Private Wealth Management Group, LLC Purchases in Q4 2024

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.68%
$873.59 - $994.69 $874 - $995
149 $136M
NOC
Northrop Grumman Corp

Industrials
19
+ 25.0%
$466.52 - $543.88 $8.86K - $10.3K
95 $44.6M
CE
Celanese Corp

Basic Materials
64
New
$67.03 - $136.68 $4.29K - $8.75K
64 $4.43M
BDX
Becton Dickinson & CO

Healthcare
21
+ 80.77%
$220.02 - $243.75 $4.62K - $5.12K
47 $10.7M
RIG
Transocean Ltd.

Energy
1.21K
+ 432.97%
$3.47 - $4.67 $4.19K - $5.64K
1.49K $5.58M
BND
Vanguard Bd Index Fd Inc Total

ETFs
681
+ 4.89%
$71.75 - $75.11 $48.9K - $51.1K
14.6K $1.05B
NTAP
Net App, Inc.

Technology
39
+ 162.5%
$115.31 - $131.11 $4.5K - $5.11K
63 $7.31M
L
Loews Corp

Financial Services
47
+ 72.31%
$76.49 - $87.05 $3.6K - $4.09K
112 $9.49M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
451
+ 138.34%
$8.24 - $11.07 $3.72K - $4.99K
777 $7.25M
ROG
Rogers Corp

Technology
43
+ 1075.0%
$99.39 - $112.62 $4.27K - $4.84K
47 $4.78M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 22.12%
$209.89 - $233.24 $5.25K - $5.83K
138 $29.3M
ACI
Albertsons Companies, Inc.

Consumer Defensive
208
New
$18.01 - $19.92 $3.75K - $4.14K
208 $4.09M
OLN
Olin Corp

Basic Materials
120
New
$33.13 - $47.98 $3.98K - $5.76K
120 $4.06M
INCY
Incyte Corp

Healthcare
49
+ 22.79%
$65.08 - $83.38 $3.19K - $4.09K
264 $18.2M
RELY
Remitly Global, Inc.

Technology
30
+ 8.24%
$12.69 - $23.07 $381 - $692
394 $8.89M
ARW
Arrow Electronics Inc

Technology
37
+ 194.74%
$112.44 - $137.23 $4.16K - $5.08K
56 $6.34M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
240
New
$14.14 - $17.78 $3.39K - $4.27K
240 $3.77M
AWK
American Water Works Company, Inc.

Utilities
36
+ 102.86%
$123.83 - $146.07 $4.46K - $5.26K
71 $8.84M
LBRT
Liberty Energy Inc.

Energy
187
New
$16.68 - $20.84 $3.12K - $3.9K
187 $3.72M
FLNG
Flex Lng Ltd.

Energy
160
New
$21.13 - $26.93 $3.38K - $4.31K
160 $3.67M
RDN
Radian Group Inc

Financial Services
153
+ 37.68%
$31.67 - $35.84 $4.85K - $5.48K
559 $17.7M
AVT
Avnet Inc

Technology
74
+ 59.68%
$52.09 - $57.69 $3.85K - $4.27K
198 $10.4M
DK
Delek Us Holdings, Inc.

Energy
195
New
$15.4 - $20.37 $3K - $3.97K
195 $3.61M
LEA
Lear Corp

Consumer Cyclical
40
+ 222.22%
$92.95 - $108.96 $3.72K - $4.36K
58 $5.49M
HPE
Hewlett Packard Enterprise CO

Technology
136
+ 19.68%
$19.31 - $23.95 $2.63K - $3.26K
827 $17.7M
CHRD
Oasis Petroleum Inc.

Energy
36
+ 67.92%
$110.83 - $137.78 $3.99K - $4.96K
89 $10.4M
FRSH
Freshworks Inc.

Technology
185
+ 198.92%
$10.88 - $17.02 $2.01K - $3.15K
278 $4.5M
CVX
Chevron Corp

Energy
32
+ 6.41%
$141.15 - $162.53 $4.52K - $5.2K
531 $76.9M
PARR
Par Pacific Holdings, Inc.

Energy
208
New
$15.09 - $19.32 $3.14K - $4.02K
208 $3.41M
CRDA
Crawford & CO Class A

ETFs
286
New
N/A
286 $3.31M
WSM
Williams Sonoma Inc

Consumer Cyclical
3
+ 3.33%
$129.13 - $198.21 $387 - $595
93 $17.2M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
243
New
$12.52 - $21.81 $3.04K - $5.3K
243 $3.21M
AZTA
Azenta, Inc.

Healthcare
63
+ 350.0%
$40.37 - $51.57 $2.54K - $3.25K
81 $4.05M
ALK
Alaska Air Group, Inc.

Industrials
34
+ 75.56%
$42.48 - $67.6 $1.44K - $2.3K
79 $5.12M
VLO
Valero Energy Corp

Energy
36
+ 33.33%
$118.59 - $144.02 $4.27K - $5.18K
144 $17.7M
Super Micro Computer Inc
100
New
N/A
100 $3.05M
PGNY
Progyny, Inc.

Healthcare
176
New
$13.67 - $17.25 $2.41K - $3.04K
176 $3.04M
PTEN
Patterson Uti Energy Inc

Energy
361
+ 633.33%
$7.26 - $8.7 $2.62K - $3.14K
418 $3.45M
Atlas Energy Solutions Inc
135
New
N/A
135 $3M
KEYS
Keysight Technologies, Inc.

Technology
18
+ 30.0%
$149.01 - $172.53 $2.68K - $3.11K
78 $12.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 10.0%
$260.53 - $404.79 $521 - $810
22 $8.41M
APH
Amphenol Corp

Technology
33
+ 20.89%
$62.07 - $75.35 $2.05K - $2.49K
191 $13.3M
ES
Eversource Energy

Utilities
91
+ 42.33%
$55.9 - $67.73 $5.09K - $6.16K
306 $17.6M
BRBR
Bellring Brands, Inc.

Consumer Defensive
20
+ 21.51%
$60.38 - $78.79 $1.21K - $1.58K
113 $8.51M
WFRD
Weatherford International PLC

Energy
40
New
$67.1 - $94.33 $2.68K - $3.77K
40 $2.87M
EA
Electronic Arts Inc.

Communication Services
14
+ 4.95%
$140.69 - $167.97 $1.97K - $2.35K
297 $43.5M
Sunrise Communications Ag
66
New
N/A
66 $2.84M
NDSN
Nordson Corp

Industrials
13
New
$208.83 - $264.36 $2.71K - $3.44K
13 $2.72M
GRMN
Garmin LTD

Technology
2
+ 2.63%
$161.91 - $220.77 $324 - $442
78 $16.1M
Activity Summary
Buys All Purchases 418 New Holdings 106 Increased Positions 312 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, 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 Management Group, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email