|
|
Name: |
PRIVATE WEALTH PARTNERS LLC |
City: |
LARKSPUR |
State: |
CA |
Zip: |
94939 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
14 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
|
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 |
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 |
Veralto Corp |
63 |
New |
$94.12 |
$1,676,000 |
20,369 |
0.14% |
1,676,000 |
20,369 |
0.008 |
N/A |
|
NVO |
Novo Nordisk A/S (ADR) |
100 |
New |
$126.85 |
$616,000 |
5,950 |
0.05% |
616,000 |
5,950 |
0 |
Drug Manufacturers - ... |
|
MRVL |
Marvell Technology, Inc. |
102 |
New |
$69.62 |
$598,000 |
9,915 |
0.05% |
598,000 |
9,915 |
0.001 |
N/A |
|
JTEK |
Jpmorgan Us Tech Leaders Etf |
|
New |
$0.00 |
$573,000 |
9,750 |
0.05% |
573,000 |
9,750 |
0.108 |
N/A |
|
CLOA |
Blackrock Aaa Clo Etf |
103 |
New |
$0.00 |
$564,000 |
11,000 |
0.05% |
564,000 |
11,000 |
0.122 |
N/A |
|
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 |
Alibaba Group Holding Limited |
111 |
New |
$75.55 |
$505,000 |
6,519 |
0.04% |
505,000 |
6,519 |
0 |
N/A |
|
ASML |
ASML Holding N.V. (ADR) |
135 |
New |
$0.00 |
$294,000 |
389 |
0.02% |
294,000 |
389 |
0 |
Semiconductor Equipme... |
|
MDT |
Medtronic Plc |
150 |
New |
$79.74 |
$236,000 |
2,860 |
0.02% |
236,000 |
2,860 |
0 |
Medical Appliances & ... |
|
TGH |
Textainer Group Holdings Li... |
153 |
New |
$49.99 |
$224,000 |
4,550 |
0.02% |
224,000 |
4,550 |
0.009 |
Business Services |
|
ABC |
AmerisourceBergen Corp |
160 |
New |
$240.88 |
$205,000 |
1,000 |
0.02% |
205,000 |
1,000 |
0 |
Drugs Wholesale |
|
EXPD |
Expeditors International of... |
161 |
New |
$113.30 |
$204,000 |
1,600 |
0.02% |
204,000 |
1,600 |
0.001 |
AirDelivery & Freight... |
|
PACB |
Pacific Biosciences Of Cali... |
168 |
New |
$1.47 |
$98,000 |
10,000 |
0.01% |
98,000 |
10,000 |
0.004 |
Biotechnology |
|