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Grant Private Wealth Management Inc 13F Holdings
Holdings from the most recent 13F from Grant Private Wealth Management Inc
Filed: 2025-04-17 (Q1 2025) | Holdings: 117 | 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 | Reduce 3% $(214.5K) | 6.55% | $6.1M | +79.64% | +74.57% | ||
| META - META PLATFORMS INC | Add 3% ($117.6K) | 4.70% | $4.4M | +17.29% | +43.45% | ||
| AMZN - AMAZON COM INC | Add 4% ($143.5K) | 4.48% | $4.1M | +23.69% | +33.33% | ||
| AAPL - APPLE INC | Add 4% ($150.6K) | 4.24% | $3.9M | +33.00% | +9.41% | ||
| NFLX - NETFLIX INC | Reduce 2% $(51.2K) | 2.98% | $2.8M | +0.22% | +22.84% | ||
| TSLA - TESLA INC | Add 7% ($152.6K) | 2.66% | $2.5M | +56.60% | +43.16% | ||
| MSFT - MICROSOFT CORP | 2.41% | $2.2M | +3.72% | +40.84% | |||
| HELO - J P MORGAN EXCHANGE TRADED F | Add 51% ($748.0K) | 2.39% | $2.2M | ||||
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 12% $(260.6K) | 2.16% | $2.0M | +14.90% | +9.39% | ||
| NOW - SERVICENOW INC | Add 50% ($648.9K) | 2.11% | $2.0M | ||||
| ISRG - INTUITIVE SURGICAL INC | Add 15% ($247.5K) | 2.10% | $1.9M | -5.02% | +8.97% | ||
| DFSV - DIMENSIONAL ETF TRUST | 2.00% | $1.9M | |||||
| JPM - JPMORGAN CHASE & CO. | Add 9% ($148.4K) | 1.95% | $1.8M | ||||
| INTU - INTUIT | Reduce 4% $(78.4K) | 1.85% | $1.7M | -26.59% | +30.29% | ||
| AVGO - BROADCOM INC | Add 6% ($77.7K) | 1.53% | $1.4M | ||||
| CRM - SALESFORCE INC | Add 44% ($427.2K) | 1.51% | $1.4M | ||||
| GOOG - ALPHABET INC | Reduce 2% $(34.7K) | 1.50% | $1.4M | ||||
| GOOGL - ALPHABET INC | Add 12% ($144.0K) | 1.50% | $1.4M | ||||
| SPYG - SPDR SER TR | Reduce 6% $(81.6K) | 1.44% | $1.3M | ||||
| COIN - COINBASE GLOBAL INC | Reduce 2% $(27.6K) | 1.29% | $1.2M | ||||
| ARKK - ARK ETF TR | Reduce 4% $(53.3K) | 1.28% | $1.2M | +54.76% | +75.24% | ||
| V - VISA INC | Add 23% ($216.5K) | 1.26% | $1.2M | ||||
| AMD - ADVANCED MICRO DEVICES INC | Add 14% ($142.3K) | 1.25% | $1.2M | +152.86% | +82.51% | ||
| UBER - UBER TECHNOLOGIES INC | New Purchase | 1.22% | $1.1M | -3.49% | +21.70% | ||
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 1.19% | $1.1M | +59.91% | +65.36% | ||
| SHOP - SHOPIFY INC | Reduce 2% $(22.0K) | 1.06% | $980.0K | ||||
| ZM - ZOOM COMMUNICATIONS INC | Add 12% ($104.8K) | 1.02% | $949.4K | +16.11% | +5.53% | ||
| VZ - VERIZON COMMUNICATIONS INC | Add 9% ($78.7K) | 1.00% | $924.8K | +17.53% | -6.11% | ||
| BA - BOEING CO | Reduce 3% $(26.1K) | 0.91% | $843.5K | +30.14% | +43.34% | ||
| QQQ - INVESCO QQQ TR | Add 10% ($74.5K) | 0.89% | $822.3K | +34.13% | +28.22% | ||
| BLK - BLACKROCK INC | Add 8% ($61.5K) | 0.88% | $818.7K | ||||
| LRCX - LAM RESEARCH CORP | Reduce 3% $(26.2K) | 0.86% | $796.8K | +252.86% | +61.82% | ||
| DKNG - DRAFTKINGS INC NEW | 0.84% | $778.9K | -30.53% | +31.13% | |||
| TXN - TEXAS INSTRS INC | Add 3% ($22.1K) | 0.77% | $711.4K | +38.20% | +50.19% | ||
| IVV - ISHARES TR | Reduce 2% $(11.2K) | 0.77% | $710.2K | +27.40% | +20.81% | ||
| LLY - ELI LILLY & CO | New Purchase | 0.77% | $709.5K | +12.00% | -8.11% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 1% ($7.3K) | 0.76% | $704.4K | -36.62% | -36.71% | ||
| JEPQ - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.73% | $681.0K | +28.80% | +17.21% | ||
| XOM - EXXON MOBIL CORP | New Purchase | 0.70% | $648.5K | +57.38% | +2.99% | ||
| DUK - DUKE ENERGY CORP NEW | New Purchase | 0.68% | $629.5K | ||||
| PG - PROCTER AND GAMBLE CO | Add 19% ($101.1K) | 0.67% | $619.7K | -13.98% | -8.08% | ||
| HUBB - HUBBELL INC | 0.67% | $619.5K | +49.69% | +29.15% | |||
| XSW - SPDR SER TR | Reduce 2% $(9.6K) | 0.63% | $582.0K | -2.48% | +29.18% | ||
| COST - COSTCO WHSL CORP NEW | Add 11% ($57.7K) | 0.62% | $576.9K | +2.77% | -4.11% | ||
| DIS - DISNEY WALT CO | Reduce 4% $(21.0K) | 0.60% | $557.0K | +15.04% | +43.61% | ||
| HD - HOME DEPOT INC | Add 15% ($71.1K) | 0.60% | $552.6K | -6.92% | +2.07% | ||
| MCD - MCDONALDS CORP | Add 1% ($5.6K) | 0.59% | $546.0K | +1.04% | -3.94% | ||
| WFC - WELLS FARGO CO NEW | Reduce 5% $(28.7K) | 0.58% | $541.9K | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.58% | $540.6K | +6.83% | +20.88% | ||
| WMT - WALMART INC | Add 14% ($65.8K) | 0.58% | $536.5K | +36.43% | +2.43% | ||
| AME - AMETEK INC | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| XYZ - BLOCK INC | Reduce 100% | 0.00% | $0.00 | ||||
| RNG - RINGCENTRAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| WSM - WILLIAMS SONOMA INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNOW - SNOWFLAKE INC | Reduce 100% | 0.00% | $0.00 | ||||
| IJR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||