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Grant Private Wealth Management Inc

Portfolio Manager
Grant Private Wealth Management Inc
Performance
-10.60% (2026 Q1)
AUM (13F)
$188.50M
# of Holdings
154
Performance Rank
Allocation (Top 20)
59.38%

Grant Private Wealth Management Inc Holdings Map

Top 50 Grant Private Wealth Management Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
12.04%130.1K$22.7M
+16.28%(+18.22K)
2025-Q1: 56.0K shares2025-Q2: 27.2K shares2025-Q3: 111.4K shares2025-Q4: 111.9K shares2026-Q1: 130.1K shares
$164.19(+37.54%)
2026-03-31
META
META PLATFORMS INC
6.13%20.2K$11.5M
+65.15%(+7.96K)
2025-Q1: 7.6K shares2025-Q2: 10.1K shares2025-Q3: 12.0K shares2025-Q4: 12.2K shares2026-Q1: 20.2K shares
$619.83(-0.52%)
2026-03-31
AAPL
APPLE INC
5.82%43.2K$11.0M
+36.12%(+11.46K)
2025-Q1: 17.8K shares2025-Q2: 27.3K shares2025-Q3: 32.1K shares2025-Q4: 31.7K shares2026-Q1: 43.2K shares
$236.71(+26.26%)
2026-03-31
AMZN
AMAZON COM INC
5.25%47.5K$9.9M
+41.76%(+14.01K)
2025-Q1: 21.8K shares2025-Q2: 33.1K shares2025-Q3: 33.4K shares2025-Q4: 33.5K shares2026-Q1: 47.5K shares
$208.74(+29.41%)
2026-03-31
AVGO
BROADCOM INC
4.73%28.8K$8.9M
+18.94%(+4.58K)
2025-Q1: 8.5K shares2025-Q2: 845 shares2025-Q3: 23.4K shares2025-Q4: 24.2K shares2026-Q1: 28.8K shares
$310.71(+34.14%)
2026-03-31
GOOGL
ALPHABET INC
3.25%22.3K$6.1M
+27.65%(+4.84K)
2025-Q1: 9.0K shares2025-Q2: 0 shares2025-Q3: 14.4K shares2025-Q4: 17.5K shares2026-Q1: 22.3K shares
$225.47(+78.57%)
2026-03-31
MSFT
MICROSOFT CORP
2.85%14.5K$5.4M
+57.09%(+5.28K)
2025-Q1: 6.0K shares2025-Q2: 14.0K shares2025-Q3: 8.7K shares2025-Q4: 9.2K shares2026-Q1: 14.5K shares
$433.27(-6.48%)
2026-03-31
TSLA
TESLA INC
2.59%13.1K$4.9M
+11.10%(+1.31K)
2025-Q1: 9.5K shares2025-Q2: 0 shares2025-Q3: 11.5K shares2025-Q4: 11.8K shares2026-Q1: 13.1K shares
$343.75(+29.53%)
2026-03-31
UBER
UBER TECHNOLOGIES INC
2.05%53.6K$3.9M
+16.11%(+7.44K)
2025-Q1: 15.5K shares2025-Q2: 0 shares2025-Q3: 41.9K shares2025-Q4: 46.2K shares2026-Q1: 53.6K shares
$84.22(-11.30%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
1.95%25.1K$3.7M
+18.46%(+3.91K)
2025-Q1: 13.1K shares2025-Q2: 0 shares2025-Q3: 14.9K shares2025-Q4: 21.2K shares2026-Q1: 25.1K shares
$118.43(+9.81%)
2026-03-31

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