StockDriftsStockDriftsTop 50 Private Portfolio Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 8.68% | 115.0K | $47.2M | +1.03%(+1.18K) | — | 2024-12-31 | |
| VTV | VANGUARD INDEX FDS | 8.04% | 258.4K | $43.7M | +2.02%(+5.11K) | — | 2024-12-31 | |
| VBK | VANGUARD INDEX FDS | 3.8% | 73.9K | $20.7M | +0.90%(+662) | — | 2024-12-31 | |
| IEF | ISHARES TR | 3.28% | 193.0K | $17.8M | +1.68%(+3.20K) | — | 2024-12-31 | |
| BIL | SPDR SER TR | 3.05% | 181.2K | $16.6M | +4.21%(+7.32K) | — | 2024-12-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.04% | 375.8K | $16.5M | +1.10%(+4.07K) | — | 2024-12-31 | |
| VTEB | VANGUARD MUN BD FDS | 2.68% | 291.1K | $14.6M | +12.54%(+32.44K) | — | 2024-12-31 | |
| VBR | VANGUARD INDEX FDS | 2.62% | 71.9K | $14.2M | +1.19%(+845) | — | 2024-12-31 | |
| AAPL | APPLE INC | 2.56% | 55.7K | $13.9M | +0.61%(+335) | — | 2024-12-31 | |
| IWF | ISHARES TR | 2.05% | 27.7K | $11.1M | -0.10%(-27) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Private Portfolio Partners Llc reports $543.87M in US-listed equity holdings across 299 positions in its most recent 13F filing. Its largest disclosed positions are VUG (8.7%), VTV (8.0%) and VBK (3.8%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Private Portfolio Partners Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Private Portfolio Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766520). View Private Portfolio Partners Llc’s 13F filings on SEC