The Analysis of Grant Private Wealth Management Inc's Holdings
Currently, Grant Private Wealth Management Inc holds 135 types of securities in its portfolio with a total value $165.6M. In the most recent quarter, they have increased their positions in NFLX (+24.9K shares, valued at $2.3M), NOW (+9.7K shares, valued at $1.5M), PLTR (+6.3K shares, valued at $1.1M); decreased their positions in MU (-2.0K shares, valued at $570.7K), FHEQ (-5.9K shares, valued at $182.8K), NOBL (-1.5K shares, valued at $159.4K); initiated new positions in GPIX (+7.1K shares, valued at $377.0K), XYLD (+9.2K shares, valued at $373.1K), N/A (+5.2K shares, valued at $226.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION111.9K shares0.46%2025-12-312026-01-05
AAPL APPLE INC31.7K shares-1.17%2025-12-312026-01-05 BROADCOM INC BROADCOM INC24.2K shares3.17%2025-12-312026-01-05 META META PLATFORMS INC12.2K shares1.48%2025-12-312026-01-05 AMZN AMAZON COM INC33.5K shares0.27%2025-12-312026-01-05 ALPHABET INC ALPHABET INC17.5K shares21.09%2025-12-312026-01-05 TSLA TESLA INC11.8K shares2.60%2025-12-312026-01-05 MSFT MICROSOFT CORP9.2K shares6.28%2025-12-312026-01-05 UBER UBER TECHNOLOGIES INC46.2K shares10.30%2025-12-312026-01-05 PLTR PALANTIR TECHNOLOGIES INC21.2K shares42.17%2025-12-312026-01-05 ALPHABET INC ALPHABET INC9.1K shares1.90%2025-12-312026-01-05 JPM JPMORGAN CHASE & CO.8.8K shares-2.03%2025-12-312026-01-05 NFLX NETFLIX INC27.7K shares894.54%2025-12-312026-01-05 HELO J P MORGAN EXCHANGE TRADED F38.3K shares4.12%2025-12-312026-01-05 AMD ADVANCED MICRO DEVICES INC11.1K shares0.49%2025-12-312026-01-05 ISRG INTUITIVE SURGICAL INC3.4K shares-6.11%2025-12-312026-01-05 DFSV DIMENSIONAL ETF TRUST57.6K shares-7.15%2025-12-312026-01-05 NOW SERVICENOW INC12.2K shares389.39%2025-12-312026-01-05 INTU INTUIT2.7K shares-0.15%2025-12-312026-01-05 ARKK ARK ETF TR23.1K shares-1.00%2025-12-312026-01-05 SHOP SHOPIFY INC10.8K shares14.86%2025-12-312026-01-05 CRM SALESFORCE INC6.5K shares6.29%2025-12-312026-01-05 JEPI J P MORGAN EXCHANGE TRADED F30.1K shares-6.53%2025-12-312026-01-05 SNOW SNOWFLAKE INC7.7K shares-0.39%2025-12-312026-01-05 SPYG SPDR SERIES TRUST15.6K shares-0.38%2025-12-312026-01-05 CRWD CROWDSTRIKE HLDGS INC3.4K shares0.00%2025-12-312026-01-05 COIN COINBASE GLOBAL INC6.3K shares-2.97%2025-12-312026-01-05 PANW PALO ALTO NETWORKS INC7.5K shares8.15%2025-12-312026-01-05 IVV ISHARES TR1.9K shares55.88%2025-12-312026-01-05 V VISA INC3.4K shares-1.22%2025-12-312026-01-05 FHEQ FIDELITY GREENWOOD STREET TR38.4K shares-13.35%2025-12-312026-01-05 ZM ZOOM COMMUNICATIONS INC11.9K shares-8.45%2025-12-312026-01-05 LLY ELI LILLY & CO938 shares-1.68%2025-12-312026-01-05 MU MICRON TECHNOLOGY INC3.5K shares-36.60%2025-12-312026-01-05 BA BOEING CO4.5K shares-0.72%2025-12-312026-01-05 VZ VERIZON COMMUNICATIONS INC21.5K shares6.97%2025-12-312026-01-05 NET CLOUDFLARE INC4.2K shares0.71%2025-12-312026-01-05 HUBBELL INC HUBBELL INC1.8K shares0.00%2025-12-312026-01-05 CAT CATERPILLAR INC1.4K shares-3.42%2025-12-312026-01-05 WMT WALMART INC6.8K shares-0.64%2025-12-312026-01-05 IBM INTERNATIONAL BUSINESS MACHS2.5K shares11.01%2025-12-312026-01-05 ABBV ABBVIE INC3.2K shares10.29%2025-12-312026-01-05 TXN TEXAS INSTRS INC4.2K shares8.48%2025-12-312026-01-05 GS GOLDMAN SACHS GROUP INC817 shares-2.85%2025-12-312026-01-05 UNH UNITEDHEALTH GROUP INC2.1K shares6.80%2025-12-312026-01-05 XSW SPDR SERIES TRUST3.7K shares0.00%2025-12-312026-01-05 JEPQ J P MORGAN EXCHANGE TRADED F11.8K shares2.18%2025-12-312026-01-05 XOM EXXON MOBIL CORP5.5K shares3.54%2025-12-312026-01-05 CSCO CISCO SYS INC8.0K shares16.96%2025-12-312026-01-05 MMM 3M CO3.8K shares9.70%2025-12-312026-01-05 SLYG SPDR SERIES TRUST6.4K shares30.41%2025-12-312026-01-05 DIS DISNEY WALT CO5.3K shares-1.05%2025-12-312026-01-05 AMAT APPLIED MATLS INC2.3K shares-0.22%2025-12-312026-01-05 WFC WELLS FARGO CO NEW6.3K shares0.00%2025-12-312026-01-05 MCD MCDONALDS CORP1.9K shares18.02%2025-12-312026-01-05 INTC INTEL CORP15.7K shares-0.12%2025-12-312026-01-05 IJR ISHARES TR4.7K shares0.00%2025-12-312026-01-05 AME AMETEK INC2.7K shares0.00%2025-12-312026-01-05 KO COCA COLA CO7.7K shares13.83%2025-12-312026-01-05 TMO THERMO FISHER SCIENTIFIC INC922 shares-2.23%2025-12-312026-01-05 ORCL ORACLE CORP2.7K shares2.89%2025-12-312026-01-05 SPY SPDR S&P 500 ETF TR781 shares-5.68%2025-12-312026-01-05 IDU ISHARES TR4.8K shares-0.78%2025-12-312026-01-05 HD HOME DEPOT INC1.5K shares-11.79%2025-12-312026-01-05 JNJ JOHNSON & JOHNSON2.5K shares13.94%2025-12-312026-01-05 APH AMPHENOL CORP NEW3.8K shares-8.56%2025-12-312026-01-05 MA MASTERCARD INCORPORATED847 shares-1.97%2025-12-312026-01-05 QCOM QUALCOMM INC2.8K shares33.90%2025-12-312026-01-05 PG PROCTER AND GAMBLE CO3.3K shares-13.83%2025-12-312026-01-05 RBLX ROBLOX CORP5.8K shares-3.32%2025-12-312026-01-05 VHT VANGUARD WORLD FD1.6K shares-1.39%2025-12-312026-01-05 ABT ABBOTT LABS3.6K shares15.26%2025-12-312026-01-05 IBB ISHARES TR2.7K shares0.00%2025-12-312026-01-05 PM PHILIP MORRIS INTL INC2.8K shares15.73%2025-12-312026-01-05 MEDP MEDPACE HLDGS INC785 shares0.00%2025-12-312026-01-05 CVX CHEVRON CORP NEW2.9K shares13.78%2025-12-312026-01-05 COST COSTCO WHSL CORP NEW494 shares-20.19%2025-12-312026-01-05 BAC BANK AMERICA CORP7.7K shares-0.16%2025-12-312026-01-05 BMY BRISTOL-MYERS SQUIBB CO7.6K shares20.23%2025-12-312026-01-05 WSM WILLIAMS SONOMA INC2.3K shares-0.43%2025-12-312026-01-05 ICE INTERCONTINENTAL EXCHANGE IN2.5K shares0.00%2025-12-312026-01-05 IWP ISHARES TR2.9K shares0.00%2025-12-312026-01-05 WDAY WORKDAY INC1.8K shares0.00%2025-12-312026-01-05 RNG RINGCENTRAL INC13.1K shares-2.96%2025-12-312026-01-05 GPIX GOLDMAN SACHS ETF TR7.1K sharesnew addition2025-12-312026-01-05 XYLD GLOBAL X FDS9.2K sharesnew addition2025-12-312026-01-05 NEM NEWMONT CORP3.7K shares-0.13%2025-12-312026-01-05 A AGILENT TECHNOLOGIES INC2.7K shares0.00%2025-12-312026-01-05 CMCSA COMCAST CORP NEW11.7K shares23.27%2025-12-312026-01-05 GLD SPDR GOLD TR869 shares-3.77%2025-12-312026-01-05 SOXX ISHARES TR1.1K shares-1.84%2025-12-312026-01-05 MO ALTRIA GROUP INC5.6K shares44.12%2025-12-312026-01-05 LOW LOWES COS INC1.3K shares0.00%2025-12-312026-01-05 MS MORGAN STANLEY1.7K shares-10.78%2025-12-312026-01-05 LMT LOCKHEED MARTIN CORP612 shares0.00%2025-12-312026-01-05 XYZ BLOCK INC4.5K shares-18.14%2025-12-312026-01-05 MCHP MICROCHIP TECHNOLOGY INC.4.5K shares-3.23%2025-12-312026-01-05 RTX RTX CORPORATION1.6K shares-10.31%2025-12-312026-01-05 CMC COMMERCIAL METALS CO3.9K shares0.00%2025-12-312026-01-05 IBP INSTALLED BLDG PRODS INC1.0K shares0.00%2025-12-312026-01-05 SSNC SS&C TECHNOLOGIES HLDGS INC3.1K shares0.00%2025-12-312026-01-05 GLPI GAMING & LEISURE PPTYS INC6.0K shares20.18%2025-12-312026-01-05 SF STIFEL FINL CORP2.0K shares0.00%2025-12-312026-01-05 XLE SELECT SECTOR SPDR TR5.7K shares99.20%2025-12-312026-01-05 PHDG INVESCO ACTIVELY MANAGED EXC6.8K shares-30.74%2025-12-312026-01-05 NOBL PROSHARES TR2.4K shares-39.28%2025-12-312026-01-05 SCHA SCHWAB STRATEGIC TR8.3K shares-10.82%2025-12-312026-01-05 AVUV AMERICAN CENTY ETF TR2.3K shares-20.64%2025-12-312026-01-05 ULTA ULTA BEAUTY INC375 shares0.00%2025-12-312026-01-05 UI UBIQUITI INC409 shares0.00%2025-12-312026-01-05 BWXT BWX TECHNOLOGIES INC1.3K shares0.00%2025-12-312026-01-05 NDAQ NASDAQ INC2.3K shares-1.63%2025-12-312026-01-05 MTB M & T BK CORP1.1K sharesnew addition2025-12-312026-01-05 PNC PNC FINL SVCS GROUP INC1.1K shares0.00%2025-12-312026-01-05 ADSK AUTODESK INC726 shares0.00%2025-12-312026-01-05 HQY HEALTHEQUITY INC2.3K shares-1.28%2025-12-312026-01-05 NOC NORTHROP GRUMMAN CORP365 shares-7.12%2025-12-312026-01-05 ADBE ADOBE INC588 shares-27.76%2025-12-312026-01-05 VO VANGUARD INDEX FDS700 shares0.00%2025-12-312026-01-05 SNAP SNAP INC24.2K shares-17.50%2025-12-312026-01-05 F FORD MTR CO14.8K sharesnew addition2025-12-312026-01-05 TXG 10X GENOMICS INC10.8K shares-10.70%2025-12-312026-01-05 BITO PROSHARES TR11.3K shares-11.84%2025-12-312026-01-05 HSDT SOLANA CO15.8K sharesnew addition2025-12-312026-01-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available