Private Wealth Asset Management, LLC Purchases in Q1 2025

Private Wealth Asset Management, LLC

  • $695 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
1.64K
New
$156.61 - $168.02 $257K - $275K
1.64K $263M
QCRH
Qcr Holdings Inc

Financial Services
3.65K
New
$71.32 - $81.55 $260K - $298K
3.65K $260M
Te Connectivity PLC Com Usd0.01
1.81K
New
N/A
1.81K $256M
MDT
Medtronic PLC

Healthcare
2.77K
New
$79.84 - $94.5 $221K - $262K
2.77K $249M
SPSB
Spdr Portfolio Short Term Corp

ETFs
8.1K
New
$29.82 - $30.1 $242K - $244K
8.1K $244M
DHR
Danaher Corp

Healthcare
1.16K
New
$201.62 - $250.59 $235K - $292K
1.16K $239M
DBO
Invesco Db Oil Fund

ETFs
16.4K
New
$13.36 - $15.88 $219K - $260K
16.4K $235M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
162
New
$1187.71 - $1432.58 $192K - $232K
162 $232M
USO
United States Oil Fund, LP

ETFs
3K
New
$70.89 - $84.34 $213K - $253K
3K $232M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
478
New
$402.49 - $513.76 $192K - $246K
478 $232M
ISRG
Intuitive Surgical Inc

Healthcare
457
New
$476.63 - $610.45 $218K - $279K
457 $226M
BX
Blackstone Inc.

Financial Services
1.62K
New
$136.53 - $186.74 $221K - $302K
1.62K $226M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.12K
New
$196.12 - $229.48 $219K - $257K
1.12K $226M
TXN
Texas Instruments Inc

Technology
1.25K
New
N/A
1.25K $225M
DHI
Horton D R Inc

Consumer Cyclical
1.76K
New
$125.29 - $147.65 $221K - $260K
1.76K $224M
DOW
Dow Inc.

Basic Materials
6.41K
New
$34.36 - $41.92 $220K - $269K
6.41K $224M
EXC
Exelon Corp

Utilities
4.76K
New
$37.3 - $46.08 $177K - $219K
4.76K $219M
Linde PLC Com Eur0.001
463
New
N/A
463 $216M
NEM
Newmont Corp

Basic Materials
4.43K
New
$37.79 - $48.39 $168K - $215K
4.43K $214M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.4K
New
$85.71 - $101.2 $206K - $243K
2.4K $212M
KMB
Kimberly Clark Corp

Consumer Defensive
1.49K
New
$124.46 - $147.4 $185K - $219K
1.49K $212M
MNST
Monster Beverage Corp

Consumer Defensive
3.62K
New
$46.16 - $58.58 $167K - $212K
3.62K $212M
BP
Bp PLC

Energy
6.22K
New
$29.93 - $35.31 $186K - $220K
6.22K $210M
FDX
Fedex Corp

Industrials
857
New
$230.33 - $281.53 $197K - $241K
857 $209M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.58K
New
$120.5 - $145.97 $191K - $231K
1.58K $208M
DINT
Davis Fundamental ETF Tr

ETFs
9K
New
$20.94 - $24.54 $188K - $221K
9K $208M
NTAP
Net App, Inc.

Technology
2.35K
New
$87.84 - $126.3 $207K - $297K
2.35K $207M
SLB
Schlumberger Limited

Energy
4.93K
New
$38.4 - $43.74 $189K - $216K
4.93K $206M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.18K
New
$168.16 - $186.21 $198K - $219K
1.18K $201M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.1K
New
$37.07 - $40.63 $189K - $207K
5.1K $201M
CTRA
Coterra Energy Inc.

Energy
6.87K
New
$25.51 - $29.83 $175K - $205K
6.87K $199M
PLTR
Palantir Technologies Inc.

Technology
2.33K
New
$64.98 - $124.62 $151K - $290K
2.33K $196M
AGCO
Agco Corp

Industrials
2.12K
New
$88.82 - $106.69 $188K - $226K
2.12K $196M
MELI
Mercadolibre Inc

Consumer Cyclical
100
New
$1739.0 - $2260.0 $174K - $226K
100 $195M
FANG
Diamondback Energy, Inc.

Energy
1.22K
New
$139.9 - $180.18 $171K - $220K
1.22K $195M
RACE
Ferrari N.V.

Consumer Cyclical
453
New
$413.73 - $508.15 $187K - $230K
453 $194M
BR
Broadridge Financial Solutions, Inc.

Technology
776
New
$221.46 - $244.83 $172K - $190K
776 $188M
O
Realty Income Corp

Real Estate
3.23K
New
$51.67 - $58.49 $167K - $189K
3.23K $187M
VICI
Vici Properties Inc.

Real Estate
5.61K
New
$28.21 - $32.68 $158K - $183K
5.61K $183M
NOW
Service Now, Inc.

Technology
227
New
$783.83 - $1170.39 $178K - $266K
227 $181M
AVUS
American Centy ETF Tr Avantis

ETFs
1.95K
New
$90.7 - $101.57 $177K - $198K
1.95K $181M
MS
Morgan Stanley

Financial Services
1.53K
New
$111.68 - $141.08 $171K - $216K
1.53K $178M
MPC
Marathon Petroleum Corp

Energy
1.21K
New
$134.72 - $159.03 $163K - $193K
1.21K $177M
KD
Kyndryl Holdings, Inc.

Technology
5.58K
New
$31.32 - $43.45 $175K - $242K
5.58K $175M
INTC
Intel Corp

Technology
7.65K
New
$19.1 - $27.39 $146K - $210K
7.65K $174M
EEMV
Ishares Msci Emerging Markets

ETFs
2.97K
New
$57.07 - $59.29 $169K - $176K
2.97K $173M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.73K
New
$44.72 - $46.25 $167K - $173K
3.73K $172M
VMC
Vulcan Materials CO

Basic Materials
704
New
$220.9 - $277.54 $156K - $195K
704 $164M
UHALB
Amerco Com Ser N
2.74K
New
N/A
2.74K $162M
Activity Summary
Buys All Purchases 1180 New Holdings 1180 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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