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Grant Private Wealth Management Inc 13F Holdings
Holdings from the most recent 13F from Grant Private Wealth Management Inc
Filed: 2025-07-11 (Q2 2025) | Holdings: 70 | Value: $176.4M | 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 |
| FDEC - FIRST TR EXCHNG TRADED FD VI | New Purchase | 15.99% | $28.2M | ||||
| META - META PLATFORMS INC | Add 33% ($1.9M) | 4.21% | $7.4M | -19.76% | -0.20% | ||
| AMZN - AMAZON COM INC | Add 52% ($2.5M) | 4.11% | $7.3M | -6.80% | -2.22% | ||
| MSFT - MICROSOFT CORP | Add 134% ($4.0M) | 3.95% | $7.0M | -25.10% | +2.67% | ||
| KO - COCA COLA CO | New Purchase | 3.83% | $6.8M | +12.30% | -3.56% | ||
| C - CITIGROUP INC | New Purchase | 3.79% | $6.7M | ||||
| T - AT&T INC | New Purchase | 3.77% | $6.7M | ||||
| XOM - EXXON MOBIL CORP | Add 932% ($5.5M) | 3.44% | $6.1M | +42.93% | -1.68% | ||
| AAPL - APPLE INC | Add 53% ($1.9M) | 3.17% | $5.6M | +22.28% | +18.11% | ||
| BAC - BANK AMERICA CORP | New Purchase | 3.17% | $5.6M | ||||
| SO - SOUTHERN CO | New Purchase | 3.17% | $5.6M | ||||
| TFC - TRUIST FINL CORP | New Purchase | 3.04% | $5.4M | ||||
| VZ - VERIZON COMMUNICATIONS INC | Add 479% ($4.2M) | 2.90% | $5.1M | +22.92% | -2.78% | ||
| XDEC - FIRST TR EXCHNG TRADED FD VI | New Purchase | 2.89% | $5.1M | +3.93% | +2.85% | ||
| JNJ - JOHNSON & JOHNSON | New Purchase | 2.78% | $4.9M | +57.89% | +22.59% | ||
| NVDA - NVIDIA CORPORATION | Reduce 51% $(4.5M) | 2.44% | $4.3M | +7.29% | +13.88% | ||
| GOOG - ALPHABET INC | Add 168% ($2.7M) | 2.41% | $4.2M | ||||
| HD - HOME DEPOT INC | Add 587% ($3.2M) | 2.15% | $3.8M | -11.54% | +2.98% | ||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 2.14% | $3.8M | ||||
| PG - PROCTER AND GAMBLE CO | Add 531% ($3.1M) | 2.07% | $3.7M | -6.07% | -4.55% | ||
| SDVY - FIRST TR EXCHANGE-TRADED FD | New Purchase | 1.77% | $3.1M | +11.06% | +2.95% | ||
| WFC - WELLS FARGO CO NEW | Add 394% ($2.4M) | 1.69% | $3.0M | ||||
| PFE - PFIZER INC | New Purchase | 1.69% | $3.0M | +16.52% | -1.65% | ||
| DUK - DUKE ENERGY CORP NEW | Add 356% ($2.2M) | 1.63% | $2.9M | ||||
| CVX - CHEVRON CORP NEW | New Purchase | 1.45% | $2.6M | ||||
| LMT - LOCKHEED MARTIN CORP | New Purchase | 1.31% | $2.3M | +35.20% | +7.98% | ||
| ABBV - ABBVIE INC | New Purchase | 1.25% | $2.2M | +11.55% | +21.16% | ||
| MRVL - MARVELL TECHNOLOGY INC | New Purchase | 1.11% | $2.0M | +48.75% | +24.05% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 312% ($1.3M) | 0.98% | $1.7M | -6.16% | +19.65% | ||
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.94% | $1.7M | ||||
| GILD - GILEAD SCIENCES INC | New Purchase | 0.90% | $1.6M | +29.86% | +8.54% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Add 86% ($549.8K) | 0.68% | $1.2M | -10.67% | -1.32% | ||
| SMCI - SUPER MICRO COMPUTER INC | New Purchase | 0.66% | $1.2M | ||||
| XJUL - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.63% | $1.1M | +4.77% | +2.79% | ||
| JPM - JPMORGAN CHASE & CO. | Reduce 51% $(1.1M) | 0.59% | $1.0M | ||||
| QQQ - INVESCO QQQ TR | Reduce 14% $(132.9K) | 0.47% | $834.4K | +5.99% | +8.79% | ||
| BLK - BLACKROCK INC | Reduce 10% $(92.3K) | 0.46% | $814.7K | ||||
| AWK - AMERICAN WTR WKS CO INC NEW | New Purchase | 0.41% | $716.6K | ||||
| PEP - PEPSICO INC | New Purchase | 0.34% | $593.1K | +19.87% | +11.57% | ||
| TXN - TEXAS INSTRS INC | Reduce 39% $(321.4K) | 0.28% | $500.5K | -9.15% | -19.61% | ||
| FJUL - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.27% | $484.4K | +5.69% | +4.57% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 20% $(119.9K) | 0.27% | $484.4K | +4.95% | -3.53% | ||
| PAYX - PAYCHEX INC | New Purchase | 0.27% | $473.0K | -34.13% | -10.28% | ||
| CSCO - CISCO SYS INC | New Purchase | 0.26% | $456.1K | +18.47% | +0.06% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.26% | $455.7K | +0.64% | +3.71% | ||
| FAPR - FIRST TR EXCHNG TRADED FD VI | New Purchase | 0.24% | $421.9K | +6.46% | +2.73% | ||
| PM - PHILIP MORRIS INTL INC | New Purchase | 0.23% | $402.3K | -10.23% | -11.07% | ||
| UL - UNILEVER PLC | New Purchase | 0.22% | $396.0K | ||||
| NEE - NEXTERA ENERGY INC | New Purchase | 0.21% | $362.1K | +27.89% | +14.18% | ||
| FCOR - FIDELITY MERRIMACK STR TR | New Purchase | 0.20% | $354.6K | +4.25% | +4.04% | ||
| MCD - MCDONALDS CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AMD - ADVANCED MICRO DEVICES INC | Reduce 100% | 0.00% | $0.00 | ||||
| NOW - SERVICENOW INC | Reduce 100% | 0.00% | $0.00 | ||||
| BA - BOEING CO | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| CRM - SALESFORCE INC | Reduce 100% | 0.00% | $0.00 | ||||
| HELO - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| AVGO - BROADCOM INC | Reduce 100% | 0.00% | $0.00 | ||||
| HUBB - HUBBELL INC | Reduce 100% | 0.00% | $0.00 | ||||
| LRCX - LAM RESEARCH CORP | Reduce 100% | 0.00% | $0.00 | ||||
| JEPQ - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| PLTR - PALANTIR TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| ARKK - ARK ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| DKNG - DRAFTKINGS INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| XSW - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| COIN - COINBASE GLOBAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| UBER - UBER TECHNOLOGIES INC | Reduce 100% | 0.00% | $0.00 | ||||
| INTU - INTUIT | Reduce 100% | 0.00% | $0.00 | ||||
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| LLY - ELI LILLY & CO | Reduce 100% | 0.00% | $0.00 | ||||
| SPYG - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| ISRG - INTUITIVE SURGICAL INC | Reduce 100% | 0.00% | $0.00 | ||||
| V - VISA INC | Reduce 100% | 0.00% | $0.00 | ||||
| ZM - ZOOM COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DFSV - DIMENSIONAL ETF TRUST | Reduce 100% | 0.00% | $0.00 | ||||
| SHOP - SHOPIFY INC | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| IVV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| WMT - WALMART INC | Reduce 100% | 0.00% | $0.00 | ||||