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%
Stock Holdings
NVDA
NVIDIA CORPORATION
0.04%
Shares50.2K
Event2026-03-31
Filed2026-04-21
AAPL
APPLE INC
3.58%
Shares33.1K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
ALPHABET INC
0.39%
Shares22.7K
Event2026-03-31
Filed2026-04-21
AMZN
AMAZON COM INC
8.24%
Shares21.7K
Event2026-03-31
Filed2026-04-21
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-25.54%
Shares7.4K
Event2026-03-31
Filed2026-04-21
MSFT
MICROSOFT CORP
10.43%
Shares10.6K
Event2026-03-31
Filed2026-04-21
NFLX
NETFLIX INC.
8.59%
Shares38.5K
Event2026-03-31
Filed2026-04-21
BROADCOM INC
BROADCOM INC
13.56%
Shares9.6K
Event2026-03-31
Filed2026-04-21
WMT
WALMART INC
7.80%
Shares21.4K
Event2026-03-31
Filed2026-04-21
PANW
PALO ALTO NETWORKS INC
43.61%
Shares15.3K
Event2026-03-31
Filed2026-04-21
IBM
INTERNATIONAL BUSINESS MACHS
17.10%
Shares9.1K
Event2026-03-31
Filed2026-04-21
USFR
WISDOMTREE TR
152.82%
Shares40.4K
Event2026-03-31
Filed2026-04-21
JPM
JPMORGAN CHASE & CO
10.59%
Shares6.9K
Event2026-03-31
Filed2026-04-21
ISRG
INTUITIVE SURGICAL INC
4.92%
Shares4.2K
Event2026-03-31
Filed2026-04-21
JNJ
JOHNSON & JOHNSON
5.19%
Shares7.8K
Event2026-03-31
Filed2026-04-21
ABBV
ABBVIE INC
14.10%
Shares8.6K
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
8.56%
Shares3.9K
Event2026-03-31
Filed2026-04-21
META
META PLATFORMS INC
3.04%
Shares3.1K
Event2026-03-31
Filed2026-04-21
AMD
ADVANCED MICRO DEVICES INC
1.80%
Shares8.3K
Event2026-03-31
Filed2026-04-21
LLY
ELI LILLY & CO
132.00%
Shares1.7K
Event2026-03-31
Filed2026-04-21
DE
DEERE & CO
-7.76%
Shares2.7K
Event2026-03-31
Filed2026-04-21
PG
PROCTER & GAMBLE CO
21.27%
Shares10.2K
Event2026-03-31
Filed2026-04-21
ORCL
ORACLE CORP
20.64%
Shares9.8K
Event2026-03-31
Filed2026-04-21
SO
SOUTHERN CO
29.09%
Shares14.8K
Event2026-03-31
Filed2026-04-21
OMC
OMNICOM GROUP INC
25.91%
Shares18.8K
Event2026-03-31
Filed2026-04-21
XOM
EXXON MOBIL CORP
-4.69%
Shares8.3K
Event2026-03-31
Filed2026-04-21
SCHF
SCHWAB STRATEGIC TR
5.89%
Shares56.8K
Event2026-03-31
Filed2026-04-21
NOW
SERVICENOW INC
3.58%
Shares13.5K
Event2026-03-31
Filed2026-04-21
HD
HOME DEPOT INC
17.79%
Shares4.3K
Event2026-03-31
Filed2026-04-21
IJH
ISHARES TR
-1.73%
Shares20.5K
Event2026-03-31
Filed2026-04-21
IWL
ISHARES TR
43.99%
Shares8.6K
Event2026-03-31
Filed2026-04-21
AMGN
AMGEN INC
8.95%
Shares3.8K
Event2026-03-31
Filed2026-04-21
CVX
CHEVRON CORPORATION
8.43%
Shares6.3K
Event2026-03-31
Filed2026-04-21
PFE
PFIZER INC
24.92%
Shares42.8K
Event2026-03-31
Filed2026-04-21
CRM
SALESFORCE INC
7.11%
Shares6.4K
Event2026-03-31
Filed2026-04-21
MCD
MCDONALDS CORP
7.66%
Shares3.9K
Event2026-03-31
Filed2026-04-21
UPS
UNITED PARCEL SVCS INC
29.45%
Shares11.5K
Event2026-03-31
Filed2026-04-21
ITA
ISHARES TR
New
Shares5.0K
Event2026-03-31
Filed2026-04-21
CSCO
CISCO SYS INC
3.22%
Shares13.1K
Event2026-03-31
Filed2026-04-21
CRWD
CROWDSTRIKE HLDGS INC
66.11%
Shares2.6K
Event2026-03-31
Filed2026-04-21
QCOM
QUALCOMM INC
59.19%
Shares7.4K
Event2026-03-31
Filed2026-04-21
KO
COCA COLA CO
-21.20%
Shares12.1K
Event2026-03-31
Filed2026-04-21
TSLA
TESLA INC
52.15%
Shares2.4K
Event2026-03-31
Filed2026-04-21
CEG
CONSTELLATION ENERGY CORP
4.34%
Shares3.0K
Event2026-03-31
Filed2026-04-21
BMY
BRISTOL-MYERS SQUIBB CO
166.70%
Shares13.3K
Event2026-03-31
Filed2026-04-21
VCIT
VANGUARD SCOTTSDALE FDS
23.38%
Shares9.0K
Event2026-03-31
Filed2026-04-21
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
0.92%
Shares6.6K
Event2026-03-31
Filed2026-04-21
NEE
NEXTERA ENERGY INC
122.40%
Shares7.4K
Event2026-03-31
Filed2026-04-21
UBER
UBER TECHNOLOGIES INC
15.92%
Shares9.4K
Event2026-03-31
Filed2026-04-21
VGIT
VANGUARD SCOTTSDALE FDS
40.92%
Shares11.1K
Event2026-03-31
Filed2026-04-21
IJR
ISHARES TR
-4.32%
Shares5.2K
Event2026-03-31
Filed2026-04-21
ADSK
AUTODESK INC
1.47%
Shares2.4K
Event2026-03-31
Filed2026-04-21
HUBBELL INC
HUBBELL INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-21
BAC
BANK AMERICA CORP
3.47%
Shares10.3K
Event2026-03-31
Filed2026-04-21
SCHE
SCHWAB STRATEGIC TR
5.62%
Shares15.0K
Event2026-03-31
Filed2026-04-21
AXP
AMERICAN EXPRESS CO
0.26%
Shares1.6K
Event2026-03-31
Filed2026-04-21
CELH
CELSIUS HLDGS INC
10.16%
Shares13.1K
Event2026-03-31
Filed2026-04-21
HEGD
LISTED FDS TR
-42.70%
Shares18.0K
Event2026-03-31
Filed2026-04-21
CITIGROUP INC
CITIGROUP INC
14.15%
Shares3.9K
Event2026-03-31
Filed2026-04-21
BLACKROCK INC
BLACKROCK INC
6.97%
Shares430
Event2026-03-31
Filed2026-04-21
WFC
WELLS FARGO & CO
-40.48%
Shares4.8K
Event2026-03-31
Filed2026-04-21
T
AT&T INC
14.67%
Shares12.9K
Event2026-03-31
Filed2026-04-21
IWR
ISHARES TR
-2.09%
Shares3.7K
Event2026-03-31
Filed2026-04-21
GLD
SPDR GOLD TR
20.26%
Shares825
Event2026-03-31
Filed2026-04-21
AXON
AXON ENTERPRISE INC
28.38%
Shares778
Event2026-03-31
Filed2026-04-21
PLTR
PALANTIR TECHNOLOGIES INC
21.94%
Shares1.9K
Event2026-03-31
Filed2026-04-21
CVS
CVS HEALTH CORP
42.13%
Shares3.9K
Event2026-03-31
Filed2026-04-21
GE AEROSPACE
GE AEROSPACE
29.70%
Shares939
Event2026-03-31
Filed2026-04-21
AUTHID INC
AUTHID INC
11.90%
Shares24.4K
Event2026-03-31
Filed2026-04-21
CANOPY GROWTH CORPORATION
CANOPY GROWTH CORPORATION
0.00%
Shares10.9K
Event2026-03-31
Filed2026-04-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available