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Grant Private Wealth Management Inc 13F Holdings
Holdings from the most recent 13F from Grant Private Wealth Management Inc
Filed: 2025-02-12 (Q4 2024) | Holdings: 111 | Value: $92.7M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NVDA - NVIDIA CORPORATION | New Purchase | 8.40% | $7.8M | +33.64% | -1.23% | +39.00% | |
| AMZN - AMAZON COM INC | New Purchase | 4.98% | $4.6M | -7.99% | -7.64% | -13.14% | |
| META - META PLATFORMS INC | New Purchase | 4.64% | $4.3M | -19.40% | -9.00% | -11.05% | |
| AAPL - APPLE INC | New Purchase | 4.62% | $4.3M | +8.37% | -10.00% | +8.44% | |
| TSLA - TESLA INC | New Purchase | 3.89% | $3.6M | +10.51% | -3.17% | +21.00% | |
| NFLX - NETFLIX INC | New Purchase | 2.91% | $2.7M | -6.93% | +10.89% | -25.12% | |
| MSFT - MICROSOFT CORP | New Purchase | 2.72% | $2.5M | -8.37% | +10.58% | -0.67% | |
| JEPI - J P MORGAN EXCHANGE TRADED F | New Purchase | 2.45% | $2.3M | +4.29% | -3.18% | +9.01% | |
| DFSV - DIMENSIONAL ETF TRUST | New Purchase | 2.18% | $2.0M | +14.79% | -6.18% | +20.33% | |
| AVGO - BROADCOM INC | New Purchase | 2.02% | $1.9M | +34.28% | -1.24% | +38.99% | |
| INTU - INTUIT | New Purchase | 1.99% | $1.8M | -26.15% | +13.33% | -30.74% | |
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 1.94% | $1.8M | -21.39% | -4.55% | -17.77% | |
| COIN - COINBASE GLOBAL INC | New Purchase | 1.90% | $1.8M | -39.09% | -9.54% | -42.14% | |
| NOW - SERVICENOW INC | New Purchase | 1.88% | $1.7M | -47.05% | +5.53% | -45.50% | |
| GOOG - ALPHABET INC | New Purchase | 1.88% | $1.7M | +59.34% | -13.37% | +65.23% | |
| JPM - JPMORGAN CHASE & CO. | New Purchase | 1.75% | $1.6M | +9.41% | -3.95% | +12.07% | |
| SPYG - SPDR SER TR | New Purchase | 1.67% | $1.5M | +9.66% | -2.40% | +13.73% | |
| HELO - J P MORGAN EXCHANGE TRADED F | New Purchase | 1.65% | $1.5M | +2.63% | -2.57% | +6.44% | |
| GOOGL - ALPHABET INC | New Purchase | 1.65% | $1.5M | +62.09% | -13.35% | +66.51% | |
| ARKK - ARK ETF TR | New Purchase | 1.60% | $1.5M | +8.56% | -8.88% | +11.50% | |
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 1.31% | $1.2M | +87.69% | +0.41% | +85.11% | |
| CRM - SALESFORCE INC | New Purchase | 1.31% | $1.2M | -42.53% | -11.21% | -41.46% | |
| SHOP - SHOPIFY INC | New Purchase | 1.20% | $1.1M | -2.05% | -11.01% | -6.86% | |
| ZM - ZOOM COMMUNICATIONS INC | New Purchase | 1.01% | $934.4K | -3.11% | -0.13% | +11.18% | |
| BA - BOEING CO | New Purchase | 0.97% | $902.5K | +10.87% | +8.78% | +29.93% | |
| DKNG - DRAFTKINGS INC NEW | New Purchase | 0.94% | $872.5K | -50.71% | -16.19% | -51.60% | |
| V - VISA INC | New Purchase | 0.93% | $864.7K | -14.83% | +1.02% | -10.39% | |
| BLK - BLACKROCK INC | New Purchase | 0.88% | $820.1K | +0.35% | -1.49% | +11.69% | |
| LRCX - LAM RESEARCH CORP | New Purchase | 0.88% | $817.6K | +174.98% | +4.82% | +191.37% | |
| QQQ - INVESCO QQQ TR | New Purchase | 0.88% | $815.2K | +10.95% | -2.57% | +14.15% | |
| HUBB - HUBBELL INC | New Purchase | 0.85% | $784.2K | +29.34% | -1.28% | +35.11% | |
| IVV - ISHARES TR | New Purchase | 0.82% | $755.9K | +10.02% | -2.57% | +14.18% | |
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.80% | $745.9K | +29.94% | +6.71% | +28.94% | |
| TXN - TEXAS INSTRS INC | New Purchase | 0.78% | $719.3K | +13.03% | +5.95% | +30.23% | |
| XSW - SPDR SER TR | New Purchase | 0.75% | $699.3K | -26.93% | -6.61% | -22.45% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.73% | $673.3K | -46.71% | -41.10% | -43.41% | |
| DIS - DISNEY WALT CO | New Purchase | 0.70% | $652.1K | -10.37% | +2.26% | -2.12% | |
| XYZ - BLOCK INC | New Purchase | 0.67% | $618.0K | -29.03% | -30.66% | -40.64% | |
| RNG - RINGCENTRAL INC | New Purchase | 0.62% | $575.6K | +9.17% | -19.01% | -13.72% | |
| WFC - WELLS FARGO CO NEW | New Purchase | 0.60% | $558.3K | +3.64% | -3.81% | +11.88% | |
| IJR - ISHARES TR | New Purchase | 0.60% | $552.8K | +9.11% | -6.93% | +14.19% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.56% | $522.2K | +9.97% | -2.63% | +14.11% | |
| HD - HOME DEPOT INC | New Purchase | 0.55% | $511.0K | -16.80% | -8.01% | -1.94% | |
| PG - PROCTER AND GAMBLE CO | New Purchase | 0.55% | $510.2K | -12.73% | -5.84% | -3.05% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.54% | $503.0K | -6.09% | -6.25% | -4.03% | |
| MCD - MCDONALDS CORP | New Purchase | 0.54% | $501.5K | +2.83% | +0.97% | +9.01% | |
| WSM - WILLIAMS SONOMA INC | New Purchase | 0.53% | $489.2K | -10.90% | -14.73% | +6.00% | |
| AME - AMETEK INC | New Purchase | 0.53% | $488.0K | +18.79% | -2.56% | +24.64% | |
| SNOW - SNOWFLAKE INC | New Purchase | 0.53% | $487.3K | -18.10% | -3.18% | -2.50% | |
| WMT - WALMART INC | New Purchase | 0.52% | $484.5K | +21.34% | -7.33% | +29.97% | |