HoldingsChannel.com
Private Wealth Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 310,047 +21,166 $48,898
     MSFT310,047+14,966$48,898
APPLE INC 173,648 -3,706 $44,157
     AAPL173,648-3,706$44,157
AMAZON COM INC 20,566 -469 $40,098
     AMZN20,566-469$40,098
VISA INC 212,445 -2,701 $34,229
     V212,445-2,701$34,229
ALPHABET INC 25,070 -948 $29,130
     GOOGL25,070-948$29,130
THERMO FISHER SCIENTIFIC INC 97,906 -2,020 $27,766
     TMO97,906-2,020$27,766
ADOBE INC 67,630 -2,026 $21,523
     ADBE67,630-2,026$21,523
JPMORGAN CHASE & CO 225,105 -15,445 $20,266
     JPM225,105-15,445$20,266
MERCK & CO. INC 239,678 -4,405 $18,441
     MRK239,678-4,405$18,441
ZOETIS INC 140,786 +3,502 $16,569
     ZTS140,786+3,502$16,569
ALIBABA GROUP HLDG LTD 75,339 +11,340 $14,652
     BABA75,339+11,340$14,652
BERKSHIRE HATHAWAY INC DEL      $14,468
     BRK.B79,132+8,239$14,468
DANAHER CORPORATION      $13,519
     DHR97,691-3,318$13,521
     Put2,000+2,000$2
ALPHABET INC 11,341 +33 $13,187
     GOOG11,341-467$13,187
BOSTON SCIENTIFIC CORP 367,765 -48,662 $12,000
     BSX367,765-48,662$12,000
DISNEY WALT CO 115,345 +15,046 $11,142
     DIS115,345+15,046$11,142
STRYKER CORP 66,871 -6,750 $11,133
     SYK66,871-6,750$11,133
GOLDMAN SACHS GROUP INC 67,806 +490 $10,482
     GS67,806+490$10,482
COSTCO WHSL CORP NEW 36,649 +5,377 $10,450
     COST36,649+5,377$10,450
HOME DEPOT INC      $9,665
     HD51,798-2,780$9,671
     Put1,400UNCH$6
VERIZON COMMUNICATIONS INC 173,276 +12,141 $9,310
     VZ173,276+12,141$9,310
PFIZER INC      $8,124
     PFE249,160-5,068$8,133
     Put6,300UNCH$9
PAYPAL HLDGS INC 83,477 -2,853 $7,992
     PYPL83,477-2,853$7,992
FIRST REP BK SAN FRANCISCO C 87,555 -7,498 $7,204
     FRC87,555-7,498$7,204
QUALCOMM INC 102,038 +29,108 $6,903
     QCOM102,038+29,108$6,903
NVIDIA CORP 25,920 -1,565 $6,833
     NVDA25,920-1,565$6,833
BLACKSTONE GROUP INC 143,450 -400 $6,537
     BX143,450-400$6,537
FACEBOOK INC 33,836 -2,243 $5,644
     FB33,836-2,243$5,644
INVESCO QQQ TR 28,061 +1,272 $5,343
     QQQ28,061+1,272$5,343
AT&T INC 182,779 -34,958 $5,328
     T182,779-34,958$5,328
KKR & CO INC 220,780 -7,925 $5,182
     KKR220,780-7,925$5,182
BK OF AMERICA CORP 201,499 -192,780 $4,278
     BAC201,499-192,780$4,278
ABBVIE INC 49,796 -2,169 $3,794
     ABBV49,796-2,169$3,794
IHS MARKIT LTD 62,366 -19,568 $3,742
     INFO62,366-19,568$3,742
NUVEEN MUN VALUE FD INC 371,100 -20,600 $3,622
     NUV371,100-20,600$3,622
GABELLI DIVID & INCOME TR 217,300 -5,500 $3,218
     GDV217,300-5,500$3,218
AMERICAN EXPRESS CO      $3,126
     AXP36,761-1,690$3,147
     Put2,600UNCH$21
JOHNSON & JOHNSON 22,790 -800 $2,988
     JNJ22,790-800$2,988
MCDONALDS CORP 17,923 -1,930 $2,964
     MCD17,923-1,930$2,964
INTEL CORP 53,498 -800 $2,895
     INTC53,498-800$2,895
COMCAST CORP NEW 80,687 -2,100 $2,774
     CMCSA80,687-2,100$2,774
STARBUCKS CORP 39,468 -31,875 $2,595
     SBUX39,468-31,875$2,595
SALESFORCE COM INC 17,942 -350 $2,583
     CRM17,942-350$2,583
VERTEX PHARMACEUTICALS INC 10,239 +10,239 $2,436
     VRTX10,239+10,239$2,436
PEPSICO INC 19,999 +5,931 $2,402
     PEP19,999+5,931$2,402
SCHWAB CHARLES CORP 68,700 +22,095 $2,310
     SCHW68,700+22,095$2,310
EATON VANCE MUN BD FD 182,243 +1,400 $2,274
     EIM182,243+1,400$2,274
CHEVRON CORP NEW 31,160 -39,250 $2,258
     CVX31,160-39,250$2,258
AMERICAN WTR WKS CO INC NEW 18,010 -700 $2,153
     AWK18,010-700$2,153
ISHARES TR (IVV) 7,750 -25 $2,003
     IVV7,750-25$2,003

See Full List: All Stocks Held By Private Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Private Wealth Partners LLC

Size ($ in 1000's)
At 03/31/2020: $593,008
At 12/31/2019: $733,755

Private Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Private Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

Private Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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