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 5 of 9
Apollo Global Management, Inc.
Shares:9.1K
Value:$1.3M
Energy Transfer LP
Shares:66.5K
Value:$1.2M
46641Q761
Shares:21.1K
Value:$1.2M
316092840
Shares:22.8K
Value:$1.1M
Accenture plc
Shares:3.6K
Value:$1.1M
46654Q732
Shares:16.3K
Value:$1.1M
MARRIOTT INTERNATIONAL INC /MD/
Shares:4.4K
Value:$1.0M
38149W770
Shares:31.5K
Value:$1.0M
CONOCOPHILLIPS
Shares:9.4K
Value:$987.2K
92204A702
Shares:1.8K
Value:$949.7K
KIMBERLY CLARK CORP
Shares:6.2K
Value:$884.3K
Albertsons Companies, Inc.
Shares:39.6K
Value:$871.5K
BRISTOL MYERS SQUIBB CO
Shares:13.9K
Value:$850.8K
NETFLIX INC
Shares:911
Value:$849.5K
46641Q167
Shares:13.2K
Value:$835.6K
CAMECO CORP
Shares:20.2K
Value:$830.0K
Bank of Marin Bancorp
Shares:37.0K
Value:$816.2K
Palo Alto Networks Inc
Shares:4.7K
Value:$802.5K
BERKSHIRE HATHAWAY INC
Shares:1
Value:$798.4K
HORTON D R INC /DE/
Shares:6.2K
Value:$783.8K