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
POWI
Power Integrations Inc

Technology
41
New
$42.13 - $59.01 $1.73K - $2.42K
41 $2.29M
FIZZ
National Beverage Corp

Consumer Defensive
52
+ 226.09%
$41.45 - $46.54 $2.16K - $2.42K
75 $3.24M
DAR
Darling Ingredients Inc.

Consumer Defensive
59
+ 5900.0%
$27.63 - $38.64 $1.63K - $2.28K
60 $2.28M
LUMN
Lumen Technologies, Inc.

Communication Services
415
+ 52.14%
$3.07 - $4.51 $1.27K - $1.87K
1.21K $5.31M
BTU
Peabody Energy Corp

Energy
164
+ 71.62%
$10.31 - $15.28 $1.69K - $2.51K
393 $5.28M
Costamare Bulkers Hldgs LTD
249
New
N/A
249 $2.16M
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
68
New
$27.94 - $35.91 $1.9K - $2.44K
68 $2.15M
TNC
Tennant CO

Industrials
27
New
$68.18 - $81.07 $1.84K - $2.19K
27 $2.09M
IONS
Ionis Pharmaceuticals Inc

Healthcare
49
+ 306.25%
$25.51 - $40.0 $1.25K - $1.96K
65 $2.57M
TFX
Teleflex Inc

Healthcare
24
+ 61.54%
$117.53 - $141.38 $2.82K - $3.39K
63 $7.46M
APPF
Appfolio Inc

Technology
8
+ 44.44%
$192.02 - $234.65 $1.54K - $1.88K
26 $5.99M
NTNX
Nutanix, Inc.

Technology
15
+ 11.36%
$58.17 - $83.07 $873 - $1.25K
147 $11.2M
KN
Knowles Corp

Technology
97
+ 80.17%
$12.76 - $17.97 $1.24K - $1.74K
218 $3.84M
CWK
Cushman & Wakefield PLC

Real Estate
165
+ 106.45%
$7.9 - $11.13 $1.3K - $1.84K
320 $3.54M
BRO
Brown & Brown, Inc.

Financial Services
28
+ 32.94%
$104.48 - $124.43 $2.93K - $3.48K
113 $12.5M
APG
A Pi Group Corp

Industrials
38
New
$32.2 - $51.23 $1.22K - $1.95K
38 $1.94M
HP
Helmerich & Payne, Inc.

Energy
240
+ 153.85%
$15.16 - $26.78 $3.64K - $6.43K
396 $6M
FLYW
Flywire Corp

Technology
164
New
$8.42 - $11.81 $1.38K - $1.94K
164 $1.92M
OLED
Universal Display Corp Pa

Technology
12
+ 300.0%
$106.6 - $161.02 $1.28K - $1.93K
16 $2.47M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
17
New
$99.46 - $129.39 $1.69K - $2.2K
17 $1.91M
MSA
Msa Safety Inc

Industrials
6
+ 13.95%
$130.21 - $169.16 $781 - $1.01K
49 $8.21M
MKSI
Mks Instruments Inc

Technology
19
New
$58.78 - $100.27 $1.12K - $1.91K
19 $1.89M
EQR
Equity Residential

Real Estate
36
+ 26.87%
$61.82 - $71.72 $2.23K - $2.58K
170 $11.5M
CBT
Cabot Corp

Basic Materials
29
+ 72.5%
$72.47 - $84.35 $2.1K - $2.45K
69 $5.18M
AMPY
Amplify Energy Corp.

Energy
569
New
$2.3 - $3.86 $1.31K - $2.2K
569 $1.82M
PCOR
Procore Technologies, Inc.

Technology
25
+ 56.82%
$56.26 - $72.4 $1.41K - $1.81K
69 $4.72M
SYNA
Synaptics Inc

Technology
28
New
$42.92 - $66.11 $1.2K - $1.85K
28 $1.82M
WFRD
Weatherford International PLC

Energy
39
+ 81.25%
$39.17 - $54.26 $1.53K - $2.12K
87 $4.38M
INTC
Intel Corp

Technology
98
+ 7.66%
$18.13 - $22.69 $1.78K - $2.22K
1.38K $30.9M
Viper Energy Inc
47
New
N/A
47 $1.79M
WERN
Werner Enterprises Inc

Industrials
67
+ 203.03%
$24.66 - $30.08 $1.65K - $2.02K
100 $2.74M
VERX
Vertex, Inc.

Technology
50
New
$33.45 - $41.87 $1.67K - $2.09K
50 $1.77M
PGR
Progressive Corp

Financial Services
12
+ 13.48%
$255.27 - $288.74 $3.06K - $3.46K
101 $27M
PZZA
Papa Johns International Inc

Consumer Cyclical
33
+ 235.71%
$30.45 - $51.79 $1K - $1.71K
47 $2.3M
JAMF
Jamf Holding Corp.

Technology
211
+ 185.09%
$9.09 - $12.65 $1.92K - $2.67K
325 $3.09M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
306
+ 419.18%
$6.01 - $8.06 $1.84K - $2.47K
379 $2.28M
NOG
Northern Oil & Gas, Inc.

Energy
60
New
$20.6 - $32.16 $1.24K - $1.93K
60 $1.7M
DXCM
Dexcom Inc

Healthcare
12
+ 35.29%
$59.83 - $87.57 $718 - $1.05K
46 $4.02M
KMI
Kinder Morgan, Inc.

Energy
40
+ 6.81%
$25.21 - $29.4 $1.01K - $1.18K
627 $18.4M
CPK
Chesapeake Utilities Corp

Utilities
14
New
$116.0 - $135.5 $1.62K - $1.9K
14 $1.68M
BRY
Berry Corp (Bry)

Energy
606
New
$2.17 - $3.3 $1.32K - $2K
606 $1.68M
UHS
Universal Health Services Inc

Healthcare
10
+ 45.45%
$157.05 - $197.94 $1.57K - $1.98K
32 $5.8M
PLTK
Playtika Holding Corp.

Communication Services
351
New
$4.51 - $5.44 $1.58K - $1.91K
351 $1.66M
ROCK
Gibraltar Industries, Inc.

Industrials
28
New
$50.2 - $63.09 $1.41K - $1.77K
28 $1.65M
ARKO
Arko Corp.

Consumer Cyclical
390
New
$3.65 - $5.29 $1.42K - $2.06K
390 $1.65M
KRT
Karat Packaging Inc.

Consumer Cyclical
58
New
$23.78 - $31.98 $1.38K - $1.85K
58 $1.63M
HUBB
Hubbell Inc

Industrials
4
New
$315.94 - $408.41 $1.26K - $1.63K
4 $1.63M
CABO
Cable One, Inc.

Communication Services
12
New
$126.05 - $276.15 $1.51K - $3.31K
12 $1.63M
DELL
Dell Technologies Inc.

Technology
13
New
$71.63 - $125.98 $931 - $1.64K
13 $1.59M
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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