Private Wealth Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Private Wealth Partners, LLC reported 164 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 9.5% of the portfolio, followed by Microsoft (MSFT, 8.9%) and Nvidia (NVDA, 7.5%). Compared with Q1 2024, it opened 9 new positions, sold out of 8, added to 58 and reduced 49. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Thermo Fisher Scientific (TMO, shares −9%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001335851
Portfolio Value
$1.3B (Q2 2024)
SEC Filing
0001085146-24-003557 ↗ filed Aug 8, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B $1.3B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.4B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 164 stocks · $1.3B
AAPL Apple Inc. 9.50% 600,102 $126.4M Reduce -4.7%
MSFT Microsoft Corp. 8.87% 264,236 $118.1M Reduce -4.8%
NVDA Nvidia Corp. 7.53% 811,161 $100.2M Add +0.9%
GOOGL Alphabet Inc. Class A 5.89% 430,339 $78.4M Reduce -0.3%
AMZN Amazon.com Inc. 5.35% 368,315 $71.2M Reduce -0.3%
V Visa Inc. Class A 3.88% 196,988 $51.7M Reduce -3.2%
JPM JPMorgan Chase & Co. 3.45% 227,302 $46.0M Reduce -3.0%
MRK Merck & Co. Inc. 3.17% 340,997 $42.2M Reduce -0.3%
TMO Thermo Fisher Scientific Inc. 3.16% 76,010 $42.0M Reduce -9.4%
GOOG Alphabet Inc. Class C 2.71% 196,839 $36.1M Reduce -10.9%
BRK.B Berkshire Hathaway Inc. Class B 2.58% 84,483 $34.4M Add +1.2%
CVX Chevron Corp. 2.47% 210,314 $32.9M Add +3.8%
COST Costco Wholesale Corp. 2.24% 35,025 $29.8M Add +1.2%
GS Goldman Sachs Group Inc. 2.21% 65,084 $29.4M Reduce -2.2%
MCK McKesson Corp. 2.17% 49,459 $28.9M Reduce -0.3%
ADBE Adobe Inc. 1.95% 46,712 $26.0M Reduce -20.0%
ABBV Abbvie Inc. 1.89% 146,584 $25.1M Reduce -1.4%
DHR Danaher Corp. 1.88% 100,045 $25.0M Reduce -3.9%
QCOM Qualcomm Inc. 1.71% 114,169 $22.7M Reduce -0.1%
HON Honeywell International Inc. 1.54% 95,802 $20.5M Add +9.3%
BSX Boston Scientific Corp. 1.35% 232,931 $17.9M Add +0.3%
AMD Advanced Micro Devices 1.35% 110,382 $17.9M Add +0.1%
QQQ Invesco QQQ Trust Series 1 1.25% 34,748 $16.6M Reduce -0.1%
HD Home Depot Inc. 1.10% 42,567 $14.7M Reduce -0.8%
ZTS Zoetis Inc. 1.01% 77,787 $13.5M Add +0.0%
KKR KKR & Co. Inc. 0.96% 120,920 $12.7M Reduce -0.7%
PFE Pfizer Inc. 0.87% 416,216 $11.6M Reduce -2.0%
FCX Freeport-McMoran Inc. 0.84% 230,569 $11.2M Add +2.8%
JNJ Johnson & Johnson 0.84% 76,193 $11.1M Reduce -1.6%
CZR Caesars Entertainment Inc. 0.82% 275,835 $11.0M Add +1783.5%
SYK Stryker Corp. 0.82% 31,986 $10.9M Add +0.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.68% 90,655 $9.0M Add +151.1%
BABA Alibaba Group Holding-SP ADR 0.50% 91,741 $6.6M Add +11.4%
ADI Analog Devices Inc. 0.49% 28,359 $6.5M Add +0.5%
KMI Kinder Morgan Inc. 0.45% 301,339 $6.0M Add +11.1%
PEP Pepsico Inc. 0.44% 35,390 $5.8M Reduce -1.3%
MS Morgan Stanley 0.44% 59,735 $5.8M Add +12.7%
FTNT Fortinet Inc. 0.41% 90,000 $5.4M No change
PG The Procter & Gamble Co. 0.40% 32,672 $5.4M Reduce -0.1%
IVV iShares Core S&P 500 ETF 0.37% 9,047 $5.0M Reduce -5.9%
BX Blackstone Inc. 0.33% 35,131 $4.3M Add +7.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 7,803 $4.2M Add +0.0%
VTI VG Morningstar TS MKT ETF-US 0.31% 15,561 $4.2M Reduce -5.4%
LLY Eli Lilly & Co. 0.30% 4,460 $4.0M Add +14.9%
CRM Salesforce Inc. 0.30% 15,322 $3.9M Reduce -2.9%
SPGI S&P Global Inc. 0.29% 8,593 $3.8M Add +1.1%
META Meta Platforms Inc. Class A 0.27% 7,168 $3.6M Add +32.8%
MA Mastercard Inc. Class A 0.27% 8,153 $3.6M Add +5.1%
MCD McDonald's Corp. 0.25% 13,186 $3.4M Add +0.0%
ORCL Oracle Corp. 0.25% 23,324 $3.3M Add +28.7%
XGDVX Gabelli Dividend & Income TR 0.24% 138,559 $3.1M Reduce -3.4%
JGRO JPMorgan Active Growth ETF 0.22% 38,955 $2.9M No change
JTEK JPMorgan US Tech Leaders 0.21% 41,075 $2.8M Add +125.1%
OXY Occidental Petroleum Corp. 0.21% 44,165 $2.8M Add +33.4%
LOW Lowe's Cos Inc. 0.20% 12,138 $2.7M No change
AXP American Express Co. 0.20% 11,213 $2.6M No change
GSST Goldman Sachs Ultra Short Bo 0.18% 48,400 $2.4M Add +60.8%
GLD SPDR Gold Shares 0.17% 10,456 $2.2M No change
SCHW Schwab (charles) Corp. 0.17% 30,454 $2.2M Reduce -10.2%
ABT Abbott Laboratories 0.17% 21,371 $2.2M Reduce -3.0%
AWK American Water Works Co. Inc. 0.16% 16,355 $2.1M Add +0.1%
NEE Nextera Energy Inc. 0.14% 27,196 $1.9M Add +0.8%
KLAC KLA Corp. 0.14% 2,300 $1.9M No change
XOM Exxon Mobil Corp. 0.14% 16,320 $1.9M Add +16.6%
VZ Verizon Communications Inc. 0.14% 45,194 $1.9M Reduce -2.2%
NVO Novo-Nordisk A/S-Spons ADR 0.14% 13,015 $1.9M Add +71.9%
GPIX GLDM SA S&P 500 PR in ETF-US 0.14% 38,754 $1.8M Reduce -39.5%
QDPL Pacer Met US LRG Cap DVD 400 0.13% 47,450 $1.7M Reduce -9.5%
JEPI JPMorgan Equity Premium Inco 0.13% 30,333 $1.7M Reduce -12.7%
TSLA Tesla Inc. 0.13% 8,603 $1.7M Reduce -23.6%
GILD Gilead Sciences Inc. 0.12% 24,094 $1.7M Reduce -66.2%
DUK Duke Energy Corp. 0.12% 15,889 $1.6M Reduce -0.1%
MRVL Marvell Technology Inc. 0.11% 21,595 $1.5M Add +52.1%
CL Colgate-Palmolive Co. 0.11% 15,010 $1.5M No change
ALGN Align Technology Inc. 0.11% 5,940 $1.4M No change
ACI Albertsons Cos Inc. Class A 0.10% 67,671 $1.3M Add +4.6%
GDOC Goldman Sachs Future Health 0.10% 36,975 $1.3M No change
WMT Walmart Inc. 0.10% 18,753 $1.3M Add +6.6%
KR Kroger Co. 0.09% 23,971 $1.2M No change
VOO Vanguard S&P 500 ETF 0.09% 2,393 $1.2M No change
GSEW Goldman Sachs Eql WGHT Large 0.09% 16,750 $1.2M Add +191.3%
SHOP Shopify Inc. Class A 0.09% 17,740 $1.2M New
INTC Intel Corp. 0.09% 37,270 $1.2M Reduce -0.8%
COP Conocophillips 0.09% 10,000 $1.1M No change
JQUA JPMorgan US Quality Factor 0.08% 21,109 $1.1M Add +68.8%
ACN Accenture PLC Class A 0.08% 3,665 $1.1M Reduce -1.4%
MAR Marriott International Class A 0.08% 4,540 $1.1M No change
UNH Unitedhealth Group Inc. 0.08% 2,147 $1.1M Add +122.3%
FDVV Fidelity High Dividend ETF 0.08% 22,800 $1.1M Reduce -1.3%
MMM 3M Co. 0.08% 10,359 $1.1M Reduce -4.2%
VGT Vanguard Info Tech ETF 0.07% 1,723 $993K No change
STZ Constellation Brands Inc. Class A 0.07% 3,720 $957K Add +3.3%
KMB Kimberly-Clark Corp. 0.07% 6,918 $956K No change
VLTO Veralto Corp. 0.06% 8,766 $837K Add +0.5%
BA The Boeing Co. 0.06% 4,365 $794K Reduce -3.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 19,962 $794K No change
SNPS Synopsys Inc. 0.06% 1,316 $783K Add +31.5%
FSLR First Solar Inc. 0.06% 3,377 $761K Add +17.4%
VRTX Vertex Pharmaceuticals Inc. 0.05% 1,500 $703K No change
UNP Union Pacific Corp. 0.05% 3,001 $679K No change
CLX Clorox Company 0.05% 4,790 $654K No change
XLK SS Technology Select Sector 0.05% 2,755 $623K No change
ISRG Intuitive Surgical Inc. 0.05% 1,361 $605K Add +7.3%
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.04% 36,983 $599K No change
NFLX Netflix Inc. 0.04% 882 $595K Add +1.4%
ANET Arista Networks Inc. 0.04% 1,673 $586K Reduce -5.6%
AVGO Broadcom Inc. 0.04% 361 $580K No change
PANW Palo Alto Networks Inc. 0.04% 1,656 $561K Add +47.1%
IJH iShares Core S&P Midcap ETF 0.04% 9,295 $544K No change
BMY Bristol-Myers Squibb Co. 0.04% 12,810 $532K Reduce -2.3%
IEFA iShares Core MSCI Eafe ETF 0.04% 7,081 $514K No change
CCI Crown Castle Inc. 0.04% 5,201 $508K Add +90.4%
EOG EOG Resources Inc. 0.04% 4,000 $503K Add +1.3%
CFB Crossfirst Bankshares Inc. 0.04% 34,835 $488K Reduce -12.2%
APO Apollo Global Management Inc. 0.04% 4,100 $484K New
DVN Devon Energy Corp. 0.04% 9,850 $467K Add +13.2%
GSLC Goldman Activebeta US LC ETF 0.03% 4,280 $458K No change
DLTR Dollar Tree Inc. 0.03% 4,250 $454K Add +84.8%
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.03% 9,000 $432K Reduce -10.0%
WYNN WYNN Resorts Ltd. 0.03% 4,765 $426K No change
SBUX Starbucks Corp. 0.03% 5,389 $420K Add +3.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.03% 2,400 $415K No change
XLV SS Health Care Select Sector 0.03% 2,826 $412K Add +0.0%
AMGN Amgen Inc. 0.03% 1,299 $406K Add +30.0%
ASML ASML Holding NV-NY Reg SHS 0.03% 389 $398K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.03% 3,300 $381K Add +3.1%
UPS United Parcel Service Class B 0.03% 2,750 $376K Add +12.2%
IYY iShares Dow Jones U.S. ETF 0.03% 2,837 $375K Add +28.9%
TSM Taiwan Semiconductor-SP ADR 0.03% 2,145 $373K New
TPG TPG Inc. 0.03% 8,600 $356K New
D Dominion Energy Inc. 0.03% 7,200 $353K No change
PM Philip Morris International 0.03% 3,403 $345K Add +1.4%
NTRS Northern Trust Corp. 0.03% 4,100 $344K No change
CAT Caterpillar Inc. 0.03% 1,000 $333K No change
LBTYK Liberty Global Ltd. Class C 0.02% 18,200 $325K No change
ADP Automatic Data Processing 0.02% 1,353 $323K No change
NDAQ Nasdaq Inc. 0.02% 5,200 $313K Add +44.4%
XLY SS Consumer Disc Select Sect 0.02% 1,710 $312K No change
BDX Becton Dickinson and Co. 0.02% 1,329 $311K No change
DLR Digital Realty Trust Inc. 0.02% 2,000 $304K New
EQIX Equinix Inc. 0.02% 400 $303K Reduce -24.5%
STT State Street Corp. 0.02% 4,079 $302K Reduce -10.9%
PSX Phillips 66 0.02% 2,000 $282K No change
NVS Novartis AG-Sponsored ADR 0.02% 2,590 $276K No change
VKTX Viking Therapeutics Inc. 0.02% 5,000 $265K New
IWD iShares Russell 1000 Value E 0.02% 1,509 $263K No change
BTEK BlackRock Future Tech ETF 0.02% 9,500 $261K New
TXN Texas Instruments Inc. 0.02% 1,292 $251K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.02% 5,205 $246K No change
TBF Proshares Short 20+ Treasury 0.02% 10,000 $237K No change
PYPL PayPal Holdings Inc. 0.02% 3,940 $229K Add +2.6%
UL Unilever PLC 0.02% 4,150 $228K Add +1.2%
COR Cencora Inc. 0.02% 1,000 $225K No change
BARCLAYS BANK PLC 0.02% 20,000 $218K Reduce -7.0%
HLT Hilton Worldwide Holdings Inc. 0.02% 1,000 $218K No change
IUSG iShares Core S&P U.S. Growth 0.02% 1,588 $202K New
SO The Southern Co. 0.02% 2,600 $202K New
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.01% 13,900 $179K No change
UNG US Natural Gas Fund LP 0.01% 10,000 $174K Reduce -9.1%
NUV Nuveen Municipal Value 0.01% 18,700 $161K Reduce -19.7%
MQY BlackRock Muniyield Quality 0.01% 12,000 $147K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.01% 12,500 $143K No change
TMC TMC the Metals Co. Inc. 0.01% 98,700 $133K No change
PACB Pacific Biosciences of Calif 0.00% 40,000 $55K No change

Options reported separately and not counted above: NVDA puts ($17.5M).

Portfolio Sells Q1 2024 → Q2 2024
TMO Thermo Fisher Scientific Inc. Reduce -9.4% 3.16% −0.74
V Visa Inc. Class A Reduce -3.2% 3.88% −0.66
MSFT Microsoft Corp. Reduce -4.8% 8.87% −0.47
MRK Merck & Co. Inc. Reduce -0.3% 3.17% −0.44
ADBE Adobe Inc. Reduce -20.0% 1.95% −0.41
JPM JPMorgan Chase & Co. Reduce -3.0% 3.45% −0.30
GILD Gilead Sciences Inc. Reduce -66.2% 0.12% −0.29
ABBV Abbvie Inc. Reduce -1.4% 1.89% −0.28
HD Home Depot Inc. Reduce -0.8% 1.10% −0.22
DHR Danaher Corp. Reduce -3.9% 1.88% −0.20
JNJ Johnson & Johnson Reduce -1.6% 0.84% −0.14
GPIX GLDM SA S&P 500 PR in ETF-US Reduce -39.5% 0.14% −0.10
CRM Salesforce Inc. Reduce -2.9% 0.30% −0.08
PFE Pfizer Inc. Reduce -2.0% 0.87% −0.07
PEP Pepsico Inc. Reduce -1.3% 0.44% −0.06
INTC Intel Corp. Reduce -0.8% 0.09% −0.05
ABT Abbott Laboratories Reduce -3.0% 0.17% −0.03
IVV iShares Core S&P 500 ETF Reduce -5.9% 0.37% −0.03
JEPI JPMorgan Equity Premium Inco Reduce -12.7% 0.13% −0.03
TSLA Tesla Inc. Reduce -23.6% 0.13% −0.03
VTI VG Morningstar TS MKT ETF-US Reduce -5.4% 0.31% −0.03
TFLO iShares Treasury Floating Ra Sold out 0.00% −0.03
SCHW Schwab (charles) Corp. Reduce -10.2% 0.17% −0.03
XGDVX Gabelli Dividend & Income TR Reduce -3.4% 0.24% −0.03
CLOA iShares Aaa Clo Act ETF-Usdi Sold out 0.00% −0.02
KKR KKR & Co. Inc. Reduce -0.7% 0.96% −0.02
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.02
CVS CVS Health Corp. Sold out 0.00% −0.02
PG The Procter & Gamble Co. Reduce -0.1% 0.40% −0.02
ACN Accenture PLC Class A Reduce -1.4% 0.08% −0.02
QDPL Pacer Met US LRG Cap DVD 400 Reduce -9.5% 0.13% −0.02
GO Grocery Outlet Holding Corp. Sold out 0.00% −0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.02
BMY Bristol-Myers Squibb Co. Reduce -2.3% 0.04% −0.02
GGG Graco Inc. Sold out 0.00% −0.02
FLOT iShares Floating Rate Bond E Sold out 0.00% −0.02
VZ Verizon Communications Inc. Reduce -2.2% 0.14% −0.01
EQIX Equinix Inc. Reduce -24.5% 0.02% −0.01
MMM 3M Co. Reduce -4.2% 0.08% −0.01
GS Goldman Sachs Group Inc. Reduce -2.2% 2.21% −0.01
BA The Boeing Co. Reduce -3.0% 0.06% −0.01
CFB Crossfirst Bankshares Inc. Reduce -12.2% 0.04% −0.01
BARCLAYS BANK PLC Reduce -7.0% 0.02% −0.01
STT State Street Corp. Reduce -10.9% 0.02% −0.01
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd Reduce -10.0% 0.03% −0.00
NUV Nuveen Municipal Value Reduce -19.7% 0.01% −0.00
FDVV Fidelity High Dividend ETF Reduce -1.3% 0.08% −0.00
DUK Duke Energy Corp. Reduce -0.1% 0.12% −0.00
UNG US Natural Gas Fund LP Reduce -9.1% 0.01% +0.00
ANET Arista Networks Inc. Reduce -5.6% 0.04% +0.00

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +0.9% 7.53% +1.72
CZR Caesars Entertainment Inc. Add +1783.5% 0.82% +0.77
DIS The Walt Disney Co. Add +151.1% 0.68% +0.32
COST Costco Wholesale Corp. Add +1.2% 2.24% +0.21
JTEK JPMorgan US Tech Leaders Add +125.1% 0.21% +0.12
HON Honeywell International Inc. Add +9.3% 1.54% +0.10
SHOP Shopify Inc. Class A New 0.09% +0.09
BSX Boston Scientific Corp. Add +0.3% 1.35% +0.08
ORCL Oracle Corp. Add +28.7% 0.25% +0.07
META Meta Platforms Inc. Class A Add +32.8% 0.27% +0.06
LLY Eli Lilly & Co. Add +14.9% 0.30% +0.06
GSST Goldman Sachs Ultra Short Bo Add +60.8% 0.18% +0.06
NVO Novo-Nordisk A/S-Spons ADR Add +71.9% 0.14% +0.06
GSEW Goldman Sachs Eql WGHT Large Add +191.3% 0.09% +0.06
KMI Kinder Morgan Inc. Add +11.1% 0.45% +0.05
UNH Unitedhealth Group Inc. Add +122.3% 0.08% +0.04
ADI Analog Devices Inc. Add +0.5% 0.49% +0.04
MS Morgan Stanley Add +12.7% 0.44% +0.04
OXY Occidental Petroleum Corp. Add +33.4% 0.21% +0.04
APO Apollo Global Management Inc. New 0.04% +0.04
MRVL Marvell Technology Inc. Add +52.1% 0.11% +0.03
JQUA JPMorgan US Quality Factor Add +68.8% 0.08% +0.03
TSM Taiwan Semiconductor-SP ADR New 0.03% +0.03
TPG TPG Inc. New 0.03% +0.03
DLR Digital Realty Trust Inc. New 0.02% +0.02
VKTX Viking Therapeutics Inc. New 0.02% +0.02
BABA Alibaba Group Holding-SP ADR Add +11.4% 0.50% +0.02
BTEK BlackRock Future Tech ETF New 0.02% +0.02
FSLR First Solar Inc. Add +17.4% 0.06% +0.02
PANW Palo Alto Networks Inc. Add +47.1% 0.04% +0.02
IUSG iShares Core S&P U.S. Growth New 0.02% +0.02
SO The Southern Co. New 0.02% +0.02
CCI Crown Castle Inc. Add +90.4% 0.04% +0.02
SNPS Synopsys Inc. Add +31.5% 0.06% +0.01
XOM Exxon Mobil Corp. Add +16.6% 0.14% +0.01
WMT Walmart Inc. Add +6.6% 0.10% +0.01
DLTR Dollar Tree Inc. Add +84.8% 0.03% +0.01
AMGN Amgen Inc. Add +30.0% 0.03% +0.01
NEE Nextera Energy Inc. Add +0.8% 0.14% +0.01
IYY iShares Dow Jones U.S. ETF Add +28.9% 0.03% +0.01
NDAQ Nasdaq Inc. Add +44.4% 0.02% +0.01
ISRG Intuitive Surgical Inc. Add +7.3% 0.05% +0.01
NFLX Netflix Inc. Add +1.4% 0.04% +0.00
PM Philip Morris International Add +1.4% 0.03% +0.00
VLTO Veralto Corp. Add +0.5% 0.06% +0.00
UL Unilever PLC Add +1.2% 0.02% +0.00
DVN Devon Energy Corp. Add +13.2% 0.04% +0.00
UPS United Parcel Service Class B Add +12.2% 0.03% −0.00
AWK American Water Works Co. Inc. Add +0.1% 0.16% −0.00
FCX Freeport-McMoran Inc. Add +2.8% 0.84% −0.00

Options Activity Q1 2024 → Q2 2024
NVDA Nvidia Corp. put New 141,500 $17.5M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$1.4BAAPL, NVDA, GOOGL, MSFT, AMZN
Q1 2026 167$1.3BAAPL, NVDA, GOOGL, MSFT, AMZN
Q4 2025 168$1.4BNVDA, AAPL, MSFT, GOOGL, AMZN
Q3 2025 167$1.4BNVDA, AAPL, MSFT, GOOGL, AMZN
Q2 2025 162$1.3BNVDA, MSFT, AAPL, AMZN, GOOGL
Q1 2025 161$1.2BAAPL, NVDA, MSFT, V, AMZN
Q4 2024 171$1.3BAAPL, NVDA, MSFT, GOOGL, AMZN
Q3 2024 170$1.3BAAPL, MSFT, NVDA, GOOGL, AMZN
Q2 2024 164$1.3BAAPL, MSFT, NVDA, GOOGL, AMZN
Q1 2024 163$1.3BMSFT, AAPL, NVDA, AMZN, GOOGL