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
MA
Mastercard Inc

Financial Services
2
+ 0.54%
$479.92 - $590.74 $960 - $1.18K
372 $209M
HEIA
Heico Crp Cl A
20
+ 90.91%
N/A
42 $10.9M
CR
Crane Holdings, Co.

Industrials
114
New
$132.79 - $189.89 $15.1K - $21.6K
114 $6.15M
AUB
Atlantic Union Bankshares Corp

Financial Services
190
New
$23.85 - $32.24 $4.53K - $6.13K
190 $5.94M
AZTA
Azenta, Inc.

Healthcare
193
New
$25.03 - $35.41 $4.83K - $6.83K
193 $5.94M
ODFL
Old Dominion Freight Line, Inc.

Industrials
37
+ 58.73%
$146.74 - $176.07 $5.43K - $6.51K
100 $16.3M
XLE
Energy Sector Spdr

ETFs
71
+ 244.83%
$76.44 - $94.13 $5.43K - $6.68K
100 $8.48M
CTKB
Cytek Biosciences, Inc.

Healthcare
1.69K
New
$2.42 - $3.99 $4.1K - $6.76K
1.69K $5.76M
AVD
American Vanguard Corp

Basic Materials
1.47K
New
$3.47 - $4.94 $5.1K - $7.26K
1.47K $5.76M
AVTR
Avantor, Inc.

Basic Materials
442
+ 475.27%
$11.94 - $16.29 $5.28K - $7.2K
535 $7.2M
DLR
Digital Realty Trust, Inc.

Real Estate
21
+ 36.21%
$136.11 - $177.69 $2.86K - $3.73K
79 $13.8M
SAM
Boston Beer CO Inc

Consumer Defensive
29
+ 1450.0%
$187.06 - $249.73 $5.42K - $7.24K
31 $5.92M
DLTR
Dollar Tree, Inc.

Consumer Defensive
6
+ 2.97%
$67.22 - $100.51 $403 - $603
208 $20.6M
ABM
Abm Industries Inc

Industrials
114
+ 325.71%
$42.24 - $52.72 $4.82K - $6.01K
149 $7.04M
ZBRA
Zebra Technologies Corp

Technology
17
+ 340.0%
$213.54 - $309.26 $3.63K - $5.26K
22 $6.78M
IOT
Samsara Inc.

Technology
133
New
$33.46 - $47.74 $4.45K - $6.35K
133 $5.29M
BC
Brunswick Corp

Consumer Cyclical
94
New
$41.93 - $58.37 $3.94K - $5.49K
94 $5.19M
CARR
Carrier Global Corp

Industrials
39
+ 16.67%
$55.55 - $75.83 $2.17K - $2.96K
273 $20M
DNUT
Krispy Kreme, Inc.

Consumer Defensive
1.77K
New
$2.57 - $4.95 $4.54K - $8.75K
1.77K $5.14M
THO
Thor Industries Inc

Consumer Cyclical
56
+ 509.09%
$64.83 - $89.72 $3.63K - $5.02K
67 $5.95M
Ingram Micro Hldg Corp
245
New
N/A
245 $5.11M
LNTH
Lantheus Holdings, Inc.

Healthcare
62
New
$73.86 - $108.74 $4.58K - $6.74K
62 $5.08M
ACA
Arcosa, Inc.

Industrials
52
+ 92.86%
$70.66 - $90.53 $3.67K - $4.71K
108 $9.37M
GPRE
Green Plains Inc.

Basic Materials
830
New
$3.3 - $6.03 $2.74K - $5K
830 $5.01M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
18
+ 43.9%
$483.07 - $625.6 $8.7K - $11.3K
59 $31M
ACLS
Axcelis Technologies Inc

Technology
71
New
$42.42 - $70.92 $3.01K - $5.04K
71 $4.95M
L
Loews Corp

Financial Services
54
+ 55.1%
$80.89 - $92.09 $4.37K - $4.97K
152 $13.9M
EXAS
Exact Sciences Corp

Healthcare
77
+ 93.9%
$40.31 - $58.08 $3.1K - $4.47K
159 $8.45M
TRMB
Trimble Inc.

Technology
45
+ 33.33%
$55.12 - $75.98 $2.48K - $3.42K
180 $13.7M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
90
+ 103.45%
$67.83 - $92.33 $6.1K - $8.31K
177 $12.9M
NTAP
Net App, Inc.

Technology
32
+ 43.84%
$76.1 - $106.55 $2.44K - $3.41K
105 $11.2M
BWA
Borgwarner Inc

Consumer Cyclical
133
+ 260.78%
$24.84 - $33.92 $3.3K - $4.51K
184 $6.16M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
92
+ 920.0%
$51.73 - $71.41 $4.76K - $6.57K
102 $5.41M
HUBG
Hub Group, Inc.

Industrials
144
+ 360.0%
$31.29 - $38.01 $4.51K - $5.47K
184 $6.15M
TKR
Timken CO

Industrials
64
+ 533.33%
$57.34 - $74.03 $3.67K - $4.74K
76 $5.51M
VIR
Vir Biotechnology, Inc.

Healthcare
920
New
$4.5 - $6.48 $4.14K - $5.96K
920 $4.64M
KD
Kyndryl Holdings, Inc.

Technology
23
+ 6.67%
$27.77 - $41.96 $639 - $965
368 $15.4M
COLD
Americold Realty Trust

Real Estate
274
New
$16.31 - $21.47 $4.47K - $5.88K
274 $4.56M
CRL
Charles River Laboratories International, Inc.

Healthcare
30
New
$99.75 - $151.89 $2.99K - $4.56K
30 $4.55M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
68
+ 295.65%
$52.22 - $73.66 $3.55K - $5.01K
91 $6M
JELD
Jeld Wen Holding, Inc.

Industrials
1.24K
+ 741.92%
$3.36 - $6.09 $4.16K - $7.55K
1.41K $5.51M
TTD
Trade Desk, Inc.

Technology
29
+ 20.71%
$45.27 - $79.4 $1.31K - $2.3K
169 $12.2M
RPRX
Royalty Pharma PLC

Healthcare
125
New
$30.85 - $36.14 $3.86K - $4.52K
125 $4.5M
WLK
Westlake Corp

Basic Materials
79
+ 125.4%
$69.83 - $102.01 $5.52K - $8.06K
142 $10.8M
EXPI
Exp World Holdings, Inc.

Real Estate
483
New
$7.46 - $9.89 $3.6K - $4.78K
483 $4.4M
MANH
Manhattan Associates Inc

Technology
19
+ 73.08%
$143.9 - $197.47 $2.73K - $3.75K
45 $8.89M
SKX
Skechers Usa Inc

Consumer Cyclical
68
+ 485.71%
$45.48 - $63.1 $3.09K - $4.29K
82 $5.18M
BIO
Bio Rad Laboratories, Inc.

Healthcare
18
+ 225.0%
$216.56 - $256.68 $3.9K - $4.62K
26 $6.28M
D
Dominion Energy, Inc

Utilities
66
+ 5.56%
$49.66 - $58.0 $3.28K - $3.83K
1.25K $70.8M
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
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