Private Wealth Management Group, LLC Software—Infrastructure

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$340B
$7.59 Billion 2.52% of portfolio
55,705
Q2 2025 Reduced 6.28%
$3.86T
$1.93 Billion 0.64% of portfolio
3,887
Q2 2025 Added 1.12%
$771B
$123 Million 0.04% of portfolio
562
Q2 2025 Added 1.08%
$161B
$72.7 Million 0.02% of portfolio
188
Q2 2025 Added 24.5%
$67.6B
$43.2 Million 0.01% of portfolio
409
Q3 2024 Added 73.31%
$124B
$26.7 Million 0.01% of portfolio
285
Q2 2025 Reduced 2.73%
$17.2B
$17.5 Million 0.01% of portfolio
253
Q3 2024 Added 4.55%
$62B
$16 Million 0.01% of portfolio
78
Q1 2025 Reduced 9.3%
$19.5B
$14.1 Million 0.0% of portfolio
48
Q2 2024 Added 269.23%
$71.7B
$12.3 Million 0.0% of portfolio
24
Q2 2025 Reduced 7.69%
$17.5B
$11.2 Million 0.0% of portfolio
147
Q2 2025 Added 11.36%
$14.2B
$9.3 Million 0.0% of portfolio
93
Q2 2025 Added 12.05%
$28.9B
$7.51 Million 0.0% of portfolio
26
Q4 2024 Reduced 49.02%
$1.84B
$7.4 Million 0.0% of portfolio
224
Q3 2024 Reduced 42.56%
$8.42B
$7.01 Million 0.0% of portfolio
245
Q3 2024 Added 26.94%
$2.7B
$6.83 Million 0.0% of portfolio
364
Q2 2025 Reduced 6.91%
$3.82B
$6.67 Million 0.0% of portfolio
49
Q2 2025 Added 133.33%
$4.33B
$5.29 Million 0.0% of portfolio
133
Q2 2025 New
$567M
$5.11 Million 0.0% of portfolio
306
Q4 2023 New
$22.1B
$4.2 Million 0.0% of portfolio
20
Q1 2024 New
$5.03B
$3.86 Million 0.0% of portfolio
27
Q2 2025 Reduced 3.57%
$8.72B
$3.49 Million 0.0% of portfolio
22
Q1 2024 New
$5.82B
$3.38 Million 0.0% of portfolio
359
Q2 2025 New
$2.8B
$3.34 Million 0.0% of portfolio
173
Q1 2024 New
$43.7B
$3.14 Million 0.0% of portfolio
10
Q4 2023 New
$2.28B
$2.52 Million 0.0% of portfolio
432
Q2 2025 Reduced 22.86%
$2.08B
$2.42 Million 0.0% of portfolio
37
Q2 2024 Reduced 9.76%
$10B
$2.37 Million 0.0% of portfolio
26
Q1 2025 Reduced 25.71%
$1.33B
$2.17 Million 0.0% of portfolio
112
Q4 2023 New
$6.52B
$1.98 Million 0.0% of portfolio
39
Q1 2025 Added 44.44%
$3.69B
$1.74 Million 0.0% of portfolio
95
Q2 2025 Reduced 14.41%
$21.1B
$1.44 Million 0.0% of portfolio
8
Q4 2023 New
$4.58B
$1.44 Million 0.0% of portfolio
42
Q2 2024 New
$2.12B
$1.21 Million 0.0% of portfolio
177
Q4 2023 New
$1.9B
$794,000 0.0% of portfolio
32
Q2 2024 Reduced 44.83%
$5.04B
$786,000 0.0% of portfolio
49
Q4 2024 Reduced 85.59%
$1.04B
$714,000 0.0% of portfolio
84
Q1 2024 Reduced 81.86%
$30.3B
$680,000 0.0% of portfolio
10
Q4 2023 New
$6.96B
$588,000 0.0% of portfolio
4
Q2 2025 Reduced 76.47%
$2.28B
$581,000 0.0% of portfolio
26
Q2 2025 Reduced 81.94%
$1.09B
$556,000 0.0% of portfolio
24
Q2 2025 New
$2.15B
$541,000 0.0% of portfolio
15
Q2 2025 Reduced 51.61%
$3.33B
$372,000 0.0% of portfolio
11
Q2 2025 Reduced 89.91%
$14.3B
$89,000 0.0% of portfolio
3
Q2 2025 Reduced 57.14%
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