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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SHOPIFY INC.
Shares:8.0K
Value:$760.0K
INTUITIVE SURGICAL INC
Shares:1.5K
Value:$721.1K
VERTEX PHARMACEUTICALS INC / MA
Shares:1.5K
Value:$720.0K
INTEL CORP
Shares:31.6K
Value:$716.5K
TPG Inc.
Shares:15.0K
Value:$711.5K
Broadcom Inc.
Shares:4.2K
Value:$706.3K
CLOROX CO /DE/
Shares:4.8K
Value:$705.3K
Veralto Corp
Shares:7.2K
Value:$701.2K
GILEAD SCIENCES, INC.
Shares:6.0K
Value:$672.3K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:2.6K
Value:$658.2K
BOEING CO
Shares:3.8K
Value:$643.8K
EOG RESOURCES INC
Shares:5.0K
Value:$634.8K
FLUOR CORP
Shares:17.0K
Value:$608.9K
38149W630
Shares:13.0K
Value:$579.8K
81369Y803
Shares:2.8K
Value:$576.7K
NASDAQ, INC.
Shares:7.3K
Value:$551.5K
464287507
Shares:9.4K
Value:$548.5K
UNITEDHEALTH GROUP INC
Shares:1.0K
Value:$543.5K
STARBUCKS CORP
Shares:5.5K
Value:$536.6K
46432F842
Shares:7.1K
Value:$535.7K