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Private Portfolio Partners LLC Historic Quarter Change: USA Stocks, Added

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Private Portfolio Partners LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Private Portfolio Partners LLC opened 119 positions, added to 128, reduced 97 and sold out of 103.

  • Q4 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 55,354.
  • Q4 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 20,585.
  • Q4 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 51,683.
  • Q4 2024: Stock MRK; Country of operation United States; Class COM; Shares before 4,572.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1766520), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-15); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024AAPL
APPLE INC		United StatesCOM55,35455,689+335$12,897,487$13,945,571+$1,048,0842025-02-12
Q4 2024AMZN
AMAZON COM INC		United StatesCOM20,58521,025+440$3,835,603$4,612,675+$777,0722025-02-12
Q4 2024NVDA
NVIDIA CORPORATION		United StatesCOM51,68352,208+525$6,276,337$7,011,071+$734,7342025-02-12
Q4 2024MRK
MERCK & CO INC		United StatesCOM4,57210,362+5,790$519,170$1,030,773+$511,6032025-02-12
Q4 2024IONQ
IONQ INC		United StatesCOM12,11014,140+2,030$105,841$590,628+$484,7872025-02-12
Q4 2024AVGO
BROADCOM INC		United StatesCOM5,4275,864+437$936,127$1,359,419+$423,2922025-02-12
Q4 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A14,41514,800+385$2,390,702$2,801,599+$410,8972025-02-12
Q4 2024PFE
PFIZER INC		United StatesCOM30,96648,873+17,907$896,158$1,296,601+$400,4432025-02-12
Q4 2024TSLA
TESLA INC		United StatesCOM1,8552,064+209$485,324$833,324+$348,0002025-02-12
Q4 2024JPM
JPMORGAN CHASE & CO.		United StatesCOM8,5118,723+212$1,794,587$2,091,045+$296,4582025-02-12
Q4 2024AMD
ADVANCED MICRO DEVICES INC		United StatesCOM6,7496,776+27$1,107,376$818,473-$288,9032025-02-12
Q4 2024AB
ALLIANCEBERNSTEIN HLDG L P		United StatesUNIT LTD PARTN11,75018,359+6,609$409,962$680,927+$270,9652025-02-12
Q4 2024SPH
SUBURBAN PROPANE PARTNERS L		United StatesUNIT LTD PARTN15,29428,359+13,065$274,372$487,770+$213,3982025-02-12
Q4 2024MS
MORGAN STANLEY		United StatesCOM NEW8,6668,712+46$903,318$1,095,328+$192,0102025-02-12
Q4 2024ROST
ROSS STORES INC		United StatesCOM1,5922,826+1,234$239,629$427,522+$187,8932025-02-12
Q4 2024WMB
WILLIAMS COS INC		United StatesCOM7,4459,531+2,086$339,872$515,803+$175,9312025-02-12
Q4 2024WFC
WELLS FARGO CO NEW		United StatesCOM10,55810,563+5$596,432$741,914+$145,4822025-02-12
Q4 2024CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A8271,075+248$231,949$367,822+$135,8732025-02-12
Q4 2024CE
CELANESE CORP DEL		United StatesCOM1,7635,410+3,647$239,697$374,426+$134,7292025-02-12
Q4 2024AXON
AXON ENTERPRISE INC		United StatesCOM678680+2$270,929$404,138+$133,2092025-02-12
Q4 2024CRM
SALESFORCE INC		United StatesCOM1,6191,688+69$443,113$564,468+$121,3552025-02-12
Q4 2024DELL
DELL TECHNOLOGIES INC		United StatesCL C2,0273,052+1,025$240,222$351,708+$111,4862025-02-12
Q4 2024CVX
CHEVRON CORP NEW		United StatesCOM16,47217,514+1,042$2,425,832$2,536,690+$110,8582025-02-12
Q4 2024NOW
SERVICENOW INC		United StatesCOM503525+22$449,878$556,563+$106,6852025-02-12
Q4 2024WMT
WALMART INC		United StatesCOM10,21510,230+15$824,862$924,281+$99,4192025-02-12
Q4 2024ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW1,6881,770+82$829,264$923,869+$94,6052025-02-12
Q4 2024GLD
SPDR GOLD TR		United StatesGOLD SHS5,6486,011+363$1,372,803$1,455,443+$82,6402025-02-12
Q4 2024FCX
FREEPORT-MCMORAN INC		United StatesCL B14,11616,341+2,225$704,671$622,265-$82,4062025-02-12
Q4 2024BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW4,2404,462+222$1,951,502$2,022,535+$71,0332025-02-12
Q4 2024MA
MASTERCARD INCORPORATED		United StatesCL A1,7741,794+20$876,127$944,917+$68,7902025-02-12
Q4 2024META
META PLATFORMS INC		United StatesCL A3,3403,367+27$1,912,038$1,971,683+$59,6452025-02-12
Q4 2024COST
COSTCO WHSL CORP NEW		United StatesCOM1,1611,185+24$1,028,889$1,086,004+$57,1152025-02-12
Q4 2024SYK
STRYKER CORPORATION		United StatesCOM9751,120+145$352,115$403,419+$51,3042025-02-12
Q4 2024MSFT
MICROSOFT CORP		United StatesCOM20,34620,652+306$8,754,749$8,704,643-$50,1062025-02-12
Q4 2024ADBE
ADOBE INC		United StatesCOM894929+35$462,895$413,108-$49,7872025-02-12
Q4 2024BX
BLACKSTONE INC		United StatesCOM1,3381,451+113$204,888$250,181+$45,2932025-02-12
Q4 2024TGT
TARGET CORP		United StatesCOM2,2742,290+16$354,480$309,600-$44,8802025-02-12
Q4 2024LLY
ELI LILLY & CO		United StatesCOM2,7303,189+459$2,418,256$2,461,797+$43,5412025-02-12
Q4 2024HONZZZZ
HONEYWELL INTL INC		COM2,1652,170+5$447,527$490,181+$42,6542025-02-12
Q4 2024WHR
WHIRLPOOL CORP		United StatesCOM5,1765,201+25$553,789$595,365+$41,5762025-02-12
Q4 2024PG
PROCTER AND GAMBLE CO		United StatesCOM8,0548,074+20$1,394,996$1,353,603-$41,3932025-02-12
Q4 2024TMUS
T-MOBILE US INC		United StatesCOM2,7422,743+1$565,839$605,462+$39,6232025-02-12
Q4 2024PEP
PEPSICO INC		United StatesCOM3,1623,287+125$537,653$499,781-$37,8722025-02-12
Q4 2024MO
ALTRIA GROUP INC		United StatesCOM21,51221,717+205$1,097,951$1,135,566+$37,6152025-02-12
Q4 2024JNJ
JOHNSON & JOHNSON		United StatesCOM10,06611,023+957$1,631,226$1,594,099-$37,1272025-02-12
Q4 2024UNP
UNION PAC CORP		United StatesCOM1,9701,971+1$485,558$449,444-$36,1142025-02-12
Q4 2024LMT
LOCKHEED MARTIN CORP		United StatesCOM479502+23$279,808$243,808-$36,0002025-02-12
Q4 2024PLUG
PLUG POWER INC		United StatesCOM NEW36,70055,700+19,000$82,942$118,641+$35,6992025-02-12
Q4 2024T
AT&T INC		United StatesCOM17,30318,144+841$380,655$413,135+$32,4802025-02-12
Q4 2024CB
CHUBB LIMITED		COM3,2773,304+27$945,091$912,956-$32,1352025-02-12
Q4 2024UPS
UNITED PARCEL SERVICE INC		United StatesCL B3,3633,424+61$458,521$431,806-$26,7152025-02-12
Q4 2024MCD
MCDONALDS CORP		United StatesCOM1,7521,753+1$533,600$508,207-$25,3932025-02-12
Q4 2024SO
SOUTHERN CO		United StatesCOM3,4173,435+18$308,154$282,805-$25,3492025-02-12
Q4 2024HD
HOME DEPOT INC		United StatesCOM2,8922,956+64$1,171,868$1,149,985-$21,8832025-02-12
Q4 2024LOW
LOWES COS INC		United StatesCOM898899+1$243,214$221,809-$21,4052025-02-12
Q4 2024CMCSA
COMCAST CORP NEW		United StatesCL A6,0606,271+211$253,130$235,356-$17,7742025-02-12
Q4 2024VLY
VALLEY NATL BANCORP		United StatesCOM12,50014,459+1,959$113,250$130,999+$17,7492025-02-12
Q4 2024ALT
ALTIMMUNE INC		United StatesCOM NEW14,20014,500+300$87,188$104,545+$17,3572025-02-12
Q4 2024AMAT
APPLIED MATLS INC		United StatesCOM1,2571,458+201$253,991$237,041-$16,9502025-02-12
Q4 2024AGNC
AGNC INVT CORP		United StatesCOM18,78122,681+3,900$196,449$208,892+$12,4432025-02-12
Q4 2024PEG
PUBLIC SVC ENTERPRISE GRP IN		United StatesCOM2,7733,027+254$247,339$255,712+$8,3732025-02-12
Q4 2024ORCL
ORACLE CORP		United StatesCOM3,4813,512+31$593,203$585,266-$7,9372025-02-12
Q4 2024SLV
ISHARES SILVER TR		United StatesISHARES21,38023,355+1,975$607,406$614,937+$7,5312025-02-12
Q4 2024F
FORD MTR CO		United StatesCOM18,86320,675+1,812$199,197$204,687+$5,4902025-02-12
Q4 2024ETN
EATON CORP PLC		SHS2,7322,739+7$905,494$908,992+$3,4982025-02-12
Q4 2024ABT
ABBOTT LABS		United StatesCOM2,5722,575+3$293,255$291,225-$2,0302025-02-12
Q4 2024CLX
CLOROX CO DEL		United StatesCOM1,8611,865+4$303,207$302,904-$3032025-02-12
Q4 2024PM
PHILIP MORRIS INTL INC		United StatesCOM1,9111,928+17$231,991$232,087+$962025-02-12

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