Private Wealth Asset Management, LLC Purchases in Q2 2025

Private Wealth Asset Management, LLC

  • $754 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Authid Inc Com
26.1K
New
N/A
26.1K $138M
FXI
Ishares Tr

ETFs
3.2K
+ 14.68%
$29.59 - $37.41 $94.7K - $120K
25K $919M
ADBE
Adobe Inc.

Technology
337
+ 27.35%
$340.0 - $420.68 $115K - $142K
1.57K $607M
EMB
Ishares Tr

ETFs
1.37K
+ 2481.82%
$86.54 - $92.62 $118K - $126K
1.42K $132M
GD
General Dynamics Corp

Industrials
237
+ 8.01%
$247.68 - $291.66 $58.7K - $69.1K
3.19K $931M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.79K
+ 575.36%
$24.98 - $25.66 $120K - $123K
5.62K $144M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.52K
+ 2.65%
$72.02 - $73.82 $109K - $112K
58.8K $4.33B
SUB
Ishares Short Term National Mu

ETFs
1.13K
+ 76.27%
$104.77 - $106.34 $118K - $120K
2.6K $276M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.24K
New
$45.11 - $52.34 $101K - $117K
2.24K $117M
PANW
Palo Alto Networks Inc

Technology
219
+ 10.34%
$152.44 - $204.64 $33.4K - $44.8K
2.34K $478M
CSX
Csx Corp

Industrials
1.84K
+ 12.53%
$26.69 - $32.91 $49.2K - $60.7K
16.6K $540M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
300
+ 64.24%
$141.37 - $228.57 $42.4K - $68.6K
767 $174M
EFV
Msci Eafe Value ETF

ETFs
365
+ 2.27%
$52.4 - $64.65 $19.1K - $23.6K
16.4K $1.04B
XLP
Consumer Staples Sector Spdr

ETFs
1.18K
+ 155.67%
N/A
1.94K $157M
XLY
Select Sector Spdr Consumer Di

ETFs
405
+ 132.79%
$176.34 - $218.59 $71.4K - $88.5K
710 $154M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.3K
New
$59.24 - $71.39 $76.9K - $92.7K
1.3K $92.5M
VIG
Vanguard Dividend Appreciation

ETFs
334
+ 18.79%
N/A
2.11K $432M
XLV
Select Sector Spdr Fund Health

ETFs
688
+ 97.87%
$128.77 - $144.3 $88.6K - $99.3K
1.39K $187M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
885
New
$85.42 - $94.39 $75.6K - $83.5K
885 $83.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
225
+ 193.97%
$272.36 - $339.57 $61.3K - $76.4K
341 $116M
MSTR
Microstrategy Inc

Technology
189
+ 3150.0%
$237.95 - $421.61 $45K - $79.7K
195 $78.8M
TDG
Trans Digm Group Inc

Industrials
39
+ 34.21%
$1231.75 - $1520.64 $48K - $59.3K
153 $233M
ABT
Abbott Laboratories

Healthcare
269
+ 2.43%
$123.95 - $138.08 $33.3K - $37.1K
11.4K $1.54B
Ishares Bitcoin Trust ETF
1.15K
New
N/A
1.15K $70.4M
GWW
W.W. Grainger, Inc.

Industrials
60
+ 51.28%
$919.93 - $1101.66 $55.2K - $66.1K
177 $185M
CBSH
Commerce Bancshares Inc

Financial Services
1.06K
+ 292.56%
$55.42 - $65.63 $58.9K - $69.7K
1.43K $88.6M
QCOM
Qualcomm Inc

Technology
288
+ 9.49%
$124.66 - $159.48 $35.9K - $45.9K
3.32K $529M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.17K
New
$51.1 - $53.29 $59.7K - $62.3K
1.17K $62.3M
VLO
Valero Energy Corp

Energy
436
+ 118.8%
$104.69 - $141.77 $45.6K - $61.8K
803 $108M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.32K
New
$35.35 - $42.68 $46.5K - $56.1K
1.32K $56M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
695
+ 330.95%
$40.51 - $71.03 $28.2K - $49.4K
905 $63.6M
ASML
Asml Holding Nv

Technology
41
+ 31.78%
$595.37 - $815.24 $24.4K - $33.4K
170 $136M
ICVT
Ishares Tr Convertible Bond Et

ETFs
528
New
$78.98 - $90.1 $41.7K - $47.6K
528 $47.6M
UBER
Uber Technologies, Inc

Technology
78
+ 4.09%
$64.62 - $93.3 $5.04K - $7.28K
1.99K $185M
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.2%
$131.84 - $157.76 $1.58K - $1.89K
6.1K $962M
XLU
Utilities Sector Spdr

ETFs
360
+ 10.06%
$73.09 - $82.77 $26.3K - $29.8K
3.94K $322M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
400
New
$86.79 - $101.21 $34.7K - $40.5K
400 $39.4M
IYW
Ishares Dj Us Tech ETF

ETFs
227
New
$122.57 - $173.27 $27.8K - $39.3K
227 $39.3M
CI
Cigna Corp

Healthcare
113
+ 47.68%
$301.89 - $340.04 $34.1K - $38.4K
350 $116M
ITA
Ishares Tr

ETFs
200
New
$135.31 - $188.64 $27.1K - $37.7K
200 $37.7M
EBAY
Ebay Inc

Consumer Cyclical
500
+ 1470.59%
$59.52 - $79.36 $29.8K - $39.7K
534 $39.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
274
+ 1245.45%
$121.58 - $136.74 $33.3K - $37.5K
296 $40.2M
Ibotta Inc Class A Com Shs
1K
New
N/A
1K $36.6M
TGTX
Tg Therapeutics, Inc.

Healthcare
1.02K
New
$33.37 - $45.51 $33.9K - $46.2K
1.02K $36.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
130
New
$179.95 - $278.88 $23.4K - $36.3K
130 $36.3M
ITB
Ishares Tr

ETFs
385
New
$85.52 - $96.61 $32.9K - $37.2K
385 $35.9M
FTGC
First Trust Global Tactical CO

ETFs
1.46K
+ 98.91%
$23.09 - $25.91 $33.6K - $37.8K
2.93K $72.3M
FAST
Fastenal CO

Industrials
5.17K
+ 99.31%
$40.65 - $83.16 $210K - $430K
10.4K $436M
PAVE
Global X Fds Us Infrastructure

ETFs
735
New
$33.78 - $43.68 $24.8K - $32.1K
735 $32M
Activity Summary
Buys All Purchases 220 New Holdings 71 Increased Positions 149 Sells All Sells 386 Reductions 386 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Private Wealth Asset Management, LLC Portfolio

Follow Private Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email