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Portfolio (Quarterly) Guide ↗

Private Wealth Partners, LLC

· CIK 0001335851
13F Portfolio $1.4B AUM 171 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 15 New 35 Added 83 Reduced 13 Exited
Page 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 6,140.0 $2.8M 0.20% $449.72 -7.2%
62 GDV GABELLI DIVID & INCOME TR Financial Services 94,109.0 $2.6M 0.18% -16K -14.8% $27.77 +4.5%
63 BANK AMERICA CORP 2,000.0 $2.5M 0.18% $1252.00
64 ETN EATON CORP PLC Industrials 7,700.0 $2.5M 0.17% +3K +59.2% $318.51 +19.8%
65 SNOW SNOWFLAKE INC Technology 10,875.0 $2.4M 0.17% +2K +17.1% $219.36 -23.9%
66 BKR BAKER HUGHES COMPANY Energy 48,500.0 $2.2M 0.16% +30K +164.3% $45.54 +44.5%
67 JTEK J P MORGAN EXCHANGE TRADED F 24,445.0 $2.2M 0.16% +7K +39.3% $90.07 +14.7%
68 GPIQ GOLDMAN SACHS ETF TR 41,550.0 $2.2M 0.16% +11K +37.4% $52.87 +9.5%
69 WMT WALMART INC Consumer Defensive 19,104.0 $2.1M 0.15% +667.0 +3.6% $111.41 +17.4%
70 APOS APOLLO GLOBAL MGMT INC Financial Services 13,252.0 $1.9M 0.14% -8K -38.1% $144.76 -81.9%
71 GTOP GOLDMAN SACHS ETF TR 48,252.0 $1.9M 0.14% NEW $39.51 +18.5%
72 NEE NEXTERA ENERGY INC Utilities 23,297.0 $1.9M 0.13% -298.0 -1.3% $80.28 +11.7%
73 CCJ CAMECO CORP Energy 20,200.0 $1.8M 0.13% $91.49 +15.1%
74 REGN REGENERON PHARMACEUTICALS Healthcare 2,270.0 $1.8M 0.12% NEW $771.87 -15.8%
75 AVGO BROADCOM INC Technology 5,054.0 $1.7M 0.12% +781.0 +18.3% $346.10 +19.8%
76 QDPL PACER FDS TR 39,950.0 $1.7M 0.12% -1K -2.4% $42.48 +7.2%
77 DUK DUKE ENERGY CORP NEW Utilities 14,473.0 $1.7M 0.12% -182.0 -1.2% $117.21 +6.4%
78 J P MORGAN EXCHANGE TRADED F 26,409.0 $1.7M 0.12% $63.18
79 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 5,468.0 $1.7M 0.12% NEW $303.89 +32.2%
80 OXY OCCIDENTAL PETE CORP Energy 39,485.0 $1.6M 0.12% -2K -4.6% $41.12 +43.1%
Page 4 of 9  ·  171 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.9%
Financial Services 18.1%
Healthcare 17.6%
Communication Services 11.6%
Consumer Cyclical 6.7%
Energy 3.9%
Consumer Defensive 3.1%
Industrials 2.6%
Basic Materials 1.9%
Utilities 0.5%