• 13F History

Grant Private Wealth Management Inc

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$92.7M
Signature - Title
Aryn Sands - Agent
Location
Pleasanton, CA
Summary
This page shows a list of all the recent 13F filings made by Grant Private Wealth Management Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Grant Private Wealth Management Inc reported 117 stock holdings with total value $92.7M as of Q1 2025. Top holdings included NVDA, META, AMZN, AAPL, and NFLX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 117 $92.7M +$11.6M -$2.71M +$8.93M NVDA, META, AMZN, AAPL, NFLX 13F-HR 4/16/2025, 08:12 PM
Q4 2024 111 $92.7M $0 $0 NVDA, AMZN, META, AAPL, TSLA 13F-HR 2/12/2025, 05:16 PM