Private Wealth Asset Management, LLC Sells in Q2 2025

Private Wealth Asset Management, LLC

  • $754 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-46
- 2.2%
$262.28 - $309.85 $12.1K - $14.3K
2.05K $572M
SCHW
Schwab Charles Corp

Financial Services
-1.13K
- 61.75%
$69.06 - $91.24 $77.7K - $103K
697 $63.6M
LHX
L3 Harris Technologies, Inc.

Industrials
-383
- 72.54%
$200.21 - $256.99 $76.7K - $98.4K
145 $36.4M
Aegon Limited Amer Regd Cert(1 Sh Eur0.12)
-100K
- 10.0%
N/A
900K $6.52B
PHM
Pultegroup Inc

Consumer Cyclical
-655
- 86.53%
$92.02 - $106.54 $60.3K - $69.8K
102 $10.8M
NOC
Northrop Grumman Corp

Industrials
-94
- 8.9%
$456.3 - $540.39 $42.9K - $50.8K
962 $481M
MO
Altria Group, Inc.

Consumer Defensive
-494
- 2.37%
$55.56 - $60.91 $27.4K - $30.1K
20.4K $1.19B
DHR
Danaher Corp

Healthcare
-245
- 21.05%
$174.64 - $205.16 $42.8K - $50.3K
919 $182M
GOOG
Alphabet Inc.

Communication Services
-2.76K
- 13.49%
$146.58 - $180.01 $404K - $496K
17.7K $3.14B
COP
Conocophillips

Energy
-34
- 1.03%
$82.66 - $106.1 $2.81K - $3.61K
3.28K $294M
MCHP
Microchip Technology Inc

Technology
-1.21K
- 74.48%
$35.34 - $71.6 $42.9K - $86.9K
416 $29.3M
PFE
Pfizer Inc

Healthcare
-491
- 1.46%
$21.59 - $24.84 $10.6K - $12.2K
33.2K $805M
DEO
Diageo PLC

Consumer Defensive
-283
- 6.04%
$99.86 - $115.75 $28.3K - $32.8K
4.4K $444M
PAYX
Paychex Inc

Industrials
-93
- 2.69%
$137.01 - $159.78 $12.7K - $14.9K
3.37K $490M
ET
Energy Transfer LP

Energy
-2.24K
- 84.27%
$15.65 - $18.93 $35K - $42.4K
418 $7.58M
MU
Micron Technology Inc

Technology
-478
- 98.96%
$64.72 - $127.91 $30.9K - $61.1K
5 $616K
SLB
Schlumberger Limited

Energy
-19
- 0.39%
$31.95 - $42.2 $607 - $802
4.91K $166M
DD
Du Pont De Nemours, Inc.

Basic Materials
-439
- 27.49%
$55.13 - $75.25 $24.2K - $33K
1.16K $79.4M
ELV
Elevance Health, Inc.

Healthcare
-2
- 0.24%
$372.27 - $452.69 $745 - $905
842 $328M
INTC
Intel Corp

Technology
-1.59K
- 20.77%
$18.13 - $22.69 $28.8K - $36.1K
6.06K $136M
ALL
Allstate Corp

Financial Services
-37
- 0.71%
$180.53 - $212.64 $6.68K - $7.87K
5.16K $1.04B
RSG
Republic Services, Inc.

Industrials
-152
- 76.38%
$227.2 - $258.07 $34.5K - $39.2K
47 $11.6M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-5
- 0.29%
$67.83 - $92.33 $339 - $462
1.7K $124M
NEE
Nextera Energy Inc

Utilities
-403
- 10.0%
$64.11 - $75.0 $25.8K - $30.2K
3.63K $252M
AMD
Advanced Micro Devices Inc

Technology
-1.35K
- 33.14%
$78.21 - $143.81 $106K - $195K
2.73K $387M
RS
Reliance Steel & Aluminum CO

Basic Materials
-120
- 53.57%
$262.08 - $316.81 $31.4K - $38K
104 $32.6M
IQV
Iqvia Holdings Inc.

Healthcare
-157
- 41.87%
$137.0 - $174.37 $21.5K - $27.4K
218 $34.4M
TWLO
Twilio Inc

Communication Services
-380
- 60.9%
$81.34 - $124.36 $30.9K - $47.3K
244 $30.3M
ECL
Ecolab Inc.

Basic Materials
-238
- 10.91%
$225.65 - $270.95 $53.7K - $64.5K
1.94K $524M
GRMN
Garmin LTD

Technology
-90
- 7.18%
$173.63 - $218.07 $15.6K - $19.6K
1.16K $243M
OTIS
Otis Worldwide Corp

Industrials
-97
- 2.1%
$90.88 - $104.3 $8.82K - $10.1K
4.53K $449M
FANG
Diamondback Energy, Inc.

Energy
-10
- 0.82%
$119.25 - $161.49 $1.19K - $1.61K
1.21K $166M
AVB
Avalonbay Communities Inc

Real Estate
-8
- 0.34%
$187.23 - $215.61 $1.5K - $1.72K
2.34K $476M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-350
- 58.43%
$66.5 - $71.25 $23.3K - $24.9K
249 $17.3M
CVS
Cvs Health Corp

Healthcare
-482
- 7.03%
$60.04 - $70.18 $28.9K - $33.8K
6.38K $440M
TMUS
T Mobile Us, Inc.

Communication Services
-54
- 13.53%
$220.99 - $268.54 $11.9K - $14.5K
345 $82.2M
CE
Celanese Corp

Basic Materials
-360
- 13.4%
$37.49 - $59.36 $13.5K - $21.4K
2.33K $129M
CB
Chubb LTD

Financial Services
-10
- 0.62%
$274.32 - $302.46 $2.74K - $3.02K
1.6K $462M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-390
- 23.85%
$65.41 - $79.66 $25.5K - $31.1K
1.25K $99.2M
FTNT
Fortinet, Inc.

Technology
-287
- 28.64%
$84.71 - $108.69 $24.3K - $31.2K
715 $75.6M
Canadian Pac Kans City LTD Isin #Ca13646 K1084 Sedol #Bmbqr09
-288
- 93.2%
N/A
21 $1.67M
FTV
Fortive Corp

Technology
-99
- 14.47%
$52.13 - $74.29 $5.16K - $7.35K
585 $30.5M
STZ
Constellation Brands, Inc.

Consumer Defensive
-73
- 55.3%
$160.0 - $195.62 $11.7K - $14.3K
59 $9.6M
EXC
Exelon Corp

Utilities
-35
- 0.74%
$42.2 - $47.37 $1.48K - $1.66K
4.72K $205M
SNA
Snap On Inc

Industrials
-38
- 41.76%
$292.36 - $342.2 $11.1K - $13K
53 $16.5M
UHALB
Amerco Com Ser N
-18
- 0.66%
N/A
2.72K $148M
ANSS
Ansys Inc

Technology
-43
- 78.18%
$284.19 - $351.22 $12.2K - $15.1K
12 $4.22M
F
Ford Motor CO

Consumer Cyclical
-1.3K
- 58.24%
$8.69 - $10.85 $11.3K - $14.1K
932 $10.1M
PLD
Prologis, Inc.

Real Estate
-90
- 22.96%
$89.76 - $112.34 $8.08K - $10.1K
302 $31.7M
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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