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
ORCL
Oracle Corp

Technology
3.5K
New
$139.81 - $186.47 $489K - $652K
3.5K $489M
CB
Chubb LTD

Financial Services
1.61K
New
$257.71 - $301.99 $414K - $485K
1.61K $485M
OTIS
Otis Worldwide Corp

Industrials
4.63K
New
$90.77 - $104.01 $420K - $481K
4.63K $478M
ADBE
Adobe Inc.

Technology
1.23K
New
$377.84 - $464.11 $465K - $572K
1.23K $472M
QCOM
Qualcomm Inc

Technology
3.04K
New
$151.94 - $175.86 $461K - $534K
3.04K $466M
CVS
Cvs Health Corp

Healthcare
6.86K
New
$44.22 - $68.64 $303K - $471K
6.86K $465M
NVS
Novartis Ag

Healthcare
4.12K
New
$97.14 - $115.57 $400K - $476K
4.12K $460M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8K
New
$56.17 - $59.71 $449K - $478K
8K $457M
XLF
Financial Sector Spdr

ETFs
8.96K
New
$47.32 - $52.19 $424K - $468K
8.96K $446M
NFLX
Netflix Inc

Communication Services
473
New
$828.4 - $1058.6 $392K - $501K
473 $441M
BKNG
Booking Holdings Inc.

Consumer Cyclical
93
New
$4295.4 - $5141.88 $399K - $478K
93 $428M
AZO
Autozone Inc

Consumer Cyclical
112
New
$3193.96 - $3828.11 $358K - $429K
112 $427M
GILD
Gilead Sciences, Inc.

Healthcare
3.75K
New
$89.14 - $117.41 $334K - $440K
3.75K $420M
AMD
Advanced Micro Devices Inc

Technology
4.08K
New
$96.63 - $129.55 $395K - $529K
4.08K $420M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.79K
New
$108.02 - $120.45 $409K - $456K
3.79K $417M
LOW
Lowes Companies Inc

Consumer Cyclical
1.77K
New
$222.66 - $268.42 $395K - $476K
1.77K $414M
FAST
Fastenal CO

Industrials
5.21K
New
$71.11 - $79.98 $370K - $416K
5.21K $404M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.6K
New
$208.48 - $244.03 $333K - $390K
1.6K $390M
DVY
Ishares Tr

ETFs
2.85K
New
$128.58 - $138.1 $367K - $394K
2.85K $383M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.21K
New
$142.8 - $176.36 $316K - $390K
2.21K $382M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.06K
New
$308.86 - $455.36 $328K - $483K
1.06K $374M
CEG
Constellation Energy Corp

Utilities
1.82K
New
$201.63 - $347.44 $367K - $633K
1.82K $367M
ELV
Elevance Health, Inc.

Healthcare
844
New
$365.9 - $436.25 $309K - $368K
844 $367M
PANW
Palo Alto Networks Inc

Technology
2.12K
New
$167.82 - $208.28 $356K - $441K
2.12K $362M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.83K
New
$50.44 - $58.1 $344K - $397K
6.83K $351M
COP
Conocophillips

Energy
3.32K
New
$88.6 - $105.85 $294K - $351K
3.32K $348M
NVR
Nvr Inc

Consumer Cyclical
48
New
$7062.02 - $8382.63 $339K - $402K
48 $348M
TSLA
Tesla, Inc.

Consumer Cyclical
1.33K
New
$222.15 - $428.22 $296K - $570K
1.33K $345M
FISV
Fiserv Inc

Technology
1.56K
New
N/A
1.56K $345M
VIG
Vanguard Dividend Appreciation

ETFs
1.78K
New
N/A
1.78K $345M
XLB
Select Sector Spdr Fd Material

ETFs
3.97K
New
$83.19 - $90.99 $330K - $361K
3.97K $341M
SO
Southern CO

Utilities
3.58K
New
$80.96 - $92.96 $290K - $333K
3.58K $329M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.11K
New
$283.24 - $338.07 $314K - $375K
1.11K $327M
BA
Boeing CO

Industrials
1.88K
New
$148.15 - $186.25 $278K - $350K
1.88K $320M
WK
Workiva Inc

Technology
4.1K
New
$75.91 - $114.09 $311K - $468K
4.1K $311M
GE
General Electric CO

Industrials
1.55K
New
$168.59 - $212.13 $261K - $329K
1.55K $310M
BSX
Boston Scientific Corp

Healthcare
3.06K
New
$89.38 - $106.18 $273K - $325K
3.06K $309M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.89K
New
$158.1 - $217.71 $299K - $411K
1.89K $299M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.91K
New
$36.63 - $37.45 $290K - $296K
7.91K $291M
CASY
Caseys General Stores Inc

Consumer Cyclical
670
New
$378.71 - $442.54 $254K - $297K
670 $291M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.24K
New
$126.11 - $135.06 $282K - $302K
2.24K $288M
Lam Research Corp Com New
3.93K
New
N/A
3.93K $286M
NEE
Nextera Energy Inc

Utilities
4.03K
New
$66.96 - $76.16 $270K - $307K
4.03K $286M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.29K
New
$121.0 - $142.28 $277K - $326K
2.29K $285M
XLU
Utilities Sector Spdr

ETFs
3.58K
New
$74.7 - $80.27 $267K - $287K
3.58K $282M
ADI
Analog Devices Inc

Technology
1.4K
New
$201.56 - $243.82 $282K - $341K
1.4K $282M
KHC
Kraft Heinz CO

Consumer Defensive
9K
New
$28.51 - $32.22 $257K - $290K
9K $274M
GRMN
Garmin LTD

Technology
1.25K
New
$204.55 - $241.93 $256K - $303K
1.25K $272M
VV
Vanguard Large Cap ETF

ETFs
1.05K
New
$253.32 - $282.66 $266K - $297K
1.05K $270M
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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