Grant Private Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Buffer ETF December
FDEC
|
+$26.6M |
| 2 |
AT&T
T
|
+$6.34M |
| 3 |
Coca-Cola
KO
|
+$6.32M |
| 4 |
Southern Company
SO
|
+$5.46M |
| 5 |
Citigroup
C
|
+$5.43M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$3.62M |
| 2 |
Netflix
NFLX
|
+$2.76M |
| 3 |
Tesla
TSLA
|
+$2.47M |
| 4 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$2.22M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 25.25% |
| 2 | Financials | 14.41% |
| 3 | Communication Services | 13.29% |
| 4 | Technology | 13.08% |
| 5 | Healthcare | 7.95% |
Similar funds
Grant Private Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Grant Private Wealth Management held 151 positions worth $176M, up 90% from $92.7M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Grant Private Wealth Management deployed $71.3M of net new capital in Q2 2025, opening 34 new positions and adding to 23 existing holdings. Its largest new stake was FT Vest US Equity Buffer ETF December: 604,354 shares worth $28.2M.
By sector, the portfolio is most concentrated in Miscellaneous at 25% of assets, up from 18% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was NVIDIA, an estimated $3.62M trimmed.
- Grant Private Wealth Management's largest Q2 2025 buy was FT Vest US Equity Buffer ETF December: 604,354 shares worth $28.2M.
- Grant Private Wealth Management added most to Coca-Cola in Q2 2025, an estimated $6.32M increase.
- Grant Private Wealth Management's biggest Q2 2025 reduction was NVIDIA, cutting an estimated $3.62M.
- Grant Private Wealth Management fully exited Netflix in Q2 2025, selling an estimated $2.76M.
- Grant Private Wealth Management's ten largest holdings make up 49% of its $176M portfolio in Q2 2025.
- Grant Private Wealth Management opened 34 new positions and closed 81 in Q2 2025.
- Grant Private Wealth Management's portfolio value rose 90% quarter-over-quarter to $176M.
Based on Grant Private Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.