Private Wealth Asset Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $800 Million distributed in 1093 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $91.8M, Ishares Tr with a value of $58.9M, Ishares Core S&P Mid Cap ETF with a value of $54.7M, Ishares Inc with a value of $49M, and Ishares Core S&P Sm Cap ETF with a value of $27.1M.
Examining the 13F form we can see an decrease of $753B in the current position value, from $754B to 800M.
Private Wealth Asset Management, LLC is based out at Cedar Rapids, IA
Below you can find more details about Private Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$800 Million
ETFs: $486 Million
Technology: $90 Million
Financial Services: $70.2 Million
Industrials: $41.3 Million
Healthcare: $29.7 Million
Consumer Defensive: $20.5 Million
Consumer Cyclical: $20.3 Million
Communication Services: $19.5 Million
Other: $22.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
