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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
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 5.62%
1.53%
$19.128M
116,580 shares@ $164.08 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 5.69%
1.43%
$17.924M
36,725 shares@ $488.08 avg price
MCKMckesson Corp
Recent Activity
Decreased -26.8%
1.43%
$17.899M
36,202 shares@ $494.43 avg price
HDHome Depot Inc
Recent Activity
Increased 3.23%
1.42%
$17.805M
43,941 shares@ $405.21 avg price
KKRKkr & Co Inc
Recent Activity
Increased 0.63%
1.27%
$15.888M
121,675 shares@ $130.59 avg price
ZTSZoetis Inc
Recent Activity
Decreased -1.06%
1.2%
$15.036M
76,960 shares@ $195.39 avg price
JNJJohnson & Johnson
Recent Activity
Increased 5.56%
1.04%
$13.034M
80,427 shares@ $162.07 avg price
PFEPfizer Inc
Recent Activity
Increased 7.53%
1.04%
$12.952M
447,537 shares@ $28.95 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Increased 9.37%
1.01%
$12.587M
252,152 shares@ $49.92 avg price
SYKStryker Corporation
Recent Activity
Increased 2.36%
0.95%
$11.827M
32,740 shares@ $361.26 avg price