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Grant Private Wealth Management Inc 13F Holdings
Holdings from the most recent 13F from Grant Private Wealth Management Inc
Filed: 2025-10-07 (Q3 2025) | Holdings: 141 | Value: $162.1M | 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 | Add 309% ($15.7M) | 12.82% | $20.8M | -4.91% | -0.81% | ||
| META - META PLATFORMS INC | Add 20% ($1.4M) | 5.46% | $8.8M | -19.35% | -9.37% | ||
| AAPL - APPLE INC | Add 18% ($1.2M) | 5.04% | $8.2M | -0.04% | +1.08% | ||
| AVGO - BROADCOM INC | New Purchase | 4.77% | $7.7M | ||||
| AMZN - AMAZON COM INC | Add 1% ($81.9K) | 4.53% | $7.3M | -5.90% | +10.48% | ||
| TSLA - TESLA INC | New Purchase | 3.16% | $5.1M | -17.59% | -0.40% | ||
| MSFT - MICROSOFT CORP | Reduce 38% $(2.8M) | 2.78% | $4.5M | -28.33% | -8.46% | ||
| UBER - UBER TECHNOLOGIES INC | New Purchase | 2.53% | $4.1M | -26.65% | -10.57% | ||
| GOOGL - ALPHABET INC | New Purchase | 2.17% | $3.5M | ||||
| NFLX - NETFLIX INC | New Purchase | 2.06% | $3.3M | -17.58% | -24.38% | ||
| JPM - JPMORGAN CHASE & CO. | Add 147% ($1.7M) | 1.74% | $2.8M | ||||
| PLTR - PALANTIR TECHNOLOGIES INC | New Purchase | 1.68% | $2.7M | -18.79% | -3.25% | ||
| HELO - J P MORGAN EXCHANGE TRADED F | New Purchase | 1.48% | $2.4M | ||||
| NOW - SERVICENOW INC | New Purchase | 1.42% | $2.3M | ||||
| COIN - COINBASE GLOBAL INC | New Purchase | 1.34% | $2.2M | ||||
| GOOG - ALPHABET INC | Reduce 63% $(3.7M) | 1.34% | $2.2M | ||||
| ARKK - ARK ETF TR | New Purchase | 1.24% | $2.0M | -23.69% | -10.34% | ||
| DFSV - DIMENSIONAL ETF TRUST | New Purchase | 1.22% | $2.0M | ||||
| INTU - INTUIT | New Purchase | 1.15% | $1.9M | -35.71% | -0.85% | ||
| JEPI - J P MORGAN EXCHANGE TRADED F | New Purchase | 1.14% | $1.8M | +3.21% | +4.09% | ||
| AMD - ADVANCED MICRO DEVICES INC | New Purchase | 1.10% | $1.8M | +2.14% | -3.88% | ||
| SNOW - SNOWFLAKE INC | New Purchase | 1.07% | $1.7M | ||||
| CRWD - CROWDSTRIKE HLDGS INC | New Purchase | 1.04% | $1.7M | ||||
| SPYG - SPDR SERIES TRUST | New Purchase | 1.01% | $1.6M | ||||
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 1.01% | $1.6M | +2.21% | +32.28% | ||
| CRM - SALESFORCE INC | New Purchase | 0.90% | $1.5M | ||||
| PANW - PALO ALTO NETWORKS INC | New Purchase | 0.88% | $1.4M | -23.23% | -10.25% | ||
| SHOP - SHOPIFY INC | New Purchase | 0.86% | $1.4M | ||||
| FHEQ - FIDELITY GREENWOOD STREET TR | New Purchase | 0.84% | $1.4M | -3.46% | +1.63% | ||
| LRCX - LAM RESEARCH CORP | New Purchase | 0.84% | $1.4M | +58.84% | +45.96% | ||
| QQQ - INVESCO QQQ TR | Add 38% ($342.7K) | 0.77% | $1.3M | -3.13% | +2.62% | ||
| V - VISA INC | New Purchase | 0.72% | $1.2M | ||||
| ZM - ZOOM COMMUNICATIONS INC | New Purchase | 0.66% | $1.1M | +2.83% | +6.94% | ||
| BLK - BLACKROCK INC | Add 10% ($92.1K) | 0.62% | $998.0K | ||||
| BA - BOEING CO | New Purchase | 0.61% | $988.2K | -6.51% | +2.09% | ||
| MU - MICRON TECHNOLOGY INC | New Purchase | 0.56% | $914.2K | +93.95% | +73.11% | ||
| NET - CLOUDFLARE INC | New Purchase | 0.56% | $902.6K | -3.21% | -14.52% | ||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 83% $(4.3M) | 0.55% | $884.2K | +23.06% | -0.66% | ||
| RBLX - ROBLOX CORP | New Purchase | 0.51% | $833.9K | -53.16% | -42.43% | ||
| DKNG - DRAFTKINGS INC NEW | New Purchase | 0.51% | $832.3K | -29.87% | +8.95% | ||
| IVV - ISHARES TR | New Purchase | 0.50% | $814.5K | -1.56% | +3.19% | ||
| HUBB - HUBBELL INC | New Purchase | 0.47% | $769.8K | +20.19% | +11.77% | ||
| ORCL - ORACLE CORP | New Purchase | 0.46% | $748.9K | -48.49% | -33.44% | ||
| LLY - ELI LILLY & CO | New Purchase | 0.45% | $728.0K | +10.41% | +27.86% | ||
| XSW - SPDR SERIES TRUST | New Purchase | 0.45% | $727.8K | -27.48% | -4.94% | ||
| TXN - TEXAS INSTRS INC | Add 60% ($265.7K) | 0.44% | $708.6K | +11.91% | +7.52% | ||
| WMT - WALMART INC | New Purchase | 0.43% | $704.3K | +22.60% | +9.98% | ||
| HD - HOME DEPOT INC | Reduce 83% $(3.5M) | 0.43% | $697.8K | -15.68% | -6.36% | ||
| BABA - ALIBABA GROUP HLDG LTD | New Purchase | 0.43% | $693.5K | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 64% $(1.2M) | 0.42% | $680.2K | -23.34% | -4.84% | ||
| FDEC - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| SDVY - FIRST TR EXCHANGE-TRADED FD | Reduce 100% | 0.00% | $0.00 | ||||
| GILD - GILEAD SCIENCES INC | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| C - CITIGROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| MRVL - MARVELL TECHNOLOGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| AXP - AMERICAN EXPRESS CO | Reduce 100% | 0.00% | $0.00 | ||||
| KO - COCA COLA CO | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| PAYX - PAYCHEX INC | Reduce 100% | 0.00% | $0.00 | ||||
| FCOR - FIDELITY MERRIMACK STR TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| LMT - LOCKHEED MARTIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| BAC - BANK AMERICA CORP | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 100% | 0.00% | $0.00 | ||||
| XJUL - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| SMCI - SUPER MICRO COMPUTER INC | Reduce 100% | 0.00% | $0.00 | ||||
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||
| NEE - NEXTERA ENERGY INC | Reduce 100% | 0.00% | $0.00 | ||||
| PFE - PFIZER INC | Reduce 100% | 0.00% | $0.00 | ||||
| FAPR - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| XDEC - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| UL - UNILEVER PLC | Reduce 100% | 0.00% | $0.00 | ||||
| PM - PHILIP MORRIS INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| SO - SOUTHERN CO | Reduce 100% | 0.00% | $0.00 | ||||
| FJUL - FIRST TR EXCHNG TRADED FD VI | Reduce 100% | 0.00% | $0.00 | ||||
| TFC - TRUIST FINL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| AWK - AMERICAN WTR WKS CO INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| DUK - DUKE ENERGY CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||