538$541,464 ▲198.3%1,2170.5%ETFHUBBHubbell$769,825$769,825 ▲New Holding1,7890.5%IndustrialsORCLOracle$748,895$748,895 ▲New Holding2,6630.5%Computer and TechnologyLLYEli Lilly and Company$727,979$395,276 ▲118.8%9540.4%MedicalXSWSPDR S&P Software & Services ETF$727,757$727,757 ▲New Holding3,6800.4%ETFTXNTexas Instruments$708,647$265,674 ▲60.0%3,8570.4%Computer and TechnologyWMTWalmart$704,326$408,744 ▲138.3%6,8340.4%Retail/WholesaleHDHome Depot$697,798$3,497,905 ▼-83.4%1,7220.4%Retail/WholesaleBABAAlibaba Group$693,472$693,472 ▲New Holding3,8800.4%Retail/WholesaleUNHUnitedHealth Group$680,241$1,232,030 ▼-64.4%1,9700.4%MedicalABBVAbbVie$675,003$2,079,194 ▼-75.5%2,9150.4%MedicalARISTA NETWORKS INC$673,034$673,034 ▲New Holding4,6190.4%COM SHSCATCaterpillar$670,365$272,440 ▲68.5%1,4050.4%IndustrialsGSThe Goldman Sachs Group$669,730$669,730 ▲New Holding8410.4%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$661,422$661,422 ▲New Holding11,4990.4%ETFIBMInternational Business Machines$648,084$491,494 ▼-43.1%2,2970.4%Computer and TechnologyDUKDuke Energy$613,181$2,408,174 ▼-79.7%4,9550.4%UtilitiesDISWalt Disney$608,035$608,035 ▲New Holding5,3100.4%Consumer DiscretionaryXOMExxon Mobil$602,803$5,742,866 ▼-90.5%5,3460.4%EnergyPGProcter & Gamble$595,743$2,929,390 ▼-83.1%3,8770.4%Consumer StaplesCOSTCostco Wholesale$572,930$120,325 ▲26.6%6190.4%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$558,263$558,263 ▲New Holding4,6980.3%ETFSPYSPDR S&P 500 ETF Trust$551,597$3,515,432 ▼-86.4%8280.3%FinanceMMM3M$543,851$543,851 ▲New Holding3,5050.3%Multi-Sector ConglomeratesIDUiShares U.S. Utilities ETF$541,081$541,081 ▲New Holding4,8790.3%ETFWFCWells Fargo & Company$530,613$2,594,471 ▼-83.0%6,3300.3%FinanceINTCIntel$526,732$526,732 ▲New Holding15,7000.3%Computer and TechnologyAPHAmphenol$514,924$514,924 ▲New Holding4,1610.3%Computer and TechnologyAMEAMETEK$508,916$508,916 ▲New Holding2,7070.3%Computer and TechnologyMCDMcDonald's$492,220$492,220 ▲New Holding1,6200.3%Retail/WholesaleMAMastercard$491,592$491,592 ▲New Holding8640.3%Business ServicesAMATApplied Materials$475,611$475,611 ▲New Holding2,3230.3%Computer and TechnologyCSCOCisco Systems$470,043$20,321 ▲4.5%6,8700.3%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$465,231$465,231 ▲New Holding4,9330.3%ETFTMOThermo Fisher Scientific$457,374$457,374 ▲New Holding9430.3%MedicalWSMWilliams-Sonoma$451,880$451,880 ▲New Holding2,3120.3%Retail/WholesaleKOCocaCola$449,916$5,879,150 ▼-92.9%6,7840.3%Consumer StaplesCCitigroup$441,864$7,536,050 ▼-94.5%4,3530.3%Financial ServicesVHTVanguard Health Care ETF$430,157$430,157 ▲New Holding1,6570.3%ETFWDAYWorkday$428,018$428,018 ▲New Holding1,7780.3%Computer and TechnologyABTAbbott Laboratories$416,763$134,725 ▲47.8%3,1120.3%MedicalICEIntercontinental Exchange$412,776$412,776 ▲New Holding2,4500.3%FinanceJNJJohnson & Johnson$409,593$5,538,869 ▼-93.1%2,2090.3%MedicalIWPiShares Russell Mid-Cap Growth ETF$406,438$406,438 ▲New Holding2,8540.3%ETFMEDPMedpace$403,616$403,616 ▲New Holding7850.2%MedicalNOBLProShares S&P 500 Aristocrats ETF$401,974$401,974 ▲New Holding3,9000.2%ETFBLOCK INC$399,219$399,219 ▲New Holding5,5240.2%CL ABACBank of America$396,457$5,699,024 ▼-93.5%7,6850.2%FinanceSPLVInvesco S&P 500 Low Volatility ETF$396,131$396,131 ▲New Holding5,3910.2%ETFCVXChevron$393,312$2,387,511 ▼-85.9%2,5330.2%EnergyPMPhilip Morris International$388,793$30,494 ▲8.5%2,3970.2%Consumer StaplesIBBiShares Biotechnology ETF$384,313$384,313 ▲New Holding2,6620.2%FinanceRNGRingcentral$382,958$382,958 ▲New Holding13,5130.2%Computer and TechnologyPHDGInvesco S&P 500 Downside Hedged ETF$365,515$365,515 ▲New Holding9,8140.2%ETFVOOVanguard S&P 500 ETF$362,344$362,344 ▲New Holding5920.2%ETFQCOMQUALCOMM$349,420$349,420 ▲New Holding2,1000.2%Computer and TechnologyAAgilent Technologies$346,545$346,545 ▲New Holding2,7000.2%MedicalLOWLowe's Companies$327,206$327,206 ▲New Holding1,3020.2%Retail/WholesaleGLDSPDR Gold Shares$320,989$320,989 ▲New Holding9030.2%FinanceNEMNewmont$313,127$313,127 ▲New Holding3,7140.2%Basic MaterialsShowing 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. 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