Private Wealth Asset Management, LLC New Holdings in Q1 2025

Private Wealth Asset Management, LLC

  • $695 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AB
Alliancebernstein Holding L.P.

Financial Services
400
New
$35.0 - $40.73 $14K - $16.3K
400 $15.3M
Siriusxm Holdings Inc Common Stock
678
New
N/A
678 $15.3M
BURL
Burlington Stores, Inc.

Consumer Cyclical
64
New
$228.41 - $293.71 $14.6K - $18.8K
64 $15.3M
SYF
Synchrony Financial

Financial Services
286
New
$51.9 - $70.63 $14.8K - $20.2K
286 $15.1M
TTWO
Take Two Interactive Software Inc

Communication Services
73
New
$178.61 - $217.95 $13K - $15.9K
73 $15.1M
ALGN
Align Technology Inc

Healthcare
94
New
$158.86 - $234.89 $14.9K - $22.1K
94 $14.9M
SJM
J M Smucker CO

Consumer Defensive
125
New
$100.41 - $118.41 $12.6K - $14.8K
125 $14.8M
RPM
Rpm International Inc

Basic Materials
127
New
$114.03 - $128.31 $14.5K - $16.3K
127 $14.7M
YUM
Yum Brands Inc

Consumer Cyclical
93
New
$123.25 - $162.53 $11.5K - $15.1K
93 $14.6M
ZIMV
Zim Vie Inc.

Healthcare
1.35K
New
$10.8 - $15.22 $14.6K - $20.5K
1.35K $14.6M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
209
New
$68.37 - $87.97 $14.3K - $18.4K
209 $14.3M
HII
Huntington Ingalls Industries, Inc.

Industrials
70
New
$159.75 - $208.61 $11.2K - $14.6K
70 $14.3M
HUBS
Hubspot Inc

Technology
25
New
$571.29 - $819.71 $14.3K - $20.5K
25 $14.3M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.04K
New
$9.49 - $14.83 $9.91K - $15.5K
1.04K $14.2M
Nextracker Inc Class A Com
336
New
N/A
336 $14.2M
STT
State Street Corp

Financial Services
157
New
$84.47 - $102.23 $13.3K - $16.1K
157 $14.1M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
140
New
$94.63 - $114.82 $13.2K - $16.1K
140 $14M
ATO
Atmos Energy Corp

Utilities
90
New
$136.51 - $154.58 $12.3K - $13.9K
90 $13.9M
WCN
Waste Connections, Inc.

Industrials
71
New
$169.89 - $195.19 $12.1K - $13.9K
71 $13.9M
SLGN
Silgan Holdings Inc

Consumer Cyclical
270
New
$48.82 - $56.15 $13.2K - $15.2K
270 $13.8M
QDIV
Global X Funds S&P 500 Quality

ETFs
385
New
$34.15 - $35.86 $13.1K - $13.8K
385 $13.5M
ACWI
Ishares Msci Acwi ETF

ETFs
116
New
$115.16 - $124.13 $13.4K - $14.4K
116 $13.5M
WTM
White Mountains Insurance Group LTD

Financial Services
7
New
$1818.58 - $1983.07 $12.7K - $13.9K
7 $13.5M
CSGP
Costar Group, Inc.

Real Estate
170
New
$69.29 - $80.37 $11.8K - $13.7K
170 $13.5M
UL
Unilever PLC

Consumer Defensive
225
New
$54.72 - $60.29 $12.3K - $13.6K
225 $13.4M
AVAV
Aero Vironment Inc

Industrials
112
New
$119.19 - $186.12 $13.3K - $20.8K
112 $13.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
100
New
$80.53 - $147.57 $8.05K - $14.8K
100 $13.2M
URI
United Rentals, Inc.

Industrials
21
New
$594.17 - $789.56 $12.5K - $16.6K
21 $13.2M
PPG
Ppg Industries Inc

Basic Materials
120
New
$107.44 - $124.29 $12.9K - $14.9K
120 $13.1M
Bitwise Funds Trust Shares Of Beneficial Interest
1K
New
N/A
1K $13.1M
WDFC
Wd 40 CO

Basic Materials
53
New
$226.67 - $250.92 $12K - $13.3K
53 $12.9M
PFG
Principal Financial Group Inc

Financial Services
153
New
$76.34 - $89.04 $11.7K - $13.6K
153 $12.9M
RIO
Rio Tinto PLC

Basic Materials
214
New
$58.19 - $64.29 $12.5K - $13.8K
214 $12.9M
EIX
Edison International

Utilities
218
New
$50.06 - $80.01 $10.9K - $17.4K
218 $12.8M
Atlanta Braves Hldgs Inc Com Ser C
321
New
N/A
321 $12.8M
WTFC
Wintrust Financial Corp

Financial Services
114
New
$107.76 - $136.92 $12.3K - $15.6K
114 $12.8M
CVNA
Carvana Co.

Consumer Cyclical
61
New
$166.52 - $285.33 $10.2K - $17.4K
61 $12.8M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
47
New
$233.07 - $290.7 $11K - $13.7K
47 $12.7M
HPK
High Peak Energy, Inc.

Energy
1K
New
$10.94 - $15.43 $10.9K - $15.4K
1K $12.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
250
New
$50.39 - $50.66 $12.6K - $12.7K
250 $12.7M
IDXX
Idexx Laboratories Inc

Healthcare
29
New
$406.29 - $469.04 $11.8K - $13.6K
29 $12.2M
PRU
Prudential Financial Inc

Financial Services
108
New
$105.04 - $122.33 $11.3K - $13.2K
108 $12.1M
AI
C3.Ai, Inc.

Technology
569
New
$20.92 - $36.93 $11.9K - $21K
569 $12M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
270
New
$42.18 - $45.16 $11.4K - $12.2K
270 $12M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
268
New
$32.5 - $59.93 $8.71K - $16.1K
268 $11.8M
FSLR
First Solar, Inc.

Technology
93
New
$126.34 - $197.73 $11.7K - $18.4K
93 $11.8M
APAM
Artisan Partners Asset Management Inc.

Financial Services
300
New
$38.51 - $45.32 $11.6K - $13.6K
300 $11.7M
SAIA
Saia Inc

Industrials
33
New
$349.29 - $508.47 $11.5K - $16.8K
33 $11.5M
Atlassian Corporation Cl A
54
New
N/A
54 $11.5M
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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