StockDriftsStockDriftsTop 50 Prio Wealth Limited Partnership Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.71% | 1.28M | $297.4M | -3.41%(-45.12K) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 5.31% | 421.1K | $181.2M | -2.25%(-9.71K) | — | 2024-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.15% | 1.45M | $175.7M | -3.27%(-48.88K) | — | 2024-09-30 | |
| AVGO | BROADCOM INC | 4.82% | 954.6K | $164.7M | +864.96%(+855.71K) | — | 2024-09-30 | |
| GOOG | ALPHABET INC | 3.74% | 763.2K | $127.6M | -2.95%(-23.19K) | — | 2024-09-30 | |
| AMZN | AMAZON COM INC | 3.18% | 583.1K | $108.6M | -3.04%(-18.28K) | — | 2024-09-30 | |
| WMT | WALMART INC | 2.89% | 1.22M | $98.7M | -3.45%(-43.74K) | — | 2024-09-30 | |
| META | META PLATFORMS INC | 2.39% | 142.5K | $81.6M | -3.81%(-5.64K) | — | 2024-09-30 | |
| JPM | JPMORGAN CHASE & CO. | 2.3% | 372.2K | $78.5M | -5.57%(-21.94K) | — | 2024-09-30 | |
| GOOGL | ALPHABET INC | 2.28% | 469.7K | $77.9M | -0.88%(-4.18K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Prio Wealth Limited Partnership reports $3.41B in US-listed equity holdings across 266 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.7%), MSFT (5.3%) and NVDA (5.2%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Prio Wealth Limited Partnership’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1008929). View Prio Wealth Limited Partnership’s 13F filings on SEC