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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Page 3 of 9
464287200
Shares:8.9K
Value:$5.0M
PEPSICO INC
Shares:33.3K
Value:$5.0M
Blackstone Inc.
Shares:34.5K
Value:$4.8M
PROCTER & GAMBLE Co
Shares:27.5K
Value:$4.7M
Meta Platforms, Inc.
Shares:8.1K
Value:$4.6M
NOVO NORDISK A S
Shares:65.9K
Value:$4.6M
Alibaba Group Holding Ltd
Shares:34.6K
Value:$4.6M
ELI LILLY & Co
Shares:5.4K
Value:$4.4M
922908769
Shares:15.4K
Value:$4.2M
S&P Global Inc.
Shares:8.0K
Value:$4.1M
MCDONALDS CORP
Shares:12.1K
Value:$3.8M
46641Q332
Shares:65.5K
Value:$3.7M
381430230
Shares:69.3K
Value:$3.5M
LOWES COMPANIES INC
Shares:13.9K
Value:$3.2M
Shares:59.9K
Value:$3.2M
GABELLI DIVIDEND & INCOME TRUST
Shares:125.9K
Value:$3.0M
Marvell Technology, Inc.
Shares:48.3K
Value:$3.0M
SPDR GOLD TRUST
Shares:10.1K
Value:$2.9M
AMERICAN EXPRESS CO
Shares:10.6K
Value:$2.9M
ABBOTT LABORATORIES
Shares:21.1K
Value:$2.8M