Private Wealth Management Group, LLC Specialty Industrial Machinery

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$145B
$170 Million 0.06% of portfolio
475
Q2 2025 Added 0.64%
$306B
$91.4 Million 0.03% of portfolio
355
Q2 2025 Reduced 1.39%
$96.6B
$50.3 Million 0.02% of portfolio
72
Q3 2024 Added 1.41%
$56.3B
$39.6 Million 0.01% of portfolio
121
Q2 2025 Added 2.54%
$78.6B
$20.9 Million 0.01% of portfolio
157
Q3 2024 Reduced 4.27%
$80B
$18.3 Million 0.01% of portfolio
74
Q2 2025 Added 17.46%
$25.8B
$14 Million 0.0% of portfolio
108
Q2 2025 Reduced 0.92%
$36.7B
$13.7 Million 0.0% of portfolio
138
Q1 2025 Added 31.43%
$7.45B
$12.8 Million 0.0% of portfolio
52
Q3 2024 Added 10.64%
$9.01B
$12.4 Million 0.0% of portfolio
179
Q2 2025 Added 98.89%
$4.01B
$10.1 Million 0.0% of portfolio
84
Q4 2023 New
$12.3B
$9.43 Million 0.0% of portfolio
44
Q2 2025 Added 266.67%
$14B
$8.31 Million 0.0% of portfolio
53
Q4 2023 New
$14.4B
$6.96 Million 0.0% of portfolio
81
Q2 2025 Added 8,000.0%
$17.5B
$6.67 Million 0.0% of portfolio
65
Q3 2024 Added 1.56%
$11.1B
$6.15 Million 0.0% of portfolio
114
Q2 2025 New
$31.6B
$4.16 Million 0.0% of portfolio
50
Q2 2025 Added 6.38%
$39.2B
$3.65 Million 0.0% of portfolio
11
Q2 2025 Reduced 42.11%
$1.63B
$3.31 Million 0.0% of portfolio
165
Q1 2025 Added 312.5%
$12.3B
$2.46 Million 0.0% of portfolio
14
Q2 2025 Reduced 67.44%
$1.55B
$2.09 Million 0.0% of portfolio
27
Q2 2025 New
$6.9B
$2 Million 0.0% of portfolio
87
Q4 2023 New
$340M
$1.88 Million 0.0% of portfolio
58
Q2 2025 Added 480.0%
$4.73B
$1.72 Million 0.0% of portfolio
9
Q4 2023 New
$9.05B
$1.64 Million 0.0% of portfolio
25
Q2 2025 Reduced 71.26%
$25B
$1.47 Million 0.0% of portfolio
8
Q3 2024 Added 14.29%
$4.46B
$1.17 Million 0.0% of portfolio
13
Q2 2025 Reduced 89.52%
$8.29B
$1.15 Million 0.0% of portfolio
16
Q2 2025 New
$9.51B
$725,000 0.0% of portfolio
5
Q2 2025 Reduced 89.8%
$1.64B
$635,000 0.0% of portfolio
19
Q2 2025 Reduced 55.81%
$6.95B
$105,000 0.0% of portfolio
2
Q2 2025 New
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