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
ARKG
Ark Genomic Revolution ETF (De

ETFs
525
+ 70.0%
$18.34 - $24.56 $9.63K - $12.9K
1.28K $31M
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 0.27%
$335.24 - $380.78 $11.7K - $13.3K
12.8K $4.7B
CL
Colgate Palmolive CO

Consumer Defensive
495
+ 4.32%
$87.57 - $96.0 $43.3K - $47.5K
12K $1.09B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
150
+ 33.11%
$45.98 - $56.15 $6.9K - $8.42K
603 $33.9M
U
Unity Software Inc.

Technology
415
+ 864.58%
$16.75 - $26.24 $6.95K - $10.9K
463 $11.2M
NXPI
Nxp Semiconductors N.V.

Technology
3
+ 0.97%
$153.5 - $218.72 $461 - $656
312 $68.2M
COF
Capital One Financial Corp

Financial Services
7
+ 3.15%
$150.57 - $212.76 $1.05K - $1.49K
229 $48.7M
Reddit Inc Cl A
40
+ 66.67%
N/A
100 $15.1M
JHMM
John Hancock Multifactor Mid C

ETFs
76
+ 7.12%
$50.32 - $61.13 $3.82K - $4.65K
1.14K $69.9M
IBKR
Interactive Brokers Group, Inc.

Financial Services
435
+ 300.0%
$50.53 - $212.53 $22K - $92.5K
580 $32.1M
TOST
Toast, Inc.

Technology
100
+ 41.49%
$30.03 - $45.23 $3K - $4.52K
341 $15.1M
PBYI
Puma Biotechnology, Inc.

Healthcare
1.5K
+ 75.0%
$2.74 - $3.72 $4.11K - $5.58K
3.5K $12M
PSX
Phillips 66

Energy
77
+ 9.22%
$92.87 - $125.73 $7.15K - $9.68K
912 $109M
Ge Healthcare Technologies Inc Common Stock
101
+ 33.44%
N/A
403 $29.9M
AIQ
Global X Funds Global X Artifi

ETFs
10
+ 1.67%
$31.5 - $43.69 $315 - $437
610 $26.7M
DUK
Duke Energy Corp

Utilities
85
+ 6.42%
$112.46 - $124.05 $9.56K - $10.5K
1.41K $166M
FMC
Fmc Corp

Basic Materials
113
+ 389.66%
$33.98 - $44.06 $3.84K - $4.98K
142 $5.93M
CUZ
Cousins Properties Inc

Real Estate
150
+ 1666.67%
$25.15 - $30.53 $3.77K - $4.58K
159 $4.78M
UIS
Unisys Corp

Technology
1K
+ 71.43%
$3.71 - $5.73 $3.71K - $5.73K
2.4K $10.9M
PLTK
Playtika Holding Corp.

Communication Services
1K
+ 83.33%
$4.51 - $5.44 $4.51K - $5.44K
2.2K $10.4M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
286
+ 5.25%
$18.94 - $21.67 $5.42K - $6.2K
5.73K $121M
VNO
Vornado Realty Trust

Real Estate
105
+ 177.97%
$31.74 - $41.27 $3.33K - $4.33K
164 $6.27M
NRG
Nrg Energy, Inc.

Utilities
24
+ 800.0%
$83.61 - $162.67 $2.01K - $3.9K
27 $4.34M
MFC
Manulife Financial Corp

Financial Services
60
+ 2.28%
$26.93 - $32.44 $1.62K - $1.95K
2.69K $86M
VTR
Ventas, Inc.

Real Estate
90
+ 29.9%
$62.45 - $70.08 $5.62K - $6.31K
391 $24.7M
Linde PLC Com Eur0.001
5
+ 1.08%
N/A
468 $220M
FPE
First Tr Pfd Secs & Income ETF

ETFs
206
+ 37.73%
$16.93 - $17.81 $3.49K - $3.67K
752 $13.4M
BTMD
Biote Corp.

Healthcare
600
+ 31.58%
$3.25 - $4.28 $1.95K - $2.57K
2.5K $10.1M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
53
+ 407.69%
$50.56 - $59.57 $2.68K - $3.16K
66 $3.42M
DEI
Douglas Emmett Inc

Real Estate
181
+ 251.39%
$13.09 - $16.29 $2.37K - $2.95K
253 $3.81M
HYG
Ishares Tr

ETFs
6
+ 0.67%
$75.75 - $80.65 $455 - $484
908 $73.2M
SU
Suncor Energy Inc

Energy
73
+ 10.49%
$31.54 - $41.04 $2.3K - $3K
769 $28.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4
+ 22.22%
$113.67 - $150.4 $455 - $602
22 $3.31M
NOK
Nokia Corp

Technology
100
+ 51.81%
$4.65 - $5.43 $465 - $543
293 $1.52M
SBUX
Starbucks Corp

Consumer Cyclical
44
+ 7.36%
$79.69 - $99.41 $3.51K - $4.37K
642 $58.8M
FLV
American Centy ETF Tr Focused

ETFs
1
+ 0.99%
$62.33 - $69.79 $62.3 - $69.8
102 $7.1M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
400
+ 10.93%
$22.66 - $26.12 $9.06K - $10.4K
4.06K $99.4M
AEP
American Electric Power CO Inc

Utilities
4
+ 0.29%
$98.59 - $109.11 $394 - $436
1.39K $144M
LOW
Lowes Companies Inc

Consumer Cyclical
37
+ 2.09%
$210.83 - $235.28 $7.8K - $8.71K
1.81K $402M
CTRA
Coterra Energy Inc.

Energy
367
+ 5.34%
$22.6 - $29.07 $8.29K - $10.7K
7.24K $184M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9
+ 1.88%
$421.16 - $509.5 $3.79K - $4.59K
487 $217M
VZ
Verizon Communications Inc

Communication Services
391
+ 2.48%
$41.67 - $45.62 $16.3K - $17.8K
16.2K $699M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.16K
+ 1335.19%
$87.84 - $1441.89 $190K - $3.12M
2.33K $210M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
69
+ 4.32%
$212.1 - $244.27 $14.6K - $16.9K
1.67K $365M
MRK
Merck & Co., Inc.

Healthcare
1.31K
+ 7.53%
$73.47 - $87.12 $96K - $114K
18.7K $1.48B
GIS
General Mills Inc

Consumer Defensive
14
+ 0.11%
$50.37 - $60.97 $705 - $854
12.5K $648M
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 0.52%
$285.55 - $321.23 $9.42K - $10.6K
6.4K $1.87B
ABBV
Abb Vie Inc.

Healthcare
264
+ 1.37%
$170.16 - $206.27 $44.9K - $54.5K
19.6K $3.64B
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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