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The Analysis of Grant Private Wealth Management Inc's Holdings & P&L

Currently, Grant Private Wealth Management Inc holds 154 types of securities in its portfolio with a total value $188.5M. In the most recent quarter, they have increased their positions in META (+8.0K shares, valued at $4.6M), NVDA (+18.2K shares, valued at $3.2M), AMZN (+14.0K shares, valued at $2.9M); decreased their positions in IVV (-730 shares, valued at $476.8K), HELO (-4.7K shares, valued at $302.5K), SLYG (-1.5K shares, valued at $144.9K); initiated new positions in QQQI (+29.0K shares, valued at $1.4M), ALGN (+7.0K shares, valued at $1.2M), USIG (+20.8K shares, valued at $1.1M).

1M P&L

+7.7M+4.31%

3M P&L

+17.2M+10.15%

HY P&L

+11.9M+6.84%

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

1Semiconductors28.9M

18.0%

2N/A21.8M

13.6%

3Software - Infrastructure14.4M

9.0%

Top Industries by Stock Count

1N/A32 stocks

23.4%

2Software - Infrastructure9 stocks

6.6%

3Software - Application9 stocks

6.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION130.1K shares16.28%2026-03-312026-04-14

META META PLATFORMS INC20.2K shares65.15%2026-03-312026-04-14

AAPL APPLE INC43.2K shares36.12%2026-03-312026-04-14

AMZN AMAZON COM INC47.5K shares41.76%2026-03-312026-04-14

BROADCOM INC BROADCOM INC28.8K shares18.94%2026-03-312026-04-14

ALPHABET INC ALPHABET INC22.3K shares27.65%2026-03-312026-04-14

MSFT MICROSOFT CORP14.5K shares57.09%2026-03-312026-04-14

TSLA TESLA INC13.1K shares11.10%2026-03-312026-04-14

Sponsored

UBER UBER TECHNOLOGIES INC53.6K shares16.11%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC25.1K shares18.46%2026-03-312026-04-14

NFLX NETFLIX INC.37.8K shares36.65%2026-03-312026-04-14

ALPHABET INC ALPHABET INC10.8K shares18.76%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO9.0K shares2.37%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC13.0K shares16.90%2026-03-312026-04-14

DFSV DIMENSIONAL ETF TRUST62.3K shares8.10%2026-03-312026-04-14

HELO J P MORGAN EXCHANGE TRADED F33.6K shares-12.34%2026-03-312026-04-14

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP9.7K shares-2.52%2026-03-312026-04-14

INTU INTUIT4.2K shares54.51%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC3.7K shares9.19%2026-03-312026-04-14

JEPI J P MORGAN EXCHANGE TRADED F30.4K shares0.84%2026-03-312026-04-14

SPYG SPDR SERIES TRUST15.5K shares-0.32%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR2.6K shares0.19%2026-03-312026-04-14

NOW SERVICENOW INC14.2K shares15.92%2026-03-312026-04-14

ARKK ARK ETF TR21.5K shares-6.78%2026-03-312026-04-14

Sponsored

QQQI NEOS ETF TRUST29.0K sharesnew addition2026-03-312026-04-14

V VISA INC4.7K shares40.03%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC8.8K shares16.10%2026-03-312026-04-14

CRWD CROWDSTRIKE HLDGS INC3.6K shares3.11%2026-03-312026-04-14

CRM SALESFORCE INC7.1K shares8.83%2026-03-312026-04-14

SHOP SHOPIFY INC10.6K shares-1.85%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC24.2K shares12.50%2026-03-312026-04-14

ALGN ALIGN TECHNOLOGY INC7.0K sharesnew addition2026-03-312026-04-14

Sponsored

XOM EXXON MOBIL CORP7.0K shares26.34%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION1.2K shares137.45%2026-03-312026-04-14

CAT CATERPILLAR INC1.6K shares17.83%2026-03-312026-04-14

SNOW SNOWFLAKE INC7.4K shares-2.98%2026-03-312026-04-14

NET CLOUDFLARE INC5.3K shares25.02%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC3.2K shares-6.64%2026-03-312026-04-14

LLY ELI LILLY & CO1.2K shares25.37%2026-03-312026-04-14

USIG ISHARES TR20.8K sharesnew addition2026-03-312026-04-14

Sponsored

COIN COINBASE GLOBAL INC5.9K shares-6.42%2026-03-312026-04-14

FHEQ FIDELITY GREENWOOD STREET TR34.5K shares-10.03%2026-03-312026-04-14

WMT WALMART INC8.1K shares18.69%2026-03-312026-04-14

ZM ZOOM COMMUNICATIONS INC12.3K shares3.44%2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC1.0K shares5.09%2026-03-312026-04-14

TXN TEXAS INSTRS INC4.8K shares13.96%2026-03-312026-04-14

ABBV ABBVIE INC4.1K shares28.21%2026-03-312026-04-14

HUBBELL INC HUBBELL INC1.8K shares0.00%2026-03-312026-04-14

Sponsored

BA BOEING CO4.2K shares-6.97%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.2K shares30.57%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC946 shares15.79%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC2.9K shares35.65%2026-03-312026-04-14

IVV ISHARES TR1.2K shares-38.48%2026-03-312026-04-14

JEPQ J P MORGAN EXCHANGE TRADED F13.6K shares15.97%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC6.6K shares20.59%2026-03-312026-04-14

MCD MCDONALDS CORP2.4K shares24.53%2026-03-312026-04-14

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC6.0K shares27.22%2026-03-312026-04-14

AMAT APPLIED MATLS INC2.1K shares-8.07%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS2.9K shares15.53%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON2.9K shares15.22%2026-03-312026-04-14

INTC INTEL CORP16.0K shares2.32%2026-03-312026-04-14

CVX CHEVRON CORPORATION3.4K shares17.04%2026-03-312026-04-14

CSCO CISCO SYS INC8.9K shares10.49%2026-03-312026-04-14

ORCL ORACLE CORP4.6K shares68.72%2026-03-312026-04-14

Sponsored

KO COCA COLA CO8.8K shares14.50%2026-03-312026-04-14

HD HOME DEPOT INC1.9K shares25.48%2026-03-312026-04-14

PG PROCTER & GAMBLE CO4.3K shares29.87%2026-03-312026-04-14

MMM 3M CO4.2K shares10.04%2026-03-312026-04-14

AME AMETEK INC2.7K shares0.00%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T858 shares9.86%2026-03-312026-04-14

MA MASTERCARD INCORPORATED1.1K shares29.99%2026-03-312026-04-14

IJR ISHARES TR4.3K shares-7.62%2026-03-312026-04-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO8.8K shares15.45%2026-03-312026-04-14

QCOM QUALCOMM INC4.1K shares46.02%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC3.1K shares13.52%2026-03-312026-04-14

RTX RTX CORPORATION2.6K shares70.01%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS848 shares43.24%2026-03-312026-04-14

WFC WELLS FARGO & CO6.2K shares-1.88%2026-03-312026-04-14

MO ALTRIA GROUP INC7.4K shares32.20%2026-03-312026-04-14

DRAFTKINGS INC NEW DRAFTKINGS INC NEW22.3K shares0.00%2026-03-312026-04-14

Sponsored

XSW SPDR SERIES TRUST3.4K shares-8.18%2026-03-312026-04-14

APH AMPHENOL CORP3.8K shares-0.08%2026-03-312026-04-14

IDU ISHARES TR4.1K shares-14.75%2026-03-312026-04-14

SLYG SPDR SERIES TRUST4.9K shares-23.32%2026-03-312026-04-14

DIS DISNEY WALT CO4.8K shares-8.07%2026-03-312026-04-14

VHT VANGUARD WORLD FD1.7K shares1.84%2026-03-312026-04-14

ABT ABBOTT LABORATORIES4.4K shares22.41%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC917 shares-0.54%2026-03-312026-04-14

Sponsored

IBB ISHARES TR2.7K shares0.00%2026-03-312026-04-14

RNG RINGCENTRAL INC11.9K shares-9.15%2026-03-312026-04-14

VPU VANGUARD WORLD FD2.2K sharesnew addition2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP628 shares72.05%2026-03-312026-04-14

MS MORGAN STANLEY2.5K shares49.47%2026-03-312026-04-14

CMCSA COMCAST CORP NEW14.0K shares20.04%2026-03-312026-04-14

XYLD GLOBAL X FDS10.2K shares10.71%2026-03-312026-04-14

NEM NEWMONT CORP3.6K shares-3.24%2026-03-312026-04-14

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN2.5K shares0.00%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP629 shares2.78%2026-03-312026-04-14

CME CME GROUP INC1.3K sharesnew addition2026-03-312026-04-14

MEDP MEDPACE HLDGS INC785 shares0.00%2026-03-312026-04-14

DAL DELTA AIR LINES INC5.7K sharesnew addition2026-03-312026-04-14

BAC BANK AMERICA CORP7.7K shares0.04%2026-03-312026-04-14

GPIX GOLDMAN SACHS ETF TR7.4K shares4.20%2026-03-312026-04-14

AWK AMERICAN WTR WKS CO INC NEW2.7K sharesnew addition2026-03-312026-04-14

Sponsored

SOXX ISHARES TR1.1K shares3.75%2026-03-312026-04-14

WSM WILLIAMS SONOMA INC2.0K shares-13.64%2026-03-312026-04-14

IWP ISHARES TR2.8K shares-1.75%2026-03-312026-04-14

AVT AVNET INC5.7K sharesnew addition2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR5.4K shares-5.25%2026-03-312026-04-14

PSA PUBLIC STORAGE OPER CO1.2K sharesnew addition2026-03-312026-04-14

GLPI GAMING & LEISURE P7.2K shares21.37%2026-03-312026-04-14

MTB M & T BK CORP1.6K shares40.80%2026-03-312026-04-14

Sponsored

GLD SPDR GOLD TR724 shares-16.69%2026-03-312026-04-14

ASML ASML HLDG NV232 sharesnew addition2026-03-312026-04-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.6K sharesnew addition2026-03-312026-04-14

SNPS SYNOPSYS INC765 sharesnew addition2026-03-312026-04-14

A AGILENT TECHNOLOGIES INC2.6K shares-1.85%2026-03-312026-04-14

RBLX ROBLOX CORP5.3K shares-8.59%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC2.4K shares-2.87%2026-03-312026-04-14

LOW LOWES COS INC1.2K shares-6.07%2026-03-312026-04-14

Sponsored

WPC WP CAREY INC4.2K sharesnew addition2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN1.4K sharesnew addition2026-03-312026-04-14

UI UBIQUITI INC359 shares-12.22%2026-03-312026-04-14

MCHP MICROCHIP TECHNOLOGY INC.4.3K shares-5.12%2026-03-312026-04-14

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-04-14

IBP INSTALLED BLDG PRODS INC1.0K shares0.00%2026-03-312026-04-14

VICI VICI PPTYS INC9.8K sharesnew addition2026-03-312026-04-14

XYZ BLOCK INC4.4K shares-2.54%2026-03-312026-04-14

Sponsored

PHDG INVESCO ACTIVELY MANAGED EXC7.0K shares2.80%2026-03-312026-04-14

F FORD MTR CO22.8K shares54.49%2026-03-312026-04-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.5K shares1.03%2026-03-312026-04-14

HP HELMERICH & PAYNE INC7.1K sharesnew addition2026-03-312026-04-14

NOBL PROSHARES TR2.4K shares0.00%2026-03-312026-04-14

AVUV AMERICAN CENTY ETF TR2.3K shares0.00%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR8.4K shares1.26%2026-03-312026-04-14

VTI VANGUARD INDEX FDS752 sharesnew addition2026-03-312026-04-14

Sponsored

CMC COMMERCIAL METALS CO3.9K shares0.00%2026-03-312026-04-14

DOX AMDOCS LTD3.5K sharesnew addition2026-03-312026-04-14

SF STIFEL FINL CORP3.1K shares50.00%2026-03-312026-04-14

FNV FRANCO NEV CORP898 sharesnew addition2026-03-312026-04-14

BWXT BWX TECHNOLOGIES INC1.1K shares-17.29%2026-03-312026-04-14

MTZ MASTEC INC682 sharesnew addition2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP637 sharesnew addition2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC1.0K shares-1.98%2026-03-312026-04-14

Sponsored

SO SOUTHERN CO2.2K sharesnew addition2026-03-312026-04-14

PEP PEPSICO INC1.3K sharesnew addition2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR8.3K sharesnew addition2026-03-312026-04-14

VO VANGUARD INDEX FDS707 shares1.00%2026-03-312026-04-14

TT TRANE TECHNOLOGIES PLC486 sharesnew addition2026-03-312026-04-14

SNAP SNAP INC23.4K shares-3.32%2026-03-312026-04-14

BITO PROSHARES TR11.3K shares0.00%2026-03-312026-04-14

HSDT SOLANA CO25.0K shares58.21%2026-03-312026-04-14

Sponsored

GPUS HYPERSCALE DATA INC80.0K sharesnew addition2026-03-312026-04-14

KALA BIO INC KALA BIO INC20.0K sharesnew addition2026-03-312026-04-14

NVDA

NVIDIA CORPORATION

16.28%

Shares130.1K

Event2026-03-31

Filed2026-04-14