Private Wealth Asset Management, LLC Incresed Positions in Q3 2025

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
666
+ 66600.0%
$26.44 - $27.1 $17.6K - $18K
667 $17K
AAON
Aaon, Inc.

Industrials
10
+ 500.0%
$72.08 - $94.26 $721 - $943
12 $1K
DVN
Devon Energy Corp

Energy
2
+ 33.33%
$31.75 - $36.99 $63.5 - $74
8 $0
VRT
Vertiv Holdings CO

Industrials
20
+ 1000.0%
N/A
22 $1K
SPG
Simon Property Group Inc

Real Estate
16
+ 800.0%
$159.93 - $187.67 $2.56K - $3K
18 $3K
GDDY
Go Daddy Inc.

Technology
10
+ 500.0%
$133.35 - $178.59 $1.33K - $1.79K
12 $1K
RBLX
Roblox Corp

Communication Services
100
+ 2500.0%
$100.65 - $141.56 $10.1K - $14.2K
104 $14K
RLY
Ssga Active ETF Tr

ETFs
101K
+ 80514.4%
$29.22 - $30.91 $2.94M - $3.11M
101K $3.11M
MU
Micron Technology Inc

Technology
300
+ 6000.0%
$104.88 - $168.89 $31.5K - $50.7K
305 $51K
HOOD
Robinhood Markets, Inc.

Technology
140
+ 1272.73%
$91.27 - $143.18 $12.8K - $20K
151 $21K
CROX
Crocs, Inc.

Consumer Cyclical
55
+ 122.22%
$74.39 - $108.79 $4.09K - $5.98K
100 $8K
REX
Rex American Resources Corp

Basic Materials
150
+ 100.0%
$30.08 - $64.11 $4.51K - $9.62K
300 $9K
TZOO
Travelzoo

Communication Services
1.05K
+ 131.25%
N/A
1.85K $13K
PLTK
Playtika Holding Corp.

Communication Services
2.5K
+ 113.64%
$3.44 - $5.0 $8.6K - $12.5K
4.7K $18K
FPE
First Tr Pfd Secs & Income ETF

ETFs
4.48K
+ 595.88%
$17.81 - $18.39 $79.8K - $82.4K
5.23K $95K
NUE
Nucor Corp

Basic Materials
7
+ 5.26%
$133.3 - $150.33 $933 - $1.05K
140 $18K
Bitwise Ethereum ETF Shares Of Beneficial Interest
500
+ 50.0%
N/A
1.5K $0
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
108
+ 43.03%
$72.04 - $77.35 $7.78K - $8.35K
359 $27K
CVNA
Carvana Co.

Consumer Cyclical
105
+ 172.13%
$326.09 - $392.66 $34.2K - $41.2K
166 $62K
HPQ
Hp Inc

Technology
200
+ 22.75%
$24.45 - $29.35 $4.89K - $5.87K
1.08K $29K
IRM
Iron Mountain Inc

Real Estate
25
+ 11.63%
$89.46 - $104.46 $2.24K - $2.61K
240 $24K
AIQ
Global X Funds Global X Artifi

ETFs
535
+ 87.7%
$43.2 - $49.66 $23.1K - $26.6K
1.15K $56K
Ge Healthcare Technologies Inc Common Stock
58
+ 14.39%
N/A
461 $0
FTV
Fortive Corp

Technology
40
+ 6.84%
$46.55 - $53.34 $1.86K - $2.13K
625 $30K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.11K
+ 78.85%
$21.69 - $23.34 $24K - $25.8K
2.51K $58K
ACGL
Arch Capital Group Ltd.

Financial Services
7
+ 1.82%
$85.61 - $93.54 $599 - $655
392 $35K
FDS
Factset Research Systems Inc

Financial Services
22
+ 27.85%
$283.86 - $450.3 $6.24K - $9.91K
101 $28K
SCCO
Southern Copper Corp

Basic Materials
3
+ 0.85%
$90.54 - $121.36 $272 - $364
354 $42K
LHX
L3 Harris Technologies, Inc.

Industrials
27
+ 18.62%
$252.18 - $305.41 $6.81K - $8.25K
172 $52K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.65K
+ 366.67%
$82.38 - $83.0 $136K - $137K
2.1K $174K
WELL
Welltower Inc.

Real Estate
105
+ 36.21%
$150.71 - $178.14 $15.8K - $18.7K
395 $70K
AEE
Ameren Corp

Utilities
316
+ 63.2%
$95.0 - $104.38 $30K - $33K
816 $85K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
600
+ 58.82%
$46.51 - $50.07 $27.9K - $30K
1.62K $76K
XYL
Xylem Inc.

Industrials
13
+ 3.19%
$129.67 - $147.5 $1.69K - $1.92K
421 $62K
OGE
Oge Energy Corp.

Utilities
274
+ 21.08%
$43.46 - $46.27 $11.9K - $12.7K
1.57K $72K
SCHW
Schwab Charles Corp

Financial Services
8
+ 1.15%
$91.03 - $98.69 $728 - $790
705 $67K
Ishares Bitcoin Trust ETF
2.72K
+ 236.61%
N/A
3.87K $0
VBR
Vanguard Small Cap Value ETF

ETFs
19
+ 5.23%
$195.41 - $212.37 $3.71K - $4.04K
382 $79K
Ge Vernova Inc Com
210
+ 153.28%
N/A
347 $0
DLR
Digital Realty Trust, Inc.

Real Estate
158
+ 37.44%
$161.21 - $180.02 $25.5K - $28.4K
580 $100K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
42
+ 3.49%
$72.65 - $78.68 $3.05K - $3.3K
1.24K $97K
PSX
Phillips 66

Energy
96
+ 10.53%
$118.37 - $139.46 $11.4K - $13.4K
1.01K $137K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
359
+ 7.18%
$22.06 - $23.31 $7.92K - $8.37K
5.36K $123K
EPD
Enterprise Products Partners L.P.

Energy
375
+ 9.4%
$30.74 - $32.14 $11.5K - $12.1K
4.37K $136K
C
Citigroup Inc

Financial Services
7
+ 0.44%
$85.57 - $103.49 $599 - $724
1.61K $163K
BX
Blackstone Inc.

Financial Services
35
+ 3.66%
$152.77 - $188.68 $5.35K - $6.6K
992 $169K
CRM
Salesforce, Inc.

Technology
5
+ 0.92%
$231.66 - $273.65 $1.16K - $1.37K
550 $130K
SPYG
Spdr Portfolio

ETFs
1.25K
+ 79.42%
$94.33 - $105.31 $118K - $132K
2.82K $295K
XLY
Select Sector Spdr Consumer Di

ETFs
205
+ 28.87%
$216.09 - $242.18 $44.3K - $49.6K
915 $219K
Activity Summary
Buys All Purchases 196 New Holdings 63 Increased Positions 133 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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