Grant Private Wealth Management Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Grant Private Wealth Management Inc reported 111 stock positions worth $92.7 million. Its top holding was Nvidia (NVDA) at 8.4% of the portfolio, followed by Amazon.com (AMZN, 5.0%) and Meta Platforms Class A (META, 4.6%).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0002056418
- Portfolio Value
- $92.7M (Q4 2024)
- SEC Filing
- 0001754960-25-000138 ↗ filed Feb 12, 2025
Holdings Value
Holdings 111 stocks · $92.7M
| NVDA Nvidia Corp. | 8.40% | 57,956 | $7.8M | — |
| AMZN Amazon.com Inc. | 4.98% | 21,056 | $4.6M | — |
| META Meta Platforms Inc. Class A | 4.64% | 7,352 | $4.3M | — |
| AAPL Apple Inc. | 4.62% | 17,113 | $4.3M | — |
| TSLA Tesla Inc. | 3.89% | 8,924 | $3.6M | — |
| NFLX Netflix Inc. | 2.91% | 3,025 | $2.7M | — |
| MSFT Microsoft Corp. | 2.72% | 5,992 | $2.5M | — |
| JEPI JPMorgan Equity Premium Inco | 2.45% | 39,536 | $2.3M | — |
| DFSV Dimensional US Small Cap Val | 2.18% | 65,513 | $2.0M | — |
| AVGO Broadcom Inc. | 2.02% | 8,062 | $1.9M | — |
| INTU Intuit Inc. | 1.99% | 2,932 | $1.8M | — |
| ISRG Intuitive Surgical Inc. | 1.94% | 3,450 | $1.8M | — |
| COIN Coinbase Global Inc. Class A | 1.90% | 7,089 | $1.8M | — |
| NOW ServiceNow Inc. | 1.88% | 1,645 | $1.7M | — |
| GOOG Alphabet Inc. Class C | 1.88% | 9,137 | $1.7M | — |
| JPM JPMorgan Chase & Co. | 1.75% | 6,760 | $1.6M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.67% | 17,595 | $1.5M | — |
| HELO JPMorgan Hedged Equity ETF | 1.65% | 24,615 | $1.5M | — |
| GOOGL Alphabet Inc. Class A | 1.65% | 8,058 | $1.5M | — |
| ARKK ARK Innovation ETF | 1.60% | 26,105 | $1.5M | — |
| AMD Advanced Micro Devices | 1.31% | 9,866 | $1.2M | — |
| CRM Salesforce Inc. | 1.31% | 3,622 | $1.2M | — |
| SHOP Shopify Inc. Class A | 1.20% | 10,494 | $1.1M | — |
| ZM Zoom Communications Inc. | 1.01% | 11,450 | $934K | — |
| BA The Boeing Co. | 0.97% | 5,099 | $903K | — |
| DKNG Draftkings Inc. Class A | 0.94% | 23,454 | $872K | — |
| V Visa Inc. Class A | 0.93% | 2,736 | $865K | — |
| BLK BlackRock Inc. | 0.88% | 800 | $820K | — |
| LRCX Lam Research Corp. | 0.88% | 11,320 | $818K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.88% | 1,595 | $815K | — |
| HUBB Hubbell Inc. | 0.85% | 1,872 | $784K | — |
| IVV iShares Core S&P 500 ETF | 0.82% | 1,284 | $756K | — |
| VZ Verizon Communications Inc. | 0.80% | 18,651 | $746K | — |
| TXN Texas Instruments Inc. | 0.78% | 3,836 | $719K | — |
| XSW SS SPDR S&P Soft & Serv ETF | 0.75% | 3,701 | $699K | — |
| UNH Unitedhealth Group Inc. | 0.73% | 1,331 | $673K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.70% | 5,856 | $652K | — |
| XYZ Block Inc. | 0.67% | 7,272 | $618K | — |
| RNG Ringcentral Inc. Class A | 0.62% | 16,360 | $576K | — |
| WFC Wells Fargo & Co. | 0.60% | 7,948 | $558K | — |
| IJR iShares Core S&P Small-Cap E | 0.60% | 4,798 | $553K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 891 | $522K | — |
| HD Home Depot Inc. | 0.55% | 1,314 | $511K | — |
| PG The Procter & Gamble Co. | 0.55% | 3,043 | $510K | — |
| COST Costco Wholesale Corp. | 0.54% | 549 | $503K | — |
| MCD McDonald's Corp. | 0.54% | 1,730 | $502K | — |
| WSM Williams-Sonoma Inc. | 0.53% | 2,642 | $489K | — |
| AME Ametek Inc. | 0.53% | 2,707 | $488K | — |
| SNOW Snowflake Inc. | 0.53% | 3,096 | $487K | — |
| WMT Walmart Inc. | 0.52% | 5,362 | $484K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.52% | 2,180 | $479K | — |
| XOM Exxon Mobil Corp. | 0.50% | 4,281 | $461K | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.48% | 4,933 | $446K | — |
| TMO Thermo Fisher Scientific Inc. | 0.47% | 826 | $440K | — |
| RBLX Roblox Corp. Class A | 0.46% | 7,320 | $424K | — |
| ADBE Adobe Inc. | 0.45% | 938 | $417K | — |
| PLTR Palantir Technologies Inc. Class A | 0.44% | 5,361 | $405K | — |
| KO The Coca-Cola Co. | 0.43% | 6,472 | $403K | — |
| AMAT Applied Materials Inc. | 0.42% | 2,409 | $392K | — |
| A Agilent Technologies Inc. | 0.41% | 2,850 | $383K | — |
| IBB iShares Biotechnology ETF | 0.41% | 2,862 | $378K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 6,665 | $376K | — |
| IWP iShares Russell Mid-Cap Grow | 0.40% | 2,954 | $374K | — |
| ICE Intercontinental Exchange Inc. | 0.39% | 2,450 | $365K | — |
| MRK Merck & Co. Inc. | 0.39% | 3,647 | $363K | — |
| CSCO Cisco Systems Inc. | 0.39% | 6,107 | $362K | — |
| MA Mastercard Inc. Class A | 0.36% | 642 | $338K | — |
| MU Micron Technology Inc. | 0.36% | 3,990 | $336K | — |
| INTC Intel Corp. | 0.36% | 16,737 | $336K | — |
| BAH Booz Allen Hamilton Holdings | 0.36% | 2,600 | $335K | — |
| ZBRA Zebra Technologies Corp. Class A | 0.36% | 858 | $331K | — |
| SNAP Snap Inc. Class A | 0.36% | 30,626 | $330K | — |
| ANET Arista Networks Inc. | 0.36% | 2,984 | $330K | — |
| BMY Bristol-Myers Squibb Co. | 0.35% | 5,781 | $327K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 7,367 | $324K | — |
| ABT Abbott Laboratories | 0.35% | 2,854 | $323K | — |
| LOW Lowe's Cos Inc. | 0.35% | 1,298 | $320K | — |
| VOO Vanguard S&P 500 ETF | 0.34% | 586 | $316K | — |
| LMT Lockheed Martin Corp. | 0.34% | 649 | $315K | — |
| JNJ Johnson & Johnson | 0.33% | 2,113 | $306K | — |
| SOXX iShares Semiconductor ETF | 0.33% | 1,417 | $305K | — |
| CAT Caterpillar Inc. | 0.33% | 837 | $304K | — |
| BITO Proshares Bitcoin ETF-Usd | 0.33% | 12,716 | $302K | — |
| LLY Eli Lilly & Co. | 0.32% | 390 | $301K | — |
| ABBV Abbvie Inc. | 0.32% | 1,694 | $301K | — |
| CVX Chevron Corp. | 0.31% | 1,997 | $289K | — |
| ORCL Oracle Corp. | 0.31% | 1,698 | $283K | — |
| SF Stifel Financial Corp. | 0.30% | 2,650 | $281K | — |
| MEDP Medpace Holdings Inc. | 0.30% | 840 | $279K | — |
| DUK Duke Energy Corp. | 0.30% | 2,547 | $274K | — |
| XLE SS Energy Select Sector | 0.30% | 3,196 | $274K | — |
| SCHA Schwab US Small-Cap ETF | 0.29% | 10,512 | $272K | — |
| CMCSA Comcast Corp. Class A | 0.29% | 7,123 | $267K | — |
| HQY Healthequity Inc. | 0.29% | 2,759 | $265K | — |
| ADSK Autodesk Inc. | 0.28% | 886 | $262K | — |
| AMT American Tower Corp. | 0.28% | 1,386 | $260K | — |
| PYPL PayPal Holdings Inc. | 0.27% | 2,972 | $254K | — |
| SSNC Ss&c Technologies Holdings | 0.27% | 3,326 | $252K | — |
| PNC PNC Financial Services Group | 0.26% | 1,258 | $243K | — |
| SWKS Skyworks Solutions Inc. | 0.26% | 2,710 | $240K | — |
| PANW Palo Alto Networks Inc. | 0.25% | 1,294 | $235K | — |
| IR Ingersoll-Rand Inc. | 0.25% | 2,569 | $232K | — |
| PM Philip Morris International | 0.24% | 1,866 | $225K | — |
| SNPS Synopsys Inc. | 0.24% | 462 | $224K | — |
| UBER Uber Technologies Inc. | 0.23% | 3,537 | $213K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 470 | $213K | — |
| TXG 10X Genomics Inc. Class A | 0.23% | 14,518 | $209K | — |
| ETN Eaton Corp. PLC | 0.23% | 630 | $209K | — |
| CMC Commercial Metals Co. | 0.22% | 4,088 | $203K | — |
| MO Altria Group Inc. | 0.22% | 3,862 | $202K | — |
| HELIUS MEDICAL TECHNOLOGIES | 0.03% | 37,193 | $25K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 164 | $237.2M | NVDA, META, AAPL, AMZN, AVGO |
| Q1 2026 | 154 | $188.5M | NVDA, META, AAPL, AMZN, AVGO |
| Q4 2025 | 135 | $165.6M | NVDA, AAPL, AVGO, META, AMZN |
| Q3 2025 | 141 | $162.1M | NVDA, META, AAPL, AVGO, AMZN |
| Q2 2025 | 70 | $176.4M | FDEC, META, AMZN, MSFT, KO |
| Q1 2025 | 117 | $92.7M | NVDA, META, AMZN, AAPL, NFLX |
| Q4 2024 | 111 | $92.7M | NVDA, AMZN, META, AAPL, TSLA |