Private Wealth Group, LLC Purchases and Sells in Q1 2025

Private Wealth Group, LLC

$165 Million
Q1 2025

Top Buys

Incresed Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	26.2K + 13.1%	$91.45 - $91.75 $2.4M - $2.41M	227K $20.8M
SJNK	6.23K + 12.23%	$25.08 - $25.64 $156K - $160K	57.2K $1.44M
SPTI	771 + 1.9%	$27.64 - $28.58 $21.3K - $22K	41.3K $1.18M
SPEM	19 + 0.18%	$37.07 - $40.63 $704 - $772	10.4K $409K
WFC	58 + 1.41%	$66.78 - $81.42 $3.87K - $4.72K	4.17K $299K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XNTK	2.44K New	$191.06 - $228.87 $466K - $558K	2.44K $469K
SPIB	14K New	$32.5 - $33.3 $455K - $466K	14K $465K
KMI	10K New	$26.1 - $31.22 $261K - $312K	10K $285K
HDEF	7.74K New	$24.1 - $27.73 $187K - $215K	7.74K $210K
SILA REALTY TRUST INC	8.05K New	N/A	8.05K $0

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-55K - 7.51%	$64.88 - $72.1 $3.57M - $3.97M	678K $44.3M
SPYV	-108K - 39.92%	$49.78 - $53.19 $5.38M - $5.75M	163K $8.23M
BRK-B	-11.9K - 43.92%	$442.66 - $534.52 $5.26M - $6.35M	15.2K $8.08M
IWM	-10.1K - 76.5%	$198.1 - $229.79 $1.99M - $2.31M	3.09K $616K
BIV	-29.8K - 75.64%	$73.78 - $76.59 $2.2M - $2.28M	9.6K $733K
IJH	-27.1K - 61.36%	$57.21 - $65.8 $1.55M - $1.79M	17.1K $997K

Activity Summary All Purchases 10 New Holdings 5 Increased Positions 5 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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