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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 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLY SELECT SECTOR SPDR TR 2,606.0 $311K 0.02% +852.0 +48.6% $119.41 -0.6%
142 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,600.0 $302K 0.02% -350.0 -5.9% $53.94 +10.4%
143 WYNN WYNN RESORTS LTD Consumer Cyclical 2,510.0 $302K 0.02% -850.0 -25.3% $120.33 -18.5%
144 AEM AGNICO EAGLE MINES LTD Basic Materials 1,720.0 $292K 0.02% -100.0 -5.5% $169.53 +4.8%
145 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,000.0 $287K 0.02% $287.25 +12.4%
146 VLTO VERALTO CORP Industrials 2,821.0 $281K 0.02% -2K -47.0% $99.78 -13.6%
147 EOG EOG RES INC Energy 2,572.0 $270K 0.02% -2K -42.8% $105.01 +33.3%
148 GUSE GOLDMAN SACHS ETF TR 6,617.0 $268K 0.02% NEW $40.46 +9.0%
149 BDX BECTON DICKINSON & CO Healthcare 1,329.0 $258K 0.02% $194.07 -24.6%
150 NVS NOVARTIS AG Healthcare 1,812.0 $250K 0.02% $137.87 +10.1%
151 ALGN ALIGN TECHNOLOGY INC Healthcare 1,560.0 $244K 0.02% NEW $156.15 +4.4%
152 COF CAPITAL ONE FINL CORP Financial Services 1,000.0 $242K 0.02% $242.36 -23.0%
153 TT TRANE TECHNOLOGIES PLC Industrials 620.0 $241K 0.02% $389.20 +16.1%
154 TBF PROSHARES TR 10,000.0 $241K 0.02% $24.12 +3.5%
155 AMGN AMGEN INC Healthcare 720.0 $236K 0.02% -150.0 -17.2% $327.31 +3.1%
156 NU NU HLDGS LTD Financial Services 13,900.0 $233K 0.02% $16.74 -21.4%
157 JAVA J P MORGAN EXCHANGE TRADED F 3,200.0 $230K 0.02% -2K -43.9% $71.72 +6.3%
158 XLF SELECT SECTOR SPDR TR 4,100.0 $225K 0.02% $54.77 -5.6%
159 VIG VANGUARD SPECIALIZED FUNDS 999.0 $220K 0.02% $219.78 +5.1%
160 PYPL PAYPAL HLDGS INC Financial Services 3,750.0 $219K 0.02% -40.0 -1.1% $58.38 -24.0%
Page 8 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%