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Grant Private Wealth Management Inc 13F Holdings
Holdings from the most recent 13F from Grant Private Wealth Management Inc
Filed: 2026-01-05 (Q4 2025) | Holdings: 135 | Value: $165.6M | 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 | 12.61% | $20.9M | -6.89% | ||||
| AAPL - APPLE INC | Reduce 1% $(102.5K) | 5.21% | $8.6M | -4.06% | |||
| AVGO - BROADCOM INC | Add 3% ($257.5K) | 5.06% | $8.4M | ||||
| META - META PLATFORMS INC | Add 1% ($117.5K) | 4.87% | $8.1M | -12.83% | |||
| AMZN - AMAZON COM INC | 4.67% | $7.7M | -9.62% | ||||
| GOOGL - ALPHABET INC | Add 21% ($953.7K) | 3.31% | $5.5M | ||||
| TSLA - TESLA INC | Add 3% ($134.5K) | 3.21% | $5.3M | -19.22% | |||
| MSFT - MICROSOFT CORP | Add 6% ($264.0K) | 2.70% | $4.5M | -21.00% | |||
| UBER - UBER TECHNOLOGIES INC | Add 10% ($352.4K) | 2.28% | $3.8M | -11.51% | |||
| PLTR - PALANTIR TECHNOLOGIES INC | Add 42% ($1.1M) | 2.27% | $3.8M | -15.53% | |||
| GOOG - ALPHABET INC | Add 2% ($53.3K) | 1.72% | $2.9M | ||||
| JPM - JPMORGAN CHASE & CO. | Reduce 2% $(58.6K) | 1.71% | $2.8M | ||||
| NFLX - NETFLIX INC | Add 895% ($2.3M) | 1.57% | $2.6M | +7.78% | |||
| HELO - J P MORGAN EXCHANGE TRADED F | Add 4% ($100.8K) | 1.54% | $2.5M | ||||
| AMD - ADVANCED MICRO DEVICES INC | 1.43% | $2.4M | -2.34% | ||||
| ISRG - INTUITIVE SURGICAL INC | Reduce 6% $(126.3K) | 1.17% | $1.9M | -19.99% | |||
| DFSV - DIMENSIONAL ETF TRUST | Reduce 7% $(146.0K) | 1.14% | $1.9M | ||||
| NOW - SERVICENOW INC | Add 389% ($1.5M) | 1.13% | $1.9M | ||||
| INTU - INTUIT | 1.09% | $1.8M | -32.84% | ||||
| ARKK - ARK ETF TR | Reduce 1% $(18.0K) | 1.07% | $1.8M | -15.80% | |||
| SHOP - SHOPIFY INC | Add 15% ($225.4K) | 1.05% | $1.7M | ||||
| CRM - SALESFORCE INC | Add 6% ($102.5K) | 1.05% | $1.7M | ||||
| JEPI - J P MORGAN EXCHANGE TRADED F | Reduce 7% $(120.4K) | 1.04% | $1.7M | +0.15% | |||
| LRCX - LAM RESEARCH CORP | Reduce 2% $(29.1K) | 1.03% | $1.7M | +10.57% | |||
| SNOW - SNOWFLAKE INC | 1.02% | $1.7M | |||||
| SPYG - SPDR SERIES TRUST | 1.00% | $1.7M | |||||
| CRWD - CROWDSTRIKE HLDGS INC | 0.98% | $1.6M | |||||
| QQQ - INVESCO QQQ TR | Add 25% ($323.1K) | 0.97% | $1.6M | -5.41% | |||
| COIN - COINBASE GLOBAL INC | Reduce 3% $(43.4K) | 0.86% | $1.4M | ||||
| PANW - PALO ALTO NETWORKS INC | Add 8% ($104.6K) | 0.84% | $1.4M | -10.19% | |||
| IVV - ISHARES TR | Add 56% ($465.8K) | 0.78% | $1.3M | -4.38% | |||
| V - VISA INC | Reduce 1% $(14.7K) | 0.72% | $1.2M | ||||
| FHEQ - FIDELITY GREENWOOD STREET TR | Reduce 13% $(182.8K) | 0.72% | $1.2M | -4.89% | |||
| BLK - BLACKROCK INC | Add 12% ($113.5K) | 0.62% | $1.0M | ||||
| ZM - ZOOM COMMUNICATIONS INC | Reduce 8% $(94.7K) | 0.62% | $1.0M | -4.43% | |||
| LLY - ELI LILLY & CO | Reduce 2% $(17.2K) | 0.61% | $1.0M | -10.24% | |||
| MU - MICRON TECHNOLOGY INC | Reduce 37% $(570.7K) | 0.60% | $988.5K | +15.12% | |||
| BA - BOEING CO | Reduce 1% $(7.2K) | 0.60% | $987.0K | -9.16% | |||
| VZ - VERIZON COMMUNICATIONS INC | Add 7% ($57.1K) | 0.53% | $876.5K | +24.58% | |||
| NET - CLOUDFLARE INC | Add 1% ($5.9K) | 0.50% | $835.1K | +6.34% | |||
| HUBB - HUBBELL INC | 0.48% | $794.5K | +6.96% | ||||
| CAT - CATERPILLAR INC | New Purchase | 0.47% | $777.4K | +16.70% | |||
| DKNG - DRAFTKINGS INC NEW | 0.46% | $766.9K | -36.10% | ||||
| WMT - WALMART INC | Reduce 1% $(4.9K) | 0.46% | $756.5K | +12.14% | |||
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.46% | $755.3K | -15.40% | |||
| ABBV - ABBVIE INC | New Purchase | 0.44% | $734.7K | -4.20% | |||
| TXN - TEXAS INSTRS INC | Add 8% ($56.7K) | 0.44% | $725.9K | +8.91% | |||
| GS - GOLDMAN SACHS GROUP INC | New Purchase | 0.43% | $718.1K | -8.62% | |||
| UNH - UNITEDHEALTH GROUP INC | Add 7% ($44.2K) | 0.42% | $694.6K | -19.79% | |||
| XSW - SPDR SERIES TRUST | 0.42% | $688.7K | -22.60% | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| RBLX - ROBLOX CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ORCL - ORACLE CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BABA - ALIBABA GROUP HLDG LTD | Reduce 100% | 0.00% | $0.00 | ||||