Private Wealth Management Group, LLC Purchases in Q1 2025

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53
+ 10.84%
$507.05 - $563.67 $26.9K - $29.9K
542 $279M
DAL
Delta Air Lines, Inc.

Industrials
507
+ 104.75%
$43.6 - $69.06 $22.1K - $35K
991 $43.2M
UBER
Uber Technologies, Inc

Technology
86
+ 14.53%
$63.17 - $81.49 $5.43K - $7.01K
678 $49.4M
MO
Altria Group, Inc.

Consumer Defensive
104
+ 11.37%
$50.81 - $60.02 $5.28K - $6.24K
1.02K $61.2M
MCK
Mckesson Corp

Healthcare
2
+ 1.72%
$566.21 - $672.99 $1.13K - $1.35K
118 $79.4M
UPS
United Parcel Service Inc

Industrials
123
+ 492.0%
$109.66 - $136.26 $13.5K - $16.8K
148 $16.3M
ADM
Archer Daniels Midland CO

Consumer Defensive
271
+ 821.21%
$45.22 - $52.17 $12.3K - $14.1K
304 $14.6M
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 9.26%
$347.25 - $424.87 $35.4K - $43.3K
1.2K $441M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
43
+ 537.5%
$233.07 - $290.7 $10K - $12.5K
51 $13.8M
HES
Hess Corp

Energy
59
+ 83.1%
$135.42 - $160.52 $7.99K - $9.47K
130 $20.8M
O
Realty Income Corp

Real Estate
150
+ 28.63%
$51.67 - $58.49 $7.75K - $8.77K
674 $39.1M
SLS
Sellas Life Sciences Group, Inc.

Healthcare
10K
New
$0.92 - $1.62 $9.2K - $16.2K
10K $10.8M
HUM
Humana Inc

Healthcare
34
+ 32.69%
$249.11 - $303.11 $8.47K - $10.3K
138 $36.5M
XLF
Financial Sector Spdr

ETFs
186
+ 74.4%
$47.32 - $52.19 $8.8K - $9.71K
436 $21.7M
Lineage Inc
163
New
N/A
163 $9.56M
Kenvue Inc
1
+ 0.03%
N/A
3.6K $86.4M
SO
Southern CO

Utilities
84
+ 46.67%
$80.96 - $92.96 $6.8K - $7.81K
264 $24.3M
NOVT
Novanta Inc

Technology
74
+ 616.67%
N/A
86 $11M
Flutter Entmt PLC
40
New
N/A
40 $8.86M
NFLX
Netflix Inc

Communication Services
5
+ 5.21%
$828.4 - $1058.6 $4.14K - $5.29K
101 $94.2M
HSY
Hershey CO

Consumer Defensive
50
+ 625.0%
$144.74 - $186.36 $7.24K - $9.32K
58 $9.92M
KMB
Kimberly Clark Corp

Consumer Defensive
15
+ 2.61%
$124.46 - $147.4 $1.87K - $2.21K
590 $83.9M
ABC
Amerisourcebergen Corp

Healthcare
25
+ 108.7%
N/A
48 $13.3M
IXUS
Ishares Tr

ETFs
113
New
$65.06 - $72.31 $7.35K - $8.17K
113 $7.89M
CMCO
Columbus Mckinnon Corp

Industrials
465
New
$15.95 - $37.61 $7.42K - $17.5K
465 $7.87M
Atlassian Corporation
41
+ 102.5%
N/A
81 $17.2M
CI
Cigna Corp

Healthcare
16
+ 42.11%
$274.49 - $329.0 $4.39K - $5.26K
54 $17.8M
EPD
Enterprise Products Partners L.P.

Energy
210
New
$31.75 - $34.14 $6.67K - $7.17K
210 $7.17M
Te Connectivity PLC
51
+ 58.62%
N/A
138 $19.5M
PII
Polaris Inc.

Consumer Cyclical
176
+ 1760.0%
$40.9 - $58.36 $7.2K - $10.3K
186 $7.62M
MMS
Maximus, Inc.

Industrials
103
New
$64.34 - $79.68 $6.63K - $8.21K
103 $7.02M
UAL
United Airlines Holdings, Inc.

Industrials
100
New
$69.05 - $110.52 $6.91K - $11.1K
100 $6.91M
AVGE
American Centy ETF Tr Avantis
103
+ 27.54%
N/A
477 $34M
XRAY
Dentsply Sirona Inc.

Healthcare
457
New
$14.93 - $20.31 $6.82K - $9.28K
457 $6.83M
EL
Estee Lauder Companies Inc

Consumer Defensive
107
+ 267.5%
$64.26 - $85.48 $6.88K - $9.15K
147 $9.7M
GM
General Motors CO

Consumer Cyclical
160
+ 120.3%
$45.22 - $54.92 $7.24K - $8.79K
293 $13.8M
STE
Steris PLC

Healthcare
28
+ 175.0%
$202.46 - $232.74 $5.67K - $6.52K
44 $9.97M
CNXN
Pc Connection Inc

Technology
105
New
$59.79 - $74.22 $6.28K - $7.79K
105 $6.56M
REXR
Rexford Industrial Realty, Inc.

Real Estate
167
+ 759.09%
$37.17 - $41.44 $6.21K - $6.92K
189 $7.4M
IAU
Ishares Gold Trust

ETFs
110
New
$49.74 - $58.96 $5.47K - $6.49K
110 $6.49M
RSG
Republic Services, Inc.

Industrials
10
+ 10.2%
$200.09 - $242.16 $2K - $2.42K
108 $26.2M
AES
Aes Corp

Utilities
518
New
$9.93 - $13.23 $5.14K - $6.85K
518 $6.43M
MSA
Msa Safety Inc

Industrials
43
New
$146.69 - $166.47 $6.31K - $7.16K
43 $6.31M
PFE
Pfizer Inc

Healthcare
378
+ 13.13%
$25.01 - $27.13 $9.45K - $10.3K
3.26K $82.5M
SIGI
Selective Insurance Group Inc

Financial Services
67
New
$78.49 - $95.48 $5.26K - $6.4K
67 $6.13M
XLY
Select Sector Spdr Consumer Di

ETFs
31
New
$192.6 - $233.2 $5.97K - $7.23K
31 $6.12M
VEEV
Veeva Systems Inc

Healthcare
22
+ 50.0%
$210.58 - $246.8 $4.63K - $5.43K
66 $15.3M
COTY
Coty Inc.

Consumer Defensive
1.1K
New
$5.43 - $7.61 $5.97K - $8.36K
1.1K $6.01M
SCHR
Schwab Intermediate Term Us Tr

ETFs
90
+ 1.36%
$24.05 - $24.86 $2.16K - $2.24K
6.71K $167M
Activity Summary
Buys All Purchases 382 New Holdings 112 Increased Positions 270 Sells All Sells 328 Reductions 328 Sold out 0 Options Calls 0 Puts 0
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