Avoid Fraud, Get The Facts, And Find The Best
Legal Name: PRIVATE WEALTH PARTNERS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 6, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
Amazon.com Inc (023135106)
|
21,354 |
$40,437k |
|
MICROSOFT CORP (594918104)
|
299,616 |
$40,137k |
|
VISA INC COM CL A (92826C839)
|
218,413 |
$37,906k |
|
Apple Inc (037833100)
|
176,866 |
$35,005k |
|
Thermo Fisher Scientific Inc (883556102)
|
100,866 |
$29,622k |
|
ALPHABET INC (02079K305)
|
25,308 |
$27,404k |
|
JPMORGAN CHASE & CO (46625H100)
|
238,707 |
$26,687k |
|
ADOBE INC (00724F101)
|
69,829 |
$20,575k |
|
MERCK & CO INC (58933Y105)
|
241,681 |
$20,265k |
|
PFIZER INC (717081103)
|
449,672 |
$19,480k |
|
BOSTON SCIENTIFIC (101137107)
|
417,834 |
$17,959k |
|
Boeing Co/The (097023105)
|
47,818 |
$17,406k |
|
DISNEY WALT CO (254687106)
|
119,501 |
$16,687k |
|
STRYKER CORP (863667101)
|
75,311 |
$15,482k |
|
DANAHER CORP (235851102)
|
100,834 |
$14,411k |
|
ZOETIS INC (98978V103)
|
115,536 |
$13,112k |
|
Berkshire Hathaway, Inc. (084670702)
|
59,244 |
$12,629k |
|
Bank of America Corp. (060505104)
|
403,987 |
$11,716k |
|
GOLDMAN SACHS GROUP (38141G104)
|
55,816 |
$11,420k |
|
FIRST REPUBLIC BANK (33616C100)
|
112,565 |
$10,992k |
|
EOG Resources Inc (26875P101)
|
114,852 |
$10,700k |
|
COSTCO WHSL CORP (22160K105)
|
33,314 |
$8,804k |
|
PayPal Holdings Inc (70450Y103)
|
74,367 |
$8,512k |
|
Charles Schwab Corp/The (808513105)
|
204,319 |
$8,212k |
|
Chevron Corp (166764100)
|
57,778 |
$7,190k |
|
BLACKSTONE GROUP (09253U108)
|
148,450 |
$6,594k |
|
STARBUCKS CORP (855244109)
|
71,590 |
$6,001k |
|
Facebook Inc (30303M102)
|
28,704 |
$5,540k |
|
IHS MARKIT LTD (G47567105)
|
85,339 |
$5,438k |
|
FRANCO NEVADA CORP (351858105)
|
64,050 |
$5,437k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
27,152 |
$5,070k |
|
KKR & CO INC (48251W104)
|
200,590 |
$5,069k |
|
Gabelli Dividend & Income Trust (36242H104)
|
227,200 |
$4,923k |
|
VERIZON COMMUNICATIONS (92343V104)
|
78,835 |
$4,504k |
|
salesforce.com Inc (79466L302)
|
29,677 |
$4,503k |
|
MCDONALDS CORP (580135101)
|
21,320 |
$4,427k |
|
NUVEEN MUN VALUE FD INC (670928100)
|
423,950 |
$4,316k |
|
JOHNSON & JOHNSON (478160104)
|
28,440 |
$3,961k |
|
ARISTA NETWORKS INC (040413106)
|
14,973 |
$3,887k |
|
COMCAST CORP (20030N101)
|
67,114 |
$2,838k |
|
INTEL CORP (458140100)
|
54,298 |
$2,599k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
8,450 |
$2,491k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
14,555 |
$2,466k |
|
Eaton Vance Insured Muni Bnd (27827X101)
|
189,911 |
$2,361k |
|
BSM BlackStoneMnlsLP (09225M101)
|
151,150 |
$2,343k |
|
3M CO (88579Y101)
|
12,356 |
$2,142k |
|
INTUITIVE SURGIC INC (46120E602)
|
3,805 |
$1,996k |
|
AT&T INC (00206R102)
|
57,934 |
$1,941k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
12,925 |
$1,940k |
|
DUKE ENERGY CORP (26441C204)
|
19,550 |
$1,725k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
5,859 |
$1,717k |
|
NVIDIA Corp (67066G104)
|
9,955 |
$1,635k |
|
BlackRock, Inc. (09247X101)
|
3,470 |
$1,628k |
|
DuPont de Nemours Inc (26614N102)
|
20,677 |
$1,552k |
|
MASTERCARD INC (57636Q104)
|
5,845 |
$1,546k |
|
NEXTERA ENERGY INC (65339F101)
|
7,101 |
$1,455k |
|
QUALCOMM INC (747525103)
|
19,045 |
$1,449k |
|
ABBOTT LABS (002824100)
|
17,150 |
$1,442k |
|
FORTINET INC (34959E109)
|
18,000 |
$1,383k |
|
CROWN CASTLE INTL (22822V101)
|
9,569 |
$1,247k |
|
PEPSICO INC (713448108)
|
8,935 |
$1,172k |
|
ORACLE CORP (68389X105)
|
18,807 |
$1,071k |
|
Dow Inc (260557103)
|
20,278 |
$1,000k |
|
DORCHESTER MINERALS (25820R105)
|
52,500 |
$961k |
|
Booking Holdings, Inc. (09857L108)
|
508 |
$952k |
|
NORTHERN TR CORP (665859104)
|
9,700 |
$873k |
|
SAP SE (803054204)
|
5,864 |
$802k |
|
ENTERPRISE PRODS (293792107)
|
25,635 |
$740k |
|
FIREEYE INC (31816Q101)
|
47,290 |
$700k |
|
DIAGEO P L C (25243Q205)
|
3,540 |
$610k |
|
CORTEVA INC (22052L104)
|
20,477 |
$606k |
|
DOMINION ENERGY INC (25746U109)
|
7,698 |
$595k |
|
NUVEEN CA QUALTY (67066Y105)
|
39,358 |
$570k |
|
SPROTT PHYSICAL GOLD TRUST (85207H104)
|
50,000 |
$567k |
|
Schlumberger Ltd (806857108)
|
14,250 |
$566k |
|
MARTIN MARIETTA MATL (573284106)
|
2,325 |
$535k |
|
ROYAL GOLD INC (780287108)
|
5,200 |
$533k |
|
SOUTHWEST AIRLS CO (844741108)
|
10,000 |
$508k |
|
Netflix Inc (64110L106)
|
1,350 |
$496k |
|
CHEESECAKE FACTORY INC (163072101)
|
10,500 |
$459k |
|
ANADARKO PETE (032511107)
|
6,432 |
$454k |
|
PRICE T ROWE GROUP INC (74144t108)
|
4,000 |
$439k |
|
LIBERTY MEDIA (531229854)
|
11,330 |
$424k |
|
NOVARTIS AG (66987V109)
|
4,569 |
$417k |
|
MAGELLAN MIDSTREAM (559080106)
|
6,169 |
$395k |
|
ABBVIE INC (00287Y109)
|
5,250 |
$382k |
|
BECTON DICKINSON (075887109)
|
1,500 |
$378k |
|
UNIVERSAL DISPLAY CP (91347P105)
|
2,000 |
$376k |
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
1,729 |
$365k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
2,095 |
$330k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
2,516 |
$320k |
|
HONEYWELL INTL INC (438516106)
|
1,739 |
$304k |
|
INTL BUSINESS MCHN (459200101)
|
2,200 |
$303k |
|
PALO ALTO NETWORKS (697435105)
|
1,468 |
$299k |
|
SIX FLAGS ENTMT CORP NEW COM (83001A102)
|
6,000 |
$298k |
|
KLA-TENCOR CORP (482480100)
|
2,460 |
$291k |
|
ENERGY TRANSFER LP (29273V100)
|
20,200 |
$284k |
|
WELLS FARGO CO NEW (949746101)
|
5,986 |
$283k |
|
Iridium Communications Inc (46269C102)
|
12,000 |
$279k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,323 |
$257k |
|
Verisk Analytics Inc (92345Y106)
|
1,732 |
$254k |
|
PROCTER & GAMBLE CO (742718109)
|
2,286 |
$251k |
|
WALMART INC COM (931142103)
|
2,233 |
$247k |
|
UNILEVER N.V (904784709)
|
4,000 |
$243k |
|
ENBRIDGE INC (29250N105)
|
6,666 |
$241k |
|
ISHARES (464287234)
|
5,129 |
$220k |
|
Wayfair Inc (94419L101)
|
1,500 |
$219k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
1,411 |
$219k |
|
CAREDX INC COM (14167L103)
|
6,000 |
$216k |
|
TEXAS INSTRUMENTS (882508104)
|
1,792 |
$206k |
|
ALIGN TECHNOLOGY INC (016255101)
|
5,500 |
$21k |
Put |
Bristol-Myers Squibb Co (110122108)
|
7,500 |
$6k |
Put |
AMERICAN WTR WKS CO (030420103)
|
5,400 |
$4k |
Put |
UNION PAC CORP (907818108)
|
3,000 |
$2k |
Put |
VENTAS INC (92276F100)
|
4,500 |
$2k |
Put |
American Express Co. (025816109)
|
2,600 |
$2k |
Put |
CHARTER COMMUNICATIO (16119P108)
|
1,700 |
$2k |
Put |
Exxon Mobil Corp (30231G102)
|
6,600 |
$2k |
Put |
EQUINIX INC (29444U700)
|
700 |
$1k |
Put |
HOME DEPOT INC (437076102)
|
1,100 |
$1k |
Put |
TRANSDIGM GROUP INC COM (893641100)
|
1,600 |
$0k |
Put |
Alphabet Inc (02079K107)
|
500 |
$0k |
Put |
LIBERTY GLOBAL PLC (G5480U120)
|
22,000 |
$0k |
Put |
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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