WARTHER PRIVATE WEALTH, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 1.03M | $17.25M |
 | CMG | 514K | $19.01M |
 | NVO | 419K | $21.31M |
 | BABA | 232K | $34.04M |
 | UBER | 194K | $15.82M |
 | SCHW | 193K | $19.24M |
 | FTNT | 187K | $14.84M |
 | EL | 151K | $15.82M |
 | UNH | 111K | $36.80M |
 | AMZN | 94K | $21.67M |
 | GOOGL | 92K | $28.84M |
 | NFLX | 87K | $8.16M |
 | XOM | 72K | $8.61M |
 | TSM | 70K | $21.29M |
 | AVGO | 33K | $11.45M |
 | NVDA | 26K | $4.76M |
 | VST | 25K | $4.11M |
 | AAPL | 21K | $5.57M |
 | LLY | 19K | $20.32M |
 | ASML | 19K | $19.93M |
Nu Holdings Ltd.
NU
Shares Held
1.03M
Value
$17.25M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
514K
Value
$19.01M
Novo Nordisk A/S
NVO
Shares Held
419K
Value
$21.31M
Alibaba Group Holding Limited
BABA
Shares Held
232K
Value
$34.04M
Uber Technologies, Inc.
UBER
Shares Held
194K
Value
$15.82M
The Charles Schwab Corporation
SCHW
Shares Held
193K
Value
$19.24M
Fortinet, Inc.
FTNT
Shares Held
187K
Value
$14.84M
The Estée Lauder Companies Inc.
EL
Shares Held
151K
Value
$15.82M
UnitedHealth Group Incorporated
UNH
Shares Held
111K
Value
$36.80M
Amazon.com, Inc.
AMZN
Shares Held
94K
Value
$21.67M
Alphabet Inc.
GOOGL
Shares Held
92K
Value
$28.84M
Netflix, Inc.
NFLX
Shares Held
87K
Value
$8.16M
Exxon Mobil Corporation
XOM
Shares Held
72K
Value
$8.61M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
70K
Value
$21.29M
Broadcom Inc.
AVGO
Shares Held
33K
Value
$11.45M
NVIDIA Corporation
NVDA
Shares Held
26K
Value
$4.76M
Vistra Corp.
VST
Shares Held
25K
Value
$4.11M
Apple Inc.
AAPL
Shares Held
21K
Value
$5.57M
Eli Lilly and Company
LLY
Shares Held
19K
Value
$20.32M
ASML Holding N.V.
ASML
Shares Held
19K
Value
$19.93M