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Prio Wealth Limited Partnership

Portfolio Manager
Prio Wealth Limited Partnership
Performance
0% (N/A)
AUM (13F)
$3.41B
# of Holdings
266
Performance Rank
N/A
Allocation (Top 20)
N/A

Prio Wealth Limited Partnership Holdings Map

Top 50 Prio Wealth Limited Partnership Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
8.71%1.28M$297.4M
-3.41%(-45.12K)
2023-Q3: 1.38M shares2023-Q4: 1.37M shares2024-Q1: 1.42M shares2024-Q2: 1.32M shares2024-Q3: 1.28M shares2024-09-30
MSFT
MICROSOFT CORP
5.31%421.1K$181.2M
-2.25%(-9.71K)
2023-Q3: 441.3K shares2023-Q4: 441.8K shares2024-Q1: 465.9K shares2024-Q2: 430.8K shares2024-Q3: 421.1K shares2024-09-30
NVDA
NVIDIA CORPORATION
5.15%1.45M$175.7M
-3.27%(-48.88K)
2023-Q3: 169.5K shares2023-Q4: 167.3K shares2024-Q1: 171.0K shares2024-Q2: 1.50M shares2024-Q3: 1.45M shares2024-09-30
AVGO
BROADCOM INC
4.82%954.6K$164.7M
+864.96%(+855.71K)
2023-Q3: 114.5K shares2023-Q4: 110.9K shares2024-Q1: 106.8K shares2024-Q2: 98.9K shares2024-Q3: 954.6K shares2024-09-30
GOOG
ALPHABET INC
3.74%763.2K$127.6M
-2.95%(-23.19K)
2023-Q3: 812.6K shares2023-Q4: 815.2K shares2024-Q1: 866.6K shares2024-Q2: 786.4K shares2024-Q3: 763.2K shares2024-09-30
AMZN
AMAZON COM INC
3.18%583.1K$108.6M
-3.04%(-18.28K)
2023-Q3: 573.0K shares2023-Q4: 582.5K shares2024-Q1: 636.9K shares2024-Q2: 601.3K shares2024-Q3: 583.1K shares2024-09-30
WMT
WALMART INC
2.89%1.22M$98.7M
-3.45%(-43.74K)
2023-Q3: 435.5K shares2023-Q4: 432.6K shares2024-Q1: 1.42M shares2024-Q2: 1.27M shares2024-Q3: 1.22M shares2024-09-30
META
META PLATFORMS INC
2.39%142.5K$81.6M
-3.81%(-5.64K)
2023-Q3: 159.7K shares2023-Q4: 161.7K shares2024-Q1: 156.6K shares2024-Q2: 148.2K shares2024-Q3: 142.5K shares2024-09-30
JPM
JPMORGAN CHASE & CO.
2.3%372.2K$78.5M
-5.57%(-21.94K)
2023-Q3: 389.5K shares2023-Q4: 386.4K shares2024-Q1: 442.5K shares2024-Q2: 394.2K shares2024-Q3: 372.2K shares2024-09-30
GOOGL
ALPHABET INC
2.28%469.7K$77.9M
-0.88%(-4.18K)
2023-Q3: 475.5K shares2023-Q4: 478.2K shares2024-Q1: 520.9K shares2024-Q2: 473.9K shares2024-Q3: 469.7K shares2024-09-30

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