Private Wealth Management Group, LLC Software—Infrastructure

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$293B
$5.02 Billion 1.85% of portfolio
59,437
Q1 2025 Reduced 23.73%
$3.75T
$1.44 Billion 0.53% of portfolio
3,844
Q1 2025 Added 4.4%
$618B
$77.8 Million 0.03% of portfolio
556
Q1 2025 Added 14.88%
$171B
$57.9 Million 0.02% of portfolio
151
Q1 2025 Reduced 18.38%
$81.2B
$39.4 Million 0.01% of portfolio
409
Q3 2024 Added 73.31%
$57.1B
$13.3 Million 0.0% of portfolio
78
Q1 2025 Reduced 9.3%
$17.6B
$12.8 Million 0.0% of portfolio
48
Q2 2024 Added 269.23%
$83.5B
$12.2 Million 0.0% of portfolio
293
Q1 2025 Reduced 4.87%
$14.7B
$11.4 Million 0.0% of portfolio
253
Q3 2024 Added 4.55%
$84B
$11.2 Million 0.0% of portfolio
26
Q1 2025 Added 36.84%
$16.7B
$9.22 Million 0.0% of portfolio
132
Q4 2024 Added 23.36%
$14B
$8.73 Million 0.0% of portfolio
83
Q1 2025 Added 27.69%
$2.92B
$8.13 Million 0.0% of portfolio
391
Q1 2025 Reduced 0.76%
$5.07B
$8.1 Million 0.0% of portfolio
148
Q4 2023 New
$30B
$6.6 Million 0.0% of portfolio
26
Q4 2024 Reduced 49.02%
$7.75B
$6.54 Million 0.0% of portfolio
245
Q3 2024 Added 26.94%
$706M
$4.67 Million 0.0% of portfolio
306
Q4 2023 New
$2.13B
$3.95 Million 0.0% of portfolio
221
Q3 2024 Reduced 13.33%
$3.72B
$3.81 Million 0.0% of portfolio
109
Q1 2025 Added 890.91%
$8.6B
$3.6 Million 0.0% of portfolio
22
Q1 2024 New
$5.34B
$3.53 Million 0.0% of portfolio
28
Q1 2025 Reduced 3.45%
$13.8B
$3.51 Million 0.0% of portfolio
20
Q1 2024 New
$2.24B
$3.24 Million 0.0% of portfolio
144
Q1 2025 Added 500.0%
$5.07B
$2.79 Million 0.0% of portfolio
21
Q1 2025 Reduced 36.36%
$6.6B
$2.67 Million 0.0% of portfolio
17
Q1 2025 Added 325.0%
$3.5B
$2.5 Million 0.0% of portfolio
173
Q1 2024 New
$10.8B
$2.38 Million 0.0% of portfolio
26
Q1 2025 Reduced 25.71%
$2.61B
$2.31 Million 0.0% of portfolio
560
Q1 2025 New
$2.01B
$2.24 Million 0.0% of portfolio
37
Q2 2024 Reduced 9.76%
$3.66B
$2.02 Million 0.0% of portfolio
111
Q1 2025 Reduced 30.19%
$41.6B
$1.99 Million 0.0% of portfolio
10
Q4 2023 New
$1.29B
$1.83 Million 0.0% of portfolio
112
Q4 2023 New
$1.95B
$1.59 Million 0.0% of portfolio
187
Q3 2024 New
$5.54B
$1.58 Million 0.0% of portfolio
39
Q1 2025 Added 44.44%
$1.84B
$1.55 Million 0.0% of portfolio
57
Q1 2025 Reduced 34.48%
$26.5B
$1.44 Million 0.0% of portfolio
8
Q4 2023 New
$1.19B
$1.41 Million 0.0% of portfolio
49
Q2 2024 New
$4.63B
$1.3 Million 0.0% of portfolio
42
Q2 2024 New
$2.4B
$1.29 Million 0.0% of portfolio
177
Q4 2023 New
$2.25B
$1.14 Million 0.0% of portfolio
31
Q4 2023 New
$1.58B
$673,000 0.0% of portfolio
32
Q2 2024 Reduced 44.83%
$30.3B
$544,000 0.0% of portfolio
10
Q4 2023 New
$1.02B
$518,000 0.0% of portfolio
84
Q1 2024 Reduced 81.86%
$4.26B
$514,000 0.0% of portfolio
49
Q4 2024 Reduced 85.59%
$14.3B
$186,000 0.0% of portfolio
7
Q1 2025 Added 133.33%
$14.4B
$81,000 0.0% of portfolio
1
Q1 2025 New
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