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
VOE
Vanguard Mid Cap Value Index F

ETFs
154
+ 9.4%
$141.87 - $164.49 $21.8K - $25.3K
1.79K $295M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.4K
New
$17.76 - $22.1 $24.9K - $31K
1.4K $31M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1K
+ 12.35%
$29.82 - $30.19 $29.8K - $30.2K
9.1K $275M
KRE
Spdr S&P Regional Banking ETF

ETFs
500
+ 114.94%
$48.81 - $59.48 $24.4K - $29.7K
935 $55.5M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
450
New
$48.48 - $67.3 $21.8K - $30.3K
450 $30.2M
XLRE
Select Sector Spdr Tr Real Est

ETFs
730
+ 61.81%
$37.08 - $42.26 $27.1K - $30.8K
1.91K $79.2M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
555
New
$42.95 - $53.21 $23.8K - $29.5K
555 $29.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
557
New
$51.68 - $52.76 $28.8K - $29.4K
557 $29.4M
YUM
Yum Brands Inc

Consumer Cyclical
204
+ 219.35%
$138.36 - $161.45 $28.2K - $32.9K
297 $44M
CARG
Car Gurus, Inc.

Communication Services
870
New
$25.19 - $33.64 $21.9K - $29.3K
870 $29.1M
ENB
Enbridge Inc

Energy
620
+ 289.72%
$41.09 - $47.16 $25.5K - $29.2K
834 $37.8M
VBR
Vanguard Small Cap Value ETF

ETFs
131
+ 56.47%
$162.76 - $195.77 $21.3K - $25.6K
363 $70.8M
SLX
Vaneck ETF Tr Steel ETF

ETFs
400
New
$52.5 - $66.53 $21K - $26.6K
400 $26.5M
MPLX
Mplx LP

Energy
500
New
$46.68 - $53.89 $23.3K - $26.9K
500 $25.8M
XLB
Select Sector Spdr Fd Material

ETFs
210
+ 5.3%
$74.27 - $88.92 $15.6K - $18.7K
4.18K $367M
WOOD
Ishares Global Timber & Forest
350
New
N/A
350 $25.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
246
+ 72.35%
$75.29 - $91.16 $18.5K - $22.4K
586 $52.8M
JCI
Johnson Controls International PLC

Industrials
136
+ 34.69%
$71.14 - $105.62 $9.68K - $14.4K
528 $55.8M
RDVY
First Trust Rising Dividend Ac

ETFs
352
+ 201.14%
$51.6 - $62.74 $18.2K - $22.1K
527 $33.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
75
+ 3.97%
$137.62 - $174.44 $10.3K - $13.1K
1.97K $321M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
763
New
$22.92 - $28.05 $17.5K - $21.4K
763 $21.4M
TBBK
Bancorp, Inc.

Financial Services
345
New
$40.93 - $57.59 $14.1K - $19.9K
345 $19.7M
PFG
Principal Financial Group Inc

Financial Services
250
+ 163.4%
$69.56 - $86.19 $17.4K - $21.5K
403 $32M
WY
Weyerhaeuser CO

Real Estate
807
+ 135.18%
$24.69 - $29.48 $19.9K - $23.8K
1.4K $36.1M
TT
Trane Technologies PLC

Industrials
18
+ 16.98%
$315.21 - $437.41 $5.67K - $7.87K
124 $54.2M
BLD
Top Build Corp

Industrials
55
+ 275.0%
$275.93 - $326.59 $15.2K - $18K
75 $24.3M
MNKD
Mannkind Corp

Healthcare
4.73K
New
$3.71 - $5.04 $17.5K - $23.8K
4.73K $17.7M
IP
International Paper CO

Consumer Cyclical
439
+ 78.67%
$43.89 - $54.46 $19.3K - $23.9K
997 $46.7M
CNP
Centerpoint Energy Inc

Utilities
454
+ 986.96%
$35.5 - $39.05 $16.1K - $17.7K
500 $18.4M
NUE
Nucor Corp

Basic Materials
127
+ 2116.67%
$103.22 - $131.43 $13.1K - $16.7K
133 $17.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
648
New
$20.42 - $25.3 $13.2K - $16.4K
648 $16.4M
CNC
Centene Corp

Healthcare
300
+ 10000.0%
$53.4 - $64.29 $16K - $19.3K
303 $16.4M
ITW
Illinois Tool Works Inc

Industrials
72
+ 3.1%
$218.41 - $252.43 $15.7K - $18.2K
2.4K $593M
ARKG
Ark Genomic Revolution ETF (De

ETFs
525
+ 70.0%
$18.34 - $24.56 $9.63K - $12.9K
1.28K $31M
PLUS
Eplus Inc

Technology
205
New
$54.77 - $74.09 $11.2K - $15.2K
205 $14.8M
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 0.27%
$335.24 - $380.78 $11.7K - $13.3K
12.8K $4.7B
JMEE
J P Morgan Exchange Traded Fd

ETFs
238
New
$49.07 - $59.23 $11.7K - $14.1K
238 $14.1M
AIT
Applied Industrial Technologies Inc

Industrials
60
New
$206.03 - $243.28 $12.4K - $14.6K
60 $13.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
158
New
$71.28 - $83.74 $11.3K - $13.2K
158 $13.2M
CL
Colgate Palmolive CO

Consumer Defensive
495
+ 4.32%
$87.57 - $96.0 $43.3K - $47.5K
12K $1.09B
IBN
Icici Bank LTD

Financial Services
382
New
$30.16 - $34.39 $11.5K - $13.1K
382 $12.9M
Pimco ETF Trust Multisector Bond Active Exchange Traded
479
New
N/A
479 $12.7M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
291
New
$40.82 - $43.14 $11.9K - $12.6K
291 $12.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
132
New
N/A
132 $12.4M
BMBL
Bumble Inc.

Technology
1.8K
New
$3.65 - $6.59 $6.57K - $11.9K
1.8K $11.9M
CMPO
Compo Secure, Inc.

Industrials
800
New
$9.65 - $14.46 $7.72K - $11.6K
800 $11.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
150
+ 33.11%
$45.98 - $56.15 $6.9K - $8.42K
603 $33.9M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
130
New
$66.94 - $88.47 $8.7K - $11.5K
130 $10.8M
RMNI
Rimini Street, Inc.

Technology
2.8K
New
$2.94 - $3.86 $8.23K - $10.8K
2.8K $10.6M
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