Notify me when Private Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 169 | $1,411,072,801 | +$53,337,844 | -$106,608,186 | -$53,270,342 | NVDA, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 27 Jan 2026, 16:33 |
| Q3 2025 | 168 | $1,402,455,416 | +$29,629,303 | -$20,575,373 | +$9,053,930 | NVDA, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 03 Nov 2025, 20:15 |
| Q2 2025 | 163 | $1,282,142,302 | +$24,711,176 | -$56,649,133 | -$31,937,957 | NVDA, MSFT, AAPL, AMZN, GOOGL | 13F-HR | 01 Aug 2025, 14:17 |
| Q1 2025 | 162 | $1,207,707,109 | +$34,328,622 | -$62,432,318 | -$28,103,696 | AAPL, NVDA, MSFT, V, AMZN | 13F-HR | 21 Apr 2025, 20:53 |
| Q4 2024 | 171 | $1,305,205,214 | +$41,062,699 | -$21,268,608 | +$19,794,091 | AAPL, NVDA, MSFT, GOOGL, AMZN | 13F-HR | 31 Jan 2025, 20:00 |
| Q3 2024 | 170 | $1,254,906,602 | +$29,560,557 | -$138,344,297 | -$108,783,740 | AAPL, MSFT, NVDA, GOOGL, AMZN | 13F-HR | 29 Oct 2024, 13:24 |
| Q2 2024 | 164 | $1,331,105,817 | +$126,594,066 | -$43,027,794 | +$83,566,272 | AAPL, MSFT, NVDA, GOOGL, AMZN | 13F-HR | 07 Aug 2024, 19:23 |
| Q1 2024 | 163 | $1,250,658,917 | +$20,021,664 | -$66,169,130 | -$46,147,466 | MSFT, AAPL, NVDA, AMZN, GOOGL | 13F-HR | 08 May 2024, 17:59 |
| Q4 2023 | 170 | $1,183,127,729 | +$31,795,109 | -$11,276,395 | +$20,518,714 | AAPL, MSFT, GOOGL, AMZN, V | 13F-HR | 02 Feb 2024, 13:27 |
| Q3 2023 | 159 | $1,046,016,746 | +$10,215,691 | -$21,094,196 | -$10,878,505 | AAPL, MSFT, GOOGL, V, AMZN | 13F-HR | 06 Nov 2023, 18:07 |
| Q2 2023 | 165 | $1,087,765,734 | +$13,450,941 | -$20,862,239 | -$7,411,298 | AAPL, MSFT, GOOGL, V, AMZN | 13F-HR | 03 Aug 2023, 10:37 |
| Q1 2023 | 160 | $1,001,718,452 | +$66,381,327 | -$13,397,473 | +$52,983,854 | AAPL, MSFT, V, TMO, GOOGL | 13F-HR | 03 May 2023, 21:35 |
| Q4 2022 | 85 | $873,847,982 | +$55,187,619 | -$10,695,282 | +$44,492,337 | AAPL, MSFT, TMO, V, GOOGL | 13F-HR | 25 Jan 2023, 07:34 |
| Q3 2022 | 76 | $782,587,000 | +$67,220,377 | -$29,634,668 | +$37,585,709 | AAPL, MSFT, TMO, AMZN, GOOGL | 13F-HR | 26 Oct 2022, 20:15 |
| Q2 2022 | 73 | $860,233,000 | +$54,166,713 | -$85,019,787 | -$30,853,074 | AAPL, MSFT, TMO, GOOGL, V | 13F-HR | 01 Aug 2022, 17:41 |
| Q1 2022 | 81 | $1,116,458,000 | +$45,060,885 | -$45,545,774 | -$484,889 | AAPL, MSFT, AMZN, GOOGL, TMO | 13F-HR | 02 May 2022, 17:17 |
| Q4 2021 | 80 | $1,183,268,000 | +$44,307,020 | -$56,174,667 | -$11,867,647 | AAPL, MSFT, GOOGL, AMZN, TMO | 13F-HR | 04 Feb 2022, 19:05 |
| Q3 2021 | 80 | $1,076,504,000 | +$35,974,843 | -$37,563,830 | -$1,588,987 | AAPL, MSFT, GOOGL, AMZN, TMO | 13F-HR | 12 Nov 2021, 10:46 |
| Q2 2021 | 77 | $1,081,162,000 | +$43,943,966 | -$12,144,983 | +$31,798,983 | AAPL, MSFT, AMZN, GOOGL, V | 13F-HR | 11 Aug 2021, 21:30 |
| Q1 2021 | 73 | $944,291,000 | +$42,693,219 | -$42,663,236 | +$29,983 | AAPL, MSFT, AMZN, GOOGL, V | 13F-HR | 03 May 2021, 20:52 |
| Q4 2020 | 114 | $921,321,000 | +$38,945,915 | -$47,619,380 | -$8,673,465 | AAPL, MSFT, AMZN, V, TMO | 13F-HR | 02 Feb 2021, 19:52 |
| Q3 2020 | 106 | $855,045,000 | +$116,438,390 | -$14,421,569 | +$102,016,821 | AAPL, MSFT, AMZN, ZTS, TMO | 13F-HR | 29 Oct 2020, 07:46 |
| Q2 2020 | 105 | $729,807,000 | +$42,797,126 | -$41,359,062 | +$1,438,064 | AAPL, MSFT, AMZN, V, TMO | 13F-HR | 31 Jul 2020, 15:08 |
| Q1 2020 | 113 | $592,586,000 | +$21,353,937 | -$43,653,771 | -$22,299,834 | MSFT, AAPL, AMZN, V, GOOGL | 13F-HR | 24 Apr 2020, 13:26 |
| Q4 2019 | 118 | $733,748,000 | +$50,456,227 | -$23,679,754 | +$26,776,473 | AAPL, MSFT, V, AMZN, GOOGL | 13F-HR | 29 Jan 2020, 17:10 |
| Q3 2019 | 117 | $642,469,000 | +$30,018,450 | -$42,542,231 | -$12,523,781 | MSFT, AAPL, V, AMZN, GOOGL | 13F-HR | 12 Nov 2019, 09:45 |
| Q2 2019 | 123 | $649,581,000 | +$26,066,396 | -$15,551,726 | +$10,514,670 | AMZN, MSFT, V, AAPL, TMO | 13F-HR | 06 Aug 2019, 12:54 |
| Q1 2019 | 114 | $608,055,000 | +$43,435,011 | -$24,938,432 | +$18,496,579 | AMZN, MSFT, V, AAPL, GOOGL | 13F-HR | 02 May 2019, 11:26 |
| Q4 2018 | 97 | $516,810,000 | +$49,888,066 | -$101,568,949 | -$51,680,883 | AMZN, MSFT, V, AAPL, GOOGL | 13F-HR | 12 Feb 2019, 20:41 |
| Q3 2018 | 114 | $655,605,000 | +$33,554,056 | -$35,388,944 | -$1,834,888 | AAPL, AMZN, V, GOOGL, MSFT | 13F-HR | 25 Oct 2018, 16:52 |
| Q2 2018 | 114 | $594,636,000 | +$39,121,085 | -$48,791,961 | -$9,670,876 | AAPL, AMZN, GOOGL, V, MSFT | Restatement | 16 Aug 2018, 11:36 |
| Q1 2018 | 121 | $574,231,000 | +$78,969,737 | -$53,561,947 | +$25,407,790 | AAPL, AMZN, GOOGL, MSFT, V | 13F-HR | 15 May 2018, 11:09 |
| Q4 2017 | 126 | $540,540,000 | +$41,952,766 | -$22,392,271 | +$19,560,495 | AAPL, GOOGL, MSFT, AMZN, V | 13F-HR | 01 Feb 2018, 09:03 |
| Q3 2017 | 122 | $497,388,000 | +$55,314,217 | -$39,560,965 | +$15,753,252 | AAPL, GOOGL, MSFT, V, AMZN | 13F-HR | 06 Nov 2017, 09:11 |
| Q2 2017 | 112 | $460,518,000 | +$33,841,546 | -$35,267,028 | -$1,425,482 | AAPL, GOOGL, DIS, MSFT, AMZN | 13F-HR | 26 Jul 2017, 11:59 |
| Q1 2017 | 109 | $451,263,000 | +$30,084,881 | -$26,336,416 | +$3,748,465 | AAPL, GOOGL, DIS, AMZN, PFE | 13F-HR | 18 Apr 2017, 20:54 |
| Q4 2016 | 111 | $421,103,000 | +$34,737,013 | -$42,800,025 | -$8,063,012 | AAPL, GOOGL, DIS, TWX, JPM | 13F-HR | 18 Jan 2017, 19:02 |
| Q3 2016 | 118 | $415,389,000 | +$13,122,730 | -$26,581,461 | -$13,458,731 | AAPL, GOOGL, DIS, PFE, VZ | 13F-HR | 18 Oct 2016, 12:26 |
| Q2 2016 | 123 | $415,136,000 | +$28,659,389 | -$29,422,814 | -$763,425 | AAPL, VZ, DIS, GOOGL, PFE | 13F-HR | 27 Jul 2016, 15:47 |
| Q1 2016 | 127 | $416,100,000 | +$43,113,125 | -$51,549,221 | -$8,436,096 | AAPL, GOOGL, VZ, DIS, PFE | 13F-HR | 22 Apr 2016, 18:49 |
| Q4 2015 | 127 | $427,114,000 | +$73,849,178 | -$62,159,377 | +$11,689,801 | AAPL, GOOGL, VZ, GE, PFE | 13F-HR | 22 Jan 2016, 19:21 |
| Q3 2015 | 130 | $397,366,000 | +$40,097,566 | -$44,260,865 | -$4,163,299 | AAPL, VZ, GOOGL, PFE, GE | 13F-HR | 23 Oct 2015, 18:58 |
| Q2 2015 | 140 | $442,638,000 | +$49,678,300 | -$42,520,395 | +$7,157,905 | AAPL, VZ, PFE, JPM, GE | 13F-HR | 22 Jul 2015, 21:33 |
| Q1 2015 | 141 | $434,413,000 | +$49,113,148 | -$38,341,284 | +$10,771,864 | AAPL, VZ, PFE, JPM, MRK | Restatement | 24 Apr 2015, 19:04 |
| Q4 2014 | 146 | $425,453,000 | +$45,166,545 | -$81,009,738 | -$35,843,193 | AAPL, VZ, JPM, MET, PFE | 13F-HR | 22 Jan 2015, 18:34 |
| Q3 2014 | 171 | $454,657,000 | +$39,985,491 | -$35,771,429 | +$4,214,062 | AAPL, VZ, MRK, MET, JPM | 13F-HR | 24 Oct 2014, 18:25 |
| Q2 2014 | 155 | $455,112,000 | +$76,290,501 | -$30,328,942 | +$45,961,559 | AAPL, VZ, MET, MRK, SLB | 13F-HR | 04 Aug 2014, 20:12 |
| Q1 2014 | 155 | $423,961,000 | +$68,789,601 | -$99,224,034 | -$30,434,433 | AAPL, VZ, GOOGL, PFE, EMC | Restatement | 29 Apr 2014, 18:31 |
| Q4 2013 | 171 | $448,603,000 | $0 | $0 | $0 | AAPL, GOOGL, CVX, VOD, PFE | 13F-HR | 24 Jan 2014, 18:56 |