Private Wealth Asset Management, LLC Purchases in Q2 2025

Private Wealth Asset Management, LLC

  • $754 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust Cambria Endowm
341K
New
N/A
341K $9.54B
IVV
Ishares Core S&P 500 ETF

ETFs
6.61K
+ 10.89%
$498.8 - $620.9 $3.3M - $4.1M
67.3K $41.8B
IEFA
Ishares Tr

ETFs
29K
+ 4.57%
$67.83 - $84.09 $1.97M - $2.44M
664K $55.5B
IEMG
Ishares Inc

ETFs
14.2K
+ 1.59%
N/A
909K $54.6B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.3K
+ 1.51%
$51.16 - $62.02 $630K - $764K
827K $51.3B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
79K
+ 43.41%
$29.52 - $35.31 $2.33M - $2.79M
261K $9.2B
Tidal Trust I Fundstrat Granny
77.3K
+ 89.45%
N/A
164K $3.71B
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.57K
+ 9.54%
$108.12 - $135.04 $710K - $887K
75.4K $10.2B
NVDA
Nvidia Corp

Technology
6.9K
+ 53.07%
$94.31 - $157.99 $651K - $1.09M
19.9K $3.15B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
22.5K
+ 3054.42%
$57.46 - $75.58 $1.29M - $1.7M
23.2K $1.75B
IBM
International Business Machines Corp

Technology
109
+ 0.37%
$221.03 - $294.78 $24.1K - $32.1K
29.2K $8.61B
IWM
Ishares Russell 2000 ETF

ETFs
3.56K
+ 10.64%
$174.82 - $215.79 $622K - $768K
37K $7.98B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.36K
+ 2.36%
$74.88 - $91.97 $252K - $309K
146K $13.4B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
23K
+ 8.34%
$49.57 - $50.27 $1.14M - $1.16M
298K $15B
META
Meta Platforms, Inc.

Communication Services
411
+ 7.28%
$484.66 - $738.09 $199K - $303K
6.05K $4.47B
VTHR
Vanguard Russell 3000 ETF

ETFs
4.4K
New
$218.71 - $272.75 $962K - $1.2M
4.4K $1.2B
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
32.1K
+ 133.32%
$35.98 - $37.53 $1.15M - $1.2M
56.1K $2.05B
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 12.67%
$167.32 - $223.3 $388K - $517K
20.6K $4.52B
IVW
Ishares S&P 500 Growth ETF

ETFs
360
+ 1.36%
$82.96 - $110.1 $29.9K - $39.6K
26.8K $2.95B
PM
Philip Morris International Inc.

Consumer Defensive
628
+ 4.78%
$149.23 - $184.95 $93.7K - $116K
13.8K $2.51B
IXUS
Ishares Tr

ETFs
1.21K
+ 2.96%
$62.37 - $77.63 $75.2K - $93.6K
42K $3.25B
Arista Networks Inc Com Shs
3.48K
+ 295.25%
N/A
4.66K $477M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.27K
+ 421.65%
$82.51 - $109.2 $270K - $357K
4.05K $442M
CASY
Caseys General Stores Inc

Consumer Cyclical
593
+ 88.51%
$415.82 - $510.91 $247K - $303K
1.26K $644M
ORCL
Oracle Corp

Technology
321
+ 9.18%
$122.82 - $218.63 $39.4K - $70.2K
3.82K $835M
VB
Vanguard Small Cap ETF

ETFs
1.4K
+ 193.24%
$193.73 - $237.37 $271K - $333K
2.13K $504M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.57K
+ 33.16%
$54.19 - $67.22 $193K - $240K
14.3K $964M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6K
+ 59.17%
$48.13 - $49.85 $289K - $299K
16.1K $791M
GS
Goldman Sachs Group Inc

Financial Services
48
+ 3.09%
$462.22 - $707.75 $22.2K - $34K
1.6K $1.13B
NTAP
Net App, Inc.

Technology
2.24K
+ 95.33%
$76.1 - $106.55 $171K - $239K
4.6K $490M
XLF
Financial Sector Spdr

ETFs
4.66K
+ 51.95%
$43.92 - $52.37 $204K - $244K
13.6K $713M
BAC
Bank Of America Corp

Financial Services
504
+ 1.18%
$34.39 - $47.46 $17.3K - $23.9K
43.2K $2.04B
RTX
Raytheon Technologies Corp

Industrials
444
+ 3.31%
$113.75 - $148.48 $50.5K - $65.9K
13.9K $2.02B
CRWD
Crowd Strike Holdings, Inc.

Technology
136
+ 12.82%
$321.63 - $509.31 $43.7K - $69.3K
1.2K $610M
ISRG
Intuitive Surgical Inc

Healthcare
376
+ 82.28%
$451.58 - $565.94 $170K - $213K
833 $453M
Blackrock Inc Com
23
+ 1.22%
N/A
1.91K $2B
IAU
Ishares Gold Trust

ETFs
2.63K
+ 18.04%
$56.1 - $64.74 $147K - $170K
17.2K $1.07B
TSLA
Tesla, Inc.

Consumer Cyclical
422
+ 31.68%
$221.86 - $362.89 $93.6K - $153K
1.75K $557M
XLI
Industrial Sector Spdr

ETFs
1.37K
+ 311.36%
$116.42 - $147.52 $159K - $202K
1.81K $267M
MUB
Ishares National Muni Bond ETF

ETFs
1.9K
+ 18.71%
$102.31 - $105.8 $194K - $201K
12K $1.26B
EEM
Ishares Msci Emerging Markets

ETFs
236
+ 0.61%
$38.52 - $48.28 $9.09K - $11.4K
38.8K $1.87B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.15K
+ 30.38%
$97.68 - $121.38 $112K - $140K
4.94K $600M
XLC
Select Sector Spdr Tr Communic

ETFs
1.67K
New
$86.13 - $108.53 $143K - $181K
1.67K $181M
KLAC
Kla Corp

Technology
145
+ 73.23%
$576.53 - $902.94 $83.6K - $131K
343 $307M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.72K
New
$44.68 - $45.96 $166K - $171K
3.72K $170M
CCOR
Listed Fds Tr Core Alternative

ETFs
5.55K
+ 4.37%
$26.42 - $28.13 $147K - $156K
133K $3.56B
MA
Mastercard Inc

Financial Services
215
+ 9.96%
$479.92 - $590.74 $103K - $127K
2.37K $1.33B
SPYG
Spdr Portfolio

ETFs
1.57K
New
$71.83 - $95.32 $113K - $150K
1.57K $150M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
2.1K
+ 13.45%
N/A
17.7K $702M
Activity Summary
Buys All Purchases 220 New Holdings 71 Increased Positions 149 Sells All Sells 386 Reductions 386 Sold out 0 Options Calls 0 Puts 0
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