Private Wealth Partners, LLC Diversified Active

CIK: 0001335851 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 1, 2025

Total Value ($000): $1,282,343 (100.0% shares, 0.0% debt)

Holdings (174)

NVDA NVIDIA CORPORATION 10.2%
Value ($000) $131,269 Shares 830,869 Est. Cost $95.51 Unrealized +31.7%
MSFT MICROSOFT CORP 8.0%
Value ($000) $102,898 Shares 206,868 Est. Cost $63.98 Unrealized +575.8%
AAPL APPLE INC 7.6%
Value ($000) $97,768 Shares 476,521 Est. Cost $87.09 Unrealized +131.3%
AMZN AMAZON COM INC 5.0%
Value ($000) $63,536 Shares 289,604 Est. Cost $120.09 Unrealized +64.8%
GOOGL ALPHABET INC 4.5%
Value ($000) $57,552 Shares 326,572 Est. Cost $106.06 Unrealized +54.0%
V VISA INC 4.1%
Value ($000) $52,718 Shares 148,479 Est. Cost $92.78 Unrealized +274.0%
JPM JPMORGAN CHASE & CO. 3.6%
Value ($000) $45,644 Shares 157,441 Est. Cost $55.74 Unrealized +353.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.2%
Value ($000) $41,603 Shares 85,643 Est. Cost $192.33 Unrealized +164.1%
COST COSTCO WHSL CORP NEW 2.6%
Value ($000) $33,152 Shares 33,488 Est. Cost $196.67 Unrealized +403.8%
GS GOLDMAN SACHS GROUP INC 2.4%
Value ($000) $30,513 Shares 43,113 Est. Cost $192.80 Unrealized +196.5%
ABBV ABBVIE INC 2.2%
Value ($000) $27,794 Shares 149,738 Est. Cost $87.40 Unrealized +109.0%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $26,233 Shares 64,700 Est. Cost $178.66 Unrealized +133.4%
HON HONEYWELL INTL INC 2.0%
Value ($000) $26,169 Shares 112,373 Est. Cost $178.07 Unrealized +12.1%
CVX CHEVRON CORP NEW 2.0%
Value ($000) $25,847 Shares 180,511 Est. Cost $110.88 Unrealized +23.6%
MRK MERCK & CO INC 2.0%
Value ($000) $25,075 Shares 316,764 Est. Cost $52.48 Unrealized +47.5%
MCK MCKESSON CORP 1.8%
Value ($000) $23,565 Shares 32,159 Est. Cost $174.71 Unrealized +302.8%
GOOG ALPHABET INC 1.8%
Value ($000) $23,465 Shares 132,281 Est. Cost $106.65 Unrealized +54.6%
QQQ INVESCO QQQ TR 1.8%
Value ($000) $22,474 Shares 40,741 Est. Cost $252.33 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.7%
Value ($000) $22,066 Shares 205,436 Est. Cost $25.37 Unrealized +298.8%
QCOM QUALCOMM INC 1.5%
Value ($000) $19,302 Shares 121,200 Est. Cost $96.44 Unrealized +50.4%
DHR DANAHER CORPORATION 1.4%
Value ($000) $18,186 Shares 92,063 Est. Cost $82.96 Unrealized +132.7%
ADBE ADOBE INC 1.4%
Value ($000) $17,889 Shares 46,238 Est. Cost $243.19 Unrealized +58.4%
AMD ADVANCED MICRO DEVICES INC 1.4%
Value ($000) $17,483 Shares 123,208 Est. Cost $118.86 Unrealized -8.4%
KKR KKR & CO INC 1.3%
Value ($000) $16,036 Shares 120,545 Est. Cost $29.86 Unrealized +290.7%
HD HOME DEPOT INC 1.2%
Value ($000) $15,047 Shares 41,039 Est. Cost $158.77 Unrealized +124.2%
PFE PFIZER INC 1.0%
Value ($000) $12,492 Shares 515,346 Est. Cost $24.87 Unrealized -10.1%
SYK STRYKER CORPORATION 0.9%
Value ($000) $12,060 Shares 30,483 Est. Cost $164.13 Unrealized +126.4%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $11,931 Shares 78,109 Est. Cost $131.75 Unrealized +14.5%
ZTS ZOETIS INC 0.9%
Value ($000) $11,300 Shares 72,462 Est. Cost $117.19 Unrealized +34.3%
FTNT FORTINET INC 0.7%
Value ($000) $9,515 Shares 90,000 Est. Cost $48.26 Unrealized +109.1%
FCX FREEPORT-MCMORAN INC 0.7%
Value ($000) $9,293 Shares 214,382 Est. Cost $36.63 Unrealized +2.9%
DIS DISNEY WALT CO 0.7%
Value ($000) $9,187 Shares 74,079 Est. Cost $109.14 Unrealized -5.8%
SCHW SCHWAB CHARLES CORP 0.7%
Value ($000) $9,064 Shares 99,339 Est. Cost $66.96 Unrealized +24.2%
KMI KINDER MORGAN INC DEL 0.7%
Value ($000) $8,405 Shares 285,894 Est. Cost $15.67 Unrealized +70.8%
MS MORGAN STANLEY 0.6%
Value ($000) $7,920 Shares 56,224 Est. Cost $83.50 Unrealized +44.9%
CZR CAESARS ENTERTAINMENT INC NE 0.6%
Value ($000) $7,114 Shares 250,580 Est. Cost $38.02 Unrealized -28.5%
ADI ANALOG DEVICES INC 0.5%
Value ($000) $6,272 Shares 26,350 Est. Cost $125.54 Unrealized +64.1%
META META PLATFORMS INC 0.5%
Value ($000) $6,089 Shares 8,250 Est. Cost $393.72 Unrealized +56.6%
MRVL MARVELL TECHNOLOGY INC 0.5%
Value ($000) $5,795 Shares 74,870 Est. Cost $68.81 Unrealized -9.5%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $5,617 Shares 9,091 Est. Cost $416.12 Unrealized
CRM SALESFORCE INC 0.4%
Value ($000) $5,327 Shares 19,535 Est. Cost $187.34 Unrealized +42.0%
IVV ISHARES TR 0.4%
Value ($000) $5,229 Shares 8,421 Est. Cost $387.15 Unrealized
BX BLACKSTONE INC 0.4%
Value ($000) $5,155 Shares 34,466 Est. Cost $51.55 Unrealized +162.1%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $4,783 Shares 8,511 Est. Cost $356.90 Unrealized +54.5%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $4,483 Shares 14,750 Est. Cost $168.15 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $4,394 Shares 5,637 Est. Cost $578.54 Unrealized +33.7%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $4,276 Shares 8,110 Est. Cost $325.09 Unrealized +52.8%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $3,944 Shares 24,757 Est. Cost $123.32 Unrealized +30.4%
JEPI J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $3,804 Shares 66,918 Est. Cost $56.36 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $3,758 Shares 28,461 Est. Cost $107.83 Unrealized +21.5%
MPLX MPLX LP 0.3%
Value ($000) $3,755 Shares 72,900 Est. Cost $47.97 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $3,699 Shares 53,593 Est. Cost $99.29 Unrealized
GPIX GOLDMAN SACHS ETF TR 0.3%
Value ($000) $3,625 Shares 72,754 Est. Cost $46.45 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $3,540 Shares 16,194 Est. Cost $81.56 Unrealized +97.2%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $3,382 Shares 10,603 Est. Cost $98.74 Unrealized +182.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $3,261 Shares 11,163 Est. Cost $157.15 Unrealized +93.2%
TPG TPG INC 0.2%
Value ($000) $3,173 Shares 60,505 Est. Cost $47.45 Unrealized +1.1%
LOW LOWES COS INC 0.2%
Value ($000) $3,062 Shares 13,803 Est. Cost $223.41 Unrealized -1.2%
GABELLI DIVID & INCOME TR 0.2%
Value ($000) $2,950 Shares 113,409 Est. Cost $20.68 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $2,943 Shares 9,656 Est. Cost $182.57 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $2,846 Shares 20,924 Est. Cost $71.34 Unrealized +83.1%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $2,778 Shares 89,600 Est. Cost $30.77 Unrealized
SNOW SNOWFLAKE INC 0.2%
Value ($000) $2,474 Shares 11,055 Est. Cost $162.76 Unrealized +11.1%
BANK AMERICA CORP 0.2%
Value ($000) $2,426 Shares 2,000 Est. Cost $1233.94 Unrealized
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $2,272 Shares 16,015 Est. Cost $122.59 Unrealized +7.2%
TSLA TESLA INC 0.2%
Value ($000) $1,936 Shares 6,095 Est. Cost $197.54 Unrealized +52.5%
GSST GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,858 Shares 36,750 Est. Cost $50.33 Unrealized
JGRO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,838 Shares 21,350 Est. Cost $55.99 Unrealized
WMT WALMART INC 0.1%
Value ($000) $1,821 Shares 18,627 Est. Cost $53.41 Unrealized +77.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1,729 Shares 14,655 Est. Cost $72.22 Unrealized +59.8%
KR KROGER CO 0.1%
Value ($000) $1,725 Shares 24,054 Est. Cost $39.88 Unrealized +71.0%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,619 Shares 23,328 Est. Cost $59.28 Unrealized +14.9%
QDPL PACER FDS TR 0.1%
Value ($000) $1,616 Shares 40,950 Est. Cost $29.54 Unrealized
JQUA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,568 Shares 26,109 Est. Cost $52.06 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $1,534 Shares 2,700 Est. Cost $392.90 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $1,499 Shares 20,200 Est. Cost $46.98 Unrealized +13.4%
GPIQ GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,494 Shares 30,000 Est. Cost $48.62 Unrealized
JTEK J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $1,465 Shares 17,345 Est. Cost $67.23 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,455 Shares 9,556 Est. Cost $120.75 Unrealized +17.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,364 Shares 15,010 Est. Cost $72.82 Unrealized +23.7%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $1,344 Shares 9,660 Est. Cost $54.55 Unrealized +158.8%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $1,340 Shares 31,890 Est. Cost $56.23 Unrealized -26.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $1,263 Shares 29,187 Est. Cost $38.12 Unrealized +9.7%
NFLX NETFLIX INC 0.1%
Value ($000) $1,220 Shares 911 Est. Cost $36.13 Unrealized +213.0%
ET ENERGY TRANSFER L P 0.1%
Value ($000) $1,206 Shares 66,500 Est. Cost $18.95 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1,186 Shares 22,800 Est. Cost $35.62 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $1,185 Shares 4,337 Est. Cost $162.96 Unrealized +52.9%
GSEW GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,178 Shares 14,450 Est. Cost $71.12 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $1,170 Shares 4,243 Est. Cost $169.93 Unrealized +27.1%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $1,161 Shares 1,751 Est. Cost $389.25 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $1,116 Shares 5,453 Est. Cost $163.69 Unrealized +13.4%
NLR VANECK ETF TRUST 0.1%
Value ($000) $1,112 Shares 10,000 Est. Cost $92.22 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1,072 Shares 3,586 Est. Cost $270.02 Unrealized +12.2%
TEK BLACKROCK ETF TRUST 0.1%
Value ($000) $1,000 Shares 35,500 Est. Cost $27.41 Unrealized
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $977 Shares 5,640 Est. Cost $155.27 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $976 Shares 4,468 Est. Cost $192.76 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $923 Shares 4,340 Est. Cost $185.05 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value ($000) $916 Shares 2,566 Est. Cost $306.71 Unrealized 0.0%
SMR NUSCALE PWR CORP 0.1%
Value ($000) $910 Shares 23,000 Est. Cost $21.59 Unrealized +16.2%
ACI ALBERTSONS COS INC 0.1%
Value ($000) $867 Shares 40,330 Est. Cost $18.94 Unrealized +11.9%
JAVA J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $861 Shares 13,150 Est. Cost $63.40 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $847 Shares 8,705 Est. Cost $78.86 Unrealized 0.0%
BMRC BANK MARIN BANCORP 0.1%
Value ($000) $845 Shares 36,983 Est. Cost $27.50 Unrealized -25.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $844 Shares 9,400 Est. Cost $109.06 Unrealized -19.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $791 Shares 1,456 Est. Cost $272.61 Unrealized +91.8%
BA BOEING CO 0.1%
Value ($000) $791 Shares 3,775 Est. Cost $205.07 Unrealized -7.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $780 Shares 2,647 Est. Cost $139.27 Unrealized +82.3%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $752 Shares 6,973 Est. Cost $71.28 Unrealized +46.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $729 Shares 1 Est. Cost $729330.75 Unrealized +4.5%
NOW SERVICENOW INC 0.1%
Value ($000) $726 Shares 706 Est. Cost $188.66 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $713 Shares 2,817 Est. Cost $184.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $692 Shares 5,368 Est. Cost $116.21 Unrealized +13.3%
INTC INTEL CORP 0.1%
Value ($000) $680 Shares 30,340 Est. Cost $23.89 Unrealized -13.3%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $665 Shares 6,000 Est. Cost $68.34 Unrealized +52.8%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $661 Shares 1,485 Est. Cost $368.75 Unrealized +25.0%
NDAQ NASDAQ INC 0.1%
Value ($000) $650 Shares 7,270 Est. Cost $62.04 Unrealized +27.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $646 Shares 13,950 Est. Cost $62.31 Unrealized -24.2%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $634 Shares 6,192 Est. Cost $102.84 Unrealized -15.9%
GDOC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $613 Shares 19,324 Est. Cost $30.34 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $598 Shares 5,000 Est. Cost $112.04 Unrealized +0.0%
IEFA ISHARES TR 0.0%
Value ($000) $591 Shares 7,081 Est. Cost $67.55 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $583 Shares 9,400 Est. Cost $93.63 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $575 Shares 4,790 Est. Cost $136.63 Unrealized -4.5%
VLTO VERALTO CORP 0.0%
Value ($000) $541 Shares 5,362 Est. Cost $73.75 Unrealized +30.4%
BAC BANK AMERICA CORP 0.0%
Value ($000) $524 Shares 11,078 Est. Cost $26.08 Unrealized +58.9%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $520 Shares 4,100 Est. Cost $84.16 Unrealized +19.4%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value ($000) $520 Shares 4,280 Est. Cost $92.03 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $501 Shares 8,000 Est. Cost $59.68 Unrealized
IYY ISHARES TR 0.0%
Value ($000) $425 Shares 2,820 Est. Cost $107.31 Unrealized
STT STATE STR CORP 0.0%
Value ($000) $412 Shares 3,879 Est. Cost $74.94 Unrealized +20.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $412 Shares 1,335 Est. Cost $220.01 Unrealized +37.4%
ASML ASML HOLDING N V 0.0%
Value ($000) $409 Shares 510 Est. Cost $744.50 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $406 Shares 4,426 Est. Cost $93.02 Unrealized -8.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $399 Shares 1,027 Est. Cost $254.05 Unrealized +30.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $398 Shares 7,045 Est. Cost $50.26 Unrealized +5.8%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $381 Shares 2,830 Est. Cost $132.96 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $381 Shares 1,754 Est. Cost $156.65 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $332 Shares 1,188 Est. Cost $264.17 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $315 Shares 3,360 Est. Cost $92.94 Unrealized -9.2%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $299 Shares 3,100 Est. Cost $100.71 Unrealized -12.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $297 Shares 3,990 Est. Cost $76.40 Unrealized -10.6%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $295 Shares 1,560 Est. Cost $295.03 Unrealized -40.1%
IWD ISHARES TR 0.0%
Value ($000) $293 Shares 1,509 Est. Cost $152.26 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $282 Shares 1,060 Est. Cost $198.47 Unrealized +19.8%
NVS NOVARTIS AG 0.0%
Value ($000) $280 Shares 2,312 Est. Cost $113.54 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $269 Shares 300 Est. Cost $714.90 Unrealized +4.7%
AMGN AMGEN INC 0.0%
Value ($000) $261 Shares 936 Est. Cost $286.16 Unrealized -2.9%
TBF PROSHARES TR 0.0%
Value ($000) $242 Shares 10,000 Est. Cost $21.13 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $239 Shares 1,588 Est. Cost $127.48 Unrealized
BINC BLACKROCK ETF TRUST II 0.0%
Value ($000) $238 Shares 4,500 Est. Cost $52.65 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $235 Shares 459 Est. Cost $413.62 Unrealized +12.6%
VOX VANGUARD WORLD FD 0.0%
Value ($000) $232 Shares 1,359 Est. Cost $154.96 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $229 Shares 1,329 Est. Cost $231.88 Unrealized -22.2%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $222 Shares 1,804 Est. Cost $93.22 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $221 Shares 505 Est. Cost $393.53 Unrealized -0.1%
SKYY FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $218 Shares 1,791 Est. Cost $121.64 Unrealized
GTEK GOLDMAN SACHS ETF TR 0.0%
Value ($000) $216 Shares 6,000 Est. Cost $36.08 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $216 Shares 1,820 Est. Cost $115.22 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $216 Shares 3,051 Est. Cost $64.97 Unrealized +7.4%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $215 Shares 4,100 Est. Cost $52.37 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $204 Shares 999 Est. Cost $204.67 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $191 Shares 13,900 Est. Cost $5.07 Unrealized +136.0%
TMC TMC THE METALS COMPANY INC 0.0%
Value ($000) $162 Shares 37,500 Est. Cost Unrealized
LITP SPROTT FDS TR 0.0%
Value ($000) $63 Shares 11,000 Est. Cost $5.95 Unrealized
ACI ALBERTSONS COS INC 0.0%
Value ($000) $21 Shares 65,000 Est. Cost $18.94 Unrealized +11.9%
MCK MCKESSON CORP 0.0%
Value ($000) $5 Shares 2,000 Est. Cost $174.71 Unrealized +302.8%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $4 Shares 14,700 Est. Cost $95.51 Unrealized +31.7%
GOOG ALPHABET INC 0.0%
Value ($000) $3 Shares 12,900 Est. Cost $106.65 Unrealized +54.6%
MSFT MICROSOFT CORP 0.0%
Value ($000) $2 Shares 8,000 Est. Cost $63.98 Unrealized +575.8%
AAPL APPLE INC 0.0%
Value ($000) $2 Shares 9,300 Est. Cost $87.09 Unrealized +131.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $1 Shares 7,000 Est. Cost $120.09 Unrealized +64.8%
GOOGL ALPHABET INC 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $106.06 Unrealized +54.0%
V VISA INC 0.0%
Value ($000) $0 Shares 1,800 Est. Cost $92.78 Unrealized +274.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $192.33 Unrealized +164.1%