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
TRMB
Trimble Inc.

Technology
22
+ 16.54%
$60.21 - $75.4 $1.32K - $1.66K
155 $11M
DXCM
Dexcom Inc

Healthcare
31
+ 134.78%
$65.68 - $81.01 $2.04K - $2.51K
54 $4.2M
NRC
National Research Corp

Healthcare
149
New
$17.07 - $21.78 $2.54K - $3.25K
149 $2.63M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
14
+ 16.67%
$72.67 - $99.25 $1.02K - $1.39K
98 $8.8M
NFE
New Fortress Energy Inc.

Utilities
160
+ 533.33%
$8.0 - $15.12 $1.28K - $2.42K
190 $2.87M
PCG
Pg&E Corp

Utilities
107
+ 10.38%
$19.2 - $21.63 $2.05K - $2.31K
1.14K $23M
WEC
Wec Energy Group, Inc.

Utilities
28
+ 82.35%
$92.94 - $101.82 $2.6K - $2.85K
62 $5.83M
WLK
Westlake Corp

Basic Materials
38
+ 74.51%
$113.23 - $148.98 $4.3K - $5.66K
89 $10.2M
GNTX
Gentex Corp

Consumer Cyclical
88
New
$28.6 - $31.34 $2.52K - $2.76K
88 $2.53M
EL
Estee Lauder Companies Inc

Consumer Defensive
35
+ 700.0%
$62.74 - $97.24 $2.2K - $3.4K
40 $3M
HPQ
Hp Inc

Technology
106
+ 34.98%
$32.46 - $39.3 $3.44K - $4.17K
409 $13.3M
AVGE
American Centy ETF Tr Avantis
41
+ 12.31%
N/A
374 $27.1M
OKTA
Okta, Inc.

Technology
29
+ 80.56%
$71.81 - $86.11 $2.08K - $2.5K
65 $5.12M
FIVN
Five9, Inc.

Technology
48
+ 123.08%
$27.26 - $43.41 $1.31K - $2.08K
87 $3.54M
ARCH
Arch Resources, Inc.

Energy
17
New
$134.17 - $175.55 $2.28K - $2.98K
17 $2.4M
PAYX
Paychex Inc

Industrials
16
+ 64.0%
$135.86 - $148.73 $2.17K - $2.38K
41 $5.75M
DLB
Dolby Laboratories, Inc.

Industrials
30
+ 120.0%
$70.91 - $81.98 $2.13K - $2.46K
55 $4.3M
ABBV
Abb Vie Inc.

Healthcare
136
+ 12.25%
$164.99 - $203.87 $22.4K - $27.7K
1.25K $221M
PANW
Palo Alto Networks Inc

Technology
47
+ 120.51%
$181.96 - $405.9 $8.55K - $19.1K
86 $15.6M
HEIA
Heico Crp Cl A
13
+ 216.67%
N/A
19 $3.54M
MRK
Merck & Co., Inc.

Healthcare
435
+ 14.95%
$96.31 - $114.76 $41.9K - $49.9K
3.35K $333M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
12
+ 80.0%
$131.85 - $172.52 $1.58K - $2.07K
27 $4.42M
VOYA
Voya Financial, Inc.

Financial Services
35
+ 269.23%
$65.93 - $83.9 $2.31K - $2.94K
48 $3.3M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
670
+ 262.75%
$4.09 - $7.61 $2.74K - $5.1K
925 $4.18M
INTU
Intuit Inc

Technology
2
+ 1.48%
$602.01 - $706.25 $1.2K - $1.41K
137 $86.1M
HDSN
Hudson Technologies Inc

Basic Materials
406
New
$5.25 - $8.29 $2.13K - $3.37K
406 $2.27M
DKNG
Draft Kings Inc.

Consumer Cyclical
70
+ 40.23%
$35.32 - $44.84 $2.47K - $3.14K
244 $9.08M
ANSS
Ansys Inc

Technology
2
+ 2.38%
$313.05 - $361.45 $626 - $723
86 $29M
XPO
Xpo Logistics, Inc.

Industrials
12
+ 42.86%
$105.35 - $158.2 $1.26K - $1.9K
40 $5.25M
Jacobs Solutions Inc
16
+ 51.61%
N/A
47 $6.28M
WM
Waste Management Inc

Industrials
11
New
$201.79 - $228.46 $2.22K - $2.51K
11 $2.22M
COGT
Cogent Biosciences, Inc.

Healthcare
284
New
$7.64 - $12.28 $2.17K - $3.49K
284 $2.22M
Noble Corp PLC
96
+ 56.8%
N/A
265 $8.32M
NNI
Nelnet Inc

Financial Services
21
+ 350.0%
$104.32 - $124.92 $2.19K - $2.62K
27 $2.88M
CWT
California Water Service Group

Utilities
48
New
$45.33 - $54.6 $2.18K - $2.62K
48 $2.18M
AIN
Albany International Corp

Consumer Cyclical
27
New
$67.92 - $87.46 $1.83K - $2.36K
27 $2.16M
QLYS
Qualys, Inc.

Technology
14
+ 93.33%
$119.24 - $159.23 $1.67K - $2.23K
29 $4.07M
STLD
Steel Dynamics Inc

Basic Materials
24
+ 47.06%
N/A
75 $8.56M
KURA
Kura Oncology, Inc.

Healthcare
243
New
$8.51 - $19.21 $2.07K - $4.67K
243 $2.12M
JELD
Jeld Wen Holding, Inc.

Industrials
258
New
$8.06 - $16.22 $2.08K - $4.18K
258 $2.11M
KFRC
Kforce Inc

Industrials
37
New
$53.57 - $62.47 $1.98K - $2.31K
37 $2.1M
APPF
Appfolio Inc

Technology
8
+ 80.0%
$192.07 - $269.26 $1.54K - $2.15K
18 $4.44M
CGNX
Cognex Corp

Technology
61
+ 174.29%
$35.61 - $43.05 $2.17K - $2.63K
96 $3.44M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3
+ 20.0%
$338.38 - $446.21 $1.02K - $1.34K
18 $7.83M
IP
International Paper CO

Consumer Cyclical
22
+ 13.58%
$46.64 - $59.57 $1.03K - $1.31K
184 $9.9M
MASI
Masimo Corp

Healthcare
9
+ 60.0%
$132.43 - $177.7 $1.19K - $1.6K
24 $3.97M
Digitalbridge Group Inc
199
+ 170.09%
N/A
316 $3.57M
Everus Constr Group
29
New
N/A
29 $1.91M
HUN
Huntsman Corp

Basic Materials
105
New
$17.57 - $24.21 $1.84K - $2.54K
105 $1.89M
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