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 7 of 9
092528603
Shares:9.5K
Value:$497.6K
Arista Networks, Inc.
Shares:6.2K
Value:$479.8K
46654Q724
Shares:8.0K
Value:$477.4K
381430503
Shares:4.3K
Value:$471.1K
BANK OF AMERICA CORP /DE/
Shares:11.1K
Value:$462.1K
81369Y209
Shares:3.0K
Value:$443.1K
NORTHERN TRUST CORP
Shares:4.1K
Value:$404.5K
DOMINION ENERGY, INC
Shares:7.0K
Value:$395.0K
AUTOMATIC DATA PROCESSING INC
Shares:1.3K
Value:$385.9K
464287846
Shares:2.8K
Value:$383.8K
CATERPILLAR INC
Shares:1.1K
Value:$371.7K
92189F601
Shares:5.0K
Value:$366.4K
Okta, Inc.
Shares:3.5K
Value:$363.0K
STATE STREET CORP
Shares:3.9K
Value:$347.3K
81369Y407
Shares:1.8K
Value:$346.3K
Cigna Group
Shares:1.0K
Value:$329.0K
ASML HOLDING NV
Shares:482
Value:$319.4K
46641Q837
Shares:6.3K
Value:$316.4K
922908629
Shares:1.2K
Value:$307.3K
BECTON DICKINSON & CO
Shares:1.3K
Value:$304.4K