Private Wealth Partners, LLC Top Holdings and 13F Report (2025) About Private Wealth Partners, LLCInvestment ActivityPrivate Wealth Partners, LLC has $1.28 billion in total holdings as of June 30, 2025.Private Wealth Partners, LLC owns shares of 164 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.47% of the portfolio was purchased this quarter.About 3.76% of the portfolio was sold this quarter.This quarter, Private Wealth Partners, LLC has purchased 162 new stocks and bought additional shares in 44 stocks.Private Wealth Partners, LLC sold shares of 61 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $131,272,640Microsoft $102,900,054Apple $97,769,416Amazon.com $63,537,482Alphabet $57,552,092 Largest New Holdings this Quarter 03990B101 - Ares Management $976,848 HoldingN6596X109 - NXP Semiconductors $976,213 Holding14040H105 - Capital One Financial $923,378 HoldingG29183103 - Eaton $916,036 Holding512807306 - LAM RESEARCH CORP $847,345 Holding Largest Purchases this Quarter NVIDIA 35,788 shares (about $5.56M)TPG 45,505 shares (about $2.39M)Alphabet 12,785 shares (about $2.07M)Marvell Technology 26,540 shares (about $2.05M)Thermo Fisher Scientific 4,342 shares (about $1.76M) Largest Sales this Quarter Visa 8,878 shares (about $3.11M)Apple 12,282 shares (about $2.47M)Alphabet 11,603 shares (about $2.04M)Boston Scientific 18,631 shares (about $2.00M)Pfizer 77,813 shares (about $1.89M) 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 PortfolioSectorNVDANVIDIA$131,272,640$5,556,005 ▲4.4%845,56910.2%Computer and TechnologyMSFTMicrosoft$102,900,054$449,207 ▲0.4%214,8688.0%Computer and TechnologyAAPLApple$97,769,416$2,471,700 ▼-2.5%485,8217.6%Computer and TechnologyAMZNAmazon.com$63,537,482$949,408 ▲1.5%296,6045.0%Retail/WholesaleGOOGLAlphabet$57,552,092$2,038,565 ▼-3.4%327,5724.5%Computer and TechnologyVVisa$52,717,806$3,114,398 ▼-5.6%150,2794.1%Business ServicesJPMJPMorgan Chase & Co.$45,643,708$931,191 ▼-2.0%157,4413.6%FinanceBRK.BBerkshire Hathaway$41,602,995$1,321,811 ▲3.3%86,7433.2%FinanceCOSTCostco Wholesale$33,151,574$290,056 ▼-0.9%33,4882.6%Retail/WholesaleGSThe Goldman Sachs Group$30,513,462$4,954 ▼0.0%43,1132.4%FinanceABBVAbbVie$27,794,442$1,107,969 ▼-3.8%149,7382.2%MedicalTMOThermo Fisher Scientific$26,233,343$1,760,513 ▲7.2%64,7002.0%MedicalHONHoneywell International$26,169,424$810,422 ▼-3.0%112,3732.0%Multi-Sector ConglomeratesCVXChevron$25,847,374$599,107 ▼-2.3%180,5112.0%EnergyMRKMerck & Co., Inc.$25,075,016$1,086,312 ▼-4.2%316,7642.0%MedicalMCKMcKesson$23,570,792$757,655 ▼-3.1%34,1591.8%MedicalGOOGAlphabet$23,468,221$2,066,670 ▲9.7%145,1811.8%Computer and TechnologyQQQInvesco QQQ$22,474,165$129,083 ▲0.6%40,7411.8%FinanceBSXBoston Scientific$22,065,881$2,001,156 ▼-8.3%205,4361.7%MedicalQCOMQUALCOMM$19,302,249$8,919 ▲0.0%121,2001.5%Computer and TechnologyDHRDanaher$18,186,193$422,737 ▼-2.3%92,0631.4%MedicalADBEAdobe$17,888,557$472,380 ▼-2.6%46,2381.4%Computer and TechnologyAMDAdvanced Micro Devices$17,483,215$17,028 ▲0.1%123,2081.4%Computer and TechnologyKKRKKR & Co. Inc.$16,036,101$717,032 ▲4.7%120,5451.3%FinanceHDHome Depot$15,046,682$1,356,214 ▼-8.3%41,0391.2%Retail/WholesalePFEPfizer$12,491,987$1,886,187 ▼-13.1%515,3461.0%MedicalSYKStryker$12,059,931$546,758 ▼-4.3%30,4830.9%MedicalJNJJohnson & Johnson$11,931,150$759,168 ▼-6.0%78,1090.9%MedicalZTSZoetis$11,300,474$631,599 ▼-5.3%72,4620.9%MedicalFTNTFortinet$9,514,8000.0%90,0000.7%Computer and TechnologyFCXFreeport-McMoRan$9,293,458$1,416,894 ▼-13.2%214,3820.7%Basic MaterialsDISWalt Disney$9,186,578$1,767,646 ▼-16.1%74,0790.7%Consumer DiscretionarySCHWCharles Schwab$9,063,690$524,539 ▼-5.5%99,3390.7%FinanceKMIKinder Morgan$8,405,278$367,353 ▼-4.2%285,8940.7%EnergyMSMorgan Stanley$7,919,713$802,902 ▼-9.2%56,2240.6%FinanceCZRCaesars Entertainment$7,113,966$1,538,227 ▼-17.8%250,5800.6%Consumer DiscretionaryADIAnalog Devices$6,271,827$30,943 ▲0.5%26,3500.5%Computer and TechnologyMETAMeta Platforms$6,089,344$143,192 ▲2.4%8,2500.5%Computer and TechnologyMRVLMarvell Technology$5,794,938$2,054,196 ▲54.9%74,8700.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,616,859$11,739 ▲0.2%9,0910.4%FinanceCRMSalesforce$5,326,999$129,528 ▼-2.4%19,5350.4%Computer and TechnologyIVViShares Core S&P 500 ETF$5,228,599$303,620 ▼-5.5%8,4210.4%ETFBXBlackstone$5,155,4910.0%34,4660.4%FinanceMAMastercard$4,782,671$590,037 ▼-11.0%8,5110.4%Business ServicesVTIVanguard Total Stock Market ETF$4,482,968$193,300 ▼-4.1%14,7500.3%ETFLLYEli Lilly and Company$4,394,211$194,883 ▲4.6%5,6370.3%MedicalSPGIS&P Global$4,276,322$68,548 ▲1.6%8,1100.3%FinancePGProcter & Gamble$3,944,285$442,591 ▼-10.1%24,7570.3%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$3,804,307$82,945 ▲2.2%66,9180.3%ETFPEPPepsiCo$3,757,990$640,790 ▼-14.6%28,4610.3%Consumer StaplesMPLXMplx$3,755,079$669,630 ▲21.7%72,9000.3%EnergyNVONovo Nordisk A/S$3,698,989$846,668 ▼-18.6%53,5930.3%MedicalGOLDMAN SACHS ETF TR$3,624,604$846,940 ▲30.5%72,7540.3%S&P 500 PREMIUMORCLOracle$3,540,4940.0%16,1940.3%Computer and TechnologyAXPAmerican Express$3,382,1450.0%10,6030.3%FinanceMCDMcDonald's$3,261,494$279,315 ▼-7.9%11,1630.3%Retail/WholesaleTPGTPG$3,173,487$2,386,737 ▲303.4%60,5050.2%FinanceLOWLowe's Companies$3,062,472$26,624 ▼-0.9%13,8030.2%Retail/WholesaleGDVThe Gabelli Dividend & Income Trust$2,949,768$325,125 ▼-9.9%113,4090.2%Financial ServicesGLDSPDR Gold Shares$2,943,438$121,932 ▼-4.0%9,6560.2%FinanceABTAbbott Laboratories$2,845,873$28,154 ▼-1.0%20,9240.2%MedicalEPDEnterprise Products Partners$2,778,496$623,301 ▲28.9%89,6000.2%EnergySNOWSnowflake$2,473,777$33,565 ▲1.4%11,0550.2%Computer and TechnologyBANK AMERICA CORP$2,426,000$70,354 ▲3.0%2,0000.2%7.25%CNV PFD LAPOApollo Global Management$2,272,048$974,647 ▲75.1%16,0150.2%FinanceTSLATesla$1,936,138$6,671 ▼-0.3%6,0950.2%Auto/Tires/TrucksGSSTGoldman Sachs Ultra Short Bond ETF$1,858,227$1,643,330 ▼-46.9%36,7500.1%ETFJGROJPMorgan Active Growth ETF$1,837,595$1,429,193 ▼-43.7%21,3500.1%ETFWMTWalmart$1,821,348$19,556 ▼-1.1%18,6270.1%Retail/WholesaleDUKDuke Energy$1,729,290$6,136 ▼-0.4%14,6550.1%UtilitiesKRKroger$1,725,3930.0%24,0540.1%Retail/WholesaleNEENextEra Energy$1,619,430$36,862 ▼-2.2%23,3280.1%UtilitiesQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,615,8870.0%40,9500.1%ETFJQUAJPMorgan U.S. Quality Factor ETF$1,567,845$300,250 ▲23.7%26,1090.1%ETFVOOVanguard S&P 500 ETF$1,533,681$14,201 ▲0.9%2,7000.1%ETFCCJCameco$1,499,446$2,598 ▲0.2%20,2000.1%Basic MaterialsGOLDMAN SACHS ETF TR$1,494,300$846,770 ▲130.8%30,0000.1%NASDAQ-100 PREMIJ P MORGAN EXCHANGE TRADED F$1,464,959$87,838 ▲6.4%17,3450.1%U S TECH LEADERSMMM3M$1,454,8050.0%9,5560.1%Multi-Sector ConglomeratesCLColgate-Palmolive$1,364,4090.0%15,0100.1%Consumer StaplesAWKAmerican Water Works$1,343,803$27,822 ▼-2.0%9,6600.1%UtilitiesOXYOccidental Petroleum$1,339,699$979,253 ▼-42.2%31,8900.1%EnergyVZVerizon Communications$1,262,921$413,661 ▼-24.7%29,1870.1%Computer and TechnologyNFLXNetflix$1,219,9470.0%9110.1%Consumer DiscretionaryETEnergy Transfer$1,205,6450.0%66,5000.1%EnergyFDVVFidelity High Dividend ETF$1,186,0560.0%22,8000.1%ETFMARMarriott International$1,184,912$13,661 ▼-1.1%4,3370.1%Consumer DiscretionaryGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$1,178,253$839,454 ▼-41.6%14,4500.1%ETFAVGOBroadcom$1,169,583$6,616 ▲0.6%4,2430.1%Computer and TechnologyVGTVanguard Information Technology ETF$1,161,4030.0%1,7510.1%ETFPANWPalo Alto Networks$1,115,902$153,480 ▲15.9%5,4530.1%Computer and TechnologyNLRVanEck Uranium and Nuclear ETF$1,111,800$555,900 ▲100.0%10,0000.1%ETFACNAccenture$1,071,8200.0%3,5860.1%Computer and TechnologyBLACKROCK ETF TRUST$999,680$692,736 ▲225.7%35,5000.1%ISHARES TECHNOLOARESAres Management$976,848$976,848 ▲New Holding5,6400.1%FinanceNXPINXP Semiconductors$976,213$976,213 ▲New Holding4,4680.1%Computer and TechnologyCOFCapital One Financial$923,378$923,378 ▲New Holding4,3400.1%FinanceETNEaton$916,036$916,036 ▲New Holding2,5660.1%IndustrialsSMRNuScale Power$909,880$257,140 ▲39.4%23,0000.1%Computer and TechnologyACIAlbertsons Companies$888,903$554,457 ▲165.8%105,3300.1%Consumer StaplesShowing 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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