Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Private Portfolio Partners LLC (CIK 1766520) reported $543.9M across 299 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: VUG ($47.2M, 8.68%), VTV ($43.7M, 8.04%), VBK ($20.7M, 3.80%), IEF ($17.8M, 3.28%), BIL ($16.6M, 3.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $47.2M | 8.68% | 115,010 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $43.7M | 8.04% | 258,379 | Added |
| 3 | VBK | VANGUARD INDEX FDS | $20.7M | 3.80% | 73,864 | Added |
| 4 | IEF | ISHARES TR | $17.8M | 3.28% | 192,984 | Added |
| 5 | BIL | SPDR SER TR | $16.6M | 3.05% | 181,184 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $16.5M | 3.04% | 375,789 | Added |
| 7 | VTEB | VANGUARD MUN BD FDS | $14.6M | 2.68% | 291,128 | Added |
| 8 | VBR | VANGUARD INDEX FDS | $14.2M | 2.62% | 71,868 | Added |
| 9 | AAPL | APPLE INC | $13.9M | 2.56% | 55,689 | Added |
| 10 | IWF | ISHARES TR | $11.1M | 2.05% | 27,721 | Trimmed |
| 11 | EFG | ISHARES TR | $10.3M | 1.90% | 106,534 | Added |
| 12 | MSFT | MICROSOFT CORP | $8.7M | 1.60% | 20,652 | Added |
| 13 | HEDJ | WISDOMTREE TR | $8.5M | 1.55% | 193,359 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $7.2M | 1.31% | 13,273 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $7.0M | 1.29% | 52,208 | Added |
| 16 | QQQ | INVESCO QQQ TR | $7.0M | 1.29% | 13,758 | Added |
| 17 | DES | WISDOMTREE TR | $6.7M | 1.24% | 196,422 | Trimmed |
| 18 | SPY | SPDR S&P 500 ETF TR | $6.7M | 1.24% | 11,514 | Trimmed |
| 19 | SCZ | ISHARES TR | $6.6M | 1.21% | 108,035 | Trimmed |
| 20 | VB | VANGUARD INDEX FDS | $6.4M | 1.18% | 26,722 | Added |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $5.7M | 1.05% | 118,997 | Added |
| 22 | EWJ | ISHARES INC | $4.9M | 0.91% | 73,638 | Added |
| 23 | AMZN | AMAZON COM INC | $4.6M | 0.85% | 21,025 | Added |
| 24 | XOM | EXXON MOBIL CORP | $4.4M | 0.82% | 41,367 | Trimmed |
| 25 | MOAT | VANECK ETF TRUST | $4.4M | 0.81% | 47,328 | Added |
Source: SEC Form 13F filings · as of 2024-12-31