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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 VTV, VUG, VBK, IEF, VWO, and represent 26.86% of Private Portfolio Partners's stock portfolio.
Added to shares of these 10 stocks: IJH, BIL, IEF, VTV, XMHQ, VWO, BA, VGT, VTEB, VBR.
Started 24 new stock positions in Eaton Vance Total Return Bond Etf, AXON, VOD, PM, ICE, FSCO, PAVE, LRCX, TBIL, IVE. AGNC, SYY, TIP, WHR, MAR, MRVL, PTON, PXF, GSK, IBDT, XMHQ, PLUG, AMAT, BLV.
Reduced shares in these 10 stocks: SUB, BILS, AB, MO, SPH, , FTSM, VXUS, GE, TGTX.
Sold out of its positions in AUPH, Dish Network Corp note 2.375% 3/1, ESPR, SPIP, SPH, TGTX, VXUS, VGR.
Private Portfolio Partners was a net buyer of stock by $18M.
Private Portfolio Partners has $480M in assets under management (AUM), dropping by 10.13%.
Central Index Key (CIK): 0001766520

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Portfolio Holdings for Private Portfolio Partners

Private Portfolio Partners holds 278 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	8.2	$39M	+2%	242k	162.86	View chart
Vanguard Index Fds Growth Etf (VUG)	8.0	$38M		111k	344.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	3.8	$19M		71k	260.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.7	$18M	+6%	186k	94.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$15M	+5%	361k	41.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$13M	+4%	69k	191.88	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.7	$13M	+17%	142k	91.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.6	$13M	+4%	247k	50.60	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.2	$11M	+4%	101k	103.79	View chart
Apple (AAPL)	2.0	$9.6M		56k	171.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$9.3M		28k	337.06	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	1.9	$8.9M	+2%	185k	48.30	View chart
Microsoft Corporation (MSFT)	1.7	$8.2M		20k	420.72	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.4	$6.7M	+2%	106k	63.33	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	1.3	$6.3M	+2%	191k	32.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$6.2M	+7%	13k	480.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$6.0M		12k	523.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$5.8M	+4%	13k	444.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$5.8M		25k	228.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$5.7M		114k	50.17	View chart
Exxon Mobil Corporation (XOM)	1.0	$4.6M		40k	116.24	View chart
Ishares Msci Jpn Etf New (EWJ)	1.0	$4.6M	+5%	64k	71.35	View chart
NVIDIA Corporation (NVDA)	0.9	$4.5M		4.9k	903.54	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.9	$4.3M	+5%	48k	89.90	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.9	$4.2M		84k	50.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.9	$4.2M	+5%	102k	41.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$4.0M		50k	80.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$3.9M		48k	81.78	View chart
Amazon (AMZN)	0.8	$3.6M	+3%	20k	180.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$3.2M		18k	182.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$3.1M		12k	259.90	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.6	$3.1M	-10%	31k	99.42	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$3.1M		32k	94.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$3.0M	+28%	5.6k	524.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.8M	+2%	5.4k	525.76	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$2.8M		46k	61.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.6	$2.8M	-2%	12k	239.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$2.8M	+435%	46k	60.74	View chart
Chevron Corporation (CVX)	0.5	$2.4M		16k	157.74	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$2.4M	-31%	23k	104.73	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$2.4M		19k	123.18	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$2.2M	+6%	15k	147.73	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$2.1M	+4%	18k	120.99	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.4	$2.1M	+4%	46k	46.21	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$2.1M	+6%	33k	63.85	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$2.0M	+5%	9.8k	208.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.0M	+9%	14k	150.93	View chart
Eli Lilly & Co. (LLY)	0.4	$2.0M	-2%	2.6k	778.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.9M	+7%	17k	110.52	View chart
Abbvie (ABBV)	0.4	$1.9M	-2%	10k	182.11	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$1.7M	+5%	24k	73.15	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.7M	-3%	8.5k	200.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.7M		4.0k	420.52	View chart
Linde SHS (LIN)	0.3	$1.7M		3.6k	464.35	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.7M		14k	116.84	View chart
Johnson & Johnson (JNJ)	0.3	$1.6M		10k	158.19	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.3	$1.6M		33k	49.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$1.6M		18k	89.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$1.5M	-3%	6.1k	249.85	View chart
Boeing Company (BA)	0.3	$1.5M	+86%	7.8k	192.99	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.3	$1.5M	+20%	37k	40.05	View chart
Bristol Myers Squibb (BMY)	0.3	$1.4M	-6%	26k	54.23	View chart
Meta Platforms Cl A (META)	0.3	$1.4M	+2%	2.9k	485.64	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$1.4M	+24%	21k	65.65	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.3M	-9%	12k	107.60	View chart
Procter & Gamble Company (PG)	0.3	$1.3M	+9%	8.0k	162.25	View chart
United Parcel Service CL B (UPS)	0.3	$1.3M	+5%	8.5k	148.64	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$1.3M		33k	38.48	View chart
Visa Com Cl A (V)	0.3	$1.2M	-2%	4.4k	279.08	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$1.2M	+7%	11k	108.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$1.2M		14k	86.48	View chart
Vanguard World Utilities Etf (VPU)	0.2	$1.2M	+16%	8.1k	142.58	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.2	$1.2M	+7%	47k	24.60	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M		5.6k	205.72	View chart
Advanced Micro Devices (AMD)	0.2	$1.1M		6.3k	180.49	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$1.1M	+28%	20k	56.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.1M		14k	84.09	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$1.1M	-16%	19k	59.62	View chart
Altria (MO)	0.2	$1.1M	-22%	26k	43.62	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.1M	+2%	22k	51.60	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$1.1M	+7%	25k	43.60	View chart
Home Depot (HD)	0.2	$1.1M		2.9k	383.61	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.1M	+9%	2.7k	397.78	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.2	$1.1M		8.8k	123.28	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$1.1M		28k	38.84	View chart
Verizon Communications (VZ)	0.2	$1.1M	-6%	26k	41.96	View chart
International Business Machines (IBM)	0.2	$1.0M		5.5k	190.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.0M	+5%	4.9k	210.28	View chart
Equinix (EQIX)	0.2	$1.0M	-14%	1.2k	825.31	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.0M		5.6k	179.11	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$966k	-3%	8.7k	110.54	View chart
UnitedHealth (UNH)	0.2	$951k	+14%	1.9k	494.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$944k	+35%	5.6k	169.38	View chart
Dow (DOW)	0.2	$912k	-6%	16k	57.93	View chart
Ea Series Trust Us Quan Value (QVAL)	0.2	$909k		20k	44.94	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$876k		14k	62.06	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.2	$868k	-16%	15k	59.11	View chart
Eaton Corp SHS (ETN)	0.2	$865k		2.8k	312.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$853k	+54%	14k	60.42	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$836k		15k	56.17	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$834k		7.2k	115.30	View chart
Mastercard Incorporated Cl A (MA)	0.2	$823k		1.7k	481.50	View chart
Chubb (CB)	0.2	$821k		3.2k	259.12	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$819k	-2%	20k	42.01	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$816k	+18%	8.1k	100.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$797k	NEW	7.2k	110.05	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$792k	+8%	25k	31.62	View chart
Costco Wholesale Corporation (COST)	0.2	$788k	+2%	1.1k	732.42	View chart
Raytheon Technologies Corp (RTX)	0.2	$767k	-17%	7.9k	97.53	View chart
Micron Technology (MU)	0.2	$758k	-10%	6.4k	117.89	View chart
Morgan Stanley Com New (MS)	0.2	$758k		8.1k	94.16	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$753k		5.7k	131.25	View chart
Qualcomm (QCOM)	0.2	$747k		4.4k	169.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$724k	+24%	4.8k	152.26	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.2	$722k		5.4k	134.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$713k	+9%	4.3k	164.35	View chart
Wal-Mart Stores (WMT)	0.1	$706k	+203%	12k	60.17	View chart
Prudential Financial (PRU)	0.1	$698k		5.9k	117.41	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$693k		6.1k	114.13	View chart
Coca-Cola Company (KO)	0.1	$678k		11k	61.18	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$665k	+41%	57k	11.63	View chart
Intuitive Surgical Com New (ISRG)	0.1	$664k		1.7k	399.09	View chart
Schlumberger Com Stk (SLB)	0.1	$661k		12k	54.81	View chart
Merck & Co (MRK)	0.1	$650k	+6%	4.9k	131.95	View chart
Metropcs Communications (TMUS)	0.1	$642k		3.9k	163.22	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$638k	-3%	2.4k	270.76	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$633k		8.3k	76.38	View chart
Netflix (NFLX)	0.1	$633k		1.0k	607.33	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$628k		7.3k	85.66	View chart
Pfizer (PFE)	0.1	$628k	+29%	23k	27.75	View chart
Pepsi (PEP)	0.1	$621k	+5%	3.6k	175.00	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$619k	-10%	36k	17.32	View chart
Vaneck Merk Gold Tr Gold Trust (OUNZ)	0.1	$617k		29k	21.48	View chart
Broadcom (AVGO)	0.1	$614k	-2%	464.00	1324.16	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.1	$613k	+45%	38k	16.25	View chart
Wells Fargo & Company (WFC)	0.1	$611k		11k	57.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$607k	+3%	5.6k	108.92	View chart
Newmont Mining Corporation (NEM)	0.1	$602k	+14%	17k	35.84	View chart
Shopify Cl A (SHOP)	0.1	$599k	-13%	7.8k	77.17	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$598k	-6%	14k	42.12	View chart
General Electric Com New (GE)	0.1	$592k	-26%	3.4k	175.52	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$574k	+297%	8.2k	70.40	View chart
Novo-nordisk A S Adr (NVO)	0.1	$571k	+4%	4.4k	128.39	View chart
Intel Corporation (INTC)	0.1	$568k	+6%	13k	44.17	View chart
ConocoPhillips (COP)	0.1	$567k		4.5k	127.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$541k		6.8k	79.85	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$540k		9.4k	57.38	View chart
McDonald's Corporation (MCD)	0.1	$537k		1.9k	281.89	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$527k	+16%	7.7k	68.80	View chart
Phillips 66 (PSX)	0.1	$516k		3.2k	163.34	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$511k		4.1k	125.95	View chart
Automatic Data Processing (ADP)	0.1	$504k		2.0k	249.77	View chart
salesforce (CRM)	0.1	$497k	-2%	1.7k	301.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$497k	+10%	6.5k	76.67	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$495k	+20%	22k	22.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$495k	+16%	2.2k	224.96	View chart
Block Cl A (SQ)	0.1	$493k		5.8k	84.58	View chart
Union Pacific Corporation (UNP)	0.1	$484k		2.0k	245.94	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.1	$474k		12k	38.52	View chart
Adobe Systems Incorporated (ADBE)	0.1	$471k	+10%	934.00	504.60	View chart
Kinder Morgan (KMI)	0.1	$470k	-2%	26k	18.34	View chart
Bank of America Corporation (BAC)	0.1	$462k	-8%	12k	37.92	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$460k		4.8k	95.60	View chart
Oracle Corporation (ORCL)	0.1	$459k	-7%	3.7k	125.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$458k	+30%	7.9k	58.06	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$454k	-5%	12k	38.33	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$449k	+5%	7.7k	58.11	View chart
Honeywell International (HON)	0.1	$447k		2.2k	205.27	View chart
Walt Disney Company (DIS)	0.1	$442k	+5%	3.6k	122.37	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$436k	+63%	5.8k	75.40	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$424k	-43%	12k	34.74	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$412k	-10%	10k	39.53	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$412k		15k	28.04	View chart
Iron Mountain (IRM)	0.1	$404k	-10%	5.0k	80.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$399k		1.4k	288.03	View chart
American Electric Power Company (AEP)	0.1	$397k		4.6k	86.10	View chart
Valero Energy Corporation (VLO)	0.1	$388k	-3%	2.3k	170.69	View chart
Servicenow (NOW)	0.1	$384k		503.00	762.40	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$381k		1.9k	205.09	View chart
S&p Global (SPGI)	0.1	$377k		885.00	425.45	View chart
Humana (HUM)	0.1	$374k		1.1k	346.72	View chart
CVS Caremark Corporation (CVS)	0.1	$374k	-8%	4.7k	79.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$374k	-6%	4.4k	84.44	View chart
Caterpillar (CAT)	0.1	$369k	-31%	1.0k	366.43	View chart
Republic Services (RSG)	0.1	$368k		1.9k	191.48	View chart
Tesla Motors (TSLA)	0.1	$365k	+20%	2.1k	175.79	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$361k	NEW	9.1k	39.81	View chart
Cisco Systems (CSCO)	0.1	$360k	-4%	7.2k	49.91	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$360k		6.3k	56.98	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$359k		14k	25.27	View chart
American Express Company (AXP)	0.1	$354k		1.6k	227.65	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$353k		1.2k	304.64	View chart
Stryker Corporation (SYK)	0.1	$348k	+2%	973.00	357.88	View chart
Freeport-mcmoran CL B (FCX)	0.1	$343k		7.3k	47.02	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$340k		9.1k	37.58	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$337k		2.6k	131.93	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$335k		4.5k	74.23	View chart
Target Corporation (TGT)	0.1	$334k	+5%	1.9k	177.24	View chart
At&t (T)	0.1	$334k	-10%	19k	17.60	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$333k		5.2k	64.40	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$332k	-4%	987.00	336.31	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$331k	NEW	13k	24.91	View chart
Whirlpool Corporation (WHR)	0.1	$331k	NEW	2.8k	119.61	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$329k	-3%	4.3k	76.19	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$328k	-14%	8.1k	40.71	View chart
Sap Se Spon Adr (SAP)	0.1	$327k		1.7k	195.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$324k	-2%	8.8k	36.75	View chart
PPG Industries (PPG)	0.1	$322k		2.2k	144.90	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$321k	+4%	926.00	346.61	View chart
Thermo Fisher Scientific (TMO)	0.1	$315k		541.00	581.27	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$310k		4.2k	73.04	View chart
First Tr Exchange-traded First Trust S&p (KNGZ)	0.1	$309k		9.8k	31.65	View chart
Comcast Corp Cl A (CMCSA)	0.1	$309k	-8%	7.1k	43.35	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$299k	-3%	1.6k	183.89	View chart
Abbott Laboratories (ABT)	0.1	$298k		2.6k	113.66	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.1	$295k		6.4k	46.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$295k		3.5k	83.58	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$291k		2.8k	103.79	View chart
Trane Technologies SHS (TT)	0.1	$290k		965.00	300.20	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$289k	-7%	3.1k	92.42	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$284k	+193%	4.3k	66.30	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$283k	NEW	3.9k	72.32	View chart
Norfolk Southern (NSC)	0.1	$280k		1.1k	254.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$278k	-6%	4.7k	58.65	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$275k	-11%	4.1k	67.34	View chart
Amgen (AMGN)	0.1	$274k	-3%	964.00	284.21	View chart
Goldman Sachs (GS)	0.1	$273k		654.00	417.69	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$272k		3.0k	91.24	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$272k	-5%	3.0k	91.86	View chart
Managed Portfolio Series Tortoise Nram Pi (TPYP)	0.1	$272k		9.7k	27.96	View chart
Clorox Company (CLX)	0.1	$270k	-2%	1.8k	153.08	View chart
Prologis (PLD)	0.1	$268k		2.1k	130.24	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$264k		6.3k	42.23	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.1	$259k	-4%	11k	23.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)	0.1	$257k		9.1k	28.33	View chart
Morgan Stanley Etf Trust Eaton Vance Tota	0.1	$254k	NEW	5.1k	49.75	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$254k		2.2k	117.24	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.1	$252k	-34%	11k	22.77	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$245k	-5%	2.0k	125.32	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$243k		2.8k	87.29	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$243k	-14%	2.2k	110.23	View chart
Southern Company (SO)	0.1	$243k	-3%	3.4k	71.74	View chart
Lowe's Companies (LOW)	0.1	$242k	+5%	951.00	254.67	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$240k		10k	23.81	View chart
Williams Companies (WMB)	0.0	$240k		6.1k	38.97	View chart
Ross Stores (ROST)	0.0	$237k	-20%	1.6k	146.74	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$236k	NEW	2.2k	107.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$235k	+4%	3.0k	77.31	View chart
Applied Materials (AMAT)	0.0	$234k	NEW	1.1k	206.28	View chart
Axon Enterprise (AXON)	0.0	$231k	NEW	738.00	312.88	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.0	$231k		4.4k	52.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.0	$229k		8.2k	27.96	View chart
Marriott Intl Cl A (MAR)	0.0	$222k	NEW	879.00	252.31	View chart
Intercontinental Exchange (ICE)	0.0	$214k	NEW	1.6k	137.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$213k	NEW	1.1k	186.77	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.0	$211k		2.3k	93.24	View chart
SYSCO Corporation (SYY)	0.0	$209k	NEW	2.6k	81.19	View chart
BP Sponsored Adr (BP)	0.0	$208k	-5%	5.5k	37.68	View chart
RBB Us Treas 3 Mnth (TBIL)	0.0	$205k	NEW	4.1k	50.03	View chart
Marvell Technology (MRVL)	0.0	$205k	NEW	2.9k	70.88	View chart
Hubspot (HUBS)	0.0	$204k	-9%	326.00	626.56	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$204k	NEW	4.1k	49.65	View chart
GSK Sponsored Adr (GSK)	0.0	$203k	NEW	4.7k	42.87	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$202k	-8%	3.5k	58.65	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$202k		8.5k	23.80	View chart
Lam Research Corporation (LRCX)	0.0	$194k	NEW	200.00	971.98	View chart
Philip Morris International (PM)	0.0	$180k	NEW	2.0k	91.61	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$143k	NEW	14k	9.90	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.0	$135k	-6%	12k	11.65	View chart
Hancock John Prem Divid Com Sh Ben Int (PDT)	0.0	$120k	-5%	10k	11.65	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$105k	NEW	12k	8.90	View chart
Valley National Ban (VLY)	0.0	$100k		13k	7.96	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$91k	-12%	10k	8.73	View chart
Plug Power Com New (PLUG)	0.0	$69k	NEW	20k	3.44	View chart
Luna Innovations Incorporated (LUNA)	0.0	$66k		21k	3.21	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$65k	NEW	11k	5.93	View chart
Peloton Interactive Cl A Com (PTON)	0.0	$48k	NEW	11k	4.29	View chart
Vaxart Com New (VXRT)	0.0	$35k	-73%	27k	1.30	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 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
Private Portfolio Partners 2021 Q4 restated filed March 14, 2023
Private Portfolio Partners 2022 Q4 filed Feb. 1, 2023
Private Portfolio Partners 2022 Q3 filed Nov. 7, 2022

View all past filings

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