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Showing Q3 2024 data
PRIO WEALTH LIMITED PARTNERSHIP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
PRIO WEALTH LIMITED PARTNERSHIP
•CIK: 1008929•Filing: Q3 2024
**PRIO WEALTH LIMITED PARTNERSHIP** manages $3.4B across a diversified portfolio of 266 positions. The fund exhibits significant concentration in mega-cap technology and growth names, with top holdings including AAPL at $297.4M and MSFT at $181.2M. Further substantial allocations are noted in NVDA ($175.7M), AVGO ($164.7M), and GOOG ($127.6M). This structure suggests a core conviction in established, market-leading technology and industrial secular growth trends.
Total AUM
$3.4B
QoQ Performance
+1.8%
Positions
223
Top 10 Concentration
41.0%
Latest Filing
Q3 2024
Top Holdings Allocation
AAPL
MSFT
NVDA
AAPL8.7%
MSFT5.3%
NVDA5.1%
AVGO4.8%
GOOG3.7%
AMZN3.2%
WMT2.9%
META2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology36.8%
Other25.8%
Consumer8.9%
Healthcare8.5%
Financial8.1%
Industrial4.7%
ETF4.3%
Materials0.9%
🚪 Exited Positionssold since Q2 2024
+53 more exited positions
Changes from Q2 2024
↑30 increased
↓108 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023