Private Wealth Asset Management, LLC Portfolio Holdings
Private Wealth Asset Management, LLC
- $754 Billion
- Q2 2025
Private Wealth Asset Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $754 Billion distributed in 1086 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $55.5B, Ishares Inc with a value of $54.6B, Ishares Core S&P Mid Cap ETF with a value of $51.3B, Ishares Core S&P 500 ETF with a value of $41.8B, and Berkshire Hathaway Inc Class B with a value of $27.1B.
Examining the 13F form we can see an increase of $58.2B in the current position value, from $695B to 754B.
Private Wealth Asset Management, LLC is based out at Cedar Rapids, IA
Below you can find more details about Private Wealth Asset Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,086
- Current Value $754 Billion
- Prior Value $695 Billion
- Filing
- Period Q2 2025
- Filing Date July 28, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 71 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 386 stocks