Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PRIVATE WEALTH PARTNERS LLC 02-02-2024 12-31-2023 170 1,183,127,729
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $128,250,882 666,135 0.01 0.01 -13,180 -1.94 12-31-2023
MICROSOFT CORP COM 2 $108,371,143 288,190 0.01 0.01 -4,519 -1.54 12-31-2023
ALPHABET INC CAP STK CL A 3 $62,110,644 444,632 0.01 0.00 -8,643 -1.91 12-31-2023
AMAZON COM INC COM 4 $56,228,436 370,070 0.00 0.00 -6,300 -1.67 12-31-2023
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