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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
CVXChevron Corp New
Recent Activity
Decreased -9.16%
2.25%
$28.134M
191,039 shares@ $147.28 avg price
DHRDanaher Corporation
Recent Activity
Decreased -5.17%
2.11%
$26.375M
94,868 shares@ $278.03 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -24.57%
1.98%
$24.822M
148,467 shares@ $167.2 avg price
ADBEAdobe Inc
Recent Activity
Decreased -3.54%
1.86%
$23.329M
45,056 shares@ $517.79 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -31.51%
1.76%
$22.068M
44,572 shares@ $495.12 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -0.3%
1.56%
$19.459M
232,211 shares@ $83.81 avg price
MCKMckesson Corp
Recent Activity
Decreased -26.8%
1.43%
$17.899M
36,202 shares@ $494.43 avg price
ZTSZoetis Inc
Recent Activity
Decreased -1.06%
1.2%
$15.036M
76,960 shares@ $195.39 avg price
CZRCaesars Entertainment Inc Ne
Recent Activity
Decreased -4.94%
0.88%
$10.944M
262,205 shares@ $41.75 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -3.69%
0.51%
$6.286M
27,310 shares@ $230.18 avg price