private wealth partners, llc
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Contact Information
private wealth partners, llc
80 EAST SIR FRANCIS DRAKE BOULEVARD
LARKSPUR CA 94939
Business Phone: 415-461-3850 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $401,079,741 [1]Prior Market Value: $353,193,548 New Purchases: 26 stocks Additional Purchases: 36 stocks Sold out of: 15 stocks Reduced holdings in: 64 stocks Top 10 Holdings %: 30.51% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Apple Inc. 4.42% Verizon Communications Inc. 3.83% Chevron Corp. 3.5% Vodafone Group plc 3.23% Pfizer Inc. 3.19% Major new positions on 03/31/2013 Stock % of Portfolio Veolia Environnement S.A. 0.82% SPROTT PHYSICAL PLATINUM AND PALLADIUM TRUST 0.42% QUALCOMM Incorporated 0.4% Williams-Sonoma Inc. 0.36% CVS Caremark Corporation 0.28%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Crexus Investment Corp. 1.29% Coach Inc. 0.37% TIM Participacoes S.A. 0.2% Martin Midstream Partners LP 0.13% AmeriGas Partners LP 0.13% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-19 Form 13F-HR 2013-01-28 Form 13F-HR 2012-10-19 Form 13F-HR 2012-07-19 Form 13F-HR 2012-05-01 -
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