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
RBLX
Roblox Corp

Communication Services
100
New
$53.77 - $75.47 $5.38K - $7.55K
100 $5.83M
D
Dominion Energy, Inc

Utilities
59
+ 5.24%
$52.85 - $57.43 $3.12K - $3.39K
1.19K $66.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
20
+ 0.19%
$32.5 - $33.3 $650 - $666
10.5K $349M
AOS
Smith A O Corp

Industrials
86
+ 8600.0%
$65.16 - $72.69 $5.6K - $6.25K
87 $5.69M
CSGP
Costar Group, Inc.

Real Estate
58
+ 45.67%
$69.29 - $80.37 $4.02K - $4.66K
185 $14.7M
BFA
Brown Forman Corp Cl A
164
New
N/A
164 $5.49M
IPGP
Ipg Photonics Corp

Technology
86
New
$57.86 - $77.8 $4.98K - $6.69K
86 $5.43M
CTS
Cts Corp

Technology
129
New
$41.45 - $52.95 $5.35K - $6.83K
129 $5.36M
IDYA
Ideaya Biosciences, Inc.

Healthcare
323
New
$16.38 - $26.0 $5.29K - $8.4K
323 $5.29M
RHI
Robert Half International Inc.

Industrials
101
+ 404.0%
$51.96 - $71.3 $5.25K - $7.2K
126 $6.87M
GPC
Genuine Parts CO

Consumer Cyclical
42
+ 100.0%
$115.91 - $129.02 $4.87K - $5.42K
84 $10M
CHX
Champion X Corp

Energy
143
+ 48.97%
$27.3 - $31.27 $3.9K - $4.47K
435 $13M
GIC
Global Industrial CO

Industrials
223
New
$22.1 - $25.66 $4.93K - $5.72K
223 $5M
CGNX
Cognex Corp

Technology
184
+ 191.67%
$29.83 - $41.02 $5.49K - $7.55K
280 $8.35M
CLVT
Clarivate PLC

Technology
1.25K
New
$3.93 - $5.66 $4.9K - $7.06K
1.25K $4.91M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
25
+ 113.64%
$283.06 - $421.16 $7.08K - $10.5K
47 $13.3M
TFX
Teleflex Inc

Healthcare
36
+ 1200.0%
$130.79 - $183.66 $4.71K - $6.61K
39 $5.39M
NWS
News Corp New Cl B Com Stk (De

Communication Services
155
New
$29.66 - $35.0 $4.6K - $5.43K
155 $4.71M
RING
Ishares Inc Msci Global Gold M

ETFs
120
New
$28.64 - $38.36 $3.44K - $4.6K
120 $4.6M
OTIS
Otis Worldwide Corp

Industrials
33
+ 31.43%
$90.77 - $104.01 $3K - $3.43K
138 $14.2M
WST
West Pharmaceutical Services Inc

Healthcare
21
+ 1050.0%
$199.11 - $347.87 $4.18K - $7.31K
23 $5.15M
JJSF
J&J Snack Foods Corp

Consumer Defensive
35
+ 500.0%
$122.15 - $153.79 $4.28K - $5.38K
42 $5.53M
MET
Metlife Inc

Financial Services
61
+ 20.47%
$77.7 - $87.0 $4.74K - $5.31K
359 $28.8M
ROIV
Roivant Sciences Ltd.

Healthcare
437
New
$10.09 - $12.08 $4.41K - $5.28K
437 $4.41M
FLO
Flowers Foods Inc

Consumer Defensive
233
+ 647.22%
$18.05 - $20.78 $4.21K - $4.84K
269 $5.11M
KE
Kimball Electronics, Inc.

Industrials
264
New
$16.11 - $19.51 $4.25K - $5.15K
264 $4.34M
AWK
American Water Works Company, Inc.

Utilities
18
+ 25.35%
$121.01 - $149.31 $2.18K - $2.69K
89 $13.1M
SWKS
Skyworks Solutions, Inc.

Technology
68
+ 680.0%
$64.12 - $93.96 $4.36K - $6.39K
78 $5.04M
ITOT
Ishares Core S&P Total U.S. St

ETFs
34
New
$120.29 - $134.6 $4.09K - $4.58K
34 $4.15M
PGR
Progressive Corp

Financial Services
1
+ 1.14%
$235.61 - $291.22 $236 - $291
89 $25.2M
QRHC
Quest Resource Holding Corp

Industrials
1.55K
New
$2.6 - $6.47 $4.04K - $10K
1.55K $4.04M
CAH
Cardinal Health Inc

Healthcare
12
+ 10.0%
$118.02 - $137.77 $1.42K - $1.65K
132 $18.2M
CPRT
Copart Inc

Consumer Cyclical
74
+ 26.06%
$52.3 - $59.83 $3.87K - $4.43K
358 $20.3M
VLO
Valero Energy Corp

Energy
19
+ 13.19%
$121.76 - $142.99 $2.31K - $2.72K
163 $21.5M
CACI
Caci International Inc

Technology
11
+ 220.0%
N/A
16 $5.87M
GNTX
Gentex Corp

Consumer Cyclical
183
+ 207.95%
$23.3 - $28.48 $4.26K - $5.21K
271 $6.32M
ERIE
Erie Indemnity CO

Financial Services
9
New
$377.62 - $450.61 $3.4K - $4.06K
9 $3.77M
MAN
Manpower Group Inc.

Industrials
65
New
$53.77 - $62.66 $3.5K - $4.07K
65 $3.76M
UGI
Ugi Corp

Utilities
68
+ 22.74%
$28.0 - $34.16 $1.9K - $2.32K
367 $12.1M
OKTA
Okta, Inc.

Technology
18
+ 27.69%
$78.83 - $116.72 $1.42K - $2.1K
83 $8.73M
LKQ
Lkq Corp

Consumer Cyclical
77
+ 175.0%
$36.24 - $44.05 $2.79K - $3.39K
121 $5.15M
AJG
Arthur J. Gallagher & Co.

Financial Services
7
+ 43.75%
$275.89 - $345.24 $1.93K - $2.42K
23 $7.94M
Structure Therapeutics Inc
196
New
N/A
196 $3.39M
TENB
Tenable Holdings, Inc.

Technology
98
+ 890.91%
$34.94 - $44.5 $3.42K - $4.36K
109 $3.81M
PAYX
Paychex Inc

Industrials
18
+ 43.9%
$136.06 - $154.52 $2.45K - $2.78K
59 $9.1M
PTEN
Patterson Uti Energy Inc

Energy
404
+ 96.65%
$7.15 - $9.45 $2.89K - $3.82K
822 $6.76M
NWSA
News Corp

Communication Services
121
+ 52.38%
$26.29 - $30.49 $3.18K - $3.69K
352 $9.58M
FUL
Fuller H B CO

Basic Materials
59
+ 491.67%
$52.88 - $64.28 $3.12K - $3.79K
71 $3.99M
KHC
Kraft Heinz CO

Consumer Defensive
104
+ 73.76%
$28.51 - $32.22 $2.97K - $3.35K
245 $7.46M
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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