Advertisement
Screener

Private Portfolio Partners LLC Last Quarter Change: USA Stocks, New

Private Portfolio Partners LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Private Portfolio Partners LLC opened 5 positions, added to 68, reduced 36, sold out of 2 and left 15 unchanged. The largest increase in value was AAPL (+$1,048,084); the largest decrease was XOMXXXX (-$439,005).

  • GEV: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 747.
  • HUBS: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 311.
  • APO: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 1,270.
  • FSK: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 9,491.

Two Form 13F-HR filings compared (SEC CIK 1766520): 2024-09-30 (filed 2024-11-12) and 2024-12-31 (filed 2025-02-12). 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; share change is the position change.

StockCountry of operationClassShares 2024-09-30Shares 2024-12-31Share changeValue 2024-09-30Value 2024-12-31Value change
GEV
GE VERNOVA INC
United StatesCOM0747+747$0$245,711+$245,711
HUBS
HUBSPOT INC
United StatesCOM0311+311$0$216,695+$216,695
APO
APOLLO GLOBAL MGMT INC
United StatesCOM01,270+1,270$0$209,753+$209,753
FSK
FS KKR CAP CORP
United StatesCOM09,491+9,491$0$206,145+$206,145
LMND
LEMONADE INC
United StatesCOM05,564+5,564$0$204,088+$204,088

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet