Private Wealth Asset Management, LLC Incresed Positions in Q2 2025

Private Wealth Asset Management, LLC

  • $754 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.52K
+ 2.65%
$72.02 - $73.82 $109K - $112K
58.8K $4.33B
SUB
Ishares Short Term National Mu

ETFs
1.13K
+ 76.27%
$104.77 - $106.34 $118K - $120K
2.6K $276M
PANW
Palo Alto Networks Inc

Technology
219
+ 10.34%
$152.44 - $204.64 $33.4K - $44.8K
2.34K $478M
SCHG
Schwab Strategic Tr Us Large C

ETFs
573
+ 2.45%
$22.27 - $29.21 $12.8K - $16.7K
23.9K $699M
CSX
Csx Corp

Industrials
1.84K
+ 12.53%
$26.69 - $32.91 $49.2K - $60.7K
16.6K $540M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
300
+ 64.24%
$141.37 - $228.57 $42.4K - $68.6K
767 $174M
EFV
Msci Eafe Value ETF

ETFs
365
+ 2.27%
$52.4 - $64.65 $19.1K - $23.6K
16.4K $1.04B
XLP
Consumer Staples Sector Spdr

ETFs
1.18K
+ 155.67%
N/A
1.94K $157M
XLY
Select Sector Spdr Consumer Di

ETFs
405
+ 132.79%
$176.34 - $218.59 $71.4K - $88.5K
710 $154M
VIG
Vanguard Dividend Appreciation

ETFs
334
+ 18.79%
N/A
2.11K $432M
IWB
Ishares Tr Russell 1000 ETF

ETFs
225
+ 193.97%
$272.36 - $339.57 $61.3K - $76.4K
341 $116M
MSTR
Microstrategy Inc

Technology
189
+ 3150.0%
$237.95 - $421.61 $45K - $79.7K
195 $78.8M
TDG
Trans Digm Group Inc

Industrials
39
+ 34.21%
$1231.75 - $1520.64 $48K - $59.3K
153 $233M
ABT
Abbott Laboratories

Healthcare
269
+ 2.43%
$123.95 - $138.08 $33.3K - $37.1K
11.4K $1.54B
GWW
W.W. Grainger, Inc.

Industrials
60
+ 51.28%
$919.93 - $1101.66 $55.2K - $66.1K
177 $185M
CBSH
Commerce Bancshares Inc

Financial Services
1.06K
+ 292.56%
$55.42 - $65.63 $58.9K - $69.7K
1.43K $88.6M
QCOM
Qualcomm Inc

Technology
288
+ 9.49%
$124.66 - $159.48 $35.9K - $45.9K
3.32K $529M
VLO
Valero Energy Corp

Energy
436
+ 118.8%
$104.69 - $141.77 $45.6K - $61.8K
803 $108M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
695
+ 330.95%
$40.51 - $71.03 $28.2K - $49.4K
905 $63.6M
ASML
Asml Holding Nv

Technology
41
+ 31.78%
$595.37 - $815.24 $24.4K - $33.4K
170 $136M
UBER
Uber Technologies, Inc

Technology
78
+ 4.09%
$64.62 - $93.3 $5.04K - $7.28K
1.99K $185M
IWN
Ishares Russell2000 Val ETF

ETFs
12
+ 0.2%
$131.84 - $157.76 $1.58K - $1.89K
6.1K $962M
XLU
Utilities Sector Spdr

ETFs
360
+ 10.06%
$73.09 - $82.77 $26.3K - $29.8K
3.94K $322M
CI
Cigna Corp

Healthcare
113
+ 47.68%
$301.89 - $340.04 $34.1K - $38.4K
350 $116M
EBAY
Ebay Inc

Consumer Cyclical
500
+ 1470.59%
$59.52 - $79.36 $29.8K - $39.7K
534 $39.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
274
+ 1245.45%
$121.58 - $136.74 $33.3K - $37.5K
296 $40.2M
FTGC
First Trust Global Tactical CO

ETFs
1.46K
+ 98.91%
$23.09 - $25.91 $33.6K - $37.8K
2.93K $72.3M
FAST
Fastenal CO

Industrials
5.17K
+ 99.31%
$40.65 - $83.16 $210K - $430K
10.4K $436M
VOE
Vanguard Mid Cap Value Index F

ETFs
154
+ 9.4%
$141.87 - $164.49 $21.8K - $25.3K
1.79K $295M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1K
+ 12.35%
$29.82 - $30.19 $29.8K - $30.2K
9.1K $275M
KRE
Spdr S&P Regional Banking ETF

ETFs
500
+ 114.94%
$48.81 - $59.48 $24.4K - $29.7K
935 $55.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
730
+ 61.81%
$37.08 - $42.26 $27.1K - $30.8K
1.91K $79.2M
YUM
Yum Brands Inc

Consumer Cyclical
204
+ 219.35%
$138.36 - $161.45 $28.2K - $32.9K
297 $44M
ENB
Enbridge Inc

Energy
620
+ 289.72%
$41.09 - $47.16 $25.5K - $29.2K
834 $37.8M
VBR
Vanguard Small Cap Value ETF

ETFs
131
+ 56.47%
$162.76 - $195.77 $21.3K - $25.6K
363 $70.8M
XLB
Select Sector Spdr Fd Material

ETFs
210
+ 5.3%
$74.27 - $88.92 $15.6K - $18.7K
4.18K $367M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
246
+ 72.35%
$75.29 - $91.16 $18.5K - $22.4K
586 $52.8M
JCI
Johnson Controls International PLC

Industrials
136
+ 34.69%
$71.14 - $105.62 $9.68K - $14.4K
528 $55.8M
RDVY
First Trust Rising Dividend Ac

ETFs
352
+ 201.14%
$51.6 - $62.74 $18.2K - $22.1K
527 $33.1M
WSM
Williams Sonoma Inc

Consumer Cyclical
75
+ 3.97%
$137.62 - $174.44 $10.3K - $13.1K
1.97K $321M
PFG
Principal Financial Group Inc

Financial Services
250
+ 163.4%
$69.56 - $86.19 $17.4K - $21.5K
403 $32M
WY
Weyerhaeuser CO

Real Estate
807
+ 135.18%
$24.69 - $29.48 $19.9K - $23.8K
1.4K $36.1M
TT
Trane Technologies PLC

Industrials
18
+ 16.98%
$315.21 - $437.41 $5.67K - $7.87K
124 $54.2M
BLD
Top Build Corp

Industrials
55
+ 275.0%
$275.93 - $326.59 $15.2K - $18K
75 $24.3M
IP
International Paper CO

Consumer Cyclical
439
+ 78.67%
$43.89 - $54.46 $19.3K - $23.9K
997 $46.7M
CNP
Centerpoint Energy Inc

Utilities
454
+ 986.96%
$35.5 - $39.05 $16.1K - $17.7K
500 $18.4M
NUE
Nucor Corp

Basic Materials
127
+ 2116.67%
$103.22 - $131.43 $13.1K - $16.7K
133 $17.2M
CNC
Centene Corp

Healthcare
300
+ 10000.0%
$53.4 - $64.29 $16K - $19.3K
303 $16.4M
ITW
Illinois Tool Works Inc

Industrials
72
+ 3.1%
$218.41 - $252.43 $15.7K - $18.2K
2.4K $593M
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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