Warther Private Wealth, LLC - Portfolio overview

Warther Private Wealth, LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. UNH - UNITEDHEALTH GROUP INC COM, 7.06%
2. BABA - ALIBABA GROUP HLDG LTD SPONSORED ADS, 6.72%
3. XOM - EXXON MOBIL CORP COM, 6.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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