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PRIVATE WEALTH PARTNERS, LLC
PRIVATE WEALTH PARTNERS, LLC
Latest filing: 2026-06-30
PRIVATE WEALTH PARTNERS, LLC runs PRIVATE WEALTH PARTNERS, LLC and currently holds 183 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.40B. Their top holdings are AAPL, NVDA, GOOGL, MSFT, AMZN. The top five represent 33.0% of reported portfolio weight. PRIVATE WEALTH PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PRIVATE WEALTH PARTNERS, LLC initiated 2 new positions. They added to 17 existing positions. They trimmed 66 positions. Their current best-performing preview position is MU with returns of +241.74%.
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183 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 8.37% | $26.01 | $309.35 | +1,089.35% | Trimmed -5.27% |
 NVDA NVIDIA CORPORATION | 8.07% | $16.87 | $214.76 | +1,173.03% | Trimmed -2.43% |
 GOOGL ALPHABET INC | 7.04% | $44.38 | $344.82 | +676.97% | Trimmed -8.13% |
 MSFT MICROSOFT CORP | 4.99% | $71.46 | $483.24 | +576.24% | Trimmed -6.90% |
 AMZN AMAZON COM INC | 4.51% | $47.58 | $258.63 | +443.57% | Trimmed -4.08% |
 AMD ADVANCED MICRO DEVICES INC | 4.14% | $111.30 | $473.25 | +325.20% | Trimmed -9.75% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 4.11% | $267.74 | $495.77 | +85.17% | Added +14.03% |
 V VISA INC | 3.29% | $101.25 | $371.13 | +266.55% | Trimmed -2.66% |
 JPM JPMORGAN CHASE & CO | 3.27% | $65.48 | $351.64 | +437.01% | Trimmed -7.03% |
 GOOG ALPHABET INC | 2.93% | $47.13 | $341.75 | +625.12% | Trimmed -1.38% |
Showing 1-10 of 183