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Grant Private Wealth Management Inc

All holdings · as of Dec 31, 2025

135 positions

CompanyClassValueShares% of portfolio
J P MORGAN EXCHANGE TRADED F—$682.9K11,7500.4%
EXXON MOBIL CORP—$666.0K5,5350.4%
CITIGROUP INC—$640.0K5,4840.4%
CISCO SYSTEMS, INC.—$618.9K8,0350.4%
3M CO—$615.5K3,8450.4%
Arista Networks, Inc.ANETCommon Stock$613.7K4,6840.4%
SPDR SERIES TRUST—$605.9K6,4330.4%
Walt Disney Co—$597.8K5,2540.4%
APPLIED MATERIALS INC /DE—$595.7K2,3180.4%
WELLS FARGO & COMPANY/MN—$590.0K6,3300.4%
MCDONALD'S CORP—$584.3K1,9120.4%
INTEL CORP—$578.6K15,6810.3%
ISHARES TR—$564.6K4,6980.3%
Duke Energy Corp—$559.3K4,7720.3%
AMETEK Inc—$555.8K2,7070.3%
COCA COLA CO—$539.9K7,7220.3%
THERMO FISHER SCIENTIFIC INC.—$534.3K9220.3%
ORACLE CORP—$534.0K2,7400.3%
SPDR S&P 500 ETF TR—$532.6K7810.3%
iShares MSCI UAE ETF—$524.6K4,8410.3%
HOME DEPOT, INC.—$522.8K1,5190.3%
JOHNSON & JOHNSON—$520.9K2,5170.3%
AMPHENOL CORP /DE—$514.2K3,8050.3%
Mastercard Inc—$483.7K8470.3%
QUALCOMM INC/DE—$481.1K2,8120.3%
PROCTER & GAMBLE Co—$478.8K3,3410.3%
ROBLOX Corp—$471.6K5,8200.3%
VANGUARD WORLD FD—$470.3K1,6340.3%
ABBOTT LABORATORIES—$449.4K3,5870.3%
ISHARES TR—$449.3K2,6620.3%
Philip Morris International Inc.—$444.9K2,7740.3%
Medpace Holdings, Inc.—$440.9K7850.3%
CHEVRON CORP—$439.3K2,8820.3%
COSTCO WHOLESALE CORP /NEW—$426.0K4940.3%
BANK OF AMERICA CORP /DE—$422.0K7,6730.3%
BRISTOL MYERS SQUIBB CO—$412.2K7,6420.2%
WILLIAMS SONOMA INC—$411.1K2,3020.2%
Intercontinental Exchange, Inc.—$396.8K2,4500.2%
ISHARES TR—$390.8K2,8540.2%
Workday Inc—$381.9K1,7780.2%
RingCentral Inc—$378.7K13,1130.2%
GOLDMAN SACHS ETF TR—$377.0K7,1410.2%
GLOBAL X FDS—$373.1K9,1820.2%
VANGUARD INDEX FDS—$371.0K5920.2%
Newmont Corp—$370.3K3,7090.2%
Agilent Technologies Inc—$367.4K2,7000.2%
Comcast Corp.—$349.6K11,6960.2%
SPDR GOLD TR—$344.4K8690.2%
ISHARES TR—$321.0K1,0660.2%
ALTRIA GROUP, INC.—$320.9K5,5660.2%
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