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Private Wealth Partners, LLC

All holdings · as of Mar 31, 2026

168 positions

CompanyClassValueShares% of portfolio
CAMECO CORP—$2.19M20,2000.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.22M6,5560.2%
OCCIDENTAL PETROLEUM CORP /DE—$2.23M34,2700.2%
Broadcom Inc.—$2.32M7,4920.2%
Walmart Inc.—$2.34M18,8490.2%
BANK AMERICA CORP—$2.38M2,0000.2%
Meta Platforms Inc—$2.38M4,1670.2%
J P MORGAN EXCHANGE TRADED F—$2.43M28,7000.2%
GABELLI DIVID & INCOME TR—$2.55M94,8590.2%
Salesforce Inc—$2.76M14,7820.2%
AMERICAN EXPRESS CO—$2.93M9,6750.2%
Baker Hughes Co—$2.96M48,5000.2%
ISHARES TR—$3.07M4,6940.2%
S&P Global Inc.—$3.15M7,4160.2%
PROCTER & GAMBLE Co—$3.25M22,4950.3%
Tesla Inc—$3.27M8,8040.3%
MCDONALD'S CORP—$3.29M10,6010.3%
Eaton Corp plc—$3.53M9,8620.3%
Blackstone Inc—$3.54M30,8190.3%
GOLDMAN SACHS ETF TR—$3.84M76,6540.3%
LOWES COMPANIES INC—$3.87M16,3750.3%
PEPSICO INC—$3.89M25,0510.3%
SPDR GOLD TR—$4.09M9,5160.3%
ELI LILLY & Co—$4.30M4,6750.3%
STATE STR SPDR S&P 500 ETF T—$4.45M6,8370.3%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$4.51M119,1000.3%
Zoetis Inc.—$5.01M42,3580.4%
MPLX LPMPLXMLP$5.39M94,4000.4%
Marvell Technology, Inc.—$5.83M58,8670.4%
ADOBE INC.—$5.98M24,6200.5%
Fortinet Inc—$7.35M90,0000.6%
Walt Disney Co—$7.76M80,5400.6%
ANALOG DEVICES INC—$8.13M25,5520.6%
Mastercard Inc—$8.16M16,3300.6%
ORACLE CORP—$8.31M56,4700.6%
Morgan Stanley—$8.45M51,3360.7%
KINDER MORGAN, INC.—$8.56M255,1450.7%
TPG Inc.—$9.83M242,6100.8%
KKR & Co. Inc.—$10.13M109,4650.8%
STRYKER CORP—$10.21M31,0700.8%
FREEPORT-MCMORAN INC—$11.04M187,8320.9%
HOME DEPOT, INC.—$11.99M36,4550.9%
BOSTON SCIENTIFIC CORP—$12.37M197,0861.0%
QUALCOMM INC/DE—$15.03M116,7361.2%
INVESCO QQQ TR—$16.12M27,9211.2%
PFIZER INC—$16.98M604,8781.3%
DANAHER CORP /DE—$17.79M93,8511.4%
Solstice Advanced Materials Inc.—$18.10M237,7191.4%
JOHNSON & JOHNSON—$18.71M76,5511.4%
SCHWAB CHARLES CORP—$19.20M204,2481.5%
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