Sponsored
The Analysis of GRANITE ISLANDS PRIVATE WEALTH, LLC's Holdings & P&L
Currently, GRANITE ISLANDS PRIVATE WEALTH, LLC holds 70 types of securities in its portfolio with a total value $108.5M. In the most recent quarter, they have increased their positions in USFR (+24.4K shares, valued at $1.2M), ITA (+5.0K shares, valued at $1.1M), LLY (+957 shares, valued at $875.6K); decreased their positions in N/A (-2.5K shares, valued at $1.5M), HEGD (-13.4K shares, valued at $330.6K), WFC (-3.2K shares, valued at $257.9K); initiated new positions in ITA (+5.0K shares, valued at $1.1M).
1M P&L
-1.9M-1.82%
3M P&L
+1.5M+1.51%
HY P&L
+1.7M+1.75%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Semiconductors11.3M
12.5%
2N/A11.0M
12.2%
3Software - Infrastructure9.1M
10.0%
Top Industries by Stock Count
1N/A12 stocks
20.3%
2Drug Manufacturers - General6 stocks
10.2%
3Software - Infrastructure5 stocks
8.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
NVDA
0.04%NVIDIA CORPORATION
Shares50.2K
Event2026-03-31
Filed2026-04-21
AAPL
3.58%APPLE INC
Shares33.1K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
0.39%ALPHABET INC
Shares22.7K
Event2026-03-31
Filed2026-04-21
AMZN
8.24%AMAZON COM INC
Shares21.7K
Event2026-03-31
Filed2026-04-21
VANGUARD INDEX FDS
-25.54%VANGUARD INDEX FDS
Shares7.4K
Event2026-03-31
Filed2026-04-21
MSFT
10.43%MICROSOFT CORP
Shares10.6K
Event2026-03-31
Filed2026-04-21
NFLX
8.59%NETFLIX INC.
Shares38.5K
Event2026-03-31
Filed2026-04-21
BROADCOM INC
13.56%BROADCOM INC
Shares9.6K
Event2026-03-31
Filed2026-04-21
WMT
7.80%WALMART INC
Shares21.4K
Event2026-03-31
Filed2026-04-21
PANW
43.61%PALO ALTO NETWORKS INC
Shares15.3K
Event2026-03-31
Filed2026-04-21
IBM
17.10%INTERNATIONAL BUSINESS MACHS
Shares9.1K
Event2026-03-31
Filed2026-04-21
USFR
152.82%WISDOMTREE TR
Shares40.4K
Event2026-03-31
Filed2026-04-21
JPM
10.59%JPMORGAN CHASE & CO
Shares6.9K
Event2026-03-31
Filed2026-04-21
ISRG
4.92%INTUITIVE SURGICAL INC
Shares4.2K
Event2026-03-31
Filed2026-04-21
JNJ
5.19%JOHNSON & JOHNSON
Shares7.8K
Event2026-03-31
Filed2026-04-21
ABBV
14.10%ABBVIE INC
Shares8.6K
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY INC DEL
8.56%BERKSHIRE HATHAWAY INC DEL
Shares3.9K
Event2026-03-31
Filed2026-04-21
META
3.04%META PLATFORMS INC
Shares3.1K
Event2026-03-31
Filed2026-04-21
AMD
1.80%ADVANCED MICRO DEVICES INC
Shares8.3K
Event2026-03-31
Filed2026-04-21
LLY
132.00%ELI LILLY & CO
Shares1.7K
Event2026-03-31
Filed2026-04-21
DE
-7.76%DEERE & CO
Shares2.7K
Event2026-03-31
Filed2026-04-21
PG
21.27%PROCTER & GAMBLE CO
Shares10.2K
Event2026-03-31
Filed2026-04-21
ORCL
20.64%ORACLE CORP
Shares9.8K
Event2026-03-31
Filed2026-04-21
SO
29.09%SOUTHERN CO
Shares14.8K
Event2026-03-31
Filed2026-04-21
OMC
25.91%OMNICOM GROUP INC
Shares18.8K
Event2026-03-31
Filed2026-04-21
XOM
-4.69%EXXON MOBIL CORP
Shares8.3K
Event2026-03-31
Filed2026-04-21
SCHF
5.89%SCHWAB STRATEGIC TR
Shares56.8K
Event2026-03-31
Filed2026-04-21
NOW
3.58%SERVICENOW INC
Shares13.5K
Event2026-03-31
Filed2026-04-21
HD
17.79%HOME DEPOT INC
Shares4.3K
Event2026-03-31
Filed2026-04-21
IJH
-1.73%ISHARES TR
Shares20.5K
Event2026-03-31
Filed2026-04-21
IWL
43.99%ISHARES TR
Shares8.6K
Event2026-03-31
Filed2026-04-21
AMGN
8.95%AMGEN INC
Shares3.8K
Event2026-03-31
Filed2026-04-21
CVX
8.43%CHEVRON CORPORATION
Shares6.3K
Event2026-03-31
Filed2026-04-21
PFE
24.92%PFIZER INC
Shares42.8K
Event2026-03-31
Filed2026-04-21
CRM
7.11%SALESFORCE INC
Shares6.4K
Event2026-03-31
Filed2026-04-21
MCD
7.66%MCDONALDS CORP
Shares3.9K
Event2026-03-31
Filed2026-04-21
UPS
29.45%UNITED PARCEL SVCS INC
Shares11.5K
Event2026-03-31
Filed2026-04-21
ITA
NewISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-04-21
CSCO
3.22%CISCO SYS INC
Shares13.1K
Event2026-03-31
Filed2026-04-21
CRWD
66.11%CROWDSTRIKE HLDGS INC
Shares2.6K
Event2026-03-31
Filed2026-04-21
QCOM
59.19%QUALCOMM INC
Shares7.4K
Event2026-03-31
Filed2026-04-21
KO
-21.20%COCA COLA CO
Shares12.1K
Event2026-03-31
Filed2026-04-21
TSLA
52.15%TESLA INC
Shares2.4K
Event2026-03-31
Filed2026-04-21
CEG
4.34%CONSTELLATION ENERGY CORP
Shares3.0K
Event2026-03-31
Filed2026-04-21
BMY
166.70%BRISTOL-MYERS SQUIBB CO
Shares13.3K
Event2026-03-31
Filed2026-04-21
VCIT
23.38%VANGUARD SCOTTSDALE FDS
Shares9.0K
Event2026-03-31
Filed2026-04-21
APOLLO GLOBAL MGMT INC
0.92%APOLLO GLOBAL MGMT INC
Shares6.6K
Event2026-03-31
Filed2026-04-21
NEE
122.40%NEXTERA ENERGY INC
Shares7.4K
Event2026-03-31
Filed2026-04-21
UBER
15.92%UBER TECHNOLOGIES INC
Shares9.4K
Event2026-03-31
Filed2026-04-21
VGIT
40.92%VANGUARD SCOTTSDALE FDS
Shares11.1K
Event2026-03-31
Filed2026-04-21
IJR
-4.32%ISHARES TR
Shares5.2K
Event2026-03-31
Filed2026-04-21
ADSK
1.47%AUTODESK INC
Shares2.4K
Event2026-03-31
Filed2026-04-21
HUBBELL INC
0.00%HUBBELL INC
Shares1.1K
Event2026-03-31
Filed2026-04-21
BAC
3.47%BANK AMERICA CORP
Shares10.3K
Event2026-03-31
Filed2026-04-21
SCHE
5.62%SCHWAB STRATEGIC TR
Shares15.0K
Event2026-03-31
Filed2026-04-21
AXP
0.26%AMERICAN EXPRESS CO
Shares1.6K
Event2026-03-31
Filed2026-04-21
CELH
10.16%CELSIUS HLDGS INC
Shares13.1K
Event2026-03-31
Filed2026-04-21
HEGD
-42.70%LISTED FDS TR
Shares18.0K
Event2026-03-31
Filed2026-04-21
CITIGROUP INC
14.15%CITIGROUP INC
Shares3.9K
Event2026-03-31
Filed2026-04-21
BLACKROCK INC
6.97%BLACKROCK INC
Shares430
Event2026-03-31
Filed2026-04-21
WFC
-40.48%WELLS FARGO & CO
Shares4.8K
Event2026-03-31
Filed2026-04-21
T
14.67%AT&T INC
Shares12.9K
Event2026-03-31
Filed2026-04-21
IWR
-2.09%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-04-21
GLD
20.26%SPDR GOLD TR
Shares825
Event2026-03-31
Filed2026-04-21
AXON
28.38%AXON ENTERPRISE INC
Shares778
Event2026-03-31
Filed2026-04-21
PLTR
21.94%PALANTIR TECHNOLOGIES INC
Shares1.9K
Event2026-03-31
Filed2026-04-21
CVS
42.13%CVS HEALTH CORP
Shares3.9K
Event2026-03-31
Filed2026-04-21
GE AEROSPACE
29.70%GE AEROSPACE
Shares939
Event2026-03-31
Filed2026-04-21
AUTHID INC
11.90%AUTHID INC
Shares24.4K
Event2026-03-31
Filed2026-04-21
CANOPY GROWTH CORPORATION
0.00%CANOPY GROWTH CORPORATION
Shares10.9K
Event2026-03-31
Filed2026-04-21
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available