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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 $1,305,205,214
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 525,335 $131,554,439 10.07%
2.
Nvidia Corp
 NVDA 761,062 $102,203,007 7.83%
3.
Microsoft Corp
 MSFT 224,892 $94,792,017 7.26%
4.
Alphabet Inc.
 GOOGL 354,301 $67,069,152 5.13%
5.
Amazon Com Inc
 AMZN 304,879 $66,887,404 5.12%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)