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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
GGGGraco Inc
Recent Activity
New Position
0.07%
$875,975
10,010 shares@ $87.51 avg price
DELLDell Technologies Inc
Recent Activity
New Position
0.06%
$648,414
5,470 shares@ $118.55 avg price
EPDEnterprise Prods Partners L
Recent Activity
New Position
0.05%
$596,755
20,500 shares@ $29.11 avg price
IDXXIdexx Labs Inc
Recent Activity
New Position
0.05%
$525,934
1,041 shares@ $505.22 avg price
MPLXMplx Lp
Recent Activity
New Position
0.05%
$511,290
11,500 shares@ $44.46 avg price
NKENike Inc
Recent Activity
New Position
0.04%
$393,380
4,450 shares@ $88.4 avg price
CIThe Cigna Group
Recent Activity
New Position
0.03%
$355,447
1,026 shares@ $346.44 avg price
WATWaters Corp
Recent Activity
New Position
0.03%
$287,912
800 shares@ $359.89 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
New Position
0.03%
$267,650
5,000 shares@ $53.53 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.03%
$258,250
3,436 shares@ $75.17 avg price