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
X
United States Steel Corp

Basic Materials
28
New
$30.47 - $43.0 $853 - $1.2K
28 $1.18M
CM
Canadian Imperial Bank Of Commerce

Financial Services
21
New
$55.05 - $64.52 $1.16K - $1.35K
21 $1.18M
MTD
Mettler Toledo International Inc

Healthcare
1
New
$1177.09 - $1390.0 $1.18K - $1.39K
1 $1.18M
BOH
Bank Of Hawaii Corp

Financial Services
17
New
$65.97 - $75.81 $1.12K - $1.29K
17 $1.17M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
49
New
$17.16 - $25.25 $841 - $1.24K
49 $1.17M
MPWR
Monolithic Power Systems Inc

Technology
2
New
$565.7 - $720.25 $1.13K - $1.44K
2 $1.16M
ODFL
Old Dominion Freight Line, Inc.

Industrials
7
New
$161.13 - $209.29 $1.13K - $1.47K
7 $1.16M
DEI
Douglas Emmett Inc

Real Estate
72
New
$15.39 - $18.94 $1.11K - $1.36K
72 $1.15M
CWEN
Clearway Energy, Inc.

Utilities
38
New
$24.63 - $30.42 $936 - $1.16K
38 $1.15M
CCI
Crown Castle International Corp

Real Estate
11
New
$84.33 - $106.39 $928 - $1.17K
11 $1.15M
STE
Steris PLC

Healthcare
5
New
$202.46 - $232.74 $1.01K - $1.16K
5 $1.13M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4
New
$283.06 - $421.16 $1.13K - $1.68K
4 $1.13M
GRC
Gorman Rupp CO

Industrials
32
New
$35.1 - $39.76 $1.12K - $1.27K
32 $1.12M
CHK
Chesapeake Energy Corp

Energy
10
New
N/A
10 $1.11M
ICUI
Icu Medical Inc

Healthcare
8
New
$130.05 - $172.3 $1.04K - $1.38K
8 $1.11M
RBLX
Roblox Corp

Communication Services
19
New
$53.77 - $75.47 $1.02K - $1.43K
19 $1.11M
GIB
Cgi Inc

Technology
11
New
$98.12 - $122.43 $1.08K - $1.35K
11 $1.1M
FARO
Faro Technologies Inc

Technology
40
New
$24.56 - $32.48 $982 - $1.3K
40 $1.09M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
30
New
$33.84 - $37.77 $1.02K - $1.13K
30 $1.09M
INCY
Incyte Corp

Healthcare
18
New
$60.0 - $75.26 $1.08K - $1.35K
18 $1.09M
ICL
Icl Group Ltd.

Basic Materials
191
New
$4.96 - $6.45 $947 - $1.23K
191 $1.09M
AFRM
Affirm Holdings, Inc.

Technology
24
New
$43.7 - $80.98 $1.05K - $1.94K
24 $1.09M
CNHI
Cnh Industrial N.V.

Industrials
88
New
N/A
88 $1.08M
THC
Tenet Healthcare Corp

Healthcare
8
New
$119.51 - $144.98 $956 - $1.16K
8 $1.08M
ZG
Zillow Group, Inc.

Communication Services
16
New
$66.41 - $85.29 $1.06K - $1.36K
16 $1.07M
ALLY
Ally Financial Inc.

Financial Services
29
New
$32.99 - $40.09 $957 - $1.16K
29 $1.06M
PODD
Insulet Corp

Healthcare
4
New
$237.06 - $288.29 $948 - $1.15K
4 $1.05M
SF
Stifel Financial Corp

Financial Services
11
New
$91.62 - $117.6 $1.01K - $1.29K
11 $1.04M
REG
Regency Centers Corp

Real Estate
14
New
$68.83 - $77.74 $964 - $1.09K
14 $1.03M
SLF
Sun Life Financial Inc

Financial Services
18
New
$54.05 - $59.19 $973 - $1.07K
18 $1.03M
MYGN
Myriad Genetics Inc

Healthcare
116
New
$8.87 - $14.98 $1.03K - $1.74K
116 $1.03M
AUB
Atlantic Union Bankshares Corp

Financial Services
33
New
$30.68 - $39.07 $1.01K - $1.29K
33 $1.03M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
72
New
$13.31 - $18.41 $958 - $1.33K
72 $1.02M
NOK
Nokia Corp

Technology
193
New
$4.43 - $5.42 $855 - $1.05K
193 $1.02M
DVN
Devon Energy Corp

Energy
27
New
$33.15 - $38.55 $895 - $1.04K
27 $1.01M
WHD
Cactus, Inc.

Energy
22
New
$43.48 - $63.78 $957 - $1.4K
22 $1.01M
MASI
Masimo Corp

Healthcare
6
New
$163.55 - $190.63 $981 - $1.14K
6 $1M
WAL
Western Alliance Bancorporation

Financial Services
13
New
$72.65 - $94.0 $944 - $1.22K
13 $999K
HUBB
Hubbell Inc

Industrials
3
New
$330.91 - $456.86 $993 - $1.37K
3 $993K
RBB
Rbb Bancorp

Financial Services
60
New
N/A
60 $990K
AMCR
Amcor PLC

Consumer Cyclical
102
New
$9.33 - $10.39 $952 - $1.06K
102 $989K
EMN
Eastman Chemical CO

Basic Materials
11
New
$87.05 - $103.47 $958 - $1.14K
11 $969K
LYG
Lloyds Banking Group PLC

Financial Services
253
New
$2.58 - $3.9 $653 - $987
253 $966K
GRAB
Grab Holdings LTD

Technology
213
New
$4.12 - $5.34 $878 - $1.14K
213 $965K
Ferguson Enterprises Inc Com
6
New
N/A
6 $961K
PUK
Prudential PLC

Financial Services
44
New
$14.54 - $21.92 $640 - $964
44 $946K
EGBN
Eagle Bancorp Inc

Financial Services
45
New
$20.39 - $26.95 $918 - $1.21K
45 $945K
U
Unity Software Inc.

Technology
48
New
$19.44 - $28.34 $933 - $1.36K
48 $940K
BALL
Ball Corp

Consumer Cyclical
18
New
$49.04 - $56.53 $883 - $1.02K
18 $937K
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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