Private Wealth Management Group, LLC Reduced Holdings in Q1 2025

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.06K
- 12.29%
$209.68 - $247.1 $1.06M - $1.25M
36.2K $8.03B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-14.3K
- 3.46%
$27.56 - $32.1 $393K - $458K
397K $11.2B
PLTR
Palantir Technologies Inc.

Technology
-18.5K
- 23.73%
$64.98 - $124.62 $1.2M - $2.3M
59.4K $5.02B
MUB
Ishares National Muni Bond ETF

ETFs
-6.66K
- 6.85%
$104.71 - $107.69 $697K - $717K
90.5K $9.54B
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.04K
- 3.74%
$50.44 - $58.1 $153K - $177K
78.2K $4.03B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-59
- 0.04%
$75.47 - $84.24 $4.45K - $4.97K
134K $10.3B
SUB
Ishares Short Term National Mu

ETFs
-3.15K
- 6.23%
$105.3 - $106.24 $332K - $335K
47.5K $5.01B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.71K
- 84.24%
$108.02 - $120.45 $292K - $326K
506 $55.7M
Princeton Bancorp Inc
-2.64K
- 5.5%
N/A
45.4K $1.39B
IVW
Ishares S&P 500 Growth ETF

ETFs
-500
- 4.87%
$92.45 - $106.69 $46.2K - $53.3K
9.76K $906M
DIS
Walt Disney CO

Communication Services
-699
- 32.23%
$96.87 - $114.0 $67.7K - $79.7K
1.47K $145M
MRK
Merck & Co., Inc.

Healthcare
-547
- 16.35%
$83.01 - $101.02 $45.4K - $55.3K
2.8K $251M
GOOG
Alphabet Inc.

Communication Services
-146
- 8.96%
$156.06 - $207.71 $22.8K - $30.3K
1.48K $232M
IVE
Ishares S&P 500 Value ETF

ETFs
-400
- 5.53%
$185.78 - $198.58 $74.3K - $79.4K
6.84K $1.3B
CB
Chubb LTD

Financial Services
-256
- 89.51%
$257.71 - $301.99 $66K - $77.3K
30 $9.06M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-1.63K
- 6.07%
$46.26 - $47.48 $75.4K - $77.3K
25.2K $1.19B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-267
- 52.98%
$168.84 - $202.89 $45.1K - $54.2K
237 $41.7M
REET
Ishares Global Reit ETF

ETFs
-2.42K
- 11.44%
$23.24 - $25.16 $56.3K - $60.9K
18.7K $455M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.44K
- 4.97%
$22.42 - $23.22 $54.6K - $56.6K
46.6K $1.07B
AMD
Advanced Micro Devices Inc

Technology
-264
- 66.5%
$96.63 - $129.55 $25.5K - $34.2K
133 $13.7M
DHR
Danaher Corp

Healthcare
-11
- 0.91%
$201.62 - $250.59 $2.22K - $2.76K
1.2K $247M
ADBE
Adobe Inc.

Technology
-34
- 18.38%
$377.84 - $464.11 $12.8K - $15.8K
151 $57.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-8
- 2.03%
$360.07 - $417.26 $2.88K - $3.34K
387 $140M
TTD
Trade Desk, Inc.

Technology
-85
- 37.78%
$53.59 - $126.58 $4.56K - $10.8K
140 $7.66M
PEP
Pepsico Inc

Consumer Defensive
-120
- 55.3%
$142.64 - $156.42 $17.1K - $18.8K
97 $14.5M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-35
- 1.65%
$113.22 - $126.36 $3.96K - $4.42K
2.09K $240M
SRE
Sempra Energy

Utilities
-33
- 3.47%
$67.85 - $87.67 $2.24K - $2.89K
918 $65.5M
DDOG
Datadog, Inc.

Technology
-116
- 82.86%
$98.68 - $151.89 $11.4K - $17.6K
24 $2.38M
VHT
Vanguard Health Care ETF

ETFs
-71
- 54.62%
$254.06 - $273.83 $18K - $19.4K
59 $15.6M
GPN
Global Payments Inc

Industrials
-76
- 11.5%
$92.18 - $113.03 $7.01K - $8.59K
585 $57.3M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-60
- 55.05%
$111.56 - $223.11 $6.69K - $13.4K
49 $5.48M
TGT
Target Corp

Consumer Defensive
-100
- 54.95%
$103.65 - $142.5 $10.4K - $14.3K
82 $8.56M
WMT
Walmart Inc.

Consumer Defensive
-132
- 13.08%
$84.5 - $105.05 $11.2K - $13.9K
877 $77M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-87
- 21.22%
$65.15 - $91.81 $5.67K - $7.99K
323 $21.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-40
- 11.94%
$222.66 - $268.42 $8.91K - $10.7K
295 $68.8M
PCG
Pg&E Corp

Utilities
-594
- 52.2%
$15.16 - $20.4 $9.01K - $12.1K
544 $9.35M
ACN
Accenture PLC

Technology
-22
- 14.47%
$300.91 - $398.25 $6.62K - $8.76K
130 $40.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-13
- 24.07%
$634.14 - $744.83 $8.24K - $9.68K
41 $26M
AMAT
Applied Materials Inc

Technology
-17
- 3.02%
$145.06 - $195.51 $2.47K - $3.32K
545 $79.1M
HPE
Hewlett Packard Enterprise CO

Technology
-424
- 51.27%
$14.77 - $24.42 $6.26K - $10.4K
403 $6.22M
POR
Portland General Electric CO

Utilities
-262
- 95.27%
$40.56 - $45.24 $10.6K - $11.9K
13 $580K
TROW
Price T Rowe Group Inc

Financial Services
-88
- 65.67%
$91.57 - $116.93 $8.06K - $10.3K
46 $4.23M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-57
- 47.5%
$161.13 - $209.29 $9.18K - $11.9K
63 $10.5M
DUK
Duke Energy Corp

Utilities
-135
- 32.07%
$105.87 - $121.97 $14.3K - $16.5K
286 $34.9M
WDC
Western Digital Corp

Technology
-111
- 36.04%
$40.43 - $72.03 $4.49K - $8K
197 $7.97M
HOLX
Hologic Inc

Healthcare
-125
- 56.82%
$60.7 - $73.77 $7.59K - $9.22K
95 $5.87M
EIX
Edison International

Utilities
-101
- 53.44%
$50.06 - $80.01 $5.06K - $8.08K
88 $5.19M
Cooper Cos Inc
-98
- 63.23%
N/A
57 $4.81M
DINO
Hf Sinclair Corp

Energy
-264
- 91.99%
$30.66 - $38.48 $8.09K - $10.2K
23 $757K
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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