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Home > Institutional Investor > Grant Private Wealth Management Inc > Profile

Instuitional Investor - Grant Private Wealth Management Inc

Fund Profile
Filing Period:
Fund Name: Grant Private Wealth Management Inc
Portfolio Value $92,703,628
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 57,956 $7,782,911 8.39%
2.
Amazon Com Inc
 AMZN 21,056 $4,619,476 4.98%
3.
Meta Platforms Inc.
 META 7,352 $4,304,670 4.64%
4.
Apple Inc.
 AAPL 17,113 $4,285,380 4.62%
5.
Tesla Inc.
 TSLA 8,924 $3,603,868 3.88%
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)