The Analysis of Grant Private Wealth Management Inc's Holdings
Currently, Grant Private Wealth Management Inc holds 141 types of securities in its portfolio with a total value $162.1M. In the most recent quarter, they have increased their positions in NVDA (+84.2K shares, valued at $15.7M), AVGO (+22.6K shares, valued at $7.5M), TSLA (+11.5K shares, valued at $5.1M); decreased their positions in C (-74.2K shares, valued at $7.5M), KO (-88.6K shares, valued at $5.9M), XOM (-50.9K shares, valued at $5.7M); initiated new positions in TSLA (+11.5K shares, valued at $5.1M), UBER (+41.9K shares, valued at $4.1M), GOOGL (+14.4K shares, valued at $3.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION111.4K shares309.31%2025-09-302025-10-07
META META PLATFORMS INC12.0K shares19.59%2025-09-302025-10-07 AAPL APPLE INC32.1K shares17.77%2025-09-302025-10-07 AVGO BROADCOM INC23.4K shares2675.15%2025-09-302025-10-07 AMZN AMAZON COM INC33.4K shares1.13%2025-09-302025-10-07 TSLA TESLA INC11.5K sharesnew addition2025-09-302025-10-07 MSFT MICROSOFT CORP8.7K shares-37.94%2025-09-302025-10-07 UBER UBER TECHNOLOGIES INC41.9K sharesnew addition2025-09-302025-10-07 GOOGL ALPHABET INC14.4K sharesnew addition2025-09-302025-10-07 NFLX NETFLIX INC2.8K sharesnew addition2025-09-302025-10-07 JPM JPMORGAN CHASE & CO.9.0K shares147.36%2025-09-302025-10-07 PLTR PALANTIR TECHNOLOGIES INC14.9K sharesnew addition2025-09-302025-10-07 HELO J P MORGAN EXCHANGE TRADED F36.8K sharesnew addition2025-09-302025-10-07 NOW SERVICENOW INC2.5K sharesnew addition2025-09-302025-10-07 COIN COINBASE GLOBAL INC6.5K sharesnew addition2025-09-302025-10-07 GOOG ALPHABET INC8.9K shares-62.68%2025-09-302025-10-07 ARKK ARK ETF TR23.3K sharesnew addition2025-09-302025-10-07 DFSV DIMENSIONAL ETF TRUST62.0K sharesnew addition2025-09-302025-10-07 INTU INTUIT2.7K sharesnew addition2025-09-302025-10-07 JEPI J P MORGAN EXCHANGE TRADED F32.2K sharesnew addition2025-09-302025-10-07 AMD ADVANCED MICRO DEVICES INC11.0K sharesnew addition2025-09-302025-10-07 SNOW SNOWFLAKE INC7.7K sharesnew addition2025-09-302025-10-07 CRWD CROWDSTRIKE HLDGS INC3.4K sharesnew addition2025-09-302025-10-07 SPYG SPDR SERIES TRUST15.6K sharesnew addition2025-09-302025-10-07 ISRG INTUITIVE SURGICAL INC3.7K sharesnew addition2025-09-302025-10-07 CRM SALESFORCE INC6.2K sharesnew addition2025-09-302025-10-07 PANW PALO ALTO NETWORKS INC7.0K sharesnew addition2025-09-302025-10-07 SHOP SHOPIFY INC9.4K sharesnew addition2025-09-302025-10-07 FHEQ FIDELITY GREENWOOD STREET TR44.3K sharesnew addition2025-09-302025-10-07 LRCX LAM RESEARCH CORP10.1K sharesnew addition2025-09-302025-10-07 QQQ INVESCO QQQ TR2.1K shares37.74%2025-09-302025-10-07 V VISA INC3.4K sharesnew addition2025-09-302025-10-07 ZM ZOOM COMMUNICATIONS INC13.0K sharesnew addition2025-09-302025-10-07 BLK BLACKROCK INC856 shares10.17%2025-09-302025-10-07 BA BOEING CO4.6K sharesnew addition2025-09-302025-10-07 MU MICRON TECHNOLOGY INC5.5K sharesnew addition2025-09-302025-10-07 NET CLOUDFLARE INC4.2K sharesnew addition2025-09-302025-10-07 VZ VERIZON COMMUNICATIONS INC20.1K shares-82.96%2025-09-302025-10-07 RBLX ROBLOX CORP6.0K sharesnew addition2025-09-302025-10-07 DKNG DRAFTKINGS INC NEW22.3K sharesnew addition2025-09-302025-10-07 IVV ISHARES TR1.2K shares198.28%2025-09-302025-10-07 HUBB HUBBELL INC1.8K sharesnew addition2025-09-302025-10-07 ORCL ORACLE CORP2.7K sharesnew addition2025-09-302025-10-07 LLY ELI LILLY & CO954 shares118.81%2025-09-302025-10-07 XSW SPDR SERIES TRUST3.7K sharesnew addition2025-09-302025-10-07 TXN TEXAS INSTRS INC3.9K shares59.98%2025-09-302025-10-07 WMT WALMART INC6.8K shares138.28%2025-09-302025-10-07 HD HOME DEPOT INC1.7K shares-83.37%2025-09-302025-10-07 BABA ALIBABA GROUP HLDG LTD3.9K sharesnew addition2025-09-302025-10-07 UNH UNITEDHEALTH GROUP INC2.0K shares-64.43%2025-09-302025-10-07 ABBV ABBVIE INC2.9K shares-75.49%2025-09-302025-10-07 ANET ARISTA NETWORKS INC4.6K sharesnew addition2025-09-302025-10-07 CAT CATERPILLAR INC1.4K shares68.47%2025-09-302025-10-07 GS GOLDMAN SACHS GROUP INC841 sharesnew addition2025-09-302025-10-07 JEPQ J P MORGAN EXCHANGE TRADED F11.5K sharesnew addition2025-09-302025-10-07 IBM INTERNATIONAL BUSINESS MACHS2.3K shares-43.13%2025-09-302025-10-07 DUK DUKE ENERGY CORP NEW5.0K shares-79.71%2025-09-302025-10-07 DIS DISNEY WALT CO5.3K sharesnew addition2025-09-302025-10-07 XOM EXXON MOBIL CORP5.3K shares-90.50%2025-09-302025-10-07 PG PROCTER AND GAMBLE CO3.9K shares-83.10%2025-09-302025-10-07 COST COSTCO WHSL CORP NEW619 shares26.58%2025-09-302025-10-07 IJR ISHARES TR4.7K sharesnew addition2025-09-302025-10-07 SPY SPDR S&P 500 ETF TR828 shares-86.44%2025-09-302025-10-07 MMM 3M CO3.5K sharesnew addition2025-09-302025-10-07 IDU ISHARES TR4.9K sharesnew addition2025-09-302025-10-07 WFC WELLS FARGO CO NEW6.3K shares-83.02%2025-09-302025-10-07 INTC INTEL CORP15.7K sharesnew addition2025-09-302025-10-07 APH AMPHENOL CORP NEW4.2K sharesnew addition2025-09-302025-10-07 AME AMETEK INC2.7K sharesnew addition2025-09-302025-10-07 MCD MCDONALDS CORP1.6K sharesnew addition2025-09-302025-10-07 MA MASTERCARD INCORPORATED864 sharesnew addition2025-09-302025-10-07 AMAT APPLIED MATLS INC2.3K sharesnew addition2025-09-302025-10-07 CSCO CISCO SYS INC6.9K shares4.52%2025-09-302025-10-07 SLYG SPDR SERIES TRUST4.9K sharesnew addition2025-09-302025-10-07 TMO THERMO FISHER SCIENTIFIC INC943 sharesnew addition2025-09-302025-10-07 WSM WILLIAMS SONOMA INC2.3K sharesnew addition2025-09-302025-10-07 KO COCA COLA CO6.8K shares-92.89%2025-09-302025-10-07 C CITIGROUP INC4.4K shares-94.46%2025-09-302025-10-07 VHT VANGUARD WORLD FD1.7K sharesnew addition2025-09-302025-10-07 WDAY WORKDAY INC1.8K sharesnew addition2025-09-302025-10-07 ABT ABBOTT LABS3.1K shares47.77%2025-09-302025-10-07 ICE INTERCONTINENTAL EXCHANGE IN2.5K sharesnew addition2025-09-302025-10-07 JNJ JOHNSON & JOHNSON2.2K shares-93.11%2025-09-302025-10-07 IWP ISHARES TR2.9K sharesnew addition2025-09-302025-10-07 MEDP MEDPACE HLDGS INC785 sharesnew addition2025-09-302025-10-07 NOBL PROSHARES TR3.9K sharesnew addition2025-09-302025-10-07 XYZ BLOCK INC5.5K sharesnew addition2025-09-302025-10-07 BAC BANK AMERICA CORP7.7K shares-93.50%2025-09-302025-10-07 SPLV INVESCO EXCH TRADED FD TR II5.4K sharesnew addition2025-09-302025-10-07 CVX CHEVRON CORP NEW2.5K shares-85.86%2025-09-302025-10-07 PM PHILIP MORRIS INTL INC2.4K shares8.51%2025-09-302025-10-07 IBB ISHARES TR2.7K sharesnew addition2025-09-302025-10-07 RNG RINGCENTRAL INC13.5K sharesnew addition2025-09-302025-10-07 PHDG INVESCO ACTIVELY MANAGED EXC9.8K sharesnew addition2025-09-302025-10-07 VOO VANGUARD INDEX FDS592 sharesnew addition2025-09-302025-10-07 QCOM QUALCOMM INC2.1K sharesnew addition2025-09-302025-10-07 A AGILENT TECHNOLOGIES INC2.7K sharesnew addition2025-09-302025-10-07 LOW LOWES COS INC1.3K sharesnew addition2025-09-302025-10-07 GLD SPDR GOLD TR903 sharesnew addition2025-09-302025-10-07 NEM NEWMONT CORP3.7K sharesnew addition2025-09-302025-10-07 LMT LOCKHEED MARTIN CORP612 shares-87.75%2025-09-302025-10-07 MS MORGAN STANLEY1.9K sharesnew addition2025-09-302025-10-07 MCHP MICROCHIP TECHNOLOGY INC.4.6K sharesnew addition2025-09-302025-10-07 CMCSA COMCAST CORP NEW9.5K sharesnew addition2025-09-302025-10-07 SOXX ISHARES TR1.1K sharesnew addition2025-09-302025-10-07 RTX RTX CORPORATION1.7K sharesnew addition2025-09-302025-10-07 ADBE ADOBE INC814 sharesnew addition2025-09-302025-10-07 BMY BRISTOL-MYERS SQUIBB CO6.4K sharesnew addition2025-09-302025-10-07 AVUV AMERICAN CENTY ETF TR2.9K sharesnew addition2025-09-302025-10-07 SSNC SS&C TECHNOLOGIES HLDGS INC3.1K sharesnew addition2025-09-302025-10-07 UI UBIQUITI INC409 sharesnew addition2025-09-302025-10-07 SGOV ISHARES TR2.6K sharesnew addition2025-09-302025-10-07 SCHA SCHWAB STRATEGIC TR9.3K sharesnew addition2025-09-302025-10-07 XLE SELECT SECTOR SPDR TR2.9K sharesnew addition2025-09-302025-10-07 MO ALTRIA GROUP INC3.9K shares-30.49%2025-09-302025-10-07 IBP INSTALLED BLDG PRODS INC1.0K sharesnew addition2025-09-302025-10-07 BITO PROSHARES TR12.8K sharesnew addition2025-09-302025-10-07 BWXT BWX TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-10-07 NOC NORTHROP GRUMMAN CORP393 sharesnew addition2025-09-302025-10-07 ZBRA ZEBRA TECHNOLOGIES CORPORATI798 sharesnew addition2025-09-302025-10-07 SF STIFEL FINL CORP2.0K sharesnew addition2025-09-302025-10-07 AWK AMERICAN WTR WKS CO INC NEW1.7K shares-67.62%2025-09-302025-10-07 GLPI GAMING & LEISURE PPTYS INC5.0K sharesnew addition2025-09-302025-10-07 ADSK AUTODESK INC726 sharesnew addition2025-09-302025-10-07 MRK MERCK & CO INC2.7K sharesnew addition2025-09-302025-10-07 SNAP SNAP INC29.3K sharesnew addition2025-09-302025-10-07 CMC COMMERCIAL METALS CO3.9K sharesnew addition2025-09-302025-10-07 HQY HEALTHEQUITY INC2.3K sharesnew addition2025-09-302025-10-07 ETN EATON CORP PLC577 sharesnew addition2025-09-302025-10-07 PNC PNC FINL SVCS GROUP INC1.1K sharesnew addition2025-09-302025-10-07 IGV ISHARES TR1.8K sharesnew addition2025-09-302025-10-07 SNPS SYNOPSYS INC426 sharesnew addition2025-09-302025-10-07 IWM ISHARES TR852 sharesnew addition2025-09-302025-10-07 NDAQ NASDAQ INC2.3K sharesnew addition2025-09-302025-10-07 VO VANGUARD INDEX FDS700 sharesnew addition2025-09-302025-10-07 ULTA ULTA BEAUTY INC375 sharesnew addition2025-09-302025-10-07 TT TRANE TECHNOLOGIES PLC485 sharesnew addition2025-09-302025-10-07 GD GENERAL DYNAMICS CORP593 sharesnew addition2025-09-302025-10-07 AMT AMERICAN TOWER CORP NEW1.0K sharesnew addition2025-09-302025-10-07 FNV FRANCO NEV CORP898 sharesnew addition2025-09-302025-10-07 TXG 10X GENOMICS INC12.1K sharesnew addition2025-09-302025-10-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available