Private Portfolio Partners LLC

PARAMUS, NJ · CIK 1766520 · 13F filing filed 2025-02-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyParamus, NJ

$543.9m reported value +2.0% vs Q3 2024

299positions

39.8%in top 10

10 new 176 added 82 reduced 4 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	115,010	$47.2m8.68%	8.68%	Added +1.2k	+1,176 1.0%
2	VANGUARD INDEX FDS VALUE ETF VTV	VTV	258,379	$43.7m8.04%	8.04%	Added +5.1k	+5,109 2.0%
3	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	73,864	$20.7m3.80%	3.80%	Added +662	+662 0.9%
4	ISHARES TR 7-10 YR TRSY BD IEF	IEF	192,984	$17.8m3.28%	3.28%	Added +3.2k	+3,197 1.7%
5	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	181,184	$16.6m3.05%	3.05%	Added +7.3k	+7,318 4.2%
6	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	375,789	$16.5m3.04%	3.04%	Added +4.1k	+4,071 1.1%
7	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	291,128	$14.6m2.68%	2.68%	Added +32.4k	+32,444 12.5%
8	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	71,868	$14.2m2.62%	2.62%	Added +845	+845 1.2%
9	APPLE INC COM AAPL	AAPL	55,689	$13.9m2.56%	2.56%	Added +335	+335 0.6%
10	ISHARES TR RUS 1000 GRW ETF IWF	IWF	27,721	$11.1m2.05%	2.05%	Reduced -27	-27 -0.1%
11	ISHARES TR EAFE GRWTH ETF EFG	EFG	106,534	$10.3m1.90%	1.90%	Added +2.3k	+2,256 2.2%
12	MICROSOFT CORP COM MSFT	MSFT	20,652	$8.7m1.60%	1.60%	Added +306	+306 1.5%
13	WISDOMTREE TR EUROPE HEDGED EQ HEDJ	HEDJ	193,359	$8.5m1.55%	1.55%	Added +3.1k	+3,052 1.6%
14	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	13,273	$7.2m1.31%	1.31%	Reduced -27	-27 -0.2%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	13,758	$7.0m1.29%	1.29%	Added +130	+130 0.9%
16	NVIDIA CORPORATION COM NVDA	NVDA	52,208	$7.0m1.29%	1.29%	Added +525	+525 1.0%
17	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	11,514	$6.7m1.24%	1.24%	Reduced -5	-5 -0.0%
18	WISDOMTREE TR US SMALLCAP DIVD DES	DES	196,422	$6.7m1.24%	1.24%	Reduced -448	-448 -0.2%
19	ISHARES TR EAFE SML CP ETF SCZ	SCZ	108,035	$6.6m1.21%	1.21%	Reduced -426	-426 -0.4%
20	VANGUARD INDEX FDS SMALL CP ETF VB	VB	26,722	$6.4m1.18%	1.18%	Added +74	+74 0.3%
21	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	118,997	$5.7m1.05%	1.05%	Added +3.3k	+3,269 2.8%
22	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	73,638	$4.9m0.91%	0.91%	Added +3.3k	+3,332 4.7%
23	AMAZON COM INC COM AMZN	AMZN	21,025	$4.6m0.85%	0.85%	Added +440	+440 2.1%
24	EXXON MOBIL CORP COM XOM	XOM	41,367	$4.4m0.82%	0.82%	Reduced -340	-340 -0.8%
25	ISHARES TR MSCI EMG MKT ETF EEM	EEM	105,573	$4.4m0.81%	0.81%	Added +576	+576 0.6%
26	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	47,328	$4.4m0.81%	0.81%	Added +299	+299 0.6%
27	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	154,097	$4.2m0.77%	0.77%	Added +2.2k	+2,225 1.5%
28	VANGUARD WORLD FD INF TECH ETF VGT	VGT	6,392	$4.0m0.73%	0.73%	Added +131	+131 2.1%
29	ISHARES TR 1 3 YR TREAS BD SHY	SHY	46,757	$3.8m0.70%	0.70%	Added +439	+439 0.9%
30	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	75,532	$3.8m0.70%	0.70%	Reduced -2.3k	-2,290 -2.9%
31	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	12,237	$3.5m0.65%	0.65%	Added +165	+165 1.4%
32	ISHARES TR CORE S&P500 ETF IVV	IVV	5,789	$3.4m0.63%	0.63%	Added +199	+199 3.6%
33	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	17,055	$3.3m0.61%	0.61%	Reduced -530	-530 -3.0%
34	ISHARES TR CORE S&P MCP ETF IJH	IJH	53,277	$3.3m0.61%	0.61%	Added +335	+335 0.6%
35	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	11,784	$3.2m0.58%	0.58%	Reduced -45	-45 -0.4%
36	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	139,203	$3.2m0.58%	0.58%	Added +990	+990 0.7%
37	SELECT SECTOR SPDR TR ENERGY XLE	XLE	34,518	$3.0m0.54%	0.54%	Added +851	+851 2.5%
38	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	29,778	$3.0m0.54%	0.54%	Reduced -13.8k	-13,800 -31.7%
39	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,800	$2.8m0.52%	0.52%	Added +385	+385 2.7%
40	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	20,790	$2.7m0.49%	0.49%	Added +548	+548 2.7%
41	CHEVRON CORP NEW COM CVX	CVX	17,514	$2.5m0.47%	0.47%	Added +1.0k	+1,042 6.3%
42	ELI LILLY & CO COM LLY	LLY	3,189	$2.5m0.45%	0.45%	Added +459	+459 16.8%
43	ISHARES TR SELECT DIVID ETF DVY	DVY	18,273	$2.4m0.44%	0.44%	Added +19	+19 0.1%
44	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	10,159	$2.4m0.43%	0.43%	Added +145	+145 1.4%
45	FIRST TR EXCHANGE-TRADED FD SENIOR LN FD FTSL	FTSL	50,058	$2.3m0.43%	0.43%	Added +3.8k	+3,849 8.3%
46	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	16,786	$2.3m0.42%	0.42%	Added +401	+401 2.5%
47	ISHARES TR CORE S&P SCP ETF IJR	IJR	19,959	$2.3m0.42%	0.42%	Added +323	+323 1.6%
48	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	25,061	$2.2m0.41%	0.41%	Added +307	+307 1.2%
49	JPMORGAN CHASE & CO COM JPM	JPM	8,723	$2.1m0.38%	0.38%	Added +212	+212 2.5%
50	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	51,458	$2.0m0.37%	0.37%	Added +3.2k	+3,230 6.7%
51	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,462	$2.0m0.37%	0.37%	Added +222	+222 5.2%
52	META PLATFORMS INC CL A META	META	3,367	$2.0m0.36%	0.36%	Added +27	+27 0.8%
53	ABBVIE INC COM ABBV	ABBV	10,154	$1.8m0.33%	0.33%	Reduced -122	-122 -1.2%
54	ISHARES TR SHRT NAT MUN ETF SUB	SUB	16,450	$1.7m0.32%	0.32%	Reduced -3.6k	-3,600 -18.0%
55	ALPS ETF TR OSHARES US QUALT OUSA	OUSA	32,533	$1.7m0.32%	0.32%	Added +296	+296 0.9%
56	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	26,624	$1.7m0.31%	0.31%	Reduced -5.0k	-4,966 -15.7%
57	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	9,380	$1.6m0.30%	0.30%	Added +2.0k	+2,032 27.6%
58	VANGUARD INDEX FDS MID CAP ETF VO	VO	6,218	$1.6m0.30%	0.30%	Added +123	+123 2.0%
59	JOHNSON & JOHNSON COM JNJ	JNJ	11,023	$1.6m0.29%	0.29%	Added +957	+957 9.5%
60	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	20,918	$1.6m0.29%	0.29%	Added +855	+855 4.3%
61	ISHARES TR JPMORGAN USD EMG EMB	EMB	17,504	$1.6m0.29%	0.29%	Reduced -48	-48 -0.3%
62	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	13,260	$1.5m0.28%	0.28%	Reduced -521	-521 -3.8%
63	LINDE PLC SHS LIN	LIN	3,561	$1.5m0.27%	0.27%	Reduced -15	-15 -0.4%
64	BOEING CO COM BA	BA	8,384	$1.5m0.27%	0.27%	Reduced -658	-658 -7.3%
65	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	8,961	$1.5m0.27%	0.27%	Added +249	+249 2.9%
66	SPDR GOLD TR GOLD SHS GLD	GLD	6,011	$1.5m0.27%	0.27%	Added +363	+363 6.4%
67	GUGGENHEIM TAXABLE MUNICP BO COM GBAB	GBAB	93,084	$1.4m0.26%	0.26%	Added +33.7k	+33,667 56.7%
68	BROADCOM INC COM AVGO	AVGO	5,864	$1.4m0.25%	0.25%	Added +437	+437 8.1%
69	PROCTER AND GAMBLE CO COM PG	PG	8,074	$1.4m0.25%	0.25%	Added +20	+20 0.2%
70	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	13,616	$1.3m0.25%	0.25%	Added +2.2k	+2,174 19.0%
71	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	20,904	$1.3m0.24%	0.24%	Added +357	+357 1.7%
72	PFIZER INC COM PFE	PFE	48,873	$1.3m0.24%	0.24%	Added +17.9k	+17,907 57.8%
73	VISA INC COM CL A V	V	4,064	$1.3m0.24%	0.24%	Reduced -291	-291 -6.7%
74	ISHARES TR NATIONAL MUN ETF MUB	MUB	11,893	$1.3m0.23%	0.23%	Added +73	+73 0.6%
75	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	22,403	$1.3m0.23%	0.23%	Reduced -129	-129 -0.6%
76	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	18,763	$1.3m0.23%	0.23%	Added +2.8k	+2,837 17.8%
77	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	30,918	$1.2m0.23%	0.23%	Added +107	+107 0.3%
78	ISHARES INC CORE MSCI EMKT IEMG	IEMG	23,571	$1.2m0.23%	0.23%	Added +2.2k	+2,224 10.4%
79	FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI UCON	UCON	49,919	$1.2m0.23%	0.23%	Added +1.8k	+1,793 3.7%
80	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,498	$1.2m0.22%	0.22%	Reduced -239	-239 -4.2%
81	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	35,424	$1.2m0.22%	0.22%	Added +23.5k	+23,489 196.8%
82	FIRST TRUST LRGCP GWT ALPHAD COM SHS FTC	FTC	8,680	$1.2m0.22%	0.22%	Reduced -105	-105 -1.2%
83	ISHARES TR RUS MID CAP ETF IWR	IWR	13,474	$1.2m0.22%	0.22%	Reduced -56	-56 -0.4%
84	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	2,769	$1.2m0.22%	0.22%	Added +56	+56 2.1%
85	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	13,191	$1.2m0.22%	0.22%	Added +115	+115 0.9%
86	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	10,594	$1.2m0.21%	0.21%	Reduced -970	-970 -8.4%
87	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,225	$1.2m0.21%	0.21%	Added +1	+1 0.0%
88	HOME DEPOT INC COM HD	HD	2,956	$1.1m0.21%	0.21%	Added +64	+64 2.2%
89	ALTRIA GROUP INC COM MO	MO	21,717	$1.1m0.21%	0.21%	Added +205	+205 0.9%
90	HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE HMOP	HMOP	28,805	$1.1m0.20%	0.20%	Added +849	+849 3.0%
91	EA SERIES TRUST US QUAN MOMENTUM QMOM	QMOM	17,140	$1.1m0.20%	0.20%	Added +727	+727 4.4%
92	MORGAN STANLEY COM NEW MS	MS	8,712	$1.1m0.20%	0.20%	Added +46	+46 0.5%
93	EA SERIES TRUST US QUAN VALUE QVAL	QVAL	24,363	$1.1m0.20%	0.20%	Added +1.2k	+1,206 5.2%
94	COSTCO WHSL CORP NEW COM COST	COST	1,185	$1.1m0.20%	0.20%	Added +24	+24 2.1%
95	FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS FIXD	FIXD	24,678	$1.1m0.19%	0.19%	Reduced -1.1k	-1,109 -4.3%
96	UNITEDHEALTH GROUP INC COM UNH	UNH	2,057	$1.0m0.19%	0.19%	Unchanged
97	MERCK & CO INC COM MRK	MRK	10,362	$1.0m0.19%	0.19%	Added +5.8k	+5,790 126.6%
98	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	43,747	$1.0m0.19%	0.19%	Added +1.4k	+1,399 3.3%
99	ISHARES TR RUS 1000 VAL ETF IWD	IWD	5,132	$950.1k0.17%	0.17%	Added +80	+80 1.6%
100	MASTERCARD INCORPORATED CL A MA	MA	1,794	$944.9k0.17%	0.17%	Added +20	+20 1.1%

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
FIRST TR EXCHANGE TRADED FD FGD	FGD	10,495	$255.6k10.5k shares
CVS HEALTH CORP CVS	CVS	3,581	$225.2k3.6k shares
INVESCO EXCH TRADED FD TR II PXF	PXF	4,106	$214.0k4.1k shares
CARRIER GLOBAL CORPORATION CARR	CARR	2,602	$209.4k2.6k shares