Top 50 Private Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.38% | 428.5K | $108.7M | -1.83%(-8.01K) | $41.14(+626.52%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.8% | 580.3K | $101.2M | -19.27%(-138.55K) | $16.32(+1283.61%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.66% | 300.8K | $86.5M | -2.64%(-8.16K) | $28.61(+1307.27%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.74% | 201.4K | $74.6M | +0.31%(+626) | $73.22(+453.42%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.44% | 276.5K | $57.6M | +1.56%(+4.25K) | $48.96(+451.75%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.73% | 101.0K | $48.4M | +3.93%(+3.82K) | $238.82(+103.30%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.42% | 150.9K | $44.4M | -2.00%(-3.07K) | $66.27(+353.10%) | 2026-03-31 | |
| V | VISA INC | 3.22% | 138.4K | $41.8M | -0.17%(-229) | $71.62(+347.25%) | 2026-03-31 | |
| MRK | MERCK & CO INC | 2.87% | 309.3K | $37.2M | -0.79%(-2.45K) | $49.69(+128.30%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.61% | 117.9K | $33.8M | -3.76%(-4.60K) | $39.80(+902.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.73% | +71.63% |
| Top 20 Holdings Unweighted | +19.79% | +71.91% |
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