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
CTSH
Cognizant Technology Solutions Corp

Technology
375
New
$75.32 - $90.7 $28.2K - $34K
375 $28.7M
NTNX
Nutanix, Inc.

Technology
410
New
$61.28 - $77.44 $25.1K - $31.8K
410 $28.6M
SOXX
Ishares Semiconductor ETF

ETFs
150
New
$188.17 - $235.81 $28.2K - $35.4K
150 $28.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
340
New
$78.97 - $85.82 $26.8K - $29.2K
340 $28.2M
APLD
Applied Blockchain, Inc.

Financial Services
5K
New
$5.62 - $10.65 $28.1K - $53.3K
5K $28.1M
TTD
Trade Desk, Inc.

Technology
512
New
$53.59 - $126.58 $27.4K - $64.8K
512 $28M
XEL
Xcel Energy Inc

Utilities
391
New
$63.37 - $72.1 $24.8K - $28.2K
391 $27.7M
CPRT
Copart Inc

Consumer Cyclical
489
New
$52.3 - $59.83 $25.6K - $29.3K
489 $27.7M
MAR
Marriott International Inc

Consumer Cyclical
116
New
$237.01 - $304.45 $27.5K - $35.3K
116 $27.6M
TRGP
Targa Resources Corp.

Energy
137
New
$178.44 - $217.22 $24.4K - $29.8K
137 $27.5M
SU
Suncor Energy Inc

Energy
696
New
$34.27 - $40.63 $23.9K - $28.3K
696 $26.9M
CECE
Ceco Environmental Corp

Industrials
1.18K
New
N/A
1.18K $26.9M
MLM
Martin Marietta Materials Inc

Basic Materials
56
New
$460.39 - $552.64 $25.8K - $30.9K
56 $26.8M
FCX
Freeport Mcmoran Inc

Basic Materials
704
New
$34.5 - $43.01 $24.3K - $30.3K
704 $26.7M
VVV
Valvoline Inc

Energy
765
New
$34.44 - $40.19 $26.3K - $30.7K
765 $26.6M
GNRC
Generac Holdings Inc.

Industrials
209
New
$126.65 - $164.06 $26.5K - $34.3K
209 $26.5M
JBL
Jabil Inc

Technology
194
New
$130.51 - $173.33 $25.3K - $33.6K
194 $26.4M
INSM
Insmed Inc

Healthcare
346
New
$65.25 - $83.83 $22.6K - $29K
346 $26.4M
MET
Metlife Inc

Financial Services
325
New
$77.7 - $87.0 $25.3K - $28.3K
325 $26.1M
PIPR
Piper Sandler Companies

Financial Services
105
New
$244.29 - $323.68 $25.7K - $34K
105 $26M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.2K
New
$21.23 - $23.75 $25.5K - $28.5K
1.2K $25.8M
CDW
Cdw Corp

Technology
160
New
$160.26 - $206.13 $25.6K - $33K
160 $25.6M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
249
New
$96.18 - $109.82 $23.9K - $27.3K
249 $25.5M
DECK
Deckers Outdoor Corp

Consumer Cyclical
228
New
$111.56 - $223.11 $25.4K - $50.9K
228 $25.5M
HPQ
Hp Inc

Technology
920
New
$27.69 - $34.72 $25.5K - $31.9K
920 $25.5M
AIG
American International Group, Inc.

Financial Services
293
New
$70.5 - $86.94 $20.7K - $25.5K
293 $25.5M
D
Dominion Energy, Inc

Utilities
454
New
$52.85 - $57.43 $24K - $26.1K
454 $25.5M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
220
New
$110.75 - $119.78 $24.4K - $26.4K
220 $25.4M
ADSK
Autodesk, Inc.

Technology
97
New
N/A
97 $25.4M
LNN
Lindsay Corp

Industrials
200
New
$116.77 - $139.05 $23.4K - $27.8K
200 $25.3M
JKHY
Henry Jack & Associates Inc

Technology
136
New
$166.47 - $191.28 $22.6K - $26K
136 $24.8M
HWM
Howmet Aerospace Inc.

Industrials
191
New
$110.79 - $139.39 $21.2K - $26.6K
191 $24.8M
KRE
Spdr S&P Regional Banking ETF

ETFs
435
New
$55.11 - $65.5 $24K - $28.5K
435 $24.7M
Ge Healthcare Technologies Inc Common Stock
302
New
N/A
302 $24.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
132
New
$161.05 - $222.93 $21.3K - $29.4K
132 $24.2M
VRSK
Verisk Analytics, Inc.

Industrials
81
New
$268.63 - $301.33 $21.8K - $24.4K
81 $24.1M
IBKR
Interactive Brokers Group, Inc.

Financial Services
145
New
$161.03 - $235.53 $23.3K - $34.2K
145 $24M
IRTC
I Rhythm Technologies, Inc.

Healthcare
226
New
$89.44 - $119.44 $20.2K - $27K
226 $23.7M
WAT
Waters Corp

Healthcare
64
New
$362.16 - $417.28 $23.2K - $26.7K
64 $23.6M
SUN
Sunoco LP

Energy
406
New
$51.29 - $59.25 $20.8K - $24.1K
406 $23.6M
CBRE
Cbre Group, Inc.

Real Estate
177
New
$121.79 - $147.13 $21.6K - $26K
177 $23.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
453
New
$47.79 - $59.89 $21.6K - $27.1K
453 $22.7M
ENTG
Entegris Inc

Technology
260
New
$87.48 - $109.53 $22.7K - $28.5K
260 $22.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
323
New
$69.82 - $78.67 $22.6K - $25.4K
323 $22.7M
SRE
Sempra Energy

Utilities
318
New
$67.85 - $87.67 $21.6K - $27.9K
318 $22.7M
SJNK
Spdr Bloomberg Short Term High

ETFs
898
New
$25.08 - $25.64 $22.5K - $23K
898 $22.6M
CBSH
Commerce Bancshares Inc

Financial Services
363
New
$58.85 - $68.59 $21.4K - $24.9K
363 $22.6M
F
Ford Motor CO

Consumer Cyclical
2.23K
New
$9.12 - $10.43 $20.4K - $23.3K
2.23K $22.4M
Ftai Aviation LTD Shs Isin #Kyg3730 V1059
200
New
N/A
200 $22.2M
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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