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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 $1,183,127,729
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 666,135 $128,250,882 10.83%
2.
Microsoft Corp
 MSFT 288,190 $108,371,143 9.15%
3.
Alphabet Inc.
 GOOG 444,632 $62,110,644 5.24%
4.
Amazon Com Inc
 AMZN 370,070 $56,228,436 4.75%
5.
Visa Inc.
 V 212,718 $55,381,115 4.68%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)