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
XLK
Technology Sector Spdr

ETFs
5.35K
New
$206.38 - $242.18 $1.1M - $1.3M
5.35K $1.1B
ALL
Allstate Corp

Financial Services
5.2K
New
$180.99 - $210.18 $941K - $1.09M
5.2K $1.08B
CL
Colgate Palmolive CO

Consumer Defensive
11.5K
New
$85.68 - $97.5 $982K - $1.12M
11.5K $1.07B
AVGO
Broadcom Inc.

Technology
6.41K
New
$167.43 - $244.7 $1.07M - $1.57M
6.41K $1.07B
MUB
Ishares National Muni Bond ETF

ETFs
10.1K
New
$104.71 - $107.69 $1.06M - $1.09M
10.1K $1.07B
CME
Cme Group Inc.

Financial Services
3.93K
New
$225.82 - $266.54 $887K - $1.05M
3.93K $1.04B
PEG
Public Service Enterprise Group Inc

Utilities
11.7K
New
$78.2 - $90.39 $917K - $1.06M
11.7K $965M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
7.97K
New
$117.4 - $131.02 $935K - $1.04M
7.97K $954M
EFV
Msci Eafe Value ETF

ETFs
16.1K
New
$51.88 - $60.73 $834K - $976K
16.1K $948M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
22.5K
New
$39.96 - $43.3 $900K - $975K
22.5K $928M
CMCSA
Comcast Corp

Communication Services
24.3K
New
$33.19 - $38.23 $808K - $930K
24.3K $898M
ROK
Rockwell Automation, Inc

Industrials
3.43K
New
$255.29 - $303.75 $874K - $1.04M
3.43K $885M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
24.1K
New
$36.19 - $37.18 $870K - $894K
24.1K $874M
IAU
Ishares Gold Trust

ETFs
14.6K
New
$49.74 - $58.96 $724K - $858K
14.6K $858M
TSCO
Tractor Supply CO

Consumer Cyclical
15.6K
New
$51.66 - $57.94 $804K - $902K
15.6K $858M
CTVA
Corteva, Inc.

Basic Materials
13.6K
New
$55.94 - $66.15 $760K - $899K
13.6K $855M
PFE
Pfizer Inc

Healthcare
33.7K
New
$25.01 - $27.13 $843K - $914K
33.7K $854M
GS
Goldman Sachs Group Inc

Financial Services
1.55K
New
$524.81 - $672.19 $816K - $1.04M
1.55K $849M
GD
General Dynamics Corp

Industrials
2.96K
New
$241.94 - $272.58 $715K - $806K
2.96K $806M
FXI
Ishares Tr

ETFs
21.8K
New
$28.65 - $38.55 $625K - $840K
21.8K $781M
CLX
Clorox CO

Consumer Defensive
5.24K
New
$141.76 - $162.89 $742K - $853K
5.24K $771M
SYK
Stryker Corp

Healthcare
2.06K
New
$355.18 - $399.9 $732K - $825K
2.06K $768M
GIS
General Mills Inc

Consumer Defensive
12.5K
New
$57.56 - $65.3 $719K - $816K
12.5K $747M
AMP
Ameriprise Financial Inc

Financial Services
1.48K
New
$472.29 - $575.13 $698K - $850K
1.48K $716M
VZ
Verizon Communications Inc

Communication Services
15.8K
New
$37.81 - $46.49 $596K - $733K
15.8K $715M
AMT
American Tower Corp

Real Estate
3.22K
New
$173.46 - $217.6 $558K - $700K
3.22K $700M
UPS
United Parcel Service Inc

Industrials
6.33K
New
$109.66 - $136.26 $694K - $862K
6.33K $696M
UAL
United Airlines Holdings, Inc.

Industrials
10K
New
$69.05 - $110.52 $692K - $1.11M
10K $692M
TJX
Tjx Companies Inc

Consumer Cyclical
5.57K
New
$112.81 - $126.16 $628K - $702K
5.57K $678M
CARR
Carrier Global Corp

Industrials
10.3K
New
$62.07 - $70.55 $641K - $728K
10.3K $654M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.8K
New
$56.51 - $62.98 $608K - $678K
10.8K $653M
AMGN
Amgen Inc

Healthcare
2.1K
New
$258.59 - $327.36 $542K - $686K
2.1K $653M
VTI
Vanguard Total Stock Market Et

ETFs
2.29K
New
$271.18 - $303.12 $620K - $693K
2.29K $628M
WM
Waste Management Inc

Industrials
2.67K
New
$200.54 - $233.78 $536K - $625K
2.67K $619M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.15K
New
$507.05 - $563.67 $584K - $649K
1.15K $592M
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.3K
New
$24.91 - $29.02 $581K - $677K
23.3K $585M
DIS
Walt Disney CO

Communication Services
5.9K
New
$96.87 - $114.0 $571K - $672K
5.9K $582M
ITW
Illinois Tool Works Inc

Industrials
2.33K
New
$244.9 - $274.48 $569K - $638K
2.33K $577M
COST
Costco Wholesale Corp

Consumer Defensive
596
New
$890.62 - $1076.86 $531K - $642K
596 $563M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
15.6K
New
N/A
15.6K $556M
ECL
Ecolab Inc.

Basic Materials
2.18K
New
$229.72 - $269.82 $501K - $588K
2.18K $553M
NOC
Northrop Grumman Corp

Industrials
1.06K
New
$433.45 - $513.82 $458K - $543K
1.06K $541M
PAYX
Paychex Inc

Industrials
3.46K
New
$136.06 - $154.52 $471K - $535K
3.46K $534M
SPGI
S&P Global Inc.

Financial Services
1.03K
New
$478.26 - $543.77 $493K - $560K
1.03K $523M
MCK
Mckesson Corp

Healthcare
760
New
$566.21 - $672.99 $430K - $511K
760 $511M
AVB
Avalonbay Communities Inc

Real Estate
2.35K
New
$207.86 - $228.08 $488K - $536K
2.35K $504M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.1K
New
$49.25 - $50.66 $499K - $514K
10.1K $503M
SYY
Sysco Corp

Consumer Defensive
6.55K
New
$70.0 - $77.13 $458K - $505K
6.55K $491M
DEO
Diageo PLC

Consumer Defensive
4.69K
New
$104.79 - $126.12 $491K - $591K
4.69K $491M
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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