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
JJSF
J&J Snack Foods Corp

Consumer Defensive
-14
- 33.33%
$111.46 - $136.93 $1.56K - $1.92K
28 $3.18M
LEG
Leggett & Platt Inc

Consumer Cyclical
-306
- 81.17%
$6.56 - $9.72 $2.01K - $2.97K
71 $634K
KBH
Kb Home

Consumer Cyclical
-31
- 22.63%
$50.15 - $58.93 $1.55K - $1.83K
106 $5.62M
VOYA
Voya Financial, Inc.

Financial Services
-35
- 72.92%
$54.27 - $71.0 $1.9K - $2.49K
13 $923K
GXO
Gxo Logistics, Inc.

Industrials
-63
- 81.82%
$31.53 - $49.1 $1.99K - $3.09K
14 $682K
MLI
Mueller Industries Inc

Industrials
-34
- 27.64%
$68.45 - $79.6 $2.33K - $2.71K
89 $7.07M
TXT
Textron Inc

Industrials
-35
- 52.24%
$60.72 - $80.34 $2.13K - $2.81K
32 $2.57M
MAN
Manpower Group Inc.

Industrials
-28
- 43.08%
$38.37 - $58.77 $1.07K - $1.65K
37 $1.5M
SAIA
Saia Inc

Industrials
-6
- 75.0%
$236.65 - $374.8 $1.42K - $2.25K
2 $548K
SEVN
Seven Hills Realty Trust

Real Estate
-170
- 39.17%
$10.89 - $13.0 $1.85K - $2.21K
264 $3.19M
BDN
Brandywine Realty Trust

Real Estate
-493
- 73.15%
$3.5 - $4.58 $1.73K - $2.26K
181 $777K
NABL
N Able, Inc.

Technology
-322
- 80.1%
$6.22 - $8.3 $2K - $2.67K
80 $648K
FMC
Fmc Corp

Basic Materials
-50
- 26.04%
$33.98 - $44.06 $1.7K - $2.2K
142 $5.93M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 2.33%
$421.16 - $509.5 $421 - $510
42 $18.7M
NOC
Northrop Grumman Corp

Industrials
-2
- 2.11%
$456.3 - $540.39 $913 - $1.08K
93 $46.5M
Sitio Royalties Corp
-105
- 82.68%
N/A
22 $405K
WAT
Waters Corp

Healthcare
-4
- 10.81%
$307.71 - $366.67 $1.23K - $1.47K
33 $11.5M
WEX
Wex Inc.

Technology
-13
- 76.47%
$113.47 - $161.8 $1.48K - $2.1K
4 $588K
PFG
Principal Financial Group Inc

Financial Services
-16
- 9.94%
$69.56 - $86.19 $1.11K - $1.38K
145 $11.5M
NKE
Nike, Inc.

Consumer Cyclical
-66
- 18.28%
$53.27 - $72.04 $3.52K - $4.75K
295 $21M
REZI
Resideo Technologies, Inc.

Industrials
-127
- 64.47%
$14.69 - $22.46 $1.87K - $2.85K
70 $1.55M
APD
Air Products & Chemicals, Inc.

Basic Materials
-5
- 12.2%
$248.61 - $294.96 $1.24K - $1.47K
36 $10.2M
CG
Carlyle Group Inc.

Financial Services
-54
- 50.0%
$34.78 - $51.4 $1.88K - $2.78K
54 $2.78M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-50
- 74.63%
$33.85 - $44.55 $1.69K - $2.23K
17 $754K
Aptiv PLC
-30
- 96.77%
N/A
1 $69K
BCC
Boise Cascade CO

Basic Materials
-17
- 65.38%
$83.96 - $102.07 $1.43K - $1.74K
9 $782K
GNTX
Gentex Corp

Consumer Cyclical
-62
- 22.88%
$20.83 - $23.52 $1.29K - $1.46K
209 $4.6M
CLDX
Celldex Therapeutics, Inc.

Healthcare
-98
- 77.78%
$15.13 - $21.65 $1.48K - $2.12K
28 $570K
WY
Weyerhaeuser CO

Real Estate
-34
- 14.47%
$24.69 - $29.48 $839 - $1K
201 $5.16M
VVV
Valvoline Inc

Energy
-53
- 53.0%
$31.48 - $38.2 $1.67K - $2.02K
47 $1.78M
Flagstar Financial Inc
-126
- 35.8%
N/A
226 $2.4M
UHALB
Amerco Com Ser N
-25
- 38.46%
N/A
40 $2.18M
EMN
Eastman Chemical CO

Basic Materials
-4
- 3.96%
$72.7 - $88.29 $291 - $353
97 $7.26M
TSCO
Tractor Supply CO

Consumer Cyclical
-5
- 0.84%
$47.86 - $55.77 $239 - $279
593 $31.3M
OGN
Organon & Co.

Healthcare
-65
- 32.99%
$8.04 - $14.72 $523 - $957
132 $1.28M
TDS
Telephone & Data Systems Inc

Communication Services
-26
- 11.35%
$31.74 - $39.52 $825 - $1.03K
203 $7.22M
ZTS
Zoetis Inc.

Healthcare
-3
- 2.22%
$144.41 - $170.3 $433 - $511
132 $20.6M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-57
- 93.44%
$25.35 - $64.65 $1.44K - $3.69K
4 $200K
CHDN
Churchill Downs Inc

Consumer Cyclical
-5
- 4.76%
$87.99 - $111.79 $440 - $559
100 $10.1M
GRMN
Garmin LTD

Technology
-4
- 5.19%
$173.63 - $218.07 $695 - $872
73 $15.2M
MASI
Masimo Corp

Healthcare
-9
- 37.5%
$144.4 - $171.97 $1.3K - $1.55K
15 $2.52M
AFL
Aflac Inc

Financial Services
-5
- 3.07%
$99.77 - $112.45 $499 - $562
158 $16.7M
JBLU
Jetblue Airways Corp

Industrials
-269
- 50.75%
$3.43 - $5.42 $923 - $1.46K
261 $1.11M
BLDR
Builders First Source, Inc.

Industrials
-6
- 6.67%
$105.63 - $131.12 $634 - $787
84 $9.8M
BBY
Best Buy CO Inc

Consumer Cyclical
-14
- 19.44%
$56.17 - $75.73 $786 - $1.06K
58 $3.89M
EXPO
Exponent Inc

Industrials
-11
- 13.1%
$72.88 - $81.75 $802 - $899
73 $5.45M
OGE
Oge Energy Corp.

Utilities
-14
- 3.04%
$42.23 - $46.38 $591 - $649
446 $19.8M
BDC
Belden Inc.

Technology
-15
- 57.69%
$87.1 - $116.54 $1.31K - $1.75K
11 $1.27M
RELY
Remitly Global, Inc.

Technology
-27
- 6.91%
$18.65 - $24.49 $504 - $661
364 $6.83M
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
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