Private Wealth Partners, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Mill Valley, CA
CIK
0001335851
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 170 1,254,906 AAPL, MSFT, NVDA, GOOGL 13F-HR 10/29/2024 000108514624005212
Q2 2024 165 1,348,586 AAPL, MSFT, NVDA, GOOGL 13F-HR 8/7/2024 000108514624003557
Q1 2024 163 1,250,658 MSFT, AAPL, NVDA, AMZN 13F-HR 5/8/2024 000108514624002331
Q4 2023 170 1,183,127 AAPL, MSFT, GOOGL, AMZN 13F-HR 2/2/2024 000108514624000671
Q3 2023 159 1,046,016 AAPL, MSFT, GOOGL, V 13F-HR 11/6/2023 000108514623004138
Q2 2023 167 1,087,768 AAPL, MSFT, GOOGL, V 13F-HR 8/3/2023 000108514623003045
Q1 2023 163 1,001,725 AAPL, MSFT, V, TMO 13F-HR 5/3/2023 000108514623002041
Q4 2022 88 873,873 AAPL, MSFT, TMO, V 13F-HR 1/25/2023 000108514623000350
Q3 2022 76 782,587 AAPL, MSFT, TMO, AMZN 13F-HR 10/26/2022 000108514622003628
Q2 2022 76 860,277 AAPL, MSFT, TMO, GOOGL 13F-HR 8/1/2022 000108514622002691
Q1 2022 83 1,116,487 AAPL, MSFT, AMZN, GOOGL 13F-HR 5/2/2022 000108514622001670
Q4 2021 82 1,183,269 AAPL, MSFT, GOOGL, AMZN 13F-HR 2/7/2022 000108514622000557
Q3 2021 80 1,076,504 AAPL, MSFT, GOOGL, AMZN 13F-HR 11/12/2021 000108514621003187
Q2 2021 80 1,081,176 AAPL, MSFT, AMZN, GOOGL 13F-HR 8/11/2021 000108514621002390
Q1 2021 76 944,299 AAPL, MSFT, AMZN, GOOGL 13F-HR 5/3/2021 000108514621001429
Q4 2020 137 921,330 AAPL, MSFT, AMZN, V 13F-HR 2/3/2021 000108514621000412
Q3 2020 128 855,073 AAPL, MSFT, AMZN, ZTS 13F-HR 10/29/2020 000108514620002689
Q2 2020 124 729,820 AAPL, MSFT, AMZN, V 13F-HR 7/31/2020 000108514620001957
Q1 2020 124 593,008 MSFT, AAPL, AMZN, V 13F-HR 4/24/2020 000108514620001212
Q4 2019 134 733,755 AAPL, MSFT, V, AMZN 13F-HR 1/29/2020 000108514620000319
Q3 2019 130 642,488 MSFT, AAPL, V, AMZN 13F-HR 11/12/2019 000108514619002839
Q2 2019 137 649,626 AMZN, MSFT, V, AAPL 13F-HR 8/6/2019 000108514619002102
Q1 2019 114 608,055 AMZN, MSFT, V, AAPL 13F-HR 5/2/2019 000108514619001316
Q4 2018 97 516,810 AMZN, MSFT, V, AAPL 13F-HR 2/13/2019 000108514619000630
Q3 2018 114 655,605 AAPL, AMZN, V, GOOGL 13F-HR 10/25/2018 000108514618002399
Q2 2018 114 594,636 AAPL, AMZN, GOOGL, V RESTATEMENT 8/16/2018 000108514618002167
Q1 2018 121 574,231 AAPL, AMZN, GOOGL, MSFT 13F-HR 5/15/2018 000108514618001477
Q4 2017 126 540,540 AAPL, GOOGL, MSFT, AMZN 13F-HR 2/1/2018 000108514618000285
Q3 2017 122 497,388 AAPL, GOOGL, MSFT, V 13F-HR 11/6/2017 000108514617002212
Q2 2017 113 460,518 AAPL, GOOGL, DIS, MSFT 13F-HR 7/26/2017 000108514617001569
Q1 2017 110 451,263 AAPL, GOOGL, DIS, AMZN 13F-HR 4/19/2017 000108514617000984
Q4 2016 111 421,103 AAPL, GOOGL, DIS, TWX 13F-HR 1/19/2017 000108514617000140
Q3 2016 120 416,439 AAPL, GOOGL, DIS, PFE 13F-HR 10/18/2016 000108514616004512
Q2 2016 126 416,107 AAPL, VZ, DIS, GOOGL 13F-HR 7/27/2016 000108514616004057
Q1 2016 127 416,100 AAPL, GOOGL, VZ, DIS 13F-HR 4/25/2016 000108514616003515
Q4 2015 128 427,830 AAPL, GOOGL, VZ, GE 13F-HR 1/25/2016 000108514616002651
Q3 2015 130 397,366 AAPL, VZ, GOOGL, PFE 13F-HR 10/26/2015 000108514615002079
Q2 2015 141 442,719 AAPL, VZ, PFE, JPM 13F-HR 7/23/2015 000108514615001491
Q1 2015 141 434,413 AAPL, VZ, PFE, JPM RESTATEMENT 4/27/2015 000108514615000980
Q4 2014 146 425,453 AAPL, VZ, JPM, MET 13F-HR 1/23/2015 000108514615000142
Q3 2014 172 455,454 AAPL, VZ, MRK, MET 13F-HR 10/27/2014 000108514614002018
Q2 2014 155 455,112 AAPL, VZ, MET, MRK 13F-HR 8/5/2014 000108514614001507
Q1 2014 156 424,133 AAPL, VZ, GOOGL, PFE RESTATEMENT 4/30/2014 000108514614000930
Q4 2013 171 448,603 AAPL, GOOGL, CVX, VOD 13F-HR 1/27/2014 000108514614000159
Additional filings from Private Wealth Partners, LLC that have since been restated