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
CIVI
Civitas Resources, Inc.

Energy
120
New
$32.05 - $54.79 $3.85K - $6.57K
120 $4.19M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
23
New
$175.5 - $209.86 $4.04K - $4.83K
23 $4.17M
MRNA
Moderna, Inc.

Healthcare
147
New
$28.35 - $47.53 $4.17K - $6.99K
147 $4.17M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
500
New
$7.89 - $8.07 $3.95K - $4.04K
500 $3.98M
GWRE
Guidewire Software, Inc.

Technology
21
New
$166.74 - $218.22 $3.5K - $4.58K
21 $3.94M
CLF
Cleveland Cliffs Inc.

Basic Materials
460
New
$8.22 - $12.02 $3.78K - $5.53K
460 $3.78M
WEC
Wec Energy Group, Inc.

Utilities
34
New
$92.12 - $108.98 $3.13K - $3.71K
34 $3.71M
CORT
Corcept Therapeutics Inc

Healthcare
32
New
$49.85 - $114.22 $1.6K - $3.66K
32 $3.66M
AAL
American Airlines Group Inc.

Industrials
336
New
N/A
336 $3.55M
MGA
Magna International Inc

Consumer Cyclical
100
New
$33.99 - $41.85 $3.4K - $4.19K
100 $3.4M
MLI
Mueller Industries Inc

Industrials
42
New
$76.14 - $82.67 $3.2K - $3.47K
42 $3.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
47
New
$67.03 - $74.61 $3.15K - $3.51K
47 $3.2M
POOL
Pool Corp

Industrials
10
New
$314.92 - $364.31 $3.15K - $3.64K
10 $3.18M
HLN
Haleon PLC

Healthcare
309
New
$9.02 - $10.67 $2.79K - $3.3K
309 $3.18M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
22
New
$128.74 - $138.67 $2.83K - $3.05K
22 $2.99M
NOVA
Sunnova Energy International Inc.

Technology
8K
New
$0.3 - $4.51 $2.4K - $36.1K
8K $2.98M
AZN
Astrazeneca PLC

Healthcare
40
New
$65.37 - $77.96 $2.61K - $3.12K
40 $2.94M
RY
Royal Bank Of Canada

Financial Services
26
New
$108.81 - $123.4 $2.83K - $3.21K
26 $2.93M
LI
Li Auto Inc.

Consumer Cyclical
113
New
$21.72 - $32.92 $2.45K - $3.72K
113 $2.85M
TM
Toyota Motor Corp

Consumer Cyclical
16
New
$176.53 - $195.35 $2.82K - $3.13K
16 $2.82M
VNT
Vontier Corp

Technology
85
New
$32.1 - $40.32 $2.73K - $3.43K
85 $2.79M
ETR
Entergy Corp

Utilities
32
New
$75.26 - $87.89 $2.41K - $2.81K
32 $2.74M
DFS
Discover Financial Services

Financial Services
16
New
$152.99 - $203.25 $2.45K - $3.25K
16 $2.73M
CC
Chemours CO

Basic Materials
196
New
$13.41 - $19.99 $2.63K - $3.92K
196 $2.65M
Amc Entmt Hldgs Inc Cl A New
923
New
N/A
923 $2.65M
SCI
Service Corp International

Consumer Cyclical
33
New
$75.99 - $84.16 $2.51K - $2.78K
33 $2.65M
K
Kellogg CO

Consumer Defensive
31
New
$81.06 - $82.9 $2.51K - $2.57K
31 $2.56M
SONY
Sony Group Corp

Technology
100
New
$19.88 - $25.64 $1.99K - $2.56K
100 $2.54M
OLN
Olin Corp

Basic Materials
104
New
$23.36 - $34.41 $2.43K - $3.58K
104 $2.52M
IYH
Ishares Tr

ETFs
40
New
$58.32 - $62.76 $2.33K - $2.51K
40 $2.44M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
175
New
$13.21 - $14.63 $2.31K - $2.56K
175 $2.31M
EBAY
Ebay Inc

Consumer Cyclical
34
New
$61.61 - $70.93 $2.09K - $2.41K
34 $2.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
18
New
$126.86 - $146.45 $2.28K - $2.64K
18 $2.29M
FIP
Ftai Infrastructure LLC
500
New
$4.53 - $8.41 $2.27K - $4.21K
500 $2.27M
CMA
Comerica Inc

Financial Services
38
New
$56.11 - $68.38 $2.13K - $2.6K
38 $2.24M
CTRE
Care Trust Reit, Inc.

Real Estate
77
New
$24.93 - $29.13 $1.92K - $2.24K
77 $2.2M
BOC
Boston Omaha Corp

Communication Services
150
New
$13.42 - $15.41 $2.01K - $2.31K
150 $2.19M
VNO
Vornado Realty Trust

Real Estate
59
New
$35.4 - $43.26 $2.09K - $2.55K
59 $2.18M
XPEV
Xpeng Inc.

Consumer Cyclical
105
New
$11.55 - $26.34 $1.21K - $2.77K
105 $2.18M
GLW
Corning Inc

Technology
47
New
$44.91 - $54.25 $2.11K - $2.55K
47 $2.15M
Flaherty &Crumrine Dynamic Pf Shs
100
New
N/A
100 $2.02M
CCL
Carnival Corp

Consumer Cyclical
100
New
$19.08 - $28.49 $1.91K - $2.85K
100 $1.95M
INVH
Invitation Homes Inc.

Real Estate
56
New
$30.28 - $34.85 $1.7K - $1.95K
56 $1.95M
DTE
Dte Energy CO

Utilities
14
New
$117.6 - $138.27 $1.65K - $1.94K
14 $1.94M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
125
New
$14.13 - $16.72 $1.77K - $2.09K
125 $1.93M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
New
$18.53 - $29.07 $1.85K - $2.91K
100 $1.9M
IRBO
Ishares Robotics & Artificial

ETFs
60
New
N/A
60 $1.89M
SAN
Banco Santander, S.A.

Financial Services
281
New
$4.46 - $7.14 $1.25K - $2.01K
281 $1.88M
FCNCA
First Citizens Bancshares Inc

Financial Services
1
New
$1728.36 - $2231.14 $1.73K - $2.23K
1 $1.85M
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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