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Portfolio (Quarterly) Guide ↗

Osprey Private Wealth LLC

· CIK 0002041805
13F Portfolio $345M AUM 77 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 41 Added 15 Reduced 6 Exited
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY ELI LILLY & CO COM Healthcare 1,997.0 $1.8M 0.53% -38.0 -1.9% $919.77 +21.5%
42 XOM EXXON MOBIL CORP COM Energy 10,588.0 $1.8M 0.52% -2K -15.9% $169.66 -17.6%
43 UNH UNITEDHEALTH GROUP INC COM Healthcare 5,932.0 $1.6M 0.47% -62.0 -1.0% $270.59 +50.0%
44 NVS NOVARTIS AG SPONSORED ADR Healthcare 10,000.0 $1.5M 0.44% $152.75 +0.2%
45 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 7,500.0 $1.5M 0.44% +800.0 +11.9% $203.18 +8.2%
46 PG PROCTER & GAMBLE CO COM Consumer Defensive 9,275.0 $1.3M 0.39% +955.0 +11.5% $144.44 +5.3%
47 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 30,700.0 $1.3M 0.38% -4K -11.4% $42.50 +9.1%
48 VOO VANGUARD S&P 500 ETF 2,066.0 $1.2M 0.36% $597.55 +13.1%
49 SBUX STARBUCKS CORP COM Consumer Cyclical 13,040.0 $1.2M 0.34% +1K +12.0% $89.59 +15.6%
50 VTV VANGUARD VALUE ETF 5,757.0 $1.1M 0.33% $196.20 +10.9%
51 NFLX NETFLIX INC. COM Communication Services 10,650.0 $1.0M 0.30% +7K +184.0% $96.15 -25.3%
52 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 16,100.0 $800K 0.23% $49.69 +9.3%
53 IVV ISHARES CORE S&P 500 ETF 1,006.0 $657K 0.19% $653.44 +12.7%
54 ADBE ADOBE INC COM Technology 2,657.0 $646K 0.19% -8K -75.1% $243.08 -19.1%
55 VUG VANGUARD GROWTH ETF 1,461.0 $638K 0.18% $436.77 -80.8%
56 WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST 6,198.0 $587K 0.17% $94.73 +8.0%
57 ENS ENERSYS COM Industrials 3,270.0 $568K 0.16% +800.0 +32.4% $173.72 +26.0%
58 ABT ABBOTT LABORATORIES COM Healthcare 5,015.0 $515K 0.15% -2K -23.0% $102.67 -11.9%
59 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 1,500.0 $507K 0.15% $337.95 +30.4%
60 VB VANGUARD SMALL-CAP ETF 1,858.0 $487K 0.14% +750.0 +67.7% $261.88 +13.5%
Page 3 of 4  ·  77 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
Healthcare 17.4%
Financial Services 17.2%
Technology 17.1%
Communication Services 16.6%
Consumer Cyclical 13.1%
Industrials 8.2%
Consumer Defensive 5.5%
Basic Materials 2.7%
Energy 1.5%
Utilities 0.7%