Private Wealth Partners, LLC
170 holdingsFiling period: 2026-03-31Current AUM: $1.48Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 428.5K | $108.7M | $132.4M | 8.94% | -8,009 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 580.3K | $101.2M | $116.5M | 7.87% | -148,546 | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 300.8K | $86.5M | $107.1M | 7.24% | -8,158 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 201.4K | $74.6M | $93.6M | 6.32% | +626 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 276.5K | $57.6M | $75.1M | 5.07% | +4.2K | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 101.0K | $48.4M | $48.4M | 3.27% | +3.8K | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 150.9K | $44.4M | $53.1M | 3.58% | -3,073 | 2026-03-31 |
| 8 | V | VISA INC | 138.4K | $41.8M | $50.7M | 3.42% | -229 | 2026-03-31 |
| 9 | MRK | MERCK & CO INC | 309.3K | $37.2M | $40.3M | 2.72% | -2,449 | 2026-03-31 |
| 10 | GOOG | ALPHABET INC | 117.9K | $33.8M | $42.0M | 2.84% | -4,602 | 2026-03-31 |
| 11 | CVX | CHEVRON CORPORATION | 163.2K | $33.8M | $32.1M | 2.17% | -5,091 | 2026-03-31 |
| 12 | GS | GOLDMAN SACHS GROUP INC | 37.1K | $31.4M | $37.8M | 2.55% | -1,585 | 2026-03-31 |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | 63.3K | $31.1M | $36.3M | 2.45% | -29 | 2026-03-31 |
| 14 | ABBV | ABBVIE INC | 142.9K | $31.1M | $35.9M | 2.42% | +206 | 2026-03-31 |
| 15 | HON | HONEYWELL INTL INC | 136.7K | $30.9M | $16.6M | 1.12% | -1,715 | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 30.9K | $30.8M | $29.4M | 1.99% | -265 | 2026-03-31 |
| 17 | MCK | MCKESSON CORP | 30.3K | $26.2M | $25.9M | 1.75% | -253 | 2026-03-31 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | 110.8K | $22.5M | $52.8M | 3.56% | -1,226 | 2026-03-31 |
| 19 | SCHW | SCHWAB CHARLES CORP | 204.2K | $19.2M | $21.5M | 1.45% | +97.8K | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 76.6K | $18.7M | $19.6M | 1.33% | -656 | 2026-03-31 |
| 21 | SOLS | SOLSTICE ADVANCED MATLS INC | 237.7K | $18.1M | $14.3M | 0.97% | -67,494 | 2026-03-31 |
| 22 | DHR | DANAHER CORP DEL | 93.9K | $17.8M | $18.3M | 1.24% | -1,178 | 2026-03-31 |
| 23 | PFE | PFIZER INC | 604.9K | $17.0M | $15.1M | 1.02% | +28.0K | 2026-03-31 |
| 24 | QQQ | INVESCO QQQ TR | 27.9K | $16.1M | $19.2M | 1.30% | -4,031 | 2026-03-31 |
| 25 | QCOM | QUALCOMM INC | 116.7K | $15.0M | $17.2M | 1.16% | -3,349 | 2026-03-31 |
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