Grant Private Wealth Management Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GP Grant Private Wealth Management Inc | Institutional Filer | ▲ 13.84% | $188.5M | 154 |
Current Portfolio Holdings
Showing all 154 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 130K | $22.7M | 12.04% |
| 2 | META | Meta Platforms, Inc. | Technology | 20K | $11.5M | 6.13% |
| 3 | AAPL | Apple Inc. | Technology | 43K | $11.0M | 5.82% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 48K | $9.9M | 5.25% |
| 5 | AVGO | Broadcom Inc. | Technology | 29K | $8.9M | 4.73% |
| 6 | GOOGL | Alphabet Inc. | Technology | 22K | $6.1M | 3.25% |
| 7 | MSFT | Microsoft Corporation | Technology | 15K | $5.4M | 2.85% |
| 8 | TSLA | Tesla, Inc. | Consumer Cyclical | 13K | $4.9M | 2.59% |
| 9 | UBER | Uber Technologies, Inc. | Technology | 54K | $3.9M | 2.05% |
| 10 | PLTR | Palantir Technologies Inc. | Technology | 25K | $3.7M | 1.95% |
| 11 | NFLX | Netflix, Inc. | Communication Services | 38K | $3.6M | 1.93% |
| 12 | GOOG | Alphabet Inc. | Technology | 11K | $3.4M | 1.80% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 9K | $2.6M | 1.40% |
| 14 | AMD | Advanced Micro Devices, Inc. | Technology | 13K | $2.6M | 1.40% |
| 15 | DFSV | DIMENSIONAL ETF TRUST | — | 62K | $2.2M | 1.16% |
Showing 1 to 15 of 154 holdings