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
WM
Waste Management Inc

Industrials
-19
- 0.71%
$216.47 - $242.1 $4.11K - $4.6K
2.65K $607M
CRM
Salesforce, Inc.

Technology
-51
- 8.56%
$236.26 - $291.15 $12K - $14.8K
545 $149M
PGR
Progressive Corp

Financial Services
-15
- 3.96%
$255.27 - $288.74 $3.83K - $4.33K
364 $97.1M
OXY
Occidental Petroleum Corp

Energy
-62
- 6.67%
$36.11 - $49.33 $2.24K - $3.06K
868 $36.5M
APA
Apa Corp

Energy
-395
- 51.97%
$14.03 - $21.24 $5.54K - $8.39K
365 $6.68M
C
Citigroup Inc

Financial Services
-448
- 21.8%
$58.13 - $85.12 $26K - $38.1K
1.61K $137M
XEL
Xcel Energy Inc

Utilities
-115
- 29.41%
$65.65 - $72.39 $7.55K - $8.32K
276 $18.8M
OMC
Omnicom Group Inc.

Communication Services
-14
- 1.96%
$69.22 - $79.77 $969 - $1.12K
699 $50.3M
AME
Ametek Inc

Industrials
-62
- 21.31%
$151.41 - $182.75 $9.39K - $11.3K
229 $41.4M
ADMA
Adma Biologics, Inc.

Healthcare
-404
- 72.92%
$17.6 - $24.51 $7.11K - $9.9K
150 $2.73M
KEY
Keycorp

Financial Services
-482
- 78.25%
$13.23 - $17.42 $6.38K - $8.4K
134 $2.33M
FNV
Franco Nevada Corp

Basic Materials
-45
- 88.24%
$143.04 - $178.17 $6.44K - $8.02K
6 $984K
AJG
Arthur J. Gallagher & Co.

Financial Services
-11
- 8.27%
$310.86 - $348.77 $3.42K - $3.84K
122 $38.9M
IEX
Idex Corp

Industrials
-35
- 31.82%
$160.66 - $191.29 $5.62K - $6.7K
75 $13.2M
AES
Aes Corp

Utilities
-62
- 1.99%
$9.63 - $12.55 $597 - $778
3.06K $32.1M
TRGP
Targa Resources Corp.

Energy
-13
- 9.49%
$157.32 - $205.72 $2.05K - $2.67K
124 $21.6M
HLX
Helix Energy Solutions Group Inc

Energy
-172
- 7.46%
$5.98 - $8.5 $1.03K - $1.46K
2.14K $13.3M
GILD
Gilead Sciences, Inc.

Healthcare
-11
- 0.29%
$96.91 - $113.0 $1.07K - $1.24K
3.74K $414M
FCX
Freeport Mcmoran Inc

Basic Materials
-217
- 30.82%
$29.15 - $44.46 $6.33K - $9.65K
487 $21.1M
PCAR
Paccar Inc

Industrials
-27
- 2.13%
$86.4 - $99.09 $2.33K - $2.68K
1.24K $118M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3
- 8.82%
$483.07 - $625.6 $1.45K - $1.88K
31 $16.3M
XYL
Xylem Inc.

Industrials
-78
- 16.05%
$102.86 - $129.5 $8.02K - $10.1K
408 $52.8M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-30
- 13.16%
$100.44 - $129.37 $3.01K - $3.88K
198 $20.4M
MSI
Motorola Solutions, Inc.

Technology
-7
- 6.48%
$394.72 - $440.39 $2.76K - $3.08K
101 $42.5M
RIO
Rio Tinto PLC

Basic Materials
-75
- 35.05%
$52.32 - $62.75 $3.92K - $4.71K
139 $8.11M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-11
- 3.41%
$53.23 - $70.65 $586 - $777
312 $18.1M
A
Agilent Technologies, Inc.

Healthcare
-40
- 95.24%
$99.29 - $120.52 $3.97K - $4.82K
2 $236K
ROP
Roper Technologies Inc

Industrials
-5
- 6.25%
$519.19 - $590.78 $2.6K - $2.95K
75 $42.5M
BNS
Bank Of Nova Scotia

Financial Services
-100
- 78.13%
$44.56 - $55.27 $4.46K - $5.53K
28 $1.55M
ADP
Automatic Data Processing Inc

Industrials
-64
- 1.2%
$276.76 - $326.81 $17.7K - $20.9K
5.27K $1.63B
GE
General Electric CO

Industrials
-362
- 23.34%
$166.81 - $257.39 $60.4K - $93.2K
1.19K $306M
MGM
Mgm Resorts International

Consumer Cyclical
-200
- 34.66%
$25.79 - $34.95 $5.16K - $6.99K
377 $13M
SO
Southern CO

Utilities
-40
- 1.12%
$84.91 - $92.56 $3.4K - $3.7K
3.54K $325M
EQIX
Equinix Inc

Real Estate
-4
- 8.7%
$740.07 - $914.43 $2.96K - $3.66K
42 $33.4M
HES
Hess Corp

Energy
-11
- 9.09%
$126.32 - $161.29 $1.39K - $1.77K
110 $15.2M
GM
General Motors CO

Consumer Cyclical
-128
- 12.57%
$42.48 - $50.46 $5.44K - $6.46K
890 $43.8M
HPQ
Hp Inc

Technology
-41
- 4.46%
$21.88 - $29.32 $897 - $1.2K
879 $21.5M
CHD
Church & Dwight CO Inc

Consumer Defensive
-10
- 5.49%
$91.57 - $110.76 $916 - $1.11K
172 $16.5M
OGE
Oge Energy Corp.

Utilities
-28
- 2.11%
$42.23 - $46.38 $1.18K - $1.3K
1.3K $57.7M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-19
- 82.61%
$160.22 - $209.35 $3.04K - $3.98K
4 $837K
CORT
Corcept Therapeutics Inc

Healthcare
-26
- 81.25%
$62.24 - $91.93 $1.62K - $2.39K
6 $440K
MLM
Martin Marietta Materials Inc

Basic Materials
-13
- 23.21%
$452.51 - $568.19 $5.88K - $7.39K
43 $23.6M
EOG
Eog Resources Inc

Energy
-17
- 12.98%
$104.61 - $129.97 $1.78K - $2.21K
114 $13.6M
BR
Broadridge Financial Solutions, Inc.

Technology
-14
- 1.8%
$217.22 - $246.25 $3.04K - $3.45K
762 $185M
MMM
3 M CO

Industrials
-325
- 3.74%
$126.09 - $154.15 $41K - $50.1K
8.36K $1.27B
AAL
American Airlines Group Inc.

Industrials
-238
- 70.83%
N/A
98 $1.1M
OLN
Olin Corp

Basic Materials
-100
- 96.15%
$17.96 - $24.7 $1.8K - $2.47K
4 $80K
HAL
Halliburton CO

Energy
-16
- 3.81%
$19.26 - $25.7 $308 - $411
404 $8.23M
BAX
Baxter International Inc

Healthcare
-38
- 11.88%
$27.8 - $34.02 $1.06K - $1.29K
282 $8.54M
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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