Private Wealth Asset Management, LLC Portfolio Holdings

Private Wealth Asset Management, LLC

  • $695 Billion
  • Q1 2025

Private Wealth Asset Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $695 Billion distributed in 1180 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Inc with a value of $48.3B, Ishares Tr with a value of $48.1B, Ishares Core S&P Mid Cap ETF with a value of $47.5B, Ishares Core S&P 500 ETF with a value of $34.1B, and Berkshire Hathaway Inc Class B with a value of $30.5B.

Examining the 13F form we can see an increase of $695B in the current position value.

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.

Portfolio value $695 Billion
ETFs: $376 Billion
Financial Services: $82.9 Billion
Technology: $67.3 Billion
Industrials: $39.2 Billion
Healthcare: $34.2 Billion
Consumer Defensive: $24.2 Billion
Energy: $16.8 Billion
Consumer Cyclical: $16.3 Billion
Other: $26 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$188M
$591,000 0.0% of portfolio
184
Q1 2025 New
$299M
$618,000 0.0% of portfolio
119
Q1 2025 New
$259M
$87,000 0.0% of portfolio
21
Q1 2025 New
$143M
$307,000 0.0% of portfolio
209
Q1 2025 New
$297M
$5.88 Million 0.0% of portfolio
685
Q1 2025 New
$208M
$5.45 Million 0.0% of portfolio
924
Q1 2025 New
$113M
$338,000 0.0% of portfolio
158
Q1 2025 New
$138M
$5.92 Million 0.0% of portfolio
2,000
Q1 2025 New
$118M
$92,000 0.0% of portfolio
20
Q1 2025 New
$269M
$148,000 0.0% of portfolio
225
Q1 2025 New
$260M
$711,000 0.0% of portfolio
155
Q1 2025 New
$247M
$14.6 Million 0.0% of portfolio
1,350
Q1 2025 New
$95.1M
$73,000 0.0% of portfolio
112
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,180
  • Current Value $695 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1,180 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Private Wealth Asset Management, LLC Portfolio

Follow Private Wealth Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email