Private Wealth Management Group, LLC Asset Management

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40.9B
$27.3 Million 0.01% of portfolio
257
Q3 2024 Added 0.78%
$83.7B
$25.4 Million 0.01% of portfolio
279
Q3 2024 Added 24.0%
$0
$21.8 Million 0.01% of portfolio
1,941
Q2 2025 Added 2.92%
$24.3B
$18.3 Million 0.01% of portfolio
190
Q2 2025 Added 313.04%
$19.3B
$11.5 Million 0.0% of portfolio
145
Q2 2025 Reduced 9.94%
$127B
$6.39 Million 0.0% of portfolio
48
Q4 2024 Reduced 5.88%
$0
$5.3 Million 0.0% of portfolio
484
Q4 2023 New
$4.65B
$5.19 Million 0.0% of portfolio
117
Q2 2024 Added 72.06%
$11.9B
$5.12 Million 0.0% of portfolio
57
Q2 2025 Reduced 5.0%
$8.37B
$3.35 Million 0.0% of portfolio
17
Q2 2024 Added 41.67%
$1.41B
$3.27 Million 0.0% of portfolio
18
Q4 2023 New
$23.4B
$2.78 Million 0.0% of portfolio
54
Q2 2025 Reduced 50.0%
$123B
$2.69 Million 0.0% of portfolio
18
Q4 2023 New
$1.06B
$2.12 Million 0.0% of portfolio
60
Q4 2023 New
$2.15B
$1.65 Million 0.0% of portfolio
53
Q2 2024 New
$33.2B
$1.21 Million 0.0% of portfolio
7
Q4 2023 New
$3.21B
$754,000 0.0% of portfolio
17
Q2 2025 Reduced 74.63%
$9.57B
$726,000 0.0% of portfolio
46
Q2 2025 Reduced 86.67%
$55.2B
$534,000 0.0% of portfolio
1
Q3 2024 New
$26.5B
$254,000 0.0% of portfolio
2
Q3 2024 New
$12.8B
$167,000 0.0% of portfolio
7
Q2 2025 Added 600.0%
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