Private Wealth Partners, LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Intuitive Surgical Inc | $622.3K | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $660.8K | 0.1% |
| LAM RESEARCH CORP | $707.2K | 0.1% |
| BERKSHIRE HATHAWAY INC DEL | $718.1K | 0.1% |
| DoorDash, Inc. | $722.2K | 0.1% |
| CATERPILLAR INC | $727.6K | 0.1% |
| SELECT SECTOR SPDR TR | $742.4K | 0.1% |
| NUSCALE POWER Corp | $761.5K | 0.1% |
| Nano Nuclear Energy Inc.NNE | $782.3K | 0.1% |
| The Boeing Company | $807.1K | 0.1% |
| Arista Networks, Inc.ANET | $831.5K | 0.1% |
| ASML HLDG NV | $834.8K | 0.1% |
| GILEAD SCIENCES, INC. | $836.2K | 0.1% |
| VANGUARD WORLD FD | $868.7K | 0.1% |
| Netflix Inc | $914.9K | 0.1% |
| ISHARES TR | $935.0K | 0.1% |
| Bank of Marin Bancorp | $947.9K | 0.1% |
| Snowflake Inc. | $963.7K | 0.1% |
| BITWISE BITCOIN ETF TR | $981.7K | 0.1% |
| EXXON MOBIL CORP | $1.03M | 0.1% |
| NOVO-NORDISK A S | $1.06M | 0.1% |
| ENTERGY CORP /DE | $1.06M | 0.1% |
| Vulcan Materials Co | $1.09M | 0.1% |
| ConocoPhillips | $1.15M | 0.1% |
| COLGATE PALMOLIVE CO | $1.17M | 0.1% |
| American Water Works Company, Inc. | $1.17M | 0.1% |
| Accenture plc | $1.20M | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $1.23M | 0.1% |
| FIDELITY COVINGTON TRUST | $1.26M | 0.1% |
| Marriott International Inc/MD | $1.27M | 0.1% |
| 3M CO | $1.30M | 0.1% |
| INTEL CORP | $1.33M | 0.1% |
| VANECK ETF TRUST | $1.33M | 0.1% |
| GOLDMAN SACHS ETF TR | $1.35M | 0.1% |
| Philip Morris International Inc. | $1.35M | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $1.37M | 0.1% |
| VERIZON COMMUNICATIONS INC | $1.40M | 0.1% |
| VANGUARD INDEX FDS | $1.52M | 0.1% |
| KROGER CO | $1.59M | 0.1% |
| PACER FDS TR | $1.60M | 0.1% |
| REGENERON PHARMACEUTICALS, INC. | $1.62M | 0.1% |
| ABBOTT LABORATORIES | $1.68M | 0.1% |
| VANGUARD INDEX FDS | $1.75M | 0.1% |
| Palo Alto Networks Inc | $1.81M | 0.1% |
| GOLDMAN SACHS ETF TR | $1.82M | 0.1% |
| Energy Transfer LPET | $1.86M | 0.1% |
| Duke Energy Corp | $1.90M | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $1.90M | 0.1% |
| NXP Semiconductors N.V. | $2.10M | 0.2% |
| NEXTERA ENERGY INC | $2.17M | 0.2% |