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
DLHC
Dlh Holdings Corp.

Industrials
173
+ 1730.0%
$2.74 - $5.84 $474 - $1.01K
183 $1.07M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
8
+ 32.0%
$78.85 - $101.3 $631 - $810
33 $3.26M
EVH
Evolent Health, Inc.

Healthcare
86
New
$7.21 - $11.26 $620 - $968
86 $969K
SRI
Stoneridge Inc

Consumer Cyclical
134
New
$3.61 - $7.04 $484 - $943
134 $944K
ALG
Alamo Group Inc

Industrials
1
+ 5.88%
$158.47 - $219.45 $158 - $219
18 $3.93M
EXR
Extra Space Storage Inc.

Real Estate
7
+ 5.04%
$126.61 - $152.99 $886 - $1.07K
146 $21.5M
RNA
Avidity Biosciences, Inc.

Healthcare
34
+ 38.64%
$24.08 - $36.24 $819 - $1.23K
122 $3.47M
CHRD
Oasis Petroleum Inc.

Energy
12
+ 63.16%
$82.03 - $113.54 $984 - $1.36K
31 $3M
DVN
Devon Energy Corp

Energy
82
+ 25.95%
$26.8 - $37.92 $2.2K - $3.11K
398 $12.7M
IPAR
Inter Parfums Inc

Consumer Defensive
5
+ 55.56%
$99.7 - $141.48 $499 - $707
14 $1.84M
O
Realty Income Corp

Real Estate
18
+ 2.67%
$52.27 - $58.52 $941 - $1.05K
692 $39.9M
Bunge Global Sa
4
+ 3.54%
N/A
117 $9.39M
TBI
True Blue, Inc.

Industrials
115
New
N/A
115 $746K
FAF
First American Financial Corp

Financial Services
19
+ 18.27%
$54.11 - $67.0 $1.03K - $1.27K
123 $7.55M
GTY
Getty Realty Corp

Real Estate
26
New
$27.38 - $30.93 $712 - $804
26 $719K
CSGP
Costar Group, Inc.

Real Estate
6
+ 3.24%
$72.62 - $83.22 $436 - $499
191 $15.4M
ENS
Ener Sys

Industrials
9
+ 56.25%
$78.52 - $100.4 $707 - $904
25 $2.15M
WK
Workiva Inc

Technology
11
+ 91.67%
$61.91 - $77.12 $681 - $848
23 $1.58M
Ispire Technology Inc
256
New
N/A
256 $656K
LVS
Las Vegas Sands Corp

Consumer Cyclical
15
New
$30.7 - $44.12 $461 - $662
15 $653K
TDY
Teledyne Technologies Inc

Technology
1
+ 11.11%
$435.54 - $512.31 $436 - $512
10 $5.12M
OXM
Oxford Industries Inc

Consumer Cyclical
16
New
$37.26 - $60.9 $596 - $974
16 $644K
SVC
Service Properties Trust

Real Estate
268
New
$1.78 - $2.63 $477 - $705
268 $641K
MRNA
Moderna, Inc.

Healthcare
28
+ 14.21%
$23.65 - $28.54 $662 - $799
225 $6.21M
PUMP
Pro Petro Holding Corp.

Energy
117
+ 195.0%
$4.83 - $7.59 $565 - $888
177 $1.06M
Jacobs Solutions Inc
2
+ 6.06%
N/A
35 $4.6M
IT
Gartner Inc

Technology
3
+ 7.69%
$377.5 - $449.52 $1.13K - $1.35K
42 $17M
HLMN
Hillman Solutions Corp.

Industrials
85
New
$6.66 - $8.99 $566 - $764
85 $607K
First Natl Corp
31
New
N/A
31 $604K
OB
Outbrain Inc.

Communication Services
243
New
$2.37 - $3.9 $576 - $948
243 $603K
Easterly Govt Pptys Inc
27
New
N/A
27 $600K
DORM
Dorman Products, Inc.

Consumer Cyclical
4
+ 8.51%
$108.29 - $132.03 $433 - $528
51 $6.26M
FOLD
Amicus Therapeutics, Inc.

Healthcare
102
New
$5.64 - $8.0 $575 - $816
102 $585K
JACK
Jack In The Box Inc

Consumer Cyclical
33
New
$16.83 - $28.8 $555 - $950
33 $577K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
88
New
$6.16 - $7.97 $542 - $701
88 $572K
RXO
Rxo, Inc.
62
+ 51.67%
$12.58 - $19.55 $780 - $1.21K
182 $2.86M
RMR
Rmr Group Inc.

Real Estate
36
+ 46.75%
$13.89 - $16.68 $500 - $600
113 $1.85M
OKTA
Okta, Inc.

Technology
10
+ 12.05%
$91.24 - $127.3 $912 - $1.27K
93 $9.3M
RPD
Rapid7, Inc.

Technology
24
New
$21.9 - $27.44 $526 - $659
24 $556K
COP
Conocophillips

Energy
61
+ 18.94%
$82.66 - $106.1 $5.04K - $6.47K
383 $34.4M
Titan Amer Sa
44
New
N/A
44 $550K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
31
+ 63.27%
$21.4 - $26.31 $663 - $816
80 $1.74M
GLOB
Globant S.A.

Technology
6
New
$87.63 - $140.36 $526 - $842
6 $546K
LENB
Lennar Corporation Cl B
6
+ 21.43%
N/A
34 $3.58M
CPRI
Capri Holdings LTD

Consumer Cyclical
40
+ 39.22%
$12.48 - $19.63 $499 - $785
142 $2.51M
UNF
Unifirst Corp

Industrials
1
+ 4.76%
$161.86 - $189.64 $162 - $190
22 $4.14M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
12
+ 133.33%
$45.71 - $61.66 $549 - $740
21 $1.01M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 100.0%
$299.15 - $396.54 $299 - $397
2 $796K
MED
Medifast Inc

Consumer Cyclical
29
+ 241.67%
$11.92 - $14.17 $346 - $411
41 $577K
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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