Holdings

Allied Private Wealth LLC

As of Jun 30, 2026, Allied Private Wealth LLC reported 607 positions worth US$87.7M. Largest: Apple Inc, Microsoft Corp. and Amazon.com, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc67,800US$21.2Mfirst reportJun 30, 2026
Microsoft Corp.24,134US$9.25Mfirst reportJun 30, 2026
Amazon.com, Inc.19,030US$4.64Mfirst reportJun 30, 2026
Nvidia Corporation22,476US$4.59Mfirst reportJun 30, 2026
Berkshire Hathaway Inc.8,002US$3.96Mfirst reportJun 30, 2026
Alphabet Inc (google) Class C7,213US$2.62Mfirst reportJun 30, 2026
Blackstone Inc.15,158US$1.8Mfirst reportJun 30, 2026
Citigroup, Inc.11,788US$1.62Mfirst reportJun 30, 2026
Meta Platforms, Inc.2,412US$1.46Mfirst reportJun 30, 2026
Skyx Platforms Corp.1.12MUS$1.33Mfirst reportJun 30, 2026