Private Wealth Management Group, LLC Purchases in Q1 2025

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
16
New
$123.61 - $133.01 $1.98K - $2.13K
16 $2.06M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
61
New
$32.3 - $53.15 $1.97K - $3.24K
61 $2.05M
WING
Wingstop Inc.

Consumer Cyclical
14
+ 73.68%
$207.0 - $311.93 $2.9K - $4.37K
33 $7.45M
SSB
South State Corp

Financial Services
23
+ 135.29%
$89.4 - $108.33 $2.06K - $2.49K
40 $3.71M
VC
Visteon Corp

Consumer Cyclical
26
New
$77.62 - $90.68 $2.02K - $2.36K
26 $2.02M
CWENA
Clearway Energy Inc Cl A
56
+ 53.33%
N/A
161 $4.58M
ARVN
Arvinas, Inc.

Healthcare
334
+ 1192.86%
$7.02 - $20.5 $2.34K - $6.85K
362 $2.54M
NEE
Nextera Energy Inc

Utilities
36
+ 5.32%
$66.96 - $76.16 $2.41K - $2.74K
713 $50.5M
WEX
Wex Inc.

Technology
13
+ 325.0%
$148.29 - $186.78 $1.93K - $2.43K
17 $2.67M
SNPS
Synopsys Inc

Technology
7
+ 36.84%
$428.58 - $551.54 $3K - $3.86K
26 $11.2M
SHW
Sherwin Williams CO

Basic Materials
4
+ 7.27%
$330.16 - $365.55 $1.32K - $1.46K
59 $20.6M
TTEK
Tetra Tech Inc

Industrials
65
New
$28.26 - $42.58 $1.84K - $2.77K
65 $1.9M
CWEN
Clearway Energy, Inc.

Utilities
61
New
$24.63 - $30.42 $1.5K - $1.86K
61 $1.85M
IMVT
Immunovant, Inc.

Healthcare
106
New
N/A
106 $1.81M
ATKR
Atkore Inc.

Industrials
39
+ 162.5%
$58.89 - $88.18 $2.3K - $3.44K
63 $3.78M
CELH
Celsius Holdings, Inc.

Consumer Defensive
49
New
$21.28 - $35.62 $1.04K - $1.75K
49 $1.75M
PLXS
Plexus Corp

Technology
16
+ 145.45%
$120.51 - $170.49 $1.93K - $2.73K
27 $3.46M
CNXC
Concentrix Corp

Technology
23
+ 62.16%
$42.45 - $65.04 $976 - $1.5K
60 $3.34M
BA
Boeing CO

Industrials
40
+ 5.07%
$148.15 - $186.25 $5.93K - $7.45K
829 $141M
CSTM
Constellium Se

Basic Materials
171
New
$9.07 - $12.27 $1.55K - $2.1K
171 $1.73M
TXG
10x Genomics, Inc.

Healthcare
197
New
$8.73 - $16.31 $1.72K - $3.21K
197 $1.72M
HAE
Haemonetics Corp

Healthcare
27
New
$59.34 - $80.05 $1.6K - $2.16K
27 $1.72M
TECH
Bio Techne Corp

Healthcare
51
+ 53.13%
$58.47 - $78.75 $2.98K - $4.02K
147 $8.62M
FLGT
Fulgent Genetics, Inc.

Healthcare
100
New
$15.28 - $18.95 $1.53K - $1.9K
100 $1.69M
SVRA
Savara Inc

Healthcare
606
New
$2.32 - $3.14 $1.41K - $1.9K
606 $1.68M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
48
+ 600.0%
$30.38 - $34.94 $1.46K - $1.68K
56 $1.92M
Qxo Inc
122
New
N/A
122 $1.65M
APD
Air Products & Chemicals, Inc.

Basic Materials
5
+ 13.89%
$283.24 - $338.07 $1.42K - $1.69K
41 $12.1M
BAX
Baxter International Inc

Healthcare
48
New
$29.26 - $36.57 $1.4K - $1.76K
48 $1.64M
KFRC
Kforce Inc

Industrials
39
+ 105.41%
$48.42 - $56.93 $1.89K - $2.22K
76 $3.72M
MATV
Schweitzer Mauduit International Inc

Basic Materials
259
New
$5.67 - $10.97 $1.47K - $2.84K
259 $1.61M
XLV
Select Sector Spdr Fund Health

ETFs
11
New
$137.61 - $149.68 $1.51K - $1.65K
11 $1.61M
MCY
Mercury General Corp

Financial Services
32
+ 177.78%
$47.18 - $65.75 $1.51K - $2.1K
50 $2.8M
ADSK
Autodesk, Inc.

Technology
24
+ 17.14%
N/A
164 $42.9M
Standardaero Inc
58
New
N/A
58 $1.55M
TWIN
Twin Disc Inc

Industrials
201
New
$7.51 - $11.6 $1.51K - $2.33K
201 $1.52M
STNG
Scorpio Tankers Inc.

Energy
40
New
$37.58 - $56.62 $1.5K - $2.26K
40 $1.5M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
73
New
$20.27 - $28.57 $1.48K - $2.09K
73 $1.49M
RGLD
Royal Gold Inc

Basic Materials
9
New
$132.55 - $163.51 $1.19K - $1.47K
9 $1.47M
CLBK
Columbia Financial, Inc.

Financial Services
98
New
$14.76 - $16.27 $1.45K - $1.59K
98 $1.47M
NX
Quanex Building Products Corp

Industrials
79
New
$18.54 - $24.18 $1.46K - $1.91K
79 $1.47M
SNEX
Stone X Group Inc.

Financial Services
44
+ 50.0%
$76.12 - $126.89 $3.35K - $5.58K
132 $10.1M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
109
+ 119.78%
$25.03 - $42.15 $2.73K - $4.59K
200 $5.33M
ILMN
Illumina, Inc.

Healthcare
42
+ 120.0%
$79.34 - $144.22 $3.33K - $6.06K
77 $6.11M
HUN
Huntsman Corp

Basic Materials
103
+ 98.1%
$15.79 - $18.04 $1.63K - $1.86K
208 $3.29M
JAMF
Jamf Holding Corp.

Technology
114
New
$12.15 - $15.96 $1.39K - $1.82K
114 $1.39M
AMCR
Amcor PLC

Consumer Cyclical
139
New
$9.33 - $10.39 $1.3K - $1.44K
139 $1.35M
VKTX
Viking Therapeutics, Inc.

Healthcare
130
+ 116.07%
$24.15 - $42.89 $3.14K - $5.58K
242 $5.85M
BIIB
Biogen Inc.

Healthcare
20
+ 22.99%
$133.43 - $153.27 $2.67K - $3.07K
107 $14.6M
Activity Summary
Buys All Purchases 382 New Holdings 112 Increased Positions 270 Sells All Sells 328 Reductions 328 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