EFG Private Wealth Management (Americas) Corp.
Last filed Nov 14, 2025
Inactive · not filing 13F
$579M
110
-$558K
27.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q3 2025 | |||||
 MSFT | $28.4M | 4.90% | 0.00% | -5.1% | Q4 2013 |
 NVDA | $26.7M | 4.61% | 0.00% | +3.5% | Q4 2019 |
 AMZN | $17.5M | 3.02% | 0.00% | -2.8% | Q1 2017 |
 JPM | $16.5M | 2.86% | 0.00% | -6.3% | Q2 2017 |
 AVGO | $15.1M | 2.61% | 0.00% | -6.4% | Q3 2020 |
 MA | $12M | 2.07% | 0.00% | -3.8% | Q1 2016 |
 IAU | $11.3M | 1.95% | 0.02% | -0.8% | Q3 2014 |
 GOOG | $10.5M | 1.82% | Not reported | -8.9% | Q4 2018 |
 AAPL | $10.4M | 1.80% | 0.00% | -20.2% | Q4 2013 |
 META | $10.1M | 1.74% | Not reported | +0.4% | Q1 2015 |
 CME | $9.4M | 1.62% | 0.01% | -7.5% | Q2 2014 |
| VLUE | $9.08M | 1.57% | Not reported | -1.2% | Q3 2021 |
 NFLX | $8.39M | 1.45% | 0.00% | -8.4% | Q2 2017 |
 ULTA | $7.74M | 1.34% | 0.03% | -1.8% | Q1 2017 |
 DHR | $7.49M | 1.29% | 0.01% | -1.2% | Q1 2014 |
 UNP | $6.97M | 1.20% | 0.01% | -4.5% | Q2 2015 |
 MSCI | $6.69M | 1.15% | 0.02% | -4.7% | Q3 2019 |
 MCD | $6.66M | 1.15% | 0.00% | -8.2% | Q2 2014 |
 CCI | $6.57M | 1.13% | 0.02% | -5.4% | Q1 2017 |
 INTU | $6.34M | 1.10% | 0.00% | -17.3% | Q4 2022 |
 PHM | $6.18M | 1.07% | 0.02% | +351.9% | Q1 2021 |
 NOW | $6.13M | 1.06% | 0.00% | -1.9% | Q2 2017 |
 WMT | $5.58M | 0.96% | 0.00% | -10.0% | Q2 2022 |
 QCOM | $5.5M | 0.95% | 0.00% | -10.2% | Q4 2023 |
 SPGI | $5.33M | 0.92% | 0.00% | -5.1% | Q3 2017 |
 TSM | $5.31M | 0.92% | 0.00% | +9.1% | Q4 2017 |
 LLY | $5.12M | 0.88% | 0.00% | -5.8% | Q4 2013 |
 URI | $5.06M | 0.87% | 0.01% | +14.5% | Q1 2017 |
 QQQ | $4.65M | 0.80% | Not reported | Not reported | Q2 2018 |
 OTIS | $4.48M | 0.77% | 0.01% | +0.4% | Q2 2020 |
 ALNY | $4.44M | 0.77% | 0.01% | -16.2% | Q3 2020 |
 FANG | $4.26M | 0.74% | 0.01% | +7.1% | Q1 2022 |
 ADBE | $3.95M | 0.68% | 0.00% | -10.9% | Q4 2014 |
 PEP | $3.92M | 0.68% | 0.00% | +12.2% | Q4 2013 |
 NET | $3.77M | 0.65% | Not reported | -19.5% | Q2 2023 |
 VRT | $3.71M | 0.64% | 0.01% | -16.9% | Q1 2024 |
 IDXX | $3.69M | 0.64% | 0.01% | +3.3% | Q2 2017 |
 AWK | $3.66M | 0.63% | 0.01% | +4.9% | Q2 2023 |
 ALAB | $3.63M | 0.63% | 0.01% | -11.3% | Q2 2025 |
 PWR | $3.61M | 0.62% | 0.01% | Not reported | Q3 2023 |
 VEEV | $3.59M | 0.62% | 0.01% | -10.9% | Q2 2017 |
 RDDT | $3.4M | 0.59% | Not reported | +3.6% | Q1 2025 |
 MCK | $3.4M | 0.59% | 0.00% | +385.0% | Q4 2013 |
 P | $3.32M | 0.57% | 0.01% | +5.5% | Q1 2024 |
 DASH | $3.08M | 0.53% | Not reported | -1.5% | Q1 2024 |
 ABNB | $2.86M | 0.49% | Not reported | -39.2% | Q4 2024 |
 GRMN | $2.83M | 0.49% | 0.01% | +10.0% | Q1 2025 |
 EXPO | $2.83M | 0.49% | 0.08% | -10.7% | Q1 2024 |
 TREX | $2.75M | 0.48% | 0.05% | -11.2% | Q2 2023 |
 DDOG | $2.74M | 0.47% | 0.02% | +24.2% | Q3 2022 |
| Q2 2025 | |||||
| MSFT | $28.7M | 5.29% | 0.00% | +0.3% | Q4 2013 |
| NVDA | $21.8M | 4.03% | 0.00% | +3.6% | Q4 2019 |
| AMZN | $18M | 3.32% | 0.00% | +0.4% | Q1 2017 |
| JPM | $16.2M | 2.99% | 0.00% | -3.0% | Q2 2017 |
| AVGO | $13.5M | 2.49% | 0.00% | +1.0% | Q3 2020 |
| MA | $12.3M | 2.27% | 0.00% | -3.8% | Q1 2016 |
| AAPL | $10.5M | 1.94% | 0.00% | -11.2% | Q4 2013 |
| CME | $10.4M | 1.91% | 0.01% | -2.9% | Q2 2014 |
| NFLX | $10.2M | 1.89% | 0.00% | -5.1% | Q2 2017 |
| META | $10.1M | 1.86% | Not reported | +6.8% | Q1 2015 |
| IAU | $9.74M | 1.80% | 0.02% | -28.6% | Q3 2014 |
| INTU | $8.84M | 1.63% | 0.00% | +0.1% | Q4 2022 |
| GOOG | $8.42M | 1.55% | Not reported | -5.8% | Q4 2018 |
| VLUE | $8.33M | 1.54% | Not reported | +106.5% | Q3 2021 |
| DHR | $7.56M | 1.39% | 0.01% | +6.0% | Q1 2014 |
| CCI | $7.4M | 1.36% | 0.02% | +134.2% | Q1 2017 |
| MSCI | $7.14M | 1.32% | 0.02% | -19.0% | Q3 2019 |
| UNP | $7.11M | 1.31% | 0.01% | +6.2% | Q2 2015 |
| MCD | $6.98M | 1.29% | 0.00% | -15.6% | Q2 2014 |
| NOW | $6.98M | 1.29% | 0.00% | -0.3% | Q2 2017 |
| ULTA | $6.74M | 1.24% | 0.03% | -1.3% | Q1 2017 |
| SPGI | $6.08M | 1.12% | 0.00% | -0.3% | Q3 2017 |
| WMT | $5.88M | 1.08% | 0.00% | -7.3% | Q2 2022 |
| QCOM | $5.86M | 1.08% | 0.00% | -3.7% | Q4 2023 |
 VRSK | $5.72M | 1.06% | 0.01% | -41.1% | Q2 2020 |
| LLY | $5.55M | 1.02% | 0.00% | Not reported | Q4 2013 |
| ABNB | $5.12M | 0.94% | Not reported | +0.3% | Q4 2024 |
| ADBE | $4.86M | 0.90% | 0.00% | -21.1% | Q4 2014 |
| OTIS | $4.84M | 0.89% | 0.01% | +10.0% | Q2 2020 |
| NET | $4.27M | 0.79% | Not reported | -13.7% | Q2 2023 |
| TSM | $3.95M | 0.73% | 0.00% | +8.7% | Q4 2017 |
| VEEV | $3.89M | 0.72% | 0.01% | -5.5% | Q2 2017 |
| FANG | $3.82M | 0.70% | 0.01% | -17.8% | Q1 2022 |
| VRT | $3.8M | 0.70% | 0.01% | -3.1% | Q1 2024 |
| ALNY | $3.79M | 0.70% | 0.01% | -13.1% | Q3 2020 |
| AWK | $3.49M | 0.64% | 0.01% | +216.5% | Q2 2023 |
| URI | $3.49M | 0.64% | 0.01% | Not reported | Q1 2017 |
| EXPO | $3.41M | 0.63% | 0.09% | +0.1% | Q1 2024 |
| PEP | $3.28M | 0.61% | 0.00% | -20.7% | Q4 2013 |
| TREX | $3.26M | 0.60% | 0.06% | -0.8% | Q2 2023 |
| IDXX | $3M | 0.55% | 0.01% | -5.1% | Q2 2017 |
 AXON | $2.88M | 0.53% | 0.00% | +32.4% | Q1 2025 |
 ARES | $2.87M | 0.53% | 0.01% | +5.0% | Q3 2022 |
| DASH | $2.83M | 0.52% | Not reported | -14.6% | Q1 2024 |
 ZS | $2.73M | 0.50% | 0.01% | -4.3% | Q3 2023 |
 ZG | $2.65M | 0.49% | Not reported | +10.2% | Q2 2020 |
 CSL | $2.63M | 0.48% | 0.02% | +10.4% | Q1 2024 |
 TRI | $2.62M | 0.48% | 0.00% | -23.4% | Q3 2020 |
 NTRA | $2.59M | 0.48% | 0.01% | +16.5% | Q2 2021 |
 MO | $2.52M | 0.46% | 0.00% | -12.1% | Q4 2013 |
| Q1 2025 | |||||
| MSFT | $21.7M | 4.38% | 0.00% | -0.6% | Q4 2013 |
| AMZN | $15.6M | 3.15% | 0.00% | -1.6% | Q1 2017 |
| NVDA | $14.5M | 2.93% | 0.00% | +9.5% | Q4 2019 |
| JPM | $14.2M | 2.87% | 0.00% | -1.8% | Q2 2017 |
| IAU | $12.9M | 2.61% | 0.03% | -1.9% | Q3 2014 |
| AAPL | $12.8M | 2.60% | 0.00% | -14.5% | Q4 2013 |
| MA | $12.5M | 2.53% | 0.00% | -15.5% | Q1 2016 |
| CME | $10.3M | 2.08% | 0.01% | -0.7% | Q2 2014 |
| VRSK | $9.29M | 1.88% | 0.02% | -4.9% | Q2 2020 |
 UNH | $9.05M | 1.83% | 0.00% | -1.2% | Q4 2013 |
| MCD | $8.84M | 1.79% | 0.00% | -0.7% | Q2 2014 |
| MSCI | $8.64M | 1.75% | 0.02% | +0.8% | Q3 2019 |
| AVGO | $8.11M | 1.64% | 0.00% | +138.5% | Q3 2020 |
| GOOG | $7.88M | 1.59% | Not reported | -24.0% | Q4 2018 |
| NFLX | $7.51M | 1.52% | 0.00% | -9.4% | Q2 2017 |
| DHR | $7.4M | 1.50% | 0.01% | +13.1% | Q1 2014 |
| META | $7.36M | 1.49% | Not reported | Not reported | Q1 2015 |
| INTU | $6.89M | 1.39% | 0.00% | -0.8% | Q4 2022 |
| UNP | $6.87M | 1.39% | 0.00% | -1.5% | Q2 2015 |
| ADBE | $6.1M | 1.24% | 0.00% | -0.7% | Q4 2014 |
 PLTR | $6M | 1.21% | 0.00% | -17.8% | Q1 2024 |
| SPGI | $5.88M | 1.19% | 0.00% | -22.9% | Q3 2017 |
| QCOM | $5.87M | 1.19% | 0.00% | -1.2% | Q4 2023 |
 FTV | $5.84M | 1.18% | 0.02% | -2.5% | Q3 2016 |
| WMT | $5.69M | 1.15% | 0.00% | +1.9% | Q2 2022 |
| NOW | $5.42M | 1.10% | 0.00% | -2.0% | Q2 2017 |
| FANG | $5.4M | 1.09% | 0.01% | -1.5% | Q1 2022 |
| ULTA | $5.35M | 1.08% | 0.03% | +20.2% | Q1 2017 |
 TMO | $5.06M | 1.02% | 0.00% | -1.7% | Q3 2014 |
| PEP | $4.7M | 0.95% | 0.00% | -11.6% | Q4 2013 |
| ABNB | $4.61M | 0.93% | Not reported | +15.1% | Q4 2024 |
| OTIS | $4.58M | 0.93% | 0.01% | -2.5% | Q2 2020 |
| VLUE | $3.8M | 0.77% | Not reported | -1.6% | Q3 2021 |
| QQQ | $3.73M | 0.75% | Not reported | Not reported | Q2 2018 |
| EXPO | $3.69M | 0.75% | 0.09% | -0.6% | Q1 2024 |
| ALNY | $3.61M | 0.73% | 0.01% | -10.5% | Q3 2020 |
 JNJ | $3.59M | 0.73% | 0.00% | -60.4% | Q1 2014 |
| TREX | $3.51M | 0.71% | 0.06% | -1.0% | Q2 2023 |
| VEEV | $3.31M | 0.67% | 0.01% | -17.1% | Q2 2017 |
| CCI | $3.2M | 0.65% | 0.01% | -0.8% | Q1 2017 |
| TRI | $2.94M | 0.59% | 0.00% | +1.7% | Q3 2020 |
| MO | $2.93M | 0.59% | 0.00% | +2.0% | Q4 2013 |
| NET | $2.85M | 0.58% | Not reported | -12.2% | Q2 2023 |
| TSM | $2.66M | 0.54% | 0.00% | -7.5% | Q4 2017 |
 TW | $2.62M | 0.53% | 17665.00% | -19.8% | Q2 2021 |
| PWR | $2.6M | 0.53% | 0.01% | Not reported | Q3 2023 |
 NKE | $2.48M | 0.50% | 0.00% | -3.1% | Q2 2020 |
| IDXX | $2.47M | 0.50% | 0.01% | -2.4% | Q2 2017 |
 ABBV | $2.46M | 0.50% | 0.00% | -0.7% | Q4 2014 |
| DASH | $2.46M | 0.50% | Not reported | -10.9% | Q1 2024 |
| Q4 2024 | |||||
| MSFT | $24.4M | 4.74% | 0.00% | -3.0% | Q4 2013 |
| AMZN | $18.2M | 3.55% | 0.00% | -2.5% | Q1 2017 |
| AAPL | $16.9M | 3.29% | 0.00% | -1.3% | Q4 2013 |
| NVDA | $16.4M | 3.18% | 0.00% | +28.3% | Q4 2019 |
| MA | $14.2M | 2.76% | 0.00% | -0.9% | Q1 2016 |
| JPM | $14.1M | 2.74% | 0.00% | +20.1% | Q2 2017 |
| GOOG | $12.6M | 2.46% | Not reported | -19.5% | Q4 2018 |
| IAU | $11M | 2.15% | 0.03% | -3.3% | Q3 2014 |
| MSCI | $9.1M | 1.77% | 0.02% | +13.9% | Q3 2019 |
| CME | $9.05M | 1.76% | 0.01% | -1.8% | Q2 2014 |
| VRSK | $9.03M | 1.76% | 0.02% | -4.3% | Q2 2020 |
| UNH | $8.86M | 1.72% | 0.00% | -6.8% | Q4 2013 |
| MCD | $8.26M | 1.61% | 0.00% | -1.4% | Q2 2014 |
| NFLX | $7.92M | 1.54% | 0.00% | -1.5% | Q2 2017 |
| JNJ | $7.91M | 1.54% | 0.00% | -0.4% | Q1 2014 |
| SPGI | $7.47M | 1.45% | 0.00% | -2.0% | Q3 2017 |
| NOW | $7.37M | 1.43% | 0.00% | -1.5% | Q2 2017 |
| DHR | $7.32M | 1.42% | 0.00% | +7.5% | Q1 2014 |
| ADBE | $7.13M | 1.39% | 0.00% | -3.6% | Q4 2014 |
| INTU | $7.11M | 1.38% | 0.00% | -2.0% | Q4 2022 |
| UNP | $6.73M | 1.31% | 0.00% | Not reported | Q2 2015 |
| PLTR | $6.54M | 1.27% | 0.00% | -7.0% | Q1 2024 |
| FTV | $6.13M | 1.19% | 0.02% | -2.4% | Q3 2016 |
 TSLA | $5.96M | 1.16% | 0.00% | -1.5% | Q4 2017 |
| QCOM | $5.94M | 1.16% | 0.00% | -1.6% | Q4 2023 |
| WMT | $5.75M | 1.12% | 0.00% | -38.1% | Q2 2022 |
| FANG | $5.62M | 1.09% | 0.01% | -1.8% | Q1 2022 |
| PEP | $5.4M | 1.05% | 0.00% | -28.0% | Q4 2013 |
| TMO | $5.38M | 1.05% | 0.00% | -1.3% | Q3 2014 |
| ULTA | $5.28M | 1.03% | 0.03% | +161.6% | Q1 2017 |
| AVGO | $4.71M | 0.92% | 0.00% | +1.1% | Q3 2020 |
| ABNB | $4.41M | 0.86% | Not reported | New | Q4 2024 |
| OTIS | $4.22M | 0.82% | 0.01% | -37.4% | Q2 2020 |
| TREX | $4.21M | 0.82% | 0.06% | -2.9% | Q2 2023 |
| EXPO | $4.08M | 0.79% | 0.09% | -1.0% | Q1 2024 |
| VLUE | $3.82M | 0.74% | Not reported | +19.0% | Q3 2021 |
| VRT | $3.79M | 0.74% | 0.01% | +14.5% | Q1 2024 |
| ARES | $3.75M | 0.73% | 0.01% | -2.1% | Q3 2022 |
 TTD | $3.72M | 0.72% | Not reported | -16.6% | Q3 2019 |
| VEEV | $3.62M | 0.70% | 0.01% | +4.2% | Q2 2017 |
| DDOG | $3.6M | 0.70% | 0.03% | +5.4% | Q3 2022 |
| ALNY | $3.52M | 0.68% | 0.01% | -0.1% | Q3 2020 |
| TSM | $3.42M | 0.67% | 0.00% | -0.7% | Q4 2017 |
 FICO | $3.17M | 0.62% | 0.01% | -32.0% | Q1 2020 |
 WAB | $3.15M | 0.61% | 0.01% | -9.8% | Q2 2023 |
| NET | $3.1M | 0.60% | Not reported | +5.7% | Q2 2023 |
| NKE | $3.05M | 0.59% | 0.00% | +14.3% | Q2 2020 |
 DECK | $2.9M | 0.56% | 0.01% | -23.6% | Q1 2015 |
| TW | $2.88M | 0.56% | 22012.00% | -2.7% | Q2 2021 |
| AWK | $2.84M | 0.55% | 0.01% | -54.4% | Q2 2023 |