Grant Private Wealth Management Inc Portfolio Holdings
Q3 2025•141 long positions•$162.1M portfolio value
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Holding174 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $20.8M 12.82% | +$15.7M Bought | 0.0% 111.4K shares | 27.2K → 111.4K +$15.7M | +309.31% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $8.8M 5.46% | +$1.4M Bought | 0.0% 12.0K shares | 10.1K → 12.0K +$1.4M | +19.59% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $8.2M 5.04% | +$1.2M Bought | 0.0% 32.1K shares | 27.3K → 32.1K +$1.2M | +17.77% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $7.7M 4.77% | +$7.5M Bought | 0.0% 23.5K shares | 845.0 → 23.5K +$7.5M | +2,675.15% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $7.3M 4.53% | +$81.9K Bought | 0.0% 33.4K shares | 33.1K → 33.4K +$81.9K | +1.13% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $5.1M 3.16% | +$5.1M Bought | 0.0% 11.5K shares | — | — | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $4.5M 2.78% | -$2.8M Sold | 0.0% 8.7K shares | 14.0K → 8.7K −$2.8M | -37.94% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $4.1M 2.53% | +$4.1M Bought | 0.002% 41.9K shares | — | — | $204.31B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $3.5M 2.17% | +$3.5M Bought | 0.0% 14.4K shares | — | — | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $3.3M 2.06% | +$3.3M Bought | 0.001% 2.8K shares | — | — | $509.45B Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.8M 1.74% | +$1.7M Bought | 0.0% 9.0K shares | 3.6K → 9.0K +$1.7M | +147.36% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.7M 1.68% | +$2.7M Bought | 0.001% 14.9K shares | — | — | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.48% | +$2.4M Bought | — 36.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $2.3M 1.42% | +$2.3M Bought | 0.001% 2.5K shares | — | — | $190.98B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $2.2M 1.34% | +$2.2M Bought | 0.003% 6.5K shares | — | — | $86.7B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.2M 1.34% | -$3.7M Sold | 0.0% 8.9K shares | 23.9K → 8.9K −$3.7M | -62.68% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.24% | +$2.0M Bought | — 23.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.22% | +$2.0M Bought | — 62.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $1.9M 1.15% | +$1.9M Bought | 0.001% 2.7K shares | — | — | $190.40B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.14% | +$1.8M Bought | — 32.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.8M 1.1% | +$1.8M Bought | 0.001% 11.0K shares | — | — | $262.56B Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $1.7M 1.07% | +$1.7M Bought | 0.002% 7.7K shares | — | — | $76.4B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.7M 1.04% | +$1.7M New | 0.001% 3.4K shares | 0 → 3.4K +$1.7M | New | $123.06B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.6M 1.01% | +$1.6M Bought | — 15.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
Medical - Instruments & Supplies Healthcare | $1.6M 1.01% | +$1.6M Bought | 0.001% 3.7K shares | — | — | $160.32B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $1.5M 0.899% | +$1.5M Bought | 0.001% 6.2K shares | — | — | $225.62B Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.4M 0.876% | +$1.4M Bought | 0.001% 7.0K shares | — | — | $137.82B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $1.4M 0.864% | +$1.4M Bought | 0.001% 9.4K shares | — | — | $193.14B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.839% | +$1.4M New | — 44.3K shares | 0 → 44.3K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.4M 0.835% | +$1.4M Bought | 0.001% 10.1K shares | — | — | $168.85B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.772% | +$342.7K Bought | — 2.1K shares | 1.5K → 2.1K +$342.7K | +37.74% | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $1.2M 0.723% | +$1.2M Bought | 0.0% 3.4K shares | — | — | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $1.1M 0.661% | +$1.1M Bought | 0.004% 13.0K shares | — | — | $24.7B Large Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $998.0K 0.616% | +$92.1K Bought | 0.001% 856.0 shares | 777.0 → 856.0 +$92.1K | +10.17% | $180.54B Large Cap | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $988.2K 0.61% | +$988.2K Bought | 0.001% 4.6K shares | — | — | $163.20B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $914.2K 0.564% | +$914.2K Bought | 0.0% 5.5K shares | — | — | $187.25B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $902.6K 0.557% | +$902.6K Bought | 0.001% 4.2K shares | — | — | $74.8B Large Cap | Q1 2025 Held for 8 months | |
Telecommunications Services Communication Services | $884.2K 0.545% | -$4.3M Sold | 0.0% 20.1K shares | 118.1K → 20.1K −$4.3M | -82.96% | $185.31B Large Cap | Q4 2024 Held for 11 months | |
Electronic Gaming & Multimedia Technology | $833.9K 0.514% | +$833.9K Bought | 0.001% 6.0K shares | — | — | $96.0B Large Cap | Q4 2024 Held for 11 months | |
Gambling, Resorts & Casinos Consumer Cyclical | $832.3K 0.513% | +$832.3K Bought | 0.004% 22.3K shares | — | — | $18.6B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $814.5K 0.502% | +$541.5K Bought | — 1.2K shares | 408.0 → 1.2K +$541.5K | +198.28% | — — | Q4 2024 Held for 11 months | |
Electrical Equipment & Parts Industrials | $769.8K 0.475% | +$769.8K Bought | 0.003% 1.8K shares | — | — | $22.9B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $748.9K 0.462% | +$748.9K Bought | 0.0% 2.7K shares | — | — | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $728.0K 0.449% | +$395.3K Bought | 0.0% 954.0 shares | 436.0 → 954.0 +$395.3K | +118.81% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $727.8K 0.449% | +$727.8K Bought | — 3.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $708.6K 0.437% | +$265.7K Bought | 0.0% 3.9K shares | 2.4K → 3.9K +$265.7K | +59.98% | $167.04B Large Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $704.3K 0.434% | +$408.7K Bought | 0.0% 6.8K shares | 2.9K → 6.8K +$408.7K | +138.28% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $697.8K 0.43% | -$3.5M Sold | 0.0% 1.7K shares | 10.4K → 1.7K −$3.5M | -83.37% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $693.5K 0.428% | +$693.5K New | — 3.9K shares | 0 → 3.9K +$693.5K | New | — — | Q3 2025 Held for 2 months | |
Medical - Healthcare Plans Healthcare | $680.2K 0.42% | -$1.2M Sold | 0.0% 2.0K shares | 5.5K → 2.0K −$1.2M | -64.43% | $312.73B Mega Cap | Q4 2024 Held for 11 months |
