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Home > Institutional Investor > Private Wealth Partners, Llc > Profile

Instuitional Investor - Private Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Private Wealth Partners, Llc
Portfolio Value $1,207,707,109
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 498,103 $110,643,654 9.16%
2.
Nvidia Corp
 NVDA 809,781 $87,764,020 7.27%
3.
Microsoft Corp
 MSFT 213,930 $80,307,132 6.65%
4.
Visa Inc.
 V 159,157 $55,778,242 4.62%
5.
Amazon Com Inc
 AMZN 292,172 $55,588,645 4.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)