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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
28
3
1
1
2
0
37
7
8
PRIVATE WEALTH PARTNERS LLC

Time Period2019-06-30

Total Holdings137

Total Value ($x1000)649,626
Activities
New32

Increased47

Unchanged29

Decreased29

Sold Out9

Top 10 Stock Holdingstotal 45.81%
AMZN6.22

MSFT6.18

V5.84

AAPL5.39

TMO4.56

 
GOOGL4.22

JPM4.11

ADBE3.17

MRK3.12

PFE3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMZN
6.22%
COM
MSFT
6.18%
COM
V
5.84%
COM CL A
AAPL
5.39%
COM
TMO
4.56%
COM
GOOGL
4.22%
CAP STK CL A
JPM
4.11%
COM
ADBE
3.17%
COM
MRK
3.12%
COM
PFE
3%
COM
BSX
2.76%
COM
BA
2.68%
COM
DIS
2.57%
COM DISNEY
SYK
2.38%
COM
DHR
2.22%
COM
ZTS
2.02%
CL A
GOOG
1.95%
CAP STK CL C
BRK.B
1.94%
CL B NEW
BAC
1.8%
COM
GS
1.76%
COM
FRC
1.69%
COM
HD
1.67%
COM
EOG
1.65%
COM
COST
1.36%
COM
PYPL
1.31%
COM
SCHW
1.26%
COM
CVX
1.11%
COM
BX
1.02%
COM UNIT LTD
SBUX
0.92%
COM
FB
0.85%
CL A
INFO
0.84%
SHS
FNV
0.84%
COM
QQQ
0.78%
UNIT SER 1
KKR
0.78%
CL A
GDV
0.76%
COM
VZ
0.69%
COM
CRM
0.69%
COM
MCD
0.68%
COM
NUV
0.66%
COM
JNJ
0.61%
COM
ANET
0.6%
COM
AXP
0.44%
COM
CMCSA
0.44%
CL A
INTC
0.4%
COM
AWK
0.38%
COM
IVV
0.38%
CORE S&P500 ETF
BABA
0.38%
SPONSORED ADS
EIM
0.36%
COM
BSM
0.36%
COM UNIT
MMM
0.33%
COM
ISRG
0.31%
COM NEW
T
0.3%
COM
VTI
0.3%
TOTAL STK MKT
DUK
0.27%
COM NEW
SPY
0.26%
TR UNIT
NVDA
0.25%
COM
BLK
0.25%
COM
DD
0.24%
COM
MA
0.24%
CL A
NEE
0.22%
COM
QCOM
0.22%
COM
ABT
0.22%
COM
FTNT
0.21%
COM
CCI
0.19%
COM
PEP
0.18%
COM
ORCL
0.16%
COM
DOW
0.15%
COM
DMLP
0.15%
COM UNIT
BKNG
0.15%
COM
CHTR
0.14%
CL A
NTRS
0.13%
COM
SAP
0.12%
SPON ADR
TDG
0.12%
COM
EPD
0.11%
COM
FEYE
0.11%
COM
XOM
0.1%
COM
DEO
0.09%
SPON ADR NEW
CTVA
0.09%
COM
UNP
0.09%
COM
LBTYK
0.09%
SHS CL C
D
0.09%
COM
NAC
0.09%
COM
PHYS
0.09%
UNIT
SLB
0.09%
COM
MLM
0.08%
COM
RGLD
0.08%
COM
LUV
0.08%
COM
NFLX
0.08%
COM
CAKE
0.07%
COM
APC
0.07%
COM
TROW
0.07%
COM
ALGN
0.07%
COM
FWONK
0.07%
COM C MEDIA GRP
NVS
0.06%
SPONSORED ADR
MMP
0.06%
COM UNIT RP LP
ABBV
0.06%
COM
BDX
0.06%
COM
OLED
0.06%
COM
VGT
0.06%
INF TECH ETF
EQIX
0.06%
COM PAR $0.001
IWF
0.05%
RUS 1000 GRW ETF
IWD
0.05%
RUS 1000 VAL ETF
VTR
0.05%
COM
HON
0.05%
COM
IBM
0.05%
COM
PANW
0.05%
COM
SIX
0.05%
COM
KLAC
0.04%
COM
ETE
0.04%
COM UT LTD PTN
WFC
0.04%
COM
IRDM
0.04%
COM
BMY
0.04%
COM
IJH
0.04%
CORE S&P MCP ETF
VRSK
0.04%
CL A
PG
0.04%
COM
WMT
0.04%
COM
UN
0.04%
N Y SHS NEW
ENB
0.04%
COM
EEM
0.03%
MSCI EMG MKT ETF
IWM
0.03%
RUSSELL 2000 ETF
W
0.03%
CL A
CDNA
0.03%
COM
TXN
0.03%
COM
ALGN
< 0.01%
PUT
BMY
< 0.01%
PUT
AWK
< 0.01%
PUT
VTR
< 0.01%
PUT
UNP
< 0.01%
PUT
PFE
< 0.01%
PUT
CHTR
< 0.01%
PUT
XOM
< 0.01%
PUT
AXP
< 0.01%
PUT
EQIX
< 0.01%
PUT
HD
< 0.01%
PUT
GOOG
< 0.01%
PUT
TDG
< 0.01%
PUT
LBTYK
< 0.01%
PUT
DWDP
0.53%
COM
MAR
0.38%
CL A
KO
0.2%
COM
RY
0.11%
COM
BMO
0.09%
COM
PNR
0.08%
SHS
NVT
0.05%
SHS
LLY
0.04%
COM
VWO
0.03%
FTSE EMR MKT ETF