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Private Portfolio Partners

Latest statistics and disclosures from Private Portfolio Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VTV, VBK, IEF, BIL, and represent 26.85% of Private Portfolio Partners's stock portfolio.
Added to shares of these 10 stocks: SCHD, SCHB, VTEB, VTV, VFLO, SCHX, BIL, MRK, GBAB, VUG.
Started 10 new stock positions in APO, FSCO, PPA, HUBS, LMND, FSK, GEV, MLPX, TCAF, INDA.
Reduced shares in these 10 stocks: BILS, SUB, VWOB, , CVS, PXF, CARR, FTSM, SLB, GBIL.
Sold out of its positions in CVS, CARR, FGD, PXF.
Private Portfolio Partners was a net buyer of stock by $18M.
Private Portfolio Partners has $544M in assets under management (AUM), dropping by 1.95%.
Central Index Key (CIK): 0001766520

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Portfolio Holdings for Private Portfolio Partners

Private Portfolio Partners holds 299 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	8.7	$47M		115k	410.44	View chart
Vanguard Index Fds Value Etf (VTV)	8.0	$44M	+2%	258k	169.30	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.8	$21M		74k	280.06	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.3	$18M		193k	92.45	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	3.0	$17M	+4%	181k	91.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$17M		376k	44.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.7	$15M	+12%	291k	50.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.6	$14M		72k	198.18	View chart
Apple (AAPL)	2.6	$14M		56k	250.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$11M		28k	401.58	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.9	$10M	+2%	107k	96.83	View chart
Microsoft Corporation (MSFT)	1.6	$8.7M		21k	421.49	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	1.6	$8.5M		193k	43.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$7.2M		13k	538.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$7.0M		14k	511.25	View chart
NVIDIA Corporation (NVDA)	1.3	$7.0M		52k	134.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$6.7M		12k	586.10	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.2	$6.7M		196k	34.35	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.2	$6.6M		108k	60.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$6.4M		27k	240.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$5.7M	+2%	119k	47.82	View chart
Ishares Msci Jpn Etf New (EWJ)	0.9	$4.9M	+4%	74k	67.10	View chart
Amazon (AMZN)	0.8	$4.6M	+2%	21k	219.39	View chart
Exxon Mobil Corporation (XOM)	0.8	$4.4M		41k	107.57	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.8	$4.4M		106k	41.82	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.8	$4.4M		47k	92.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$4.2M	+204%	154k	27.32	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$4.0M	+2%	6.4k	621.77	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.7	$3.8M		47k	81.98	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.7	$3.8M	-2%	76k	50.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$3.5M		12k	289.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$3.4M	+3%	5.8k	588.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$3.3M	-3%	17k	195.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$3.3M		53k	62.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$3.2M		12k	269.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$3.2M	+202%	139k	22.70	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$3.0M	+2%	35k	85.66	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.5	$3.0M	-31%	30k	99.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.8M	+2%	15k	189.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$2.7M	+2%	21k	127.59	View chart
Chevron Corporation (CVX)	0.5	$2.5M	+6%	18k	144.84	View chart
Eli Lilly & Co. (LLY)	0.5	$2.5M	+16%	3.2k	771.97	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$2.4M		18k	131.29	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$2.4M		10k	232.51	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$2.3M	+8%	50k	46.24	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$2.3M	+2%	17k	137.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.3M		20k	115.22	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$2.2M		25k	87.90	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.1M	+2%	8.7k	239.72	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$2.0M	+6%	52k	39.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.0M	+5%	4.5k	453.28	View chart
Meta Platforms Cl A (META)	0.4	$2.0M		3.4k	585.59	View chart
Abbvie (ABBV)	0.3	$1.8M		10k	177.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$1.7M	-17%	17k	105.48	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.3	$1.7M		33k	53.12	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$1.7M	-15%	27k	63.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.6M	+27%	9.4k	175.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.6M	+2%	6.2k	264.15	View chart
Johnson & Johnson (JNJ)	0.3	$1.6M	+9%	11k	144.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$1.6M	+4%	21k	75.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$1.6M		18k	89.04	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.5M	-3%	13k	114.48	View chart
Linde SHS (LIN)	0.3	$1.5M		3.6k	418.61	View chart
Boeing Company (BA)	0.3	$1.5M	-7%	8.4k	177.00	View chart
Vanguard World Utilities Etf (VPU)	0.3	$1.5M	+2%	9.0k	163.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.5M	+6%	6.0k	242.13	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.3	$1.4M	+56%	93k	15.20	View chart
Broadcom (AVGO)	0.2	$1.4M	+8%	5.9k	231.82	View chart
Procter & Gamble Company (PG)	0.2	$1.4M		8.1k	167.65	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$1.3M	+19%	14k	98.47	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$1.3M		21k	63.45	View chart
Pfizer (PFE)	0.2	$1.3M	+57%	49k	26.53	View chart
Visa Com Cl A (V)	0.2	$1.3M	-6%	4.1k	316.02	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.3M		12k	106.55	View chart
Bristol Myers Squibb (BMY)	0.2	$1.3M		22k	56.56	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$1.3M	+17%	19k	67.03	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$1.2M		31k	40.26	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.2M	+10%	24k	52.22	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.2	$1.2M	+3%	50k	24.65	View chart
International Business Machines (IBM)	0.2	$1.2M	-4%	5.5k	219.84	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$1.2M	+196%	35k	34.09	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.2	$1.2M		8.7k	138.25	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.2M		14k	88.40	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.2M	+2%	2.8k	425.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.2M		13k	89.08	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$1.2M	-8%	11k	110.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.2M		5.2k	220.96	View chart
Home Depot (HD)	0.2	$1.1M	+2%	3.0k	389.03	View chart
Altria (MO)	0.2	$1.1M		22k	52.29	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$1.1M	+3%	29k	38.66	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.2	$1.1M	+4%	17k	64.13	View chart
Morgan Stanley Com New (MS)	0.2	$1.1M		8.7k	125.73	View chart
Ea Series Trust Us Quan Value (QVAL)	0.2	$1.1M	+5%	24k	44.64	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M	+2%	1.2k	916.46	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$1.1M	-4%	25k	42.97	View chart
UnitedHealth (UNH)	0.2	$1.0M		2.1k	505.91	View chart
Merck & Co (MRK)	0.2	$1.0M	+126%	10k	99.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M	+209%	44k	23.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$950k		5.1k	185.13	View chart
Mastercard Incorporated Cl A (MA)	0.2	$945k		1.8k	526.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$932k		19k	49.51	View chart
Wal-Mart Stores (WMT)	0.2	$924k		10k	90.35	View chart
Intuitive Surgical Com New (ISRG)	0.2	$924k	+4%	1.8k	521.96	View chart
Netflix (NFLX)	0.2	$916k	-2%	1.0k	891.32	View chart
Chubb (CB)	0.2	$913k		3.3k	276.32	View chart
Verizon Communications (VZ)	0.2	$910k	-6%	23k	39.99	View chart
Eaton Corp SHS (ETN)	0.2	$909k		2.7k	331.87	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$903k		4.7k	190.46	View chart
Raytheon Technologies Corp (RTX)	0.2	$896k	-2%	7.7k	115.71	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$867k		7.9k	110.11	View chart
Shopify Cl A (SHOP)	0.2	$840k		7.9k	106.33	View chart
Tesla Motors (TSLA)	0.2	$833k	+11%	2.1k	403.74	View chart
Equinix (EQIX)	0.2	$831k	-5%	881.00	943.31	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$830k		14k	59.14	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$820k	+6%	11k	74.73	View chart
Advanced Micro Devices (AMD)	0.2	$819k		6.8k	120.79	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$812k	-14%	8.1k	99.92	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$789k		5.3k	148.54	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$776k	+3%	31k	25.30	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$772k	+11%	11k	67.88	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$760k		6.0k	126.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$744k		3.1k	242.19	View chart
Wells Fargo & Company (WFC)	0.1	$742k		11k	70.24	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$737k		5.6k	132.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$729k		4.1k	178.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$720k		5.6k	128.62	View chart
Kinder Morgan (KMI)	0.1	$697k		25k	27.40	View chart
Prudential Financial (PRU)	0.1	$685k	-2%	5.8k	118.53	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$683k	+11%	39k	17.70	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$681k	+56%	18k	37.09	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$675k		2.3k	287.76	View chart
Coca-Cola Company (KO)	0.1	$647k	-3%	10k	62.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$645k	+22%	8.3k	77.27	View chart
Qualcomm (QCOM)	0.1	$640k		4.2k	153.63	View chart
Freeport-mcmoran CL B (FCX)	0.1	$622k	+15%	16k	38.08	View chart
Automatic Data Processing (ADP)	0.1	$621k		2.1k	292.75	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$615k	+9%	23k	26.33	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$614k		7.0k	87.83	View chart
Palantir Technologies Cl A (PLTR)	0.1	$610k	-5%	8.1k	75.63	View chart
Metropcs Communications (TMUS)	0.1	$606k		2.7k	220.73	View chart
Whirlpool Corporation (WHR)	0.1	$595k		5.2k	114.47	View chart
Ionq Inc Pipe (IONQ)	0.1	$591k	+16%	14k	41.77	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$586k	+146%	5.9k	100.12	View chart
Oracle Corporation (ORCL)	0.1	$585k		3.5k	166.65	View chart
Bank of America Corporation (BAC)	0.1	$584k	-2%	13k	43.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$574k		5.4k	106.83	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$573k		9.6k	59.73	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$565k		4.3k	131.75	View chart
salesforce (CRM)	0.1	$565k	+4%	1.7k	334.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$562k		7.4k	75.61	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$559k	+9%	17k	33.91	View chart
Servicenow (NOW)	0.1	$557k	+4%	525.00	1060.12	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$554k		4.7k	119.12	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$551k		8.2k	67.57	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$547k	+20%	9.4k	58.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$547k		6.8k	80.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$546k	-2%	8.9k	61.34	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$545k	-7%	11k	48.33	View chart
Dow (DOW)	0.1	$532k	-13%	13k	40.13	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$527k	-9%	6.9k	76.46	View chart
Micron Technology (MU)	0.1	$527k		6.3k	84.16	View chart
Ge Aerospace Com New (GE)	0.1	$525k		3.1k	166.80	View chart
Williams Companies (WMB)	0.1	$516k	+28%	9.5k	54.12	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$513k		13k	39.74	View chart
McDonald's Corporation (MCD)	0.1	$508k		1.8k	289.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$505k	+13%	1.6k	322.16	View chart
Pepsi (PEP)	0.1	$500k	+3%	3.3k	152.05	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$499k	+4%	7.1k	70.28	View chart
Honeywell International (HON)	0.1	$490k		2.2k	225.89	View chart
Suburban Propane Partners L Unit Ltd Partn (SPH)	0.1	$488k	+85%	28k	17.20	View chart
Goldman Sachs (GS)	0.1	$488k		852.00	572.28	View chart
Newmont Mining Corporation (NEM)	0.1	$485k		13k	37.22	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$484k	+23%	9.7k	49.86	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$483k	-3%	12k	40.41	View chart
Iron Mountain (IRM)	0.1	$471k		4.5k	105.11	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$458k	+28%	18k	25.18	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$454k	+42%	9.0k	50.21	View chart
RBB Us Treasry 12 Mt (OBIL)	0.1	$453k	+31%	9.1k	50.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$453k		4.5k	101.53	View chart
Union Pacific Corporation (UNP)	0.1	$449k		2.0k	228.03	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$449k	-10%	9.8k	45.99	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$449k	-2%	7.9k	56.48	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$442k	+30%	8.8k	50.03	View chart
S&p Global (SPGI)	0.1	$441k		885.00	498.03	View chart
American Electric Power Company (AEP)	0.1	$436k		4.7k	92.24	View chart
United Parcel Service CL B (UPS)	0.1	$432k		3.4k	126.11	View chart
ConocoPhillips (COP)	0.1	$432k	-2%	4.4k	99.17	View chart
Ross Stores (ROST)	0.1	$428k	+77%	2.8k	151.28	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$423k		1.2k	366.04	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$419k		1.7k	243.17	View chart
At&t (T)	0.1	$413k	+4%	18k	22.77	View chart
Adobe Systems Incorporated (ADBE)	0.1	$413k	+3%	929.00	444.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$413k	+29%	14k	30.47	View chart
Sap Se Spon Adr (SAP)	0.1	$413k		1.7k	246.15	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$411k	+30%	9.4k	43.64	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$406k	-33%	6.8k	59.77	View chart
Axon Enterprise (AXON)	0.1	$404k		680.00	594.32	View chart
Stryker Corporation (SYK)	0.1	$403k	+14%	1.1k	360.20	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$402k		15k	27.38	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$393k	+26%	19k	20.35	View chart
Schlumberger Com Stk (SLB)	0.1	$390k	-27%	10k	38.34	View chart
Novo-nordisk A S Adr (NVO)	0.1	$390k		4.5k	86.01	View chart
Republic Services (RSG)	0.1	$387k		1.9k	201.15	View chart
Block Cl A (XYZ)	0.1	$379k	-23%	4.5k	84.99	View chart
American Express Company (AXP)	0.1	$378k	-13%	1.3k	296.68	View chart
Celanese Corporation (CE)	0.1	$374k	+206%	5.4k	69.21	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$374k		2.6k	145.35	View chart
Trane Technologies SHS (TT)	0.1	$373k		1.0k	369.35	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$368k	+29%	1.1k	342.16	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$367k	+16%	4.0k	91.68	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$362k	+4%	1.6k	224.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$359k	+8%	10k	35.48	View chart
Cisco Systems (CSCO)	0.1	$359k	-9%	6.1k	59.20	View chart
Caterpillar (CAT)	0.1	$356k	-3%	982.00	362.71	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$355k	+4%	8.2k	43.24	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$352k	-26%	32k	11.07	View chart
Dell Technologies CL C (DELL)	0.1	$352k	+50%	3.1k	115.24	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$351k	+7%	3.0k	115.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$347k	+29%	3.8k	90.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$342k	+58%	4.8k	71.91	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$340k	-4%	5.3k	63.75	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$335k	+36%	3.1k	106.56	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$333k		4.3k	77.80	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$333k	-6%	7.2k	45.96	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$331k		13k	24.90	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.1	$320k	+26%	1.6k	201.82	View chart
Managed Portfolio Series Tortoise Nram Pi	0.1	$320k	-2%	9.4k	34.09	View chart
First Tr Exchange-traded First Trust S&p (KNGZ)	0.1	$314k		9.8k	32.22	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$313k		4.1k	76.07	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$313k		889.00	351.83	View chart
Walt Disney Company (DIS)	0.1	$313k	-15%	2.8k	111.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$311k		3.5k	88.79	View chart
Target Corporation (TGT)	0.1	$310k		2.3k	135.20	View chart
Clorox Company (CLX)	0.1	$303k		1.9k	162.41	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$302k	+17%	4.8k	63.47	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$301k		13k	22.80	View chart
Marriott Intl Cl A (MAR)	0.1	$298k		1.1k	278.94	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$297k	+43%	4.2k	71.44	View chart
Abbott Laboratories (ABT)	0.1	$291k		2.6k	113.10	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$291k	NEW	8.7k	33.27	View chart
Southern Company (SO)	0.1	$283k		3.4k	82.33	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$279k	-6%	3.6k	77.89	View chart
Valero Energy Corporation (VLO)	0.1	$279k		2.3k	122.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$279k		8.9k	31.43	View chart
Phillips 66 (PSX)	0.1	$277k	-22%	2.4k	113.93	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$274k	+14%	4.3k	63.32	View chart
Thermo Fisher Scientific (TMO)	0.1	$273k		525.00	520.23	View chart
Humana (HUM)	0.1	$273k		1.1k	253.71	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$273k		7.6k	35.82	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$269k		3.0k	90.92	View chart
Intel Corporation (INTC)	0.0	$269k	-7%	13k	20.05	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$265k		9.6k	27.57	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$264k	+6%	2.4k	112.28	View chart
Norfolk Southern (NSC)	0.0	$258k		1.1k	234.70	View chart
Public Service Enterprise (PEG)	0.0	$256k	+9%	3.0k	84.48	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.0	$250k		4.4k	56.52	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$250k	+8%	1.5k	172.42	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$248k	-11%	1.8k	139.32	View chart
Ge Vernova (GEV)	0.0	$246k	NEW	747.00	328.93	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.0	$244k		10k	24.05	View chart
Amgen (AMGN)	0.0	$244k		936.00	260.60	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.0	$244k	-4%	4.9k	49.86	View chart
Lockheed Martin Corporation (LMT)	0.0	$244k	+4%	502.00	485.67	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.0	$242k	-19%	5.1k	47.15	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.0	$241k	+33%	17k	14.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$240k	-11%	3.1k	78.02	View chart
Applied Materials (AMAT)	0.0	$237k	+15%	1.5k	162.58	View chart
Comcast Corp Cl A (CMCSA)	0.0	$235k	+3%	6.3k	37.53	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$235k		5.8k	40.67	View chart
Philip Morris International (PM)	0.0	$232k		1.9k	120.38	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.0	$232k	-8%	855.00	271.33	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$232k		2.7k	86.90	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$232k	NEW	2.0k	114.73	View chart
Intercontinental Exchange (ICE)	0.0	$232k		1.6k	149.01	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$222k		1.7k	129.38	View chart
Lowe's Companies (LOW)	0.0	$222k		899.00	246.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$219k		1.1k	190.86	View chart
Hubspot (HUBS)	0.0	$217k	NEW	311.00	696.77	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.0	$216k	NEW	3.6k	60.57	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$212k		1.3k	159.52	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$211k		5.5k	38.37	View chart
Apollo Global Mgmt (APO)	0.0	$210k	NEW	1.3k	165.16	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$210k		4.1k	50.98	View chart
Prologis (PLD)	0.0	$209k		2.0k	105.71	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$209k	+20%	23k	9.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$207k		3.6k	57.41	View chart
Fs Kkr Capital Corp (FSK)	0.0	$206k	NEW	9.5k	21.72	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$205k		2.3k	87.32	View chart
Ford Motor Company (F)	0.0	$205k	+9%	21k	9.90	View chart
Ishares Tr Msci India Etf (INDA)	0.0	$205k	NEW	3.9k	52.64	View chart
Lemonade (LMND)	0.0	$204k	NEW	5.6k	36.68	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$204k		8.5k	23.96	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.0	$203k		4.4k	45.94	View chart
PPG Industries (PPG)	0.0	$203k		1.7k	119.45	View chart
Valley National Ban (VLY)	0.0	$131k	+15%	15k	9.06	View chart
Plug Power Com New (PLUG)	0.0	$119k	+51%	56k	2.13	View chart
Altimmune Com New (ALT)	0.0	$105k	+2%	15k	7.21	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$98k		12k	8.49	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$72k	NEW	11k	6.82	View chart

Past Filings by Private Portfolio Partners

SEC 13F filings are viewable for Private Portfolio Partners going back to 2018

Private Portfolio Partners 2024 Q4 filed Feb. 12, 2025
Private Portfolio Partners 2024 Q3 filed Nov. 12, 2024
Private Portfolio Partners 2024 Q2 filed Aug. 15, 2024
Private Portfolio Partners 2024 Q1 filed May 9, 2024
Private Portfolio Partners 2023 Q4 filed Feb. 7, 2024
Private Portfolio Partners 2023 Q3 filed Nov. 14, 2023
Private Portfolio Partners 2023 Q2 filed Aug. 14, 2023
Private Portfolio Partners 2023 Q1 filed May 12, 2023
Private Portfolio Partners 2021 Q1 restated filed March 14, 2023
Private Portfolio Partners 2022 Q1 restated filed March 14, 2023
Private Portfolio Partners 2021 Q2 restated filed March 14, 2023
Private Portfolio Partners 2022 Q2 restated filed March 14, 2023
Private Portfolio Partners 2020 Q3 restated filed March 14, 2023
Private Portfolio Partners 2021 Q3 restated filed March 14, 2023
Private Portfolio Partners 2022 Q3 restated filed March 14, 2023
Private Portfolio Partners 2020 Q4 restated filed March 14, 2023

View all past filings

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