Private Wealth Management Group, LLC Reduced Holdings in Q3 2025

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-5.46K
- 7.1%
$103.24 - $106.68 $564K - $583K
71.5K $7.61B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-3.17K
- 30.18%
$33.26 - $34.01 $106K - $108K
7.34K $249M
SPY
Spdr S&P 500 ETF Trust

ETFs
-81
- 24.18%
$617.65 - $666.84 $50K - $54K
254 $169M
REET
Ishares Global Reit ETF

ETFs
-2.03K
- 11.7%
$24.45 - $25.91 $49.6K - $52.6K
15.3K $392M
UNH
Unitedhealth Group Inc

Healthcare
-133
- 37.78%
$237.77 - $353.61 $31.6K - $47K
219 $75.6M
PG
Procter & Gamble CO

Consumer Defensive
-41
- 1.14%
$150.47 - $161.22 $6.17K - $6.61K
3.56K $546M
VIG
Vanguard Dividend Appreciation

ETFs
-120
- 37.5%
N/A
200 $43.2M
V
Visa Inc.

Financial Services
-47
- 10.98%
$332.09 - $358.86 $15.6K - $16.9K
381 $130M
Kenvue Inc
-215
- 5.9%
N/A
3.43K $55.7M
ADP
Automatic Data Processing Inc

Industrials
-3
- 0.23%
$288.69 - $310.94 $866 - $933
1.32K $387M
PM
Philip Morris International Inc.

Consumer Defensive
-33
- 4.9%
$157.77 - $183.27 $5.21K - $6.05K
641 $104M
ELV
Elevance Health, Inc.

Healthcare
-43
- 63.24%
$274.66 - $395.76 $11.8K - $17K
25 $8.08M
IBM
International Business Machines Corp

Technology
-2
- 0.15%
$234.77 - $292.47 $470 - $585
1.3K $367M
FISV
Fiserv Inc

Technology
-47
- 19.58%
N/A
193 $24.9M
CMCSA
Comcast Corp

Communication Services
-162
- 10.7%
$31.41 - $36.33 $5.09K - $5.89K
1.35K $42.5M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-129
- 53.31%
$72.04 - $77.35 $9.29K - $9.98K
113 $8.67M
RHI
Robert Half International Inc.

Industrials
-205
- 85.42%
$33.49 - $43.03 $6.87K - $8.82K
35 $1.19M
CAG
Conagra Brands Inc.

Consumer Defensive
-398
- 76.25%
$18.04 - $21.14 $7.18K - $8.41K
124 $2.27M
UPS
United Parcel Service Inc

Industrials
-79
- 77.45%
$82.58 - $105.54 $6.52K - $8.34K
23 $1.92M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-31
- 65.96%
$159.87 - $247.68 $4.96K - $7.68K
16 $2.85M
IT
Gartner Inc

Technology
-8
- 19.05%
$225.98 - $406.7 $1.81K - $3.25K
34 $8.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-53
- 9.43%
$567.77 - $614.76 $30.1K - $32.6K
509 $312M
LKQ
Lkq Corp

Consumer Cyclical
-192
- 89.72%
$29.24 - $39.21 $5.61K - $7.53K
22 $672K
VHT
Vanguard Health Care ETF

ETFs
-30
- 50.85%
$239.12 - $259.95 $7.17K - $7.8K
29 $7.53M
CTSH
Cognizant Technology Solutions Corp

Technology
-27
- 5.99%
$66.67 - $80.98 $1.8K - $2.19K
424 $28.4M
AVTR
Avantor, Inc.

Basic Materials
-482
- 90.09%
$11.18 - $14.21 $5.39K - $6.85K
53 $662K
WAT
Waters Corp

Healthcare
-15
- 45.45%
$277.72 - $357.04 $4.17K - $5.36K
18 $5.4M
CI
Cigna Corp

Healthcare
-13
- 26.0%
$262.23 - $334.39 $3.41K - $4.35K
37 $10.7M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-25
- 25.0%
$138.59 - $171.12 $3.46K - $4.28K
75 $10.6M
FIS
Fidelity National Information Services, Inc.

Technology
-22
- 8.15%
$63.37 - $82.35 $1.39K - $1.81K
248 $16.4M
SPSC
Sps Commerce Inc

Technology
-36
- 73.47%
$103.88 - $142.5 $3.74K - $5.13K
13 $1.35M
HUN
Huntsman Corp

Basic Materials
-435
- 46.88%
$8.87 - $12.07 $3.86K - $5.25K
493 $4.43M
PGR
Progressive Corp

Financial Services
-13
- 12.87%
$238.61 - $264.3 $3.1K - $3.44K
88 $21.7M
SAFT
Safety Insurance Group Inc

Financial Services
-57
- 79.17%
$69.3 - $79.05 $3.95K - $4.51K
15 $1.06M
BRO
Brown & Brown, Inc.

Financial Services
-28
- 24.78%
$90.88 - $108.93 $2.54K - $3.05K
85 $7.97M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-52
- 80.0%
$61.95 - $80.32 $3.22K - $4.18K
13 $812K
ZTS
Zoetis Inc.

Healthcare
-21
- 15.91%
$141.13 - $159.19 $2.96K - $3.34K
111 $16.2M
PRU
Prudential Financial Inc

Financial Services
-32
- 12.08%
$100.68 - $109.89 $3.22K - $3.52K
233 $24.2M
Atlassian Corporation
-8
- 11.59%
N/A
61 $9.74M
OTIS
Otis Worldwide Corp

Industrials
-32
- 23.19%
$84.93 - $101.07 $2.72K - $3.23K
106 $9.69M
NSIT
Insight Enterprises Inc

Technology
-27
- 79.41%
$111.76 - $146.66 $3.02K - $3.96K
7 $794K
QDEL
Quidel Ortho Corp

Healthcare
-132
- 86.84%
$22.81 - $31.57 $3.01K - $4.17K
20 $589K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-33
- 16.26%
$185.88 - $207.44 $6.13K - $6.85K
170 $34.2M
PAYX
Paychex Inc

Industrials
-12
- 11.21%
$126.69 - $147.99 $1.52K - $1.78K
95 $12M
LNTH
Lantheus Holdings, Inc.

Healthcare
-30
- 48.39%
$50.11 - $83.83 $1.5K - $2.51K
32 $1.64M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-152
- 84.92%
$20.62 - $30.81 $3.13K - $4.68K
27 $720K
STZ
Constellation Brands, Inc.

Consumer Defensive
-11
- 16.92%
$131.78 - $176.09 $1.45K - $1.94K
54 $7.27M
CSCO
Cisco Systems, Inc.

Technology
-16
- 0.72%
$66.2 - $71.79 $1.06K - $1.15K
2.2K $151M
RLI
Rli Corp

Financial Services
-41
- 54.67%
$64.17 - $71.7 $2.63K - $2.94K
34 $2.22M
Activity Summary
Buys All Purchases 209 New Holdings 60 Increased Positions 149 Sells All Sells 186 Reductions 186 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