Private Wealth Management Group, LLC Purchases in Q2 2025

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
97.6K
+ 30.24%
$34.04 - $42.36 $3.32M - $4.13M
420K $17.8B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
57.9K
+ 348.03%
$48.46 - $50.2 $2.81M - $2.91M
74.6K $3.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.3K
+ 0.14%
$29.12 - $35.84 $37.8K - $46.6K
925K $33.2B
DFAI
Dimensional ETF Tr

ETFs
44.9K
+ 18.88%
$28.02 - $34.71 $1.26M - $1.56M
283K $9.78B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
22.3K
+ 4.54%
$23.4 - $29.68 $523K - $663K
514K $15.3B
AVUS
American Centy ETF Tr Avantis

ETFs
18.7K
+ 1190.97%
$81.38 - $100.82 $1.52M - $1.89M
20.3K $2.05B
AVDV
American Centy ETF Tr Avantis

ETFs
6.1K
+ 4.68%
$61.76 - $79.32 $376K - $483K
136K $10.8B
JNJ
Johnson & Johnson

Healthcare
8.44K
+ 53.74%
$146.36 - $159.82 $1.24M - $1.35M
24.2K $3.69B
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.33K
+ 1.84%
$24.21 - $29.47 $177K - $216K
405K $11.9B
VGIT
Vanguard Intermediate Term Tre

ETFs
9.03K
+ 2.72%
$58.63 - $59.9 $529K - $541K
341K $20.4B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.23K
+ 22.74%
$51.1 - $53.29 $471K - $492K
49.8K $2.65B
MSFT
Microsoft Corp

Technology
43
+ 1.12%
$354.56 - $497.45 $15.2K - $21.4K
3.89K $1.93B
AVUV
American Centy ETF Tr Avantis

ETFs
63
+ 0.06%
$75.17 - $91.21 $4.74K - $5.75K
105K $9.59B
AVDE
American Centy ETF Tr Avantis

ETFs
2.13K
+ 9.0%
$59.32 - $74.36 $126K - $158K
25.7K $1.9B
AVGO
Broadcom Inc.

Technology
1
+ 0.05%
$146.29 - $275.65 $146 - $276
1.86K $512M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.06%
$243.75 - $303.93 $731 - $912
4.79K $1.46B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.46K
+ 2.14%
$49.57 - $50.27 $72.3K - $73.3K
69.6K $3.5B
JPM
Jpmorgan Chase & CO

Financial Services
33
+ 1.91%
$210.28 - $289.91 $6.94K - $9.57K
1.76K $511M
QQQ
Invesco Qqq Trust, Series 1

ETFs
38
+ 7.85%
$416.06 - $551.64 $15.8K - $21K
522 $288M
GOOGL
Alphabet Inc.

Communication Services
15
+ 0.6%
$144.7 - $178.6 $2.17K - $2.68K
2.53K $446M
EWY
Ishares Inc Msci South Korea E

ETFs
600
+ 83.33%
$48.92 - $72.65 $29.4K - $43.6K
1.32K $94.8M
ORCL
Oracle Corp

Technology
6
+ 1.08%
$122.82 - $218.63 $737 - $1.31K
562 $123M
ETN
Eaton Corp PLC

Industrials
3
+ 0.64%
$246.52 - $356.99 $740 - $1.07K
475 $170M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 3.69%
$456.74 - $568.03 $9.13K - $11.4K
562 $319M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
655
+ 4.1%
$49.79 - $50.59 $32.6K - $33.1K
16.6K $842M
ADV
Advantage Solutions Inc.

Communication Services
26.6K
New
$1.09 - $1.65 $29K - $43.8K
26.6K $35.1M
IFGL
Ishares International Develope

ETFs
540
+ 8.26%
$18.5 - $22.72 $9.99K - $12.3K
7.08K $161M
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 3.46%
$221.86 - $362.89 $3.33K - $5.44K
449 $143M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
20
+ 0.96%
$101.97 - $126.75 $2.04K - $2.54K
2.11K $268M
COF
Capital One Financial Corp

Financial Services
99
+ 62.66%
$150.57 - $212.76 $14.9K - $21.1K
257 $54.7M
INTU
Intuit Inc

Technology
3
+ 2.17%
$544.07 - $787.63 $1.63K - $2.36K
141 $111M
WMT
Walmart Inc.

Consumer Defensive
144
+ 16.42%
$81.79 - $99.98 $11.8K - $14.4K
1.02K $99.8M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
129
+ 1.38%
$30.28 - $36.05 $3.91K - $4.65K
9.49K $342M
AVGE
American Centy ETF Tr Avantis
241
+ 50.52%
N/A
718 $55.6M
RING
Ishares Inc Msci Global Gold M

ETFs
460
+ 383.33%
$34.72 - $45.62 $16K - $21K
580 $25.4M
IAU
Ishares Gold Trust

ETFs
320
+ 290.91%
$56.1 - $64.74 $18K - $20.7K
430 $26.8M
WDC
Western Digital Corp

Technology
202
+ 102.54%
$30.54 - $63.99 $6.17K - $12.9K
399 $25.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
133
+ 151.14%
$109.83 - $131.67 $14.6K - $17.5K
221 $28M
WMB
Williams Companies, Inc.

Energy
240
+ 104.8%
$54.33 - $62.87 $13K - $15.1K
469 $29.5M
Noble Corp PLC
580
+ 3411.76%
N/A
597 $15.9M
ADSK
Autodesk, Inc.

Technology
24
+ 14.63%
N/A
188 $58.2M
LLY
Eli Lilly & CO

Healthcare
29
+ 18.01%
$713.71 - $898.95 $20.7K - $26.1K
190 $148M
EME
Emcor Group, Inc.

Industrials
4
+ 5.19%
$342.02 - $534.89 $1.37K - $2.14K
81 $43.3M
ADBE
Adobe Inc.

Technology
37
+ 24.5%
$340.0 - $420.68 $12.6K - $15.6K
188 $72.7M
DINO
Hf Sinclair Corp

Energy
353
+ 1534.78%
$25.91 - $41.85 $9.15K - $14.8K
376 $15.4M
TROW
Price T Rowe Group Inc

Financial Services
144
+ 313.04%
$80.27 - $98.06 $11.6K - $14.1K
190 $18.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
328
New
$35.77 - $42.27 $11.7K - $13.9K
328 $13.9M
IDXX
Idexx Laboratories Inc

Healthcare
15
+ 31.25%
$361.04 - $536.34 $5.42K - $8.05K
63 $33.8M
RTX
Raytheon Technologies Corp

Industrials
40
+ 7.34%
$113.75 - $148.48 $4.55K - $5.94K
585 $85.5M
Activity Summary
Buys All Purchases 453 New Holdings 146 Increased Positions 307 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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