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Home > Institutional Investor > Private Wealth Partners, Llc > 13F Holdings

Instuitional Investor - Private Wealth Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 405,885 $117,446,745 8.37%
2.
Nvidia Corp
 NVDA 566,203 $113,291,573 8.07%
3.
Alphabet Inc.
 GOOGL 276,352 $98,759,940 7.04%
4.
Microsoft Corp
 MSFT 187,537 $69,954,889 4.99%
5.
Amazon Com Inc
 AMZN 265,251 $63,219,923 4.51%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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