Private Wealth Management Group, LLC Purchases in Q2 2025

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
2
+ 4.44%
$721.65 - $1040.18 $1.44K - $2.08K
47 $48.3M
MPWR
Monolithic Power Systems Inc

Technology
15
+ 214.29%
$455.19 - $737.73 $6.83K - $11.1K
22 $16.1M
XLY
Select Sector Spdr Consumer Di

ETFs
52
+ 167.74%
$176.34 - $218.59 $9.17K - $11.4K
83 $18.1M
JBHT
Hunt J B Transport Services Inc

Industrials
76
New
$124.73 - $152.78 $9.48K - $11.6K
76 $10.9M
SJM
J M Smucker CO

Consumer Defensive
112
+ 1120.0%
$94.41 - $118.52 $10.6K - $13.3K
122 $12M
ALGN
Align Technology Inc

Healthcare
55
New
$144.32 - $190.42 $7.94K - $10.5K
55 $10.4M
CE
Celanese Corp

Basic Materials
184
New
$37.49 - $59.36 $6.9K - $10.9K
184 $10.2M
APH
Amphenol Corp

Technology
49
+ 31.01%
$59.09 - $98.75 $2.9K - $4.84K
207 $20.4M
LFUS
Littelfuse Inc

Technology
41
+ 241.18%
$149.72 - $227.31 $6.14K - $9.32K
58 $13.2M
JCI
Johnson Controls International PLC

Industrials
13
+ 3.94%
$71.14 - $105.62 $925 - $1.37K
343 $36.2M
KEYS
Keysight Technologies, Inc.

Technology
51
+ 85.0%
$127.02 - $165.4 $6.48K - $8.44K
111 $18.2M
PBF
Pbf Energy Inc.

Energy
417
+ 817.65%
$14.37 - $24.39 $5.99K - $10.2K
468 $10.1M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
27
+ 22.69%
$160.22 - $209.35 $4.33K - $5.65K
146 $30.6M
WFC
Wells Fargo & Company

Financial Services
28
+ 3.54%
$60.98 - $80.12 $1.71K - $2.24K
820 $65.7M
SRE
Sempra Energy

Utilities
63
+ 6.86%
$63.78 - $78.91 $4.02K - $4.97K
981 $74.3M
ST
Sensata Technologies Holding PLC

Technology
288
New
$17.69 - $30.11 $5.09K - $8.67K
288 $8.67M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
164
New
$47.34 - $67.22 $7.76K - $11K
164 $8.45M
A
Agilent Technologies, Inc.

Healthcare
71
+ 3550.0%
$99.29 - $120.52 $7.05K - $8.56K
73 $8.62M
CAG
Conagra Brands Inc.

Consumer Defensive
435
+ 500.0%
$20.4 - $26.78 $8.87K - $11.6K
522 $10.7M
Flutter Entmt PLC
20
+ 50.0%
N/A
60 $17.1M
RDN
Radian Group Inc

Financial Services
188
+ 37.83%
$30.48 - $36.53 $5.73K - $6.87K
685 $24.7M
LEN
Lennar Corp

Consumer Cyclical
76
+ 180.95%
$102.76 - $115.66 $7.81K - $8.79K
118 $13.1M
Ferguson Enterprises Inc
21
+ 33.33%
N/A
84 $18.3M
SWK
Stanley Black & Decker, Inc.

Industrials
130
+ 180.56%
$55.86 - $76.98 $7.26K - $10K
202 $13.7M
IQV
Iqvia Holdings Inc.

Healthcare
52
+ 1733.33%
$137.0 - $174.37 $7.12K - $9.07K
55 $8.67M
VNT
Vontier Corp

Technology
212
+ 385.45%
$28.04 - $37.3 $5.94K - $7.91K
267 $9.85M
NBIX
Neurocrine Biosciences Inc

Healthcare
58
+ 207.14%
$87.54 - $128.18 $5.08K - $7.43K
86 $10.8M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
183
New
$33.13 - $40.67 $6.06K - $7.44K
183 $7.44M
VT
Vanguard Total World Stk Index

ETFs
9
+ 1.85%
$103.16 - $128.52 $928 - $1.16K
496 $63.8M
ARW
Arrow Electronics Inc

Technology
54
+ 385.71%
$90.32 - $128.28 $4.88K - $6.93K
68 $8.67M
ELAN
Elanco Animal Health Inc

Healthcare
453
+ 232.31%
$8.1 - $14.3 $3.67K - $6.48K
648 $9.25M
RPM
Rpm International Inc

Basic Materials
68
+ 125.93%
$96.97 - $117.58 $6.59K - $8K
122 $13.4M
NDSN
Nordson Corp

Industrials
32
+ 266.67%
$167.51 - $223.5 $5.36K - $7.15K
44 $9.43M
VMC
Vulcan Materials CO

Basic Materials
6
+ 3.05%
$226.49 - $276.01 $1.36K - $1.66K
203 $52.9M
GGG
Graco Inc

Industrials
80
+ 8000.0%
$74.02 - $87.26 $5.92K - $6.98K
81 $6.96M
KWR
Quaker Chemical Corp

Basic Materials
61
New
$97.26 - $124.36 $5.93K - $7.59K
61 $6.83M
VTRS
Viatris Inc

Healthcare
757
+ 357.08%
$7.26 - $9.12 $5.5K - $6.9K
969 $8.65M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
41
+ 157.69%
$49.95 - $128.54 $2.05K - $5.27K
67 $8.34M
DIOD
Diodes Inc

Technology
112
+ 145.45%
$34.26 - $52.89 $3.84K - $5.92K
189 $10M
KRYS
Krystal Biotech, Inc.

Healthcare
50
+ 1000.0%
$123.36 - $181.0 $6.17K - $9.05K
55 $7.56M
ADNT
Adient PLC

Consumer Cyclical
310
+ 378.05%
$10.34 - $19.72 $3.21K - $6.11K
392 $7.63M
Veralto Corp
49
+ 10.68%
N/A
508 $51.3M
LANC
Lancaster Colony Corp

Consumer Defensive
38
+ 475.0%
$159.67 - $192.9 $6.07K - $7.33K
46 $7.95M
LCII
Lci Industries

Consumer Cyclical
71
New
$75.07 - $92.4 $5.33K - $6.56K
71 $6.48M
PAYX
Paychex Inc

Industrials
48
+ 81.36%
$137.01 - $159.78 $6.58K - $7.67K
107 $15.6M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
11
+ 21.57%
$224.32 - $326.09 $2.47K - $3.59K
62 $20.2M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 1.5%
$335.24 - $380.78 $6.03K - $6.85K
1.22K $447M
HUN
Huntsman Corp

Basic Materials
720
+ 346.15%
$10.28 - $15.52 $7.4K - $11.2K
928 $9.67M
DCI
Donaldson CO Inc

Industrials
89
+ 98.89%
$59.18 - $71.02 $5.27K - $6.32K
179 $12.4M
Activity Summary
Buys All Purchases 453 New Holdings 146 Increased Positions 307 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email