Private Wealth Asset Management, LLC Purchases in Q1 2025

Private Wealth Asset Management, LLC

  • $695 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
7.24K
New
$330.16 - $365.55 $2.39M - $2.65M
7.24K $2.53B
IVW
Ishares S&P 500 Growth ETF

ETFs
26.4K
New
$92.45 - $106.69 $2.44M - $2.82M
26.4K $2.45B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.5K
New
$95.85 - $99.25 $2.34M - $2.43M
24.5K $2.42B
AXP
American Express CO

Financial Services
8.78K
New
$255.39 - $325.87 $2.24M - $2.86M
8.78K $2.36B
WFC
Wells Fargo & Company

Financial Services
31.5K
New
$66.78 - $81.42 $2.1M - $2.57M
31.5K $2.26B
VEA
Vanguard Ftse Developed Market

ETFs
43.6K
New
$47.4 - $52.99 $2.06M - $2.31M
43.6K $2.21B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.86K
New
$551.42 - $612.93 $2.13M - $2.36M
3.86K $2.16B
PM
Philip Morris International Inc.

Consumer Defensive
13.1K
New
$117.15 - $158.79 $1.54M - $2.09M
13.1K $2.09B
AFL
Aflac Inc

Financial Services
18.4K
New
$100.99 - $111.19 $1.85M - $2.04M
18.4K $2.04B
MCD
Mcdonalds Corp

Consumer Cyclical
6.37K
New
$279.74 - $321.29 $1.78M - $2.05M
6.37K $1.99B
GLD
Spdr Gold Trust

ETFs
6.66K
New
$243.19 - $288.14 $1.62M - $1.92M
6.66K $1.92B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
7.3K
New
$254.58 - $302.92 $1.86M - $2.21M
7.3K $1.87B
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.74K
New
$497.6 - $606.74 $1.86M - $2.27M
3.74K $1.86B
Blackrock Inc Com
1.89K
New
N/A
1.89K $1.78B
BAC
Bank Of America Corp

Financial Services
42.7K
New
$39.61 - $47.74 $1.69M - $2.04M
42.7K $1.78B
RTX
Raytheon Technologies Corp

Industrials
13.4K
New
$114.1 - $135.66 $1.53M - $1.82M
13.4K $1.78B
IVE
Ishares S&P 500 Value ETF

ETFs
9.09K
New
$185.78 - $198.58 $1.69M - $1.8M
9.09K $1.73B
AON
Aon PLC

Financial Services
4.27K
New
$348.44 - $409.32 $1.49M - $1.75M
4.27K $1.7B
ETN
Eaton Corp PLC

Industrials
6.21K
New
$271.83 - $371.23 $1.69M - $2.31M
6.21K $1.69B
EEM
Ishares Msci Emerging Markets

ETFs
38.5K
New
$40.81 - $45.34 $1.57M - $1.75M
38.5K $1.68B
PEP
Pepsico Inc

Consumer Defensive
10.9K
New
$142.64 - $156.42 $1.56M - $1.71M
10.9K $1.64B
ADP
Automatic Data Processing Inc

Industrials
5.34K
New
$286.85 - $318.64 $1.53M - $1.7M
5.34K $1.63B
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.28K
New
$169.43 - $182.84 $1.57M - $1.7M
9.28K $1.61B
KO
Coca Cola CO

Consumer Defensive
22.4K
New
$60.81 - $72.32 $1.36M - $1.62M
22.4K $1.61B
Tidal ETF Trust Fundstrat Granny Shots Us Large Cap ETF
86.4K
New
N/A
86.4K $1.57B
MRK
Merck & Co., Inc.

Healthcare
17.4K
New
$83.01 - $101.02 $1.44M - $1.75M
17.4K $1.56B
USB
Us Bancorp \De\

Financial Services
36.5K
New
$40.92 - $50.9 $1.49M - $1.86M
36.5K $1.54B
CSCO
Cisco Systems, Inc.

Technology
24.2K
New
$58.74 - $64.87 $1.42M - $1.57M
24.2K $1.5B
ABT
Abbott Laboratories

Healthcare
11.1K
New
$111.1 - $140.22 $1.23M - $1.55M
11.1K $1.47B
TGT
Target Corp

Consumer Defensive
14K
New
$103.65 - $142.5 $1.45M - $2M
14K $1.46B
DFUS
Dimensional ETF Tr U S Equity

ETFs
24.1K
New
$59.61 - $66.71 $1.44M - $1.61M
24.1K $1.46B
PNC
Pnc Financial Services Group, Inc.

Financial Services
8.05K
New
$168.84 - $202.89 $1.36M - $1.63M
8.05K $1.41B
NVDA
Nvidia Corp

Technology
13K
New
$106.98 - $149.43 $1.39M - $1.94M
13K $1.41B
HRL
Hormel Foods Corp

Consumer Defensive
45.3K
New
$28.29 - $31.52 $1.28M - $1.43M
45.3K $1.4B
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.86K
New
$360.07 - $417.26 $1.39M - $1.61M
3.86K $1.39B
BMY
Bristol Myers Squibb CO

Healthcare
22.6K
New
$53.9 - $63.11 $1.22M - $1.43M
22.6K $1.38B
GGG
Graco Inc

Industrials
16.5K
New
$80.53 - $87.54 $1.33M - $1.44M
16.5K $1.38B
EMR
Emerson Electric CO

Industrials
12.3K
New
$108.64 - $131.17 $1.34M - $1.62M
12.3K $1.35B
HON
Honeywell International Inc

Industrials
6.26K
New
$202.75 - $226.52 $1.27M - $1.42M
6.26K $1.32B
MMM
3 M CO

Industrials
8.68K
New
$129.7 - $155.12 $1.13M - $1.35M
8.68K $1.28B
TRV
Travelers Companies, Inc.

Financial Services
4.76K
New
$232.43 - $265.13 $1.11M - $1.26M
4.76K $1.26B
MO
Altria Group, Inc.

Consumer Defensive
20.9K
New
$50.81 - $60.02 $1.06M - $1.25M
20.9K $1.25B
T
At&T Inc.

Communication Services
44K
New
$21.56 - $28.28 $949K - $1.24M
44K $1.24B
MDLZ
Mondelez International, Inc.

Consumer Defensive
17.8K
New
$56.12 - $68.15 $1M - $1.22M
17.8K $1.21B
EFG
Msci Eafe Growth ETF

ETFs
12.1K
New
$96.1 - $106.37 $1.16M - $1.28M
12.1K $1.21B
MA
Mastercard Inc

Financial Services
2.16K
New
$504.67 - $576.31 $1.09M - $1.24M
2.16K $1.18B
IJK
Ishares S&P Midcap 400 Growth

ETFs
13.8K
New
$81.62 - $96.63 $1.12M - $1.33M
13.8K $1.15B
NSC
Norfolk Southern Corp

Industrials
4.76K
New
$227.69 - $259.76 $1.08M - $1.24M
4.76K $1.13B
XLE
Energy Sector Spdr

ETFs
11.9K
New
$85.7 - $93.96 $1.02M - $1.12M
11.9K $1.11B
Activity Summary
Buys All Purchases 1180 New Holdings 1180 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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