Private Wealth Group, LLC Purchases in Q4 2025

Private Wealth Group, LLC

  • $207 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
144K
New
$100.37 - $100.72 $14.4M - $14.5M
144K $14.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.7K
+ 1.74%
$76.84 - $80.86 $974K - $1.02M
743K $58.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
45.2K
+ 12.56%
$29.23 - $29.39 $1.32M - $1.33M
405K $11.8M
XLU
Utilities Sector Spdr

ETFs
14.4K
+ 107.84%
$87.89 - $92.9 $1.27M - $1.34M
27.8K $2.46M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.01K
+ 4.75%
$54.27 - $56.85 $489K - $512K
199K $11.2M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
15.4K
+ 14.57%
$28.79 - $29.13 $445K - $450K
121K $3.5M
SPTL
Spdr Portfolio Long Term Treas

ETFs
16.3K
+ 17.13%
$26.76 - $27.67 $435K - $450K
111K $2.98M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.65K
+ 6.04%
$78.97 - $83.03 $367K - $386K
81.7K $6.63M
XLE
Energy Sector Spdr

ETFs
4.05K
+ 128.81%
$85.22 - $92.02 $345K - $372K
7.19K $661K
SPSB
Spdr Portfolio Short Term Corp

ETFs
11.9K
+ 31.05%
$30.13 - $30.32 $358K - $360K
50.1K $1.51M
XLK
Technology Sector Spdr

ETFs
945
+ 100.0%
$278.39 - $304.13 $263K - $287K
1.89K $544K
GOOGL
Alphabet Inc.

Communication Services
876
New
$236.57 - $291.31 $207K - $255K
876 $242K
SSO
Proshares Ultra S&P 500

ETFs
1.9K
+ 100.0%
$107.49 - $118.65 $204K - $225K
3.79K $428K
MAR
Marriott International Inc

Consumer Cyclical
700
New
$259.04 - $291.9 $181K - $204K
700 $200K
AAPL
Apple Inc.

Technology
458
+ 12.25%
$245.27 - $275.25 $112K - $126K
4.2K $1.12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.4K
+ 3.18%
$185.12 - $192.11 $259K - $269K
45.4K $8.5M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
483
+ 4.7%
$268.5 - $294.46 $130K - $142K
10.8K $2.95M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.45K
+ 2.98%
$136.06 - $140.64 $197K - $204K
50.1K $6.92M
MSFT
Microsoft Corp

Technology
226
+ 28.83%
$496.82 - $542.07 $112K - $123K
1.01K $512K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
993
+ 2.12%
$42.26 - $44.28 $42K - $44K
47.9K $2.1M
SPMD
Spdr Portfolio

ETFs
3.01K
+ 2.43%
$55.44 - $58.05 $167K - $174K
127K $7.12M
XLP
Consumer Staples Sector Spdr

ETFs
558
+ 2.02%
N/A
28.2K $2.15M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.15K
+ 1.46%
$25.75 - $26.12 $29.7K - $30.1K
79.9K $2.06M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
311
+ 2.24%
$45.45 - $48.31 $14.1K - $15K
14.2K $672K
ABBV
Abb Vie Inc.

Healthcare
50
+ 3.34%
$211.96 - $244.38 $10.6K - $12.2K
1.55K $362K
GE
General Electric CO

Industrials
37
+ 4.4%
$291.49 - $314.28 $10.8K - $11.6K
878 $263K
WFC
Wells Fargo & Company

Financial Services
108
+ 2.45%
$77.62 - $87.3 $8.38K - $9.43K
4.51K $376K
PM
Philip Morris International Inc.

Consumer Defensive
55
+ 2.97%
$144.33 - $160.86 $7.94K - $8.85K
1.91K $291K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.16K
+ 1.46%
$44.53 - $47.25 $96.1K - $102K
150K $6.84M
VST
Vistra Corp.

Utilities
8
+ 0.4%
$171.56 - $210.85 $1.37K - $1.69K
2.01K $350K
TDIV
First Trust Nasdaq Technology

ETFs
1.07K
+ 1.15%
$96.0 - $102.5 $103K - $110K
94.3K $9.06M
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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