Private Wealth Asset Management, LLC New Holdings in Q1 2025

Private Wealth Asset Management, LLC

  • $695 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
895K
New
N/A
895K $48.3B
IEFA
Ishares Tr

ETFs
635K
New
$69.57 - $78.65 $44.2M - $50M
635K $48.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
814K
New
$57.21 - $65.8 $46.6M - $53.6M
814K $47.5B
IVV
Ishares Core S&P 500 ETF

ETFs
60.7K
New
$554.06 - $615.85 $33.6M - $37.4M
60.7K $34.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
57.3K
New
$442.66 - $534.52 $25.4M - $30.6M
57.3K $30.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
232K
New
$102.49 - $119.96 $23.7M - $27.8M
232K $24.2B
AAPL
Apple Inc.

Technology
107K
New
$209.68 - $247.1 $22.5M - $26.5M
107K $23.8B
MSFT
Microsoft Corp

Technology
46.3K
New
$375.39 - $447.2 $17.4M - $20.7M
46.3K $17.4B
BRK-A
Berkshire Hathaway Inc

Financial Services
20
New
$663000.0 - $801950.0 $13.3M - $16M
20 $16B
VNQ
Vanguard Specialized Funds Van

ETFs
167K
New
$85.55 - $94.34 $14.3M - $15.8M
167K $15.1B
IWR
Ishares Russell Mid Cap ETF

ETFs
142K
New
$82.81 - $92.93 $11.8M - $13.2M
142K $12.1B
XOM
Exxon Mobil Corp

Energy
85.1K
New
$105.44 - $118.93 $8.98M - $10.1M
85.1K $10.1B
LLY
Eli Lilly & CO

Healthcare
11K
New
$725.72 - $929.72 $8M - $10.3M
11K $9.11B
EFA
Ishares Tr Msci Eafe ETF

ETFs
109K
New
$74.85 - $84.89 $8.17M - $9.27M
109K $8.92B
ITOT
Ishares Core S&P Total U.S. St

ETFs
68.9K
New
$120.29 - $134.6 $8.28M - $9.27M
68.9K $8.4B
JPM
Jpmorgan Chase & CO

Financial Services
32.2K
New
$225.19 - $279.95 $7.26M - $9.02M
32.2K $7.91B
IWP
Ishares Russell Mid Cap Growth

ETFs
64.8K
New
$114.9 - $139.6 $7.45M - $9.05M
64.8K $7.62B
VO
Vanguard Mid Cap ETF

ETFs
28.8K
New
$251.87 - $277.95 $7.25M - $8M
28.8K $7.45B
IBM
International Business Machines Corp

Technology
29.1K
New
$217.4 - $264.74 $6.32M - $7.7M
29.1K $7.23B
ACN
Accenture PLC

Technology
21.7K
New
$300.91 - $398.25 $6.52M - $8.63M
21.7K $6.76B
DE
Deere & CO

Industrials
14.3K
New
$408.57 - $509.27 $5.83M - $7.27M
14.3K $6.7B
IWM
Ishares Russell 2000 ETF

ETFs
33.4K
New
$198.1 - $229.79 $6.62M - $7.68M
33.4K $6.67B
Aegon Limited Amer Regd Cert(1 Sh Eur0.12)
1M
New
N/A
1M $6.59B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
182K
New
$32.49 - $37.99 $5.91M - $6.91M
182K $6.09B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
10.5K
New
$522.96 - $601.18 $5.49M - $6.31M
10.5K $5.6B
VUG
Vanguard Growth ETF

ETFs
14.3K
New
$369.1 - $427.61 $5.27M - $6.1M
14.3K $5.29B
HD
Home Depot, Inc.

Consumer Cyclical
12.8K
New
$347.25 - $424.87 $4.44M - $5.43M
12.8K $4.69B
CAT
Caterpillar Inc

Industrials
14.2K
New
$326.75 - $407.63 $4.64M - $5.79M
14.2K $4.68B
VTV
Vanguard Value ETF

ETFs
27K
New
$167.73 - $179.21 $4.53M - $4.84M
27K $4.67B
V
Visa Inc.

Financial Services
13K
New
$306.92 - $362.71 $4M - $4.72M
13K $4.56B
PG
Procter & Gamble CO

Consumer Defensive
26.5K
New
$158.56 - $176.26 $4.19M - $4.66M
26.5K $4.51B
JNJ
Johnson & Johnson

Healthcare
25.8K
New
$142.06 - $167.7 $3.66M - $4.32M
25.8K $4.27B
BND
Vanguard Bd Index Fd Inc Total

ETFs
57.3K
New
$71.17 - $73.66 $4.07M - $4.22M
57.3K $4.21B
ABBV
Abb Vie Inc.

Healthcare
19.3K
New
$169.2 - $216.66 $3.27M - $4.19M
19.3K $4.05B
CVX
Chevron Corp

Energy
24.2K
New
$146.71 - $167.97 $3.55M - $4.06M
24.2K $4.05B
GOOGL
Alphabet Inc.

Communication Services
26.1K
New
$154.33 - $206.19 $4.02M - $5.38M
26.1K $4.03B
UNH
Unitedhealth Group Inc

Healthcare
7.4K
New
$461.52 - $548.18 $3.41M - $4.06M
7.4K $3.87B
WMT
Walmart Inc.

Consumer Defensive
43.7K
New
$84.5 - $105.05 $3.69M - $4.59M
43.7K $3.84B
AMZN
Amazon Com Inc

Consumer Cyclical
18.3K
New
$190.26 - $242.06 $3.48M - $4.43M
18.3K $3.48B
CCOR
Listed Fds Tr Core Alternative

ETFs
127K
New
$25.12 - $27.54 $3.19M - $3.5M
127K $3.4B
META
Meta Platforms, Inc.

Communication Services
5.64K
New
$576.36 - $736.67 $3.25M - $4.16M
5.64K $3.25B
GOOG
Alphabet Inc.

Communication Services
20.4K
New
$156.06 - $207.71 $3.19M - $4.24M
20.4K $3.19B
UNP
Union Pacific Corp

Industrials
13.3K
New
$225.21 - $254.42 $2.99M - $3.38M
13.3K $3.14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.68K
New
$468.34 - $539.52 $3.13M - $3.6M
6.68K $3.13B
SLV
I Shares Silver Trust

ETFs
99.4K
New
$26.93 - $31.32 $2.68M - $3.11M
99.4K $3.08B
IWS
Ishares Russell Midcap Value E

ETFs
24.1K
New
$122.59 - $135.24 $2.95M - $3.25M
24.1K $3.03B
LMT
Lockheed Martin Corp

Industrials
6.58K
New
$423.19 - $506.29 $2.79M - $3.33M
6.58K $2.94B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
214K
New
$13.05 - $13.97 $2.79M - $2.99M
214K $2.91B
IXUS
Ishares Tr

ETFs
40.8K
New
$65.06 - $72.31 $2.65M - $2.95M
40.8K $2.85B
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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