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
FTNT
Fortinet, Inc.

Technology
1K
New
$92.49 - $114.57 $92.7K - $115K
1K $96.5M
VOT
Vanguard Mid Cap Growth Index

ETFs
393
New
$237.72 - $276.98 $93.4K - $109K
393 $96.1M
IYK
Ishares U.S. Consumer Staples

ETFs
1.34K
New
$63.29 - $71.8 $84.9K - $96.3K
1.34K $96M
TFC
Truist Financial Corp

Financial Services
2.31K
New
$39.48 - $48.15 $91.2K - $111K
2.31K $95.1M
Patrick Inds Inc Bond 1.75000 12/01/2028
68K
New
N/A
68K $95.1M
FNX
First Tr Mid Cap Core Alphadex

ETFs
854
New
$105.28 - $121.93 $89.9K - $104K
854 $93.1M
AVUV
American Centy ETF Tr Avantis

ETFs
1.06K
New
$84.95 - $100.62 $90K - $107K
1.06K $92.4M
Arista Networks Inc Com Shs
1.18K
New
N/A
1.18K $91.4M
CHKP
Check Point Software Technologies LTD

Technology
398
New
$179.88 - $231.31 $71.6K - $92.1K
398 $90.7M
ABC
Amerisourcebergen Corp

Healthcare
318
New
N/A
318 $88.5M
GLDM
World Gold Trust

ETFs
1.4K
New
$52.19 - $61.89 $73.1K - $86.6K
1.4K $86.6M
VHT
Vanguard Health Care ETF

ETFs
327
New
$254.06 - $273.83 $83.1K - $89.5K
327 $86.6M
Wells Fargo CO New Perp Pfd Cnv A
71
New
N/A
71 $85.3M
ASML
Asml Holding Nv

Technology
129
New
$662.63 - $776.99 $85.5K - $100K
129 $85.2M
SPOT
Spotify Technology S.A.

Communication Services
154
New
$457.79 - $648.32 $70.5K - $99.8K
154 $84.7M
ZS
Zscaler, Inc.

Technology
425
New
$181.66 - $216.87 $77.2K - $92.2K
425 $84.3M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
3.69K
New
$21.48 - $22.98 $79.3K - $84.8K
3.69K $83M
ACIW
Aci Worldwide, Inc.

Technology
1.5K
New
$50.38 - $57.35 $75.7K - $86.2K
1.5K $82.2M
Super Micro Computer Inc Com New
2.4K
New
N/A
2.4K $82.2M
MFC
Manulife Financial Corp

Financial Services
2.63K
New
$28.41 - $31.82 $74.7K - $83.7K
2.63K $81.9M
APH
Amphenol Corp

Technology
1.23K
New
$61.62 - $78.55 $76K - $96.9K
1.23K $80.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.2K
New
$64.88 - $72.1 $78K - $86.7K
1.2K $79M
MCHP
Microchip Technology Inc

Technology
1.63K
New
$48.41 - $64.3 $78.9K - $105K
1.63K $78.9M
CI
Cigna Corp

Healthcare
237
New
$274.49 - $329.0 $65.1K - $78K
237 $78M
PHM
Pultegroup Inc

Consumer Cyclical
757
New
$101.09 - $118.51 $76.5K - $89.7K
757 $77.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
467
New
$165.25 - $224.62 $77.2K - $105K
467 $77.5M
SNPS
Synopsys Inc

Technology
174
New
$428.58 - $551.54 $74.6K - $96K
174 $74.6M
FYC
First Trust Small Cap Growth A

ETFs
1.08K
New
$68.13 - $80.57 $73.9K - $87.3K
1.08K $74.6M
ALC
Alcon Inc

Healthcare
763
New
$82.73 - $96.8 $63.1K - $73.9K
763 $72.4M
PH
Parker Hannifin Corp

Industrials
119
New
$591.65 - $707.05 $70.4K - $84.1K
119 $72.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
776
New
$92.71 - $107.38 $71.9K - $83.3K
776 $72M
CELH
Celsius Holdings, Inc.

Consumer Defensive
2K
New
$21.28 - $35.62 $42.6K - $71.2K
2K $71.2M
HYG
Ishares Tr

ETFs
902
New
$78.51 - $80.11 $70.8K - $72.3K
902 $71.2M
NVO
Novo Nordisk A S

Healthcare
1.02K
New
$69.3 - $90.95 $70.6K - $92.7K
1.02K $70.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.45K
New
$27.64 - $28.58 $67.7K - $70K
2.45K $70M
Ge Vernova Inc Com
226
New
N/A
226 $69M
NTR
Nutrien Ltd.

Basic Materials
1.37K
New
$45.28 - $53.84 $62K - $73.8K
1.37K $68M
PBA
Pembina Pipeline Corp

Energy
1.67K
New
$35.13 - $40.12 $58.7K - $67K
1.67K $66.9M
MOS
Mosaic CO

Basic Materials
2.47K
New
$23.08 - $28.8 $57K - $71.1K
2.47K $66.7M
RHI
Robert Half International Inc.

Industrials
1.22K
New
$51.96 - $71.3 $63.5K - $87.1K
1.22K $66.7M
IQV
Iqvia Holdings Inc.

Healthcare
375
New
$176.3 - $209.96 $66.1K - $78.7K
375 $66.1M
FLEX
Flex Ltd.

Technology
2K
New
$32.92 - $44.46 $65.7K - $88.7K
2K $66M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
157
New
$408.78 - $448.82 $64.2K - $70.5K
157 $65.9M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.37K
New
$47.33 - $47.92 $64.7K - $65.5K
1.37K $65.1M
CTAS
Cintas Corp

Industrials
316
New
$182.09 - $208.14 $57.5K - $65.8K
316 $64.9M
RS
Reliance Steel & Aluminum CO

Basic Materials
224
New
$266.61 - $302.66 $59.7K - $67.8K
224 $64.7M
KEYS
Keysight Technologies, Inc.

Technology
429
New
$148.16 - $185.11 $63.6K - $79.4K
429 $64.3M
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.05K
New
$59.43 - $63.22 $62.4K - $66.4K
1.05K $63.7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
309
New
$203.38 - $274.79 $62.8K - $84.9K
309 $63.5M
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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