Private-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
162
Total Value
1207707109
Accession Number
0001085146-25-002217
Form Type
13F-HR
Manager Name
Private-Wealth-Partners
Data Enrichment
85% identified
137 identified25 unidentified

Holdings

162 positions
Manager:
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QUALCOMM INC/DE
Shares:121.1K
Value:$18.6M
ADOBE INC.
Shares:47.5K
Value:$18.2M
HOME DEPOT, INC.
Shares:44.7K
Value:$16.4M
PFIZER INC
Shares:593.2K
Value:$15.0M
JOHNSON & JOHNSON
Shares:83.1K
Value:$13.8M
KKR & Co. Inc.
Shares:115.2K
Value:$13.3M
ADVANCED MICRO DEVICES INC
Shares:123.1K
Value:$12.6M
Zoetis Inc.
Shares:76.5K
Value:$12.6M
STRYKER CORP
Shares:31.9K
Value:$11.9M
FREEPORT-MCMORAN INC
Shares:247.1K
Value:$9.4M
Walt Disney Co
Shares:88.3K
Value:$8.7M
Fortinet, Inc.
Shares:90.0K
Value:$8.7M
KINDER MORGAN, INC.
Shares:298.4K
Value:$8.5M
SCHWAB CHARLES CORP
Shares:105.1K
Value:$8.2M
Caesars Entertainment, Inc.
Shares:304.8K
Value:$7.6M
MORGAN STANLEY
Shares:61.9K
Value:$7.2M
Salesforce, Inc.
Shares:20.0K
Value:$5.4M
ANALOG DEVICES INC
Shares:26.2K
Value:$5.3M
Mastercard Inc
Shares:9.6K
Value:$5.2M
SPDR S&P 500 ETF TRUST
Shares:9.1K
Value:$5.1M