Private Wealth Management Group, LLC Reduced Holdings in Q2 2025

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SWKS
Skyworks Solutions, Inc.

Technology
-67
- 85.9%
$49.2 - $74.95 $3.3K - $5.02K
11 $820K
GMED
Globus Medical Inc

Healthcare
-42
- 35.59%
$55.82 - $75.5 $2.34K - $3.17K
76 $4.49M
DHI
Horton D R Inc

Consumer Cyclical
-36
- 12.95%
$115.1 - $129.63 $4.14K - $4.67K
242 $31.2M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-294
- 1.61%
$24.66 - $25.17 $7.25K - $7.4K
17.9K $451M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-250
- 0.99%
$46.47 - $47.67 $11.6K - $11.9K
25K $1.19B
UNM
Unum Group

Financial Services
-48
- 15.79%
$70.48 - $82.91 $3.38K - $3.98K
256 $20.7M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-63
- 72.41%
N/A
24 $1.24M
AOS
Smith A O Corp

Industrials
-62
- 71.26%
$59.63 - $70.52 $3.7K - $4.37K
25 $1.64M
PRU
Prudential Financial Inc

Financial Services
-26
- 8.93%
$95.12 - $112.71 $2.47K - $2.93K
265 $28.5M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-26
- 59.09%
$153.22 - $199.8 $3.98K - $5.19K
18 $3.37M
PR
Permian Resources Corporation

Energy
-276
- 60.26%
$10.36 - $14.93 $2.86K - $4.12K
182 $2.48M
WST
West Pharmaceutical Services Inc

Healthcare
-17
- 73.91%
$190.39 - $227.7 $3.24K - $3.87K
6 $1.31M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-34
- 14.35%
$149.76 - $186.42 $5.09K - $6.34K
203 $37.8M
CLX
Clorox CO

Consumer Defensive
-24
- 72.73%
$118.01 - $148.69 $2.83K - $3.57K
9 $1.08M
ROKU
Roku, Inc

Communication Services
-56
- 84.85%
$55.1 - $87.89 $3.09K - $4.92K
10 $879K
AEIS
Advanced Energy Industries Inc

Industrials
-42
- 85.71%
$79.03 - $133.84 $3.32K - $5.62K
7 $928K
ALB
Albemarle Corp

Basic Materials
-50
- 81.97%
$50.76 - $72.25 $2.54K - $3.61K
11 $690K
WHD
Cactus, Inc.

Energy
-79
- 77.45%
$35.05 - $47.38 $2.77K - $3.74K
23 $1.01M
Cooper Cos Inc
-38
- 66.67%
N/A
19 $1.35M
TENB
Tenable Holdings, Inc.

Technology
-98
- 89.91%
$30.45 - $35.17 $2.98K - $3.45K
11 $372K
MCHP
Microchip Technology Inc

Technology
-97
- 61.78%
$35.34 - $71.6 $3.43K - $6.95K
60 $4.22M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2
- 1.77%
$212.1 - $244.27 $424 - $489
111 $24.3M
MU
Micron Technology Inc

Technology
-74
- 46.25%
$64.72 - $127.91 $4.79K - $9.47K
86 $10.6M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-276
- 86.25%
$9.31 - $12.72 $2.57K - $3.51K
44 $424K
QCOM
Qualcomm Inc

Technology
-39
- 7.49%
$124.66 - $159.48 $4.86K - $6.22K
482 $76.8M
PSTG
Pure Storage, Inc.

Technology
-97
- 55.11%
$37.18 - $57.58 $3.61K - $5.59K
79 $4.55M
MPC
Marathon Petroleum Corp

Energy
-57
- 18.57%
$118.55 - $170.08 $6.76K - $9.69K
250 $41.5M
Atlassian Corporation
-12
- 14.81%
N/A
69 $14M
PPG
Ppg Industries Inc

Basic Materials
-32
- 29.63%
$91.66 - $115.04 $2.93K - $3.68K
76 $8.65M
Lineage Inc
-16
- 9.82%
N/A
147 $6.4M
CTS
Cts Corp

Technology
-77
- 59.69%
$34.96 - $43.62 $2.69K - $3.36K
52 $2.22M
ASIX
Advan Six Inc.

Basic Materials
-136
- 96.45%
$18.69 - $24.81 $2.54K - $3.37K
5 $119K
IART
Integra Lifesciences Holdings Corp

Healthcare
-31
- 11.19%
$11.6 - $21.78 $360 - $675
246 $3.02M
ES
Eversource Energy

Utilities
-55
- 18.03%
$54.25 - $65.89 $2.98K - $3.62K
250 $15.9M
ANSS
Ansys Inc

Technology
-17
- 19.77%
$284.19 - $351.22 $4.83K - $5.97K
69 $24.2M
COTY
Coty Inc.

Consumer Defensive
-447
- 40.67%
$4.57 - $5.65 $2.04K - $2.53K
652 $3.03M
PEAK
Healthpeak Properties, Inc.

Real Estate
-127
- 53.14%
N/A
112 $1.96M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-18
- 45.0%
$139.81 - $165.8 $2.52K - $2.98K
22 $3.42M
EPD
Enterprise Products Partners L.P.

Energy
-71
- 33.81%
$28.95 - $34.22 $2.06K - $2.43K
139 $4.31M
KMX
Carmax Inc

Consumer Cyclical
-23
- 20.54%
$62.27 - $82.77 $1.43K - $1.9K
89 $5.98M
COLM
Columbia Sportswear CO

Consumer Cyclical
-31
- 56.36%
$59.62 - $77.36 $1.85K - $2.4K
24 $1.47M
TDC
Teradata Corp

Technology
-118
- 81.94%
$19.2 - $23.59 $2.27K - $2.78K
26 $581K
RVMD
Revolution Medicines, Inc.

Healthcare
-80
- 39.41%
$31.13 - $41.98 $2.49K - $3.36K
123 $4.53M
GM
General Motors CO

Consumer Cyclical
-65
- 22.18%
$42.48 - $50.46 $2.76K - $3.28K
228 $11.2M
KFRC
Kforce Inc

Industrials
-47
- 61.84%
$36.59 - $49.86 $1.72K - $2.34K
29 $1.19M
IFF
International Flavors & Fragrances Inc

Basic Materials
-25
- 15.92%
$66.85 - $79.33 $1.67K - $1.98K
132 $9.71M
MSI
Motorola Solutions, Inc.

Technology
-2
- 2.17%
$394.72 - $440.39 $789 - $881
90 $37.8M
ARCB
Arcbest Corp

Industrials
-35
- 79.55%
$56.73 - $77.01 $1.99K - $2.7K
9 $694K
CIVI
Civitas Resources, Inc.

Energy
-60
- 59.41%
$24.28 - $35.09 $1.46K - $2.11K
41 $1.13M
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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