Private Wealth Asset Management, LLC ETFs

Private Wealth Asset Management, LLC

$754 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DGRO Ishares Core Dividend Growth E	$0	$28.5 Million 0.0% of portfolio	445	Q2 2025 New
AIQ Global X Funds Global X Artifi	$0	$26.7 Million 0.0% of portfolio	610	Q2 2025 Added 1.67%
SLX Vaneck ETF Tr Steel ETF	$0	$26.5 Million 0.0% of portfolio	400	Q2 2025 New
IETC Ishares U S ETF Tr	$0	$25.1 Million 0.0% of portfolio	267	Q1 2025 New
SJNK Spdr Bloomberg Short Term High	$0	$22.9 Million 0.0% of portfolio	898	Q1 2025 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$21.4 Million 0.0% of portfolio	763	Q2 2025 New
RPG Invesco Exchange Traded Fd Tr	$0	$20.1 Million 0.0% of portfolio	440	Q1 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$18.2 Million 0.0% of portfolio	251	Q1 2025 New
BLV Vanguard Bd Index Fd Inc Long	$0	$17.3 Million 0.0% of portfolio	249	Q2 2025 Reduced 58.43%
SCHA Schwab Strategic Tr Us Small C	$0	$16.4 Million 0.0% of portfolio	648	Q2 2025 New
IEO Ishares Tr	$0	$15.5 Million 0.0% of portfolio	175	Q1 2025 New
ACWI Ishares Msci Acwi ETF	$0	$14.9 Million 0.0% of portfolio	116	Q1 2025 New
JMEE J P Morgan Exchange Traded Fd	$0	$14.1 Million 0.0% of portfolio	238	Q2 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$13.4 Million 0.0% of portfolio	752	Q2 2025 Added 37.73%
DGRW Wisdomtree Tr Us Quality Divid	$0	$13.2 Million 0.0% of portfolio	158	Q2 2025 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$12.7 Million 0.0% of portfolio	250	Q1 2025 New
SHYG Ishares 0 5 Year High Yield CO	$0	$12.6 Million 0.0% of portfolio	291	Q2 2025 New
MOAT Vaneck Morningstar Wide Moat E	$0	$12.4 Million 0.0% of portfolio	132	Q2 2025 New
ARKX Ark ETF Tr Ark Space Expl & In	$0	$11.6 Million 0.0% of portfolio	480	Q1 2025 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$11.5 Million 0.0% of portfolio	270	Q1 2025 New
VPN Global X Fds Data Ctr Reits &	$0	$11.2 Million 0.0% of portfolio	600	Q1 2025 New
BITO Proshares Tr Bitcoin Strategy	$0	$11.1 Million 0.0% of portfolio	515	Q1 2025 New
IHE Ishares Tr	$0	$9.83 Million 0.0% of portfolio	150	Q1 2025 New
DFAE Dimensional ETF Tr	$0	$8.57 Million 0.0% of portfolio	296	Q1 2025 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$8.34 Million 0.0% of portfolio	83	Q1 2025 New
FLV American Centy ETF Tr Focused	$0	$7.1 Million 0.0% of portfolio	102	Q2 2025 Added 0.99%
PFF Ishares Trust Ishares Pfd And	$0	$6.14 Million 0.0% of portfolio	200	Q1 2025 New
RWX Spdr Dow Jones International R	$0	$5.99 Million 0.0% of portfolio	219	Q1 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$5.97 Million 0.0% of portfolio	60	Q1 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$5.84 Million 0.0% of portfolio	137	Q2 2025 New
FBT First Trust Nyse Arca Biotechn	$0	$4.84 Million 0.0% of portfolio	30	Q2 2025 New
RLY Ssga Active ETF Tr	$0	$3.64 Million 0.0% of portfolio	125	Q2 2025 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$3.52 Million 0.0% of portfolio	47	Q1 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$3.31 Million 0.0% of portfolio	22	Q2 2025 Added 22.22%
IRBO Ishares Robotics & Artificial	$0	$2.46 Million 0.0% of portfolio	60	Q1 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$1.22 Million 0.0% of portfolio	30	Q1 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$568,000 0.0% of portfolio	6	Q2 2025 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$438,000 0.0% of portfolio	9	Q2 2025 New
SPMD Spdr Portfolio	$0	$272,000 0.0% of portfolio	5	Q2 2025 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$254,000 0.0% of portfolio	2	Q2 2025 New
CWB Spdr Bloomberg Convertible Sec	$0	$248,000 0.0% of portfolio	3	Q1 2025 New
HDV Ishares Core High Dividend ETF	$0	$234,000 0.0% of portfolio	2	Q2 2025 New
SCHP Schwab Strategic Us Tips ETF	$0	$14,000 0.0% of portfolio	1	Q1 2025 New

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