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  Name: PRIVATE WEALTH PARTNERS LLC
  City: LARKSPUR
  State: CA
  Zip: 94939
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,183,127,000
  Total Value Change : $137,109,000
  Securities Held Change : 11
   
All Securities Held : 170
  New Positions : 14
  Closed Positions : 4
  Increased Positions : 60
  Unchanged Positions : 56
  Decreased Positions : 40

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (GPIX)1 Year Chart         GPIX Goldman Sachs S&p 500 Core ... New $0.00 $2,086,000 47,504 0.18% 2,086,000 47,504 0.528    N/A
   (VLTO)1 Year Chart         VLTO Veralto Corp 63 New $94.12 $1,676,000 20,369 0.14% 1,676,000 20,369 0.008    N/A
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 100 New $126.85 $616,000 5,950 0.05% 616,000 5,950 0    Drug Manufacturers - ...
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 102 New $69.62 $598,000 9,915 0.05% 598,000 9,915 0.001    N/A
   (JTEK)1 Year Chart         JTEK Jpmorgan Us Tech Leaders Etf New $0.00 $573,000 9,750 0.05% 573,000 9,750 0.108    N/A
   (CLOA)1 Year Chart         CLOA Blackrock Aaa Clo Etf 103 New $0.00 $564,000 11,000 0.05% 564,000 11,000 0.122    N/A
   (JQUA)1 Year Chart         JQUA Jpmorgan Us Quality Factor Etf 104 New $0.00 $551,000 11,509 0.05% 551,000 11,509 0.013    N/A
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 111 New $75.55 $505,000 6,519 0.04% 505,000 6,519 0    N/A
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 135 New $0.00 $294,000 389 0.02% 294,000 389 0    Semiconductor Equipme...
   (MDT)1 Year Chart         MDT Medtronic Plc 150 New $79.74 $236,000 2,860 0.02% 236,000 2,860 0    Medical Appliances & ...
   (TGH)1 Year Chart         TGH Textainer Group Holdings Li... 153 New $49.99 $224,000 4,550 0.02% 224,000 4,550 0.009    Business Services
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 160 New $240.88 $205,000 1,000 0.02% 205,000 1,000 0    Drugs Wholesale
   (EXPD)1 Year Chart         EXPD Expeditors International of... 161 New $113.30 $204,000 1,600 0.02% 204,000 1,600 0.001    AirDelivery & Freight...
   (PACB)1 Year Chart         PACB Pacific Biosciences Of Cali... 168 New $1.47 $98,000 10,000 0.01% 98,000 10,000 0.004    Biotechnology
      14 Records Found
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Page 1 of 1
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