Top 50 Grant Private Wealth Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 12.04% | 130.1K | $22.7M | +16.28%(+18.22K) | $164.19(+37.54%) | 2026-03-31 | |
| META | META PLATFORMS INC | 6.13% | 20.2K | $11.5M | +65.15%(+7.96K) | $619.83(-0.52%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.82% | 43.2K | $11.0M | +36.12%(+11.46K) | $236.71(+26.26%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.25% | 47.5K | $9.9M | +41.76%(+14.01K) | $208.74(+29.41%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.73% | 28.8K | $8.9M | +18.94%(+4.58K) | $310.71(+34.14%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.25% | 22.3K | $6.1M | +27.65%(+4.84K) | $225.47(+78.57%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.85% | 14.5K | $5.4M | +57.09%(+5.28K) | $433.27(-6.48%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.59% | 13.1K | $4.9M | +11.10%(+1.31K) | $343.75(+29.53%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 2.05% | 53.6K | $3.9M | +16.11%(+7.44K) | $84.22(-11.30%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 1.95% | 25.1K | $3.7M | +18.46%(+3.91K) | $118.43(+9.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.46% | +27.58% |
| Top 20 Holdings Unweighted | +6.74% | +21.60% |
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