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Michael B. Yongue

@Private Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$1.255BTotal holdings170
Assets growth rate-6.94%Assets growth rate (2-Q avg)0.45%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 170 positions.

Assets under management

The assets under management (AUM) of Private Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.255B in assets, with a quarterly growth rate of -6.94% and a 2-quarter average growth rate of 0.45%. The portfolio is managed by Michael B. Yongue, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -11.92%
9.82%
$123.152M
528,548 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -14.56%
7.75%
$97.136M
225,740 shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Decreased -18.99%
7.47%
$93.72M
771,740 shares@ $121.44 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -17.14%
4.72%
$59.138M
356,578 shares@ $165.85 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -17.81%
4.5%
$56.402M
302,697 shares@ $186.33 avg price
VVisa Inc
Recent Activity
Decreased -12.58%
3.78%
$47.348M
172,204 shares@ $274.96 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -21.05%
2.96%
$37.118M
60,006 shares@ $618.58 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -22.83%
2.95%
$36.983M
175,392 shares@ $210.86 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -14.8%
2.63%
$32.991M
290,519 shares@ $113.57 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.2%
2.31%
$28.889M
146,289 shares@ $197.49 avg price