Back to Private Wealth Partners, LLC

Private Wealth Partners, LLC

All holdings · as of Mar 31, 2026

168 positions

CompanyClassValueShares% of portfolio
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.$33.0K25,0000.0%
NU HLDGS LTD$199.7K13,9000.0%
NOVARTIS AG$200.4K1,3120.0%
SOUTHERN CO$202.7K2,1000.0%
SELECT SECTOR SPDR TR$206.1K4,1750.0%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC$207.7K1,4500.0%
VANGUARD WHITEHALL FDS$210.7K1,4230.0%
ISHARES TR$212.0K1,4000.0%
AMGEN INC$218.1K6200.0%
Uber Technologies, Inc$219.4K3,0500.0%
J P MORGAN EXCHANGE TRADED F$229.6K3,2000.0%
COCA COLA CO$231.8K3,0480.0%
STARBUCKS CORP$232.5K2,5960.0%
Keysight Technologies, Inc.$237.2K8400.0%
PROSHARES TR$242.3K10,0000.0%
Veralto Corp$249.4K2,8210.0%
Apollo Global Management, Inc.$249.8K2,2420.0%
Wynn Resorts, Limited$254.9K2,5100.0%
EchoStar CORP$257.6K2,2000.0%
Trane Technologies plc$258.4K6200.0%
GOLDMAN SACHS ETF TR$258.5K6,6170.0%
Align Technology, Inc.$267.4K1,5600.0%
AUTOMATIC DATA PROCESSING INC$271.4K1,3360.0%
SELECT SECTOR SPDR TR$284.0K2,6060.0%
Hilton Worldwide Holdings Inc.$304.1K1,0000.0%
SELECT SECTOR SPDR TR$313.5K2,1390.0%
ISHARES TR$322.4K1,5090.0%
BRISTOL MYERS SQUIBB CO$339.6K5,6000.0%
VANGUARD INDEX FDS$341.2K1,1880.0%
Oklo Inc.$347.1K7,0000.0%
AGNICO EAGLE MINES LTD$349.1K1,7200.0%
MICRON TECHNOLOGY INC$416.1K1,2320.0%
KIMBERLY CLARK CORP$418.2K4,3350.0%
GE HealthCare Technologies Inc.$420.0K5,9000.0%
EOG RESOURCES INC$426.5K2,9500.0%
STATE STREET CORPORATION$426.5K3,3700.0%
DOMINION ENERGY, INC$429.6K6,9500.0%
KLA CORP$441.7K3000.0%
ISHARES TR$446.8K2,8200.0%
CLOROX CO /DE$456.0K4,4000.0%
ISHARES TR$470.1K6,9620.0%
BANK OF AMERICA CORP /DE$486.7K9,9830.0%
Northrop Grumman Corp$504.2K7390.0%
ServiceNow Inc$505.5K4,8350.0%
J P MORGAN EXCHANGE TRADED F$511.3K8,0000.0%
GOLDMAN SACHS ETF TR$535.6K4,2800.0%
GOLDMAN SACHS ETF TR$561.1K11,1000.0%
NORTHERN TRUST CORP$568.7K4,0750.0%
GOLDMAN SACHS ETF TR$596.0K7,0400.0%
VERTEX PHARMACEUTICALS INC / MA$618.5K1,3850.0%
← PrevPage 1 of 4Next →