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
EVR
Evercore Inc.

Financial Services
315
New
$190.28 - $291.27 $59.9K - $91.8K
315 $62.9M
PWR
Quanta Services, Inc.

Industrials
246
New
$236.71 - $358.03 $58.2K - $88.1K
246 $62.5M
FXN
First Tr Exchange Traded Fd Fi

ETFs
3.78K
New
$15.13 - $18.07 $57.1K - $68.2K
3.78K $62.4M
XLP
Consumer Staples Sector Spdr

ETFs
758
New
N/A
758 $61.9M
DLR
Digital Realty Trust, Inc.

Real Estate
430
New
$142.1 - $183.56 $61.1K - $78.9K
430 $61.6M
INFY
Infosys LTD

Technology
3.38K
New
$18.06 - $22.89 $61K - $77.3K
3.38K $61.6M
CDNS
Cadence Design Systems Inc

Technology
242
New
$233.96 - $324.52 $56.6K - $78.5K
242 $61.5M
JHMM
John Hancock Multifactor Mid C

ETFs
1.07K
New
$55.69 - $63.12 $59.4K - $67.3K
1.07K $61.1M
TWLO
Twilio Inc

Communication Services
624
New
$94.9 - $148.35 $59.2K - $92.6K
624 $61.1M
OGE
Oge Energy Corp.

Utilities
1.33K
New
$39.76 - $46.32 $52.8K - $61.5K
1.33K $61M
ROKU
Roku, Inc

Communication Services
849
New
$67.36 - $99.07 $57.2K - $84.1K
849 $59.8M
OMC
Omnicom Group Inc.

Communication Services
713
New
$79.43 - $88.34 $56.6K - $63K
713 $59.1M
UFCS
United Fire Group Inc

Financial Services
2K
New
$24.78 - $29.72 $49.6K - $59.4K
2K $58.9M
WASH
Washington Trust Bancorp Inc

Financial Services
1.91K
New
$29.16 - $33.96 $55.6K - $64.7K
1.91K $58.8M
NXPI
Nxp Semiconductors N.V.

Technology
309
New
$189.99 - $245.86 $58.7K - $76K
309 $58.7M
SBUX
Starbucks Corp

Consumer Cyclical
598
New
$91.75 - $115.81 $54.9K - $69.3K
598 $58.7M
XYL
Xylem Inc.

Industrials
486
New
$114.02 - $132.04 $55.4K - $64.2K
486 $58.1M
XLI
Industrial Sector Spdr

ETFs
440
New
$128.78 - $141.67 $56.7K - $62.3K
440 $57.7M
Solventum Corp Com Shs
748
New
N/A
748 $56.9M
Shift4 Pmts Inc Bond Zero Cpn 0.00000 12/15/2025
49K
New
N/A
49K $56.1M
LEN
Lennar Corp

Consumer Cyclical
486
New
$113.93 - $141.54 $55.4K - $68.8K
486 $55.8M
FYX
First Tr Small Cap Core Alphad

ETFs
618
New
$89.26 - $104.61 $55.2K - $64.6K
618 $55.7M
NKE
Nike, Inc.

Consumer Cyclical
868
New
$63.29 - $81.72 $54.9K - $70.9K
868 $55.1M
Zillow Group Inc Bond 2.75000 05/15/2025 (Call Date 05/02/25)
53K
New
N/A
53K $55M
EA
Electronic Arts Inc.

Communication Services
377
New
$116.53 - $146.29 $43.9K - $55.2K
377 $54.5M
NDAQ
Nasdaq, Inc.

Financial Services
710
New
$72.17 - $83.76 $51.2K - $59.5K
710 $53.9M
SHEL
Shell PLC

Energy
727
New
$62.84 - $73.29 $45.7K - $53.3K
727 $53.3M
MCO
Moodys Corp

Financial Services
114
New
$437.8 - $527.48 $49.9K - $60.1K
114 $53.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.02K
New
$48.65 - $53.06 $49.6K - $54.1K
1.02K $53M
BKR
Baker Hughes CO

Energy
1.2K
New
$41.16 - $48.85 $49.4K - $58.7K
1.2K $52.8M
BK
Bank Of New York Mellon Corp

Financial Services
620
New
$75.42 - $88.95 $46.8K - $55.1K
620 $52M
Bank America Corp 7.25 Cnv Pfd L
42
New
N/A
42 $51.9M
Gsk PLC Spon Ads Each Rep 2 Ord Shs
1.34K
New
N/A
1.34K $51.8M
Invesco Exchange Traded Fd Tr Gbl Listed Pvt
800
New
N/A
800 $51.3M
AEE
Ameren Corp

Utilities
500
New
$86.87 - $103.67 $43.4K - $51.8K
500 $50.2M
HSBC
Hsbc Holdings PLC

Financial Services
874
New
$48.68 - $61.58 $42.5K - $53.8K
874 $50.2M
AME
Ametek Inc

Industrials
291
New
$170.39 - $190.43 $49.6K - $55.4K
291 $50.1M
FTV
Fortive Corp

Technology
684
New
$71.82 - $82.98 $49.1K - $56.8K
684 $50.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.18K
New
$39.18 - $43.52 $46.3K - $51.4K
1.18K $49.4M
ET
Energy Transfer LP

Energy
2.66K
New
$17.26 - $21.08 $45.9K - $56K
2.66K $49.4M
IR
Ingersoll Rand Inc.

Industrials
615
New
$79.44 - $94.23 $48.9K - $58K
615 $49.2M
CBOE
Cboe Global Markets, Inc.

Financial Services
217
New
$190.84 - $226.29 $41.4K - $49.1K
217 $49.1M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
800
New
N/A
800 $48.7M
VLO
Valero Energy Corp

Energy
367
New
$121.76 - $142.99 $44.7K - $52.5K
367 $48.5M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
213
New
$221.78 - $273.45 $47.2K - $58.2K
213 $48.5M
RSG
Republic Services, Inc.

Industrials
199
New
$200.09 - $242.16 $39.8K - $48.2K
199 $48.2M
GM
General Motors CO

Consumer Cyclical
1.02K
New
$45.22 - $54.92 $46K - $55.9K
1.02K $47.9M
HCA
Hca Healthcare, Inc.

Healthcare
138
New
$296.7 - $345.55 $40.9K - $47.7K
138 $47.7M
MSI
Motorola Solutions, Inc.

Technology
108
New
$411.73 - $482.1 $44.5K - $52.1K
108 $47.3M
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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