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
NOV
Nov Inc.

Energy
73
+ 24.41%
$13.99 - $16.43 $1.02K - $1.2K
372 $5.66M
RMR
Rmr Group Inc.

Real Estate
77
New
$16.65 - $20.37 $1.28K - $1.57K
77 $1.28M
BAH
Booz Allen Hamilton Holding Corp

Industrials
28
+ 39.44%
$102.72 - $143.06 $2.88K - $4.01K
99 $10.4M
VVX
V2 X, Inc.

Industrials
23
+ 56.1%
$42.05 - $55.16 $967 - $1.27K
64 $3.14M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
9
+ 29.03%
$154.39 - $176.55 $1.39K - $1.59K
40 $6.28M
CMPR
Cimpress PLC

Communication Services
25
New
$41.88 - $74.85 $1.05K - $1.87K
25 $1.13M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
47
New
$23.24 - $28.11 $1.09K - $1.32K
47 $1.12M
REZI
Resideo Technologies, Inc.

Industrials
94
+ 91.26%
$16.92 - $23.77 $1.59K - $2.23K
197 $3.49M
HEIA
Heico Crp Cl A
3
+ 15.79%
N/A
22 $4.64M
Brookfield Infrastructure CO
30
New
N/A
30 $1.09M
EVEX
Eve Holding, Inc.

Industrials
322
New
$3.11 - $5.89 $1K - $1.9K
322 $1.07M
FENC
Fennec Pharmaceuticals Inc.

Healthcare
182
+ 73.68%
$5.54 - $7.02 $1.01K - $1.28K
429 $2.61M
KROS
Keros Therapeutics, Inc.

Healthcare
102
New
$10.15 - $16.1 $1.04K - $1.64K
102 $1.04M
TROX
Tronox Holdings PLC

Basic Materials
145
New
$6.82 - $10.37 $989 - $1.5K
145 $1.02M
NEOG
Neogen Corp

Healthcare
260
+ 73.03%
$8.43 - $13.07 $2.19K - $3.4K
616 $5.34M
MEI
Methode Electronics Inc

Technology
159
New
$6.11 - $13.17 $971 - $2.09K
159 $1.02M
AVNS
Avanos Medical, Inc.

Healthcare
74
+ 255.17%
$13.95 - $17.45 $1.03K - $1.29K
103 $1.48M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
273
+ 199.27%
$6.67 - $12.72 $1.82K - $3.47K
410 $2.74M
PTC
Ptc Inc.

Technology
16
+ 31.37%
$153.3 - $193.48 $2.45K - $3.1K
67 $10.4M
CWT
California Water Service Group

Utilities
17
+ 35.42%
$41.88 - $48.46 $712 - $824
65 $3.15M
PPG
Ppg Industries Inc

Basic Materials
17
+ 18.68%
$107.44 - $124.29 $1.83K - $2.11K
108 $11.8M
TVTX
Travere Therapeutics, Inc.

Healthcare
52
New
$17.07 - $23.75 $888 - $1.24K
52 $932K
RUN
Sunrun Inc.

Technology
158
New
$5.86 - $11.37 $926 - $1.8K
158 $926K
CLF
Cleveland Cliffs Inc.

Basic Materials
131
+ 99.24%
$8.22 - $12.02 $1.08K - $1.57K
263 $2.16M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
42
New
$21.87 - $34.63 $919 - $1.45K
42 $919K
SPT
Sprout Social, Inc.

Technology
66
+ 108.2%
$21.99 - $34.03 $1.45K - $2.25K
127 $2.79M
Flagstar Financial Inc
9
+ 2.62%
N/A
352 $4.09M
SCL
Stepan CO

Basic Materials
19
+ 100.0%
$55.04 - $65.59 $1.05K - $1.25K
38 $2.09M
STZ
Constellation Brands, Inc.

Consumer Defensive
14
+ 30.43%
$161.05 - $222.93 $2.25K - $3.12K
60 $11M
CMRE
Costamare Inc.

Industrials
100
+ 217.39%
$9.79 - $13.5 $979 - $1.35K
146 $1.44M
MRTN
Marten Transport LTD

Industrials
68
+ 97.14%
$13.63 - $16.49 $927 - $1.12K
138 $1.89M
RVMD
Revolution Medicines, Inc.

Healthcare
57
+ 39.04%
$35.36 - $44.42 $2.02K - $2.53K
203 $7.18M
AEIS
Advanced Energy Industries Inc

Industrials
15
+ 44.12%
$94.8 - $131.54 $1.42K - $1.97K
49 $4.67M
Qiagen Nv
17
New
N/A
17 $683K
HOFT
Hooker Furnishings Corp

Consumer Cyclical
68
New
$10.04 - $13.7 $683 - $932
68 $683K
VRA
Vera Bradley, Inc.

Consumer Cyclical
277
New
$2.25 - $3.91 $623 - $1.08K
277 $624K
RXO
Rxo, Inc.
49
+ 69.01%
$17.65 - $26.81 $865 - $1.31K
120 $2.29M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
20
New
$26.24 - $38.48 $525 - $770
20 $580K
JOE
St Joe CO

Real Estate
12
New
$43.61 - $49.45 $523 - $593
12 $564K
RNA
Avidity Biosciences, Inc.

Healthcare
17
+ 23.94%
$27.05 - $35.11 $460 - $597
88 $2.6M
Millrose Pptys Inc
20
New
N/A
20 $531K
BORR
Borr Drilling LTD

Energy
242
New
$2.13 - $4.06 $515 - $983
242 $530K
LEG
Leggett & Platt Inc

Consumer Cyclical
119
+ 46.12%
$7.91 - $11.06 $941 - $1.32K
377 $2.98M
FE
Firstenergy Corp

Utilities
8
+ 2.84%
$37.95 - $43.5 $304 - $348
290 $11.7M
DSGR
Distribution Solutions Group, Inc.

Industrials
18
New
$27.75 - $35.03 $500 - $631
18 $504K
Forrester Resh Inc
54
New
N/A
54 $499K
CDRE
Cadre Holdings, Inc.

Industrials
20
+ 52.63%
$29.08 - $39.84 $582 - $797
58 $1.72M
SAM
Boston Beer CO Inc

Consumer Defensive
2
New
$219.16 - $301.26 $438 - $603
2 $478K
LUV
Southwest Airlines CO

Industrials
14
+ 4.06%
$28.18 - $34.84 $395 - $488
359 $12.1M
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
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