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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
KOCoca Cola Co
Recent Activity
New Position
0.02%
$215,580
3,000 shares@ $71.86 avg price
GSSCGoldman Sachs Etf Tr
Recent Activity
New Position
0.02%
$211,511
3,050 shares@ $69.35 avg price
ETEnergy Transfer L P
Recent Activity
New Position
0.02%
$192,600
12,000 shares@ $16.05 avg price