Private Wealth Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Private Wealth Partners, LLC reported 161 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 9.2% of the portfolio, followed by Nvidia (NVDA, 7.3%) and Microsoft (MSFT, 6.7%). Compared with Q4 2024, it opened 16 new positions, sold out of 26, added to 47 and reduced 68. The biggest buy was Schwab (charles) (SCHW, shares +93%) and the biggest sale Apple (AAPL, shares −5%).

Most Recent 13F
Q2 2026
Location
MILL VALLEY, CA
CIK
0001335851
Portfolio Value
$1.2B (Q1 2025)
SEC Filing
0001085146-25-002217 ↗ filed Apr 22, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.2B $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 161 stocks · $1.2B

AAPL Apple Inc. 9.18% 498,103 $110.6M Reduce -5.2%
NVDA Nvidia Corp. 7.28% 809,781 $87.8M Add +6.4%
MSFT Microsoft Corp. 6.66% 213,930 $80.3M Reduce -4.9%
V Visa Inc. Class A 4.63% 159,157 $55.8M Reduce -6.3%
AMZN Amazon.com Inc. 4.61% 292,172 $55.6M Reduce -4.2%
GOOGL Alphabet Inc. Class A 4.35% 339,175 $52.4M Reduce -4.3%
BRK.B Berkshire Hathaway Inc. Class B 3.71% 83,987 $44.7M Reduce -0.6%
JPM JPMorgan Chase & Co. 3.27% 160,653 $39.4M Reduce -7.1%
ABBV Abbvie Inc. 2.71% 155,707 $32.6M Reduce -0.7%
COST Costco Wholesale Corp. 2.65% 33,781 $31.9M Reduce -0.9%
CVX Chevron Corp. 2.56% 184,695 $30.9M Reduce -5.9%
TMO Thermo Fisher Scientific Inc. 2.49% 60,358 $30.0M Reduce -4.5%
MRK Merck & Co. Inc. 2.46% 330,487 $29.7M Add +0.4%
HON Honeywell International Inc. 2.04% 115,853 $24.5M Add +9.4%
MCK McKesson Corp. 1.97% 35,257 $23.7M Reduce -2.1%
GS Goldman Sachs Group Inc. 1.95% 43,120 $23.6M Reduce -1.9%
BSX Boston Scientific Corp. 1.88% 224,067 $22.6M Reduce -1.9%
GOOG Alphabet Inc. Class C 1.72% 132,396 $20.7M Reduce -9.4%
DHR Danaher Corp. 1.60% 94,203 $19.3M Reduce -4.6%
QQQ Invesco QQQ Trust Series 1 1.58% 40,507 $19.0M Add +6.0%
QCOM Qualcomm Inc. 1.54% 121,144 $18.6M Add +4.8%
ADBE Adobe Inc. 1.51% 47,459 $18.2M Reduce -5.9%
HD Home Depot Inc. 1.36% 44,738 $16.4M Add +1.1%
PFE Pfizer Inc. 1.25% 593,159 $15.0M Add +2.3%
JNJ Johnson & Johnson 1.14% 83,079 $13.8M Reduce -0.1%
KKR KKR & Co. Inc. 1.10% 115,155 $13.3M Reduce -1.2%
AMD Advanced Micro Devices 1.05% 123,088 $12.6M Add +12.2%
ZTS Zoetis Inc. 1.05% 76,512 $12.6M Add +0.3%
SYK Stryker Corp. 0.98% 31,865 $11.9M Reduce -0.6%
FCX Freeport-McMoran Inc. 0.78% 247,067 $9.4M Reduce -4.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.72% 88,333 $8.7M Reduce -15.3%
FTNT Fortinet Inc. 0.72% 90,000 $8.7M No change
KMI Kinder Morgan Inc. 0.71% 298,389 $8.5M Reduce -0.5%
SCHW Schwab (charles) Corp. 0.68% 105,088 $8.2M Add +92.7%
CZR Caesars Entertainment Inc. 0.63% 304,762 $7.6M Add +3.5%
MS Morgan Stanley 0.60% 61,924 $7.2M Reduce -0.1%
CRM Salesforce Inc. 0.45% 20,010 $5.4M Add +25.5%
ADI Analog Devices Inc. 0.44% 26,220 $5.3M Reduce -4.6%
MA Mastercard Inc. Class A 0.43% 9,561 $5.2M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.42% 9,072 $5.1M Add +1.4%
IVV iShares Core S&P 500 ETF 0.42% 8,910 $5.0M Reduce -0.4%
PEP Pepsico Inc. 0.41% 33,314 $5.0M Reduce -3.6%
BX Blackstone Inc. 0.40% 34,466 $4.8M Reduce -6.4%
PG The Procter & Gamble Co. 0.39% 27,535 $4.7M Reduce -13.1%
META Meta Platforms Inc. Class A 0.39% 8,056 $4.6M Reduce -24.3%
NVO Novo-Nordisk A/S-Spons ADR 0.38% 65,860 $4.6M Add +33.6%
BABA Alibaba Group Holding-SP ADR 0.38% 34,555 $4.6M Reduce -36.5%
LLY Eli Lilly & Co. 0.37% 5,387 $4.4M Add +7.1%
VTI VG Morningstar TS MKT ETF-US 0.35% 15,386 $4.2M Reduce -0.3%
SPGI S&P Global Inc. 0.34% 7,980 $4.1M Reduce -6.6%
MCD McDonald's Corp. 0.31% 12,119 $3.8M Reduce -5.7%
JEPI JPMorgan Equity Premium Inco 0.31% 65,459 $3.7M Add +80.0%
GSST Goldman Sachs Ultra Short Bo 0.29% 69,250 $3.5M Add +174.3%
LOW Lowe's Cos Inc. 0.27% 13,923 $3.2M Add +4.7%
MPLX MPLX LP 0.27% 59,900 $3.2M No change
XGDVX Gabelli Dividend & Income TR 0.25% 125,909 $3.0M No change
MRVL Marvell Technology Inc. 0.25% 48,330 $3.0M Add +31.4%
GLD SPDR Gold Shares 0.24% 10,056 $2.9M No change
AXP American Express Co. 0.24% 10,603 $2.9M Reduce -6.0%
ABT Abbott Laboratories 0.23% 21,131 $2.8M Add +0.1%
JGRO JPMorgan Active Growth ETF 0.23% 37,955 $2.8M No change
OXY Occidental Petroleum Corp. 0.23% 55,200 $2.7M Reduce -22.4%
GPIX GLDM SA S&P 500 PR in ETF-US 0.22% 55,754 $2.6M Add +33.5%
EPD Enterprise Products Partners 0.20% 69,500 $2.4M No change
ORCL Oracle Corp. 0.19% 16,194 $2.3M Reduce -34.2%
GSEW Goldman Sachs Eql WGHT Large 0.16% 24,745 $1.9M Add +20.6%
XOM Exxon Mobil Corp. 0.15% 15,215 $1.8M Reduce -12.7%
DUK Duke Energy Corp. 0.15% 14,707 $1.8M Reduce -2.5%
VZ Verizon Communications Inc. 0.15% 38,747 $1.8M Add +0.2%
NEE Nextera Energy Inc. 0.14% 23,859 $1.7M Reduce -11.6%
WMT Walmart Inc. 0.14% 18,827 $1.7M Add +0.7%
KR Kroger Co. 0.14% 24,054 $1.6M No change
SNOW Snowflake Inc. 0.13% 10,905 $1.6M Add +301.7%
TSLA Tesla Inc. 0.13% 6,116 $1.6M Reduce -26.1%
QDPL Pacer Met US LRG Cap DVD 400 0.12% 40,950 $1.5M Reduce -9.9%
AWK American Water Works Co. Inc. 0.12% 9,860 $1.5M Reduce -35.8%
CL Colgate-Palmolive Co. 0.12% 15,010 $1.4M No change
MMM 3M Co. 0.12% 9,556 $1.4M Reduce -7.8%
VOO Vanguard S&P 500 ETF 0.11% 2,675 $1.4M Add +2.1%
APO Apollo Global Management Inc. 0.10% 9,145 $1.3M Add +10.8%
ET Energy Transfer LP 0.10% 66,500 $1.2M No change
JQUA JPMorgan US Quality Factor 0.10% 21,109 $1.2M No change
FDVV Fidelity High Dividend ETF 0.09% 22,800 $1.1M No change
ACN Accenture PLC Class A 0.09% 3,586 $1.1M Add +0.5%
JTEK JPMorgan US Tech Leaders 0.09% 16,305 $1.1M Reduce -42.7%
MAR Marriott International Class A 0.09% 4,387 $1.0M Reduce -2.7%
GDOC Goldman Sachs Future Health 0.08% 31,474 $1.0M Reduce -8.7%
COP Conocophillips 0.08% 9,400 $987K Add +2.8%
VGT Vanguard Info Tech ETF 0.08% 1,751 $950K No change
KMB Kimberly-Clark Corp. 0.07% 6,218 $884K Reduce -10.1%
ACI Albertsons Cos Inc. Class A 0.07% 39,630 $871K Reduce -67.1%
BMY Bristol-Myers Squibb Co. 0.07% 13,950 $851K Add +8.1%
NFLX Netflix Inc. 0.07% 911 $850K Add +1.4%
JAVA JPMorgan Active Value ETF 0.07% 13,150 $836K Add +75.3%
CCJ Cameco Corp. 0.07% 20,165 $830K New
BMRC Bank of Marin Bancorp filed as BANK MARIN BANCORP 0.07% 36,983 $816K No change
PANW Palo Alto Networks Inc. 0.07% 4,703 $803K Add +2.0%
BRK.A Berkshire Hathaway Inc. Class A 0.07% 1 $798K New
DHI D.R. Horton Inc. 0.07% 6,165 $784K Add +71.5%
SHOP Shopify Inc. Class A 0.06% 7,960 $760K Reduce -60.2%
ISRG Intuitive Surgical Inc. 0.06% 1,456 $721K Add +0.6%
VRTX Vertex Pharmaceuticals Inc. 0.06% 1,485 $720K Reduce -0.7%
INTC Intel Corp. 0.06% 31,552 $717K Reduce -10.1%
TPG TPG Inc. 0.06% 15,000 $711K Add +4.2%
AVGO Broadcom Inc. 0.06% 4,219 $706K Reduce -61.5%
CLX Clorox Company 0.06% 4,790 $705K No change
VLTO Veralto Corp. 0.06% 7,195 $701K Reduce -10.5%
GILD Gilead Sciences Inc. 0.06% 6,000 $672K Reduce -33.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 2,647 $658K Add +1.6%
BA The Boeing Co. 0.05% 3,775 $644K Add +0.4%
EOG EOG Resources Inc. 0.05% 4,950 $635K No change
FLR Fluor Corp. 0.05% 17,000 $609K New
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.05% 13,000 $580K Add +6.1%
XLK SS Technology Select Sector 0.05% 2,793 $577K Add +0.7%
NDAQ Nasdaq Inc. 0.05% 7,270 $552K Reduce -6.4%
IJH iShares Core S&P Midcap ETF 0.05% 9,400 $548K Reduce -12.7%
UNH Unitedhealth Group Inc. 0.05% 1,038 $544K Reduce -35.5%
SBUX Starbucks Corp. 0.04% 5,470 $537K Reduce -0.1%
IEFA iShares Core MSCI Eafe ETF 0.04% 7,081 $536K Reduce -20.3%
BINC iShares Flex I A ETF-Usd Inc. 0.04% 9,500 $498K Reduce -20.8%
ANET Arista Networks Inc. 0.04% 6,192 $480K Reduce -11.4%
HELO JPMorgan Hedged Equity ETF 0.04% 8,000 $477K New
GSLC Goldman Activebeta US LC ETF 0.04% 4,280 $471K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 11,074 $462K Add +0.0%
XLV SS Health Care Select Sector 0.04% 3,035 $443K Add +0.0%
NTRS Northern Trust Corp. 0.03% 4,100 $404K No change
D Dominion Energy Inc. 0.03% 7,045 $395K Add +1.4%
ADP Automatic Data Processing 0.03% 1,263 $386K Reduce -6.7%
IYY iShares Dow Jones U.S. ETF 0.03% 2,820 $384K No change
CAT Caterpillar Inc. 0.03% 1,127 $372K Add +2.5%
NLR Vaneck Urani & Nuclr ETF-Usd 0.03% 5,000 $366K New
OKTA Okta Inc. 0.03% 3,450 $363K New
STT State Street Corp. 0.03% 3,879 $347K Reduce -4.9%
XLY SS Consumer Disc Select Sect 0.03% 1,754 $346K Add +2.6%
CI The Cigna Group 0.03% 1,000 $329K Reduce -1.6%
ASML ASML Holding NV-NY Reg SHS 0.03% 482 $319K Add +12.6%
JPST JPMorgan Ultra-Short Income 0.03% 6,250 $316K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.03% 1,188 $307K No change
BDX Becton Dickinson and Co. 0.03% 1,329 $304K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.03% 3,300 $303K No change
JCPB JPMorgan Core Plus Bond ETF 0.02% 6,325 $298K New
IWD iShares Russell 1000 Value E 0.02% 1,509 $284K No change
WYNN WYNN Resorts Ltd. 0.02% 3,260 $272K Reduce -1.2%
AMGN Amgen Inc. 0.02% 829 $258K New
PYPL PayPal Holdings Inc. 0.02% 3,940 $257K No change
CEF Sprott Physical Gold and Sil 0.02% 9,000 $256K New
ALGN Align Technology Inc. 0.02% 1,560 $248K Reduce -73.7%
TEK iShares Technology Opp A ETF 0.02% 10,900 $244K No change
HLT Hilton Worldwide Holdings Inc. 0.02% 1,060 $241K No change
TBF Proshares Short 20+ Treasury 0.02% 10,000 $236K No change
SMR Nuscale Power Corp. 0.02% 16,500 $234K New
TT Trane Technologies PLC 0.02% 655 $221K No change
SNPS Synopsys Inc. 0.02% 513 $220K Reduce -59.2%
KO The Coca-Cola Co. 0.02% 3,053 $219K New
TMUS T-Mobile US Inc. 0.02% 800 $213K New
KLAC KLA Corp. 0.02% 300 $204K New
NVS Novartis AG-Sponsored ADR 0.02% 1,812 $202K New
IUSG iShares Core S&P U.S. Growth 0.02% 1,588 $202K No change
VOX Vanguard Communication Servi 0.02% 1,359 $202K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.01% 13,900 $142K No change
LITP Sprott Lithium Miners ETF 0.01% 11,000 $65K New
Other holdings (1): bonds, preferreds, convertibles and warrants · $2.4M (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 1,942$2.4MNew

Total filed on the 13F, all lines: $1.2B.

Portfolio Sells Q4 2024 → Q1 2025

AAPL Apple Inc. Reduce -5.2% 9.18% −0.90
GOOGL Alphabet Inc. Class A Reduce -4.3% 4.35% −0.79
MSFT Microsoft Corp. Reduce -4.9% 6.66% −0.60
AMZN Amazon.com Inc. Reduce -4.2% 4.61% −0.51
GOOG Alphabet Inc. Class C Reduce -9.4% 1.72% −0.42
KKR KKR & Co. Inc. Reduce -1.2% 1.10% −0.22
ADBE Adobe Inc. Reduce -5.9% 1.51% −0.21
DIS The Walt Disney Co. Reduce -15.3% 0.72% −0.17
AVGO Broadcom Inc. Reduce -61.5% 0.06% −0.14
DHR Danaher Corp. Reduce -4.6% 1.60% −0.14
ORCL Oracle Corp. Reduce -34.2% 0.19% −0.13
TSLA Tesla Inc. Reduce -26.1% 0.13% −0.12
ACI Albertsons Cos Inc. Class A Reduce -67.1% 0.07% −0.11
SHOP Shopify Inc. Class A Reduce -60.2% 0.06% −0.10
DDOG Datadog Inc. Class A Sold out 0.00% −0.09
META Meta Platforms Inc. Class A Reduce -24.3% 0.39% −0.09
BX Blackstone Inc. Reduce -6.4% 0.40% −0.09
ALGN Align Technology Inc. Reduce -73.7% 0.02% −0.07
JTEK JPMorgan US Tech Leaders Reduce -42.7% 0.09% −0.07
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −0.07
DELL Dell Technologies -C Sold out 0.00% −0.05
UNP Union Pacific Corp. Sold out 0.00% −0.05
PIPR Piper Sandler Cos Sold out 0.00% −0.05
FSLR First Solar Inc. Sold out 0.00% −0.05
OXY Occidental Petroleum Corp. Reduce -22.4% 0.23% −0.04
DLTR Dollar Tree Inc. Sold out 0.00% −0.04
UPS United Parcel Service Class B Sold out 0.00% −0.04
CCI Crown Castle Inc. Sold out 0.00% −0.03
GTEK GS Future Tech Leaders Eq Sold out 0.00% −0.03
PM Philip Morris International Sold out 0.00% −0.03
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.03
SNPS Synopsys Inc. Reduce -59.2% 0.02% −0.03
TMO Thermo Fisher Scientific Inc. Reduce -4.5% 2.49% −0.03
DLR Digital Realty Trust Inc. Sold out 0.00% −0.03
AWK American Water Works Co. Inc. Reduce -35.8% 0.12% −0.03
PWR Quanta Services Inc. Sold out 0.00% −0.02
AXP American Express Co. Reduce -6.0% 0.24% −0.02
ANET Arista Networks Inc. Reduce -11.4% 0.04% −0.02
VKTX Viking Therapeutics Inc. Sold out 0.00% −0.02
LBTYK Liberty Global Ltd. Class C Sold out 0.00% −0.02
SLB SLB Ltd. Sold out 0.00% −0.02
TER Teradyne Inc. Sold out 0.00% −0.02
TXN Texas Instruments Inc. Sold out 0.00% −0.02
PG The Procter & Gamble Co. Reduce -13.1% 0.39% −0.02
PSX Phillips 66 Sold out 0.00% −0.02
UNH Unitedhealth Group Inc. Reduce -35.5% 0.05% −0.02
SNAP Snap Inc. Class A Sold out 0.00% −0.02
SO The Southern Co. Sold out 0.00% −0.02
SKYY First Trust Cloud Computing Sold out 0.00% −0.02
GSSC Goldman Sachs Activebeta US Sold out 0.00% −0.02

Portfolio Buys Q4 2024 → Q1 2025

SCHW Schwab (charles) Corp. Add +92.7% 0.68% +0.37
HON Honeywell International Inc. Add +9.4% 2.04% +0.20
GSST Goldman Sachs Ultra Short Bo Add +174.3% 0.29% +0.19
QCOM Qualcomm Inc. Add +4.8% 1.54% +0.18
JEPI JPMorgan Equity Premium Inco Add +80.0% 0.31% +0.15
SNOW Snowflake Inc. Add +301.7% 0.13% +0.10
ZTS Zoetis Inc. Add +0.3% 1.05% +0.09
QQQ Invesco QQQ Trust Series 1 Add +6.0% 1.58% +0.08
LLY Eli Lilly & Co. Add +7.1% 0.37% +0.07
CCJ Cameco Corp. New 0.07% +0.07
PFE Pfizer Inc. Add +2.3% 1.25% +0.07
BRK.A Berkshire Hathaway Inc. Class A New 0.07% +0.07
GPIX GLDM SA S&P 500 PR in ETF-US Add +33.5% 0.22% +0.06
NVO Novo-Nordisk A/S-Spons ADR Add +33.6% 0.38% +0.05
FLR Fluor Corp. New 0.05% +0.05
ABT Abbott Laboratories Add +0.1% 0.23% +0.05
MA Mastercard Inc. Class A Add +0.0% 0.43% +0.05
HD Home Depot Inc. Add +1.1% 1.36% +0.04
HELO JPMorgan Hedged Equity ETF New 0.04% +0.04
CRM Salesforce Inc. Add +25.5% 0.45% +0.04
GSEW Goldman Sachs Eql WGHT Large Add +20.6% 0.16% +0.03
AMD Advanced Micro Devices Add +12.2% 1.05% +0.03
JAVA JPMorgan Active Value ETF Add +75.3% 0.07% +0.03
NLR Vaneck Urani & Nuclr ETF-Usd New 0.03% +0.03
OKTA Okta Inc. New 0.03% +0.03
VZ Verizon Communications Inc. Add +0.2% 0.15% +0.03
DHI D.R. Horton Inc. Add +71.5% 0.07% +0.03
JPST JPMorgan Ultra-Short Income New 0.03% +0.03
JCPB JPMorgan Core Plus Bond ETF New 0.02% +0.02
AMGN Amgen Inc. New 0.02% +0.02
CEF Sprott Physical Gold and Sil New 0.02% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +1.4% 0.42% +0.02
SMR Nuscale Power Corp. New 0.02% +0.02
KO The Coca-Cola Co. New 0.02% +0.02
LOW Lowe's Cos Inc. Add +4.7% 0.27% +0.02
TMUS T-Mobile US Inc. New 0.02% +0.02
KLAC KLA Corp. New 0.02% +0.02
NVS Novartis AG-Sponsored ADR New 0.02% +0.02
BMY Bristol-Myers Squibb Co. Add +8.1% 0.07% +0.01
COP Conocophillips Add +2.8% 0.08% +0.01
IBM Intl Business Machines Corp. Add +1.6% 0.05% +0.01
NFLX Netflix Inc. Add +1.4% 0.07% +0.01
WMT Walmart Inc. Add +0.7% 0.14% +0.01
VOO Vanguard S&P 500 ETF Add +2.1% 0.11% +0.01
LITP Sprott Lithium Miners ETF New 0.01% +0.01
XLV SS Health Care Select Sector Add +0.0% 0.04% +0.00
D Dominion Energy Inc. Add +1.4% 0.03% +0.00
ASML ASML Holding NV-NY Reg SHS Add +12.6% 0.03% +0.00
BA The Boeing Co. Add +0.4% 0.05% +0.00
PANW Palo Alto Networks Inc. Add +2.0% 0.07% +0.00

Notes & Other Activity Q4 2024 → Q1 2025

BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L New 1,942 $2.4M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages 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