Holdings
Premier Private Wealth Management LLC
As of Jun 30, 2026, Premier Private Wealth Management LLC reported 11 positions worth US$9.18M. Largest: Apple Inc, Smartstop Self Storage Reit, Inc. and Mckesson Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 9,254 | US$2.68M | +157 | Jun 30, 2026 |
| Smartstop Self Storage Reit, Inc. | 42,262 | US$1.37M | −12,263 | Jun 30, 2026 |
| Mckesson Corporation | 1,657 | US$1.25M | +2 | Jun 30, 2026 |
| Microsoft Corp. | 2,734 | US$1.02M | +57 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,897 | US$929K | +401 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,009 | US$505K | +106 | Jun 30, 2026 |
| Nvidia Corporation | 1,803 | US$361K | +271 | Jun 30, 2026 |
| Procore Technologies, Inc. | 7,665 | US$311K | no change | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 2,289 | US$290K | +219 | Jun 30, 2026 |
| Broadcom Inc. | 666 | US$252K | +12 | Jun 30, 2026 |