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
EXEL
Exelixis, Inc.

Healthcare
7
New
$32.38 - $39.16 $227 - $274
7 $258K
PCG
Pg&E Corp

Utilities
15
New
$15.16 - $20.4 $227 - $306
15 $258K
SPXC
Spx Corp

Industrials
2
New
$128.78 - $154.37 $258 - $309
2 $258K
Grail Inc Com
10
New
N/A
10 $255K
LBRDK
Liberty Broadband Corp

Communication Services
3
New
$73.49 - $88.64 $220 - $266
3 $255K
EIG
Employers Holdings, Inc.

Financial Services
5
New
$47.46 - $52.08 $237 - $260
5 $253K
CTS
Cts Corp

Technology
6
New
$41.45 - $52.95 $249 - $318
6 $249K
OOMA
Ooma Inc

Communication Services
19
New
$12.9 - $15.47 $245 - $294
19 $249K
JLL
Jones Lang Lasalle Inc

Real Estate
1
New
$238.0 - $284.76 $238 - $285
1 $248K
EFX
Equifax Inc

Industrials
1
New
$235.63 - $278.34 $236 - $278
1 $244K
GCMG
Gcm Grosvenor Inc.

Financial Services
18
New
$12.49 - $14.41 $225 - $259
18 $238K
KMX
Carmax Inc

Consumer Cyclical
3
New
$69.25 - $89.19 $208 - $268
3 $234K
GXO
Gxo Logistics, Inc.

Industrials
6
New
$36.31 - $46.18 $218 - $277
6 $234K
MSM
Msc Industrial Direct CO Inc

Industrials
3
New
$74.45 - $83.08 $223 - $249
3 $233K
CTO
Cto Realty Growth, Inc.

Real Estate
12
New
$18.06 - $20.83 $217 - $250
12 $232K
LUMN
Lumen Technologies, Inc.

Communication Services
59
New
$3.92 - $5.92 $231 - $349
59 $231K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3
New
$75.99 - $81.58 $228 - $245
3 $230K
HTBK
Heritage Commerce Corp

Financial Services
24
New
$8.75 - $10.75 $210 - $258
24 $228K
UE
Urban Edge Properties

Real Estate
12
New
$18.34 - $21.61 $220 - $259
12 $228K
PFS
Provident Financial Services Inc

Financial Services
13
New
$16.35 - $19.59 $213 - $255
13 $223K
Healthcare Rlty Tr Cl A Com
13
New
N/A
13 $220K
SBAC
Sba Communications Corp

Real Estate
1
New
$192.76 - $224.91 $193 - $225
1 $220K
PAYC
Paycom Software, Inc.

Technology
1
New
$199.42 - $225.82 $199 - $226
1 $218K
XPO
Xpo Logistics, Inc.

Industrials
2
New
$106.12 - $148.16 $212 - $296
2 $215K
DBX
Dropbox, Inc.

Technology
8
New
$24.55 - $33.27 $196 - $266
8 $214K
NLOK
Norton Life Lock Inc.

Technology
8
New
N/A
8 $212K
PKI
Perkinelmer Inc

Healthcare
2
New
N/A
2 $212K
OPCH
Option Care Health, Inc.

Healthcare
6
New
$22.7 - $35.2 $136 - $211
6 $210K
TRC
Tejon Ranch CO

Industrials
13
New
$15.02 - $16.47 $195 - $214
13 $206K
NU
Nu Holdings Ltd.

Financial Services
20
New
$10.12 - $13.95 $202 - $279
20 $205K
EBF
Ennis, Inc.

Industrials
10
New
$19.39 - $21.71 $194 - $217
10 $201K
AMBA
Ambarella Inc

Technology
4
New
$48.94 - $82.94 $196 - $332
4 $201K
OFG
Ofg Bancorp

Financial Services
5
New
$38.85 - $44.74 $194 - $224
5 $200K
WAFD
Washington Federal Inc

Financial Services
7
New
$27.4 - $32.6 $192 - $228
7 $200K
BANC
Banc Of California, Inc.

Financial Services
14
New
$12.94 - $16.52 $181 - $231
14 $199K
NYT
New York Times CO

Communication Services
4
New
$46.9 - $55.89 $188 - $224
4 $198K
CPNG
Coupang, Inc.

Consumer Cyclical
9
New
$21.34 - $25.52 $192 - $230
9 $197K
Digitalbridge Group Inc Cl A New
22
New
N/A
22 $194K
AEIS
Advanced Energy Industries Inc

Industrials
2
New
$94.8 - $131.54 $190 - $263
2 $191K
UHS
Universal Health Services Inc

Healthcare
1
New
$163.99 - $193.27 $164 - $193
1 $188K
PCTY
Paylocity Holding Corp

Technology
1
New
$183.21 - $217.86 $183 - $218
1 $187K
Ncr Atleos Corporation Com Shs
7
New
N/A
7 $185K
TNL
Travel & Leisure Co.

Consumer Cyclical
4
New
$46.29 - $57.86 $185 - $231
4 $185K
TROW
Price T Rowe Group Inc

Financial Services
2
New
$91.57 - $116.93 $183 - $234
2 $184K
HL
Hecla Mining CO

Basic Materials
33
New
$5.07 - $6.37 $167 - $210
33 $183K
CNC
Centene Corp

Healthcare
3
New
$55.93 - $65.89 $168 - $198
3 $182K
WWD
Woodward, Inc.

Industrials
1
New
$171.38 - $195.22 $171 - $195
1 $182K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
7
New
$25.31 - $30.02 $177 - $210
7 $180K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
3
New
$54.94 - $69.15 $165 - $207
3 $180K
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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