Private Wealth Management Group, LLC Incresed Positions in Q1 2025

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
133K
+ 70.38%
$37.84 - $42.29 $5.04M - $5.64M
323K $12.4B
DFAI
Dimensional ETF Tr

ETFs
98.4K
+ 70.52%
$28.88 - $32.4 $2.84M - $3.19M
238K $7.43B
AVDV
American Centy ETF Tr Avantis

ETFs
20.9K
+ 19.11%
$63.74 - $71.96 $1.33M - $1.5M
130K $9.09B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
56.4K
+ 12.95%
$25.35 - $27.46 $1.43M - $1.55M
492K $13B
VGIT
Vanguard Intermediate Term Tre

ETFs
16.3K
+ 5.15%
$57.44 - $59.4 $934K - $965K
332K $19.7B
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.75K
+ 1.13%
$25.54 - $28.79 $172K - $194K
606K $16.8B
Dimensional ETF Trust
33.7K
+ 7.27%
N/A
498K $13.1B
AVUV
American Centy ETF Tr Avantis

ETFs
18.2K
+ 20.86%
$84.95 - $100.62 $1.54M - $1.83M
105K $9.17B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12K
+ 41.76%
$50.82 - $52.7 $607K - $630K
40.6K $2.13B
AVDE
American Centy ETF Tr Avantis

ETFs
8K
+ 51.26%
$60.63 - $68.55 $485K - $548K
23.6K $1.56B
VEA
Vanguard Ftse Developed Market

ETFs
2.33K
+ 5.59%
$47.4 - $52.99 $110K - $123K
43.9K $2.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.16%
$442.66 - $534.52 $1.77K - $2.14K
2.53K $1.35B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.23K
+ 24.08%
$49.69 - $50.76 $161K - $164K
16.6K $832M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.88K
+ 13.3%
$49.6 - $50.28 $93.1K - $94.4K
16K $804M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
498
+ 429.31%
$203.38 - $274.79 $101K - $137K
614 $126M
VUG
Vanguard Growth ETF

ETFs
215
+ 50.83%
$369.1 - $427.61 $79.4K - $91.9K
638 $237M
XOM
Exxon Mobil Corp

Energy
170
+ 4.57%
$105.44 - $118.93 $17.9K - $20.2K
3.89K $463M
GS
Goldman Sachs Group Inc

Financial Services
111
+ 74.0%
$524.81 - $672.19 $58.3K - $74.6K
261 $143M
AVEM
American Centy ETF Tr Avantis

ETFs
113
+ 0.38%
$57.11 - $62.4 $6.45K - $7.05K
30.1K $1.81B
AVGO
Broadcom Inc.

Technology
695
+ 59.81%
$167.43 - $244.7 $116K - $170K
1.86K $311M
IVV
Ishares Core S&P 500 ETF

ETFs
77
+ 100.0%
$554.06 - $615.85 $42.7K - $47.4K
154 $86.5M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.44K
+ 8.55%
$24.6 - $24.99 $35.3K - $35.9K
18.2K $455M
PM
Philip Morris International Inc.

Consumer Defensive
67
+ 10.45%
$117.15 - $158.79 $7.85K - $10.6K
708 $112M
JPM
Jpmorgan Chase & CO

Financial Services
102
+ 6.26%
$225.19 - $279.95 $23K - $28.6K
1.73K $425M
TSLA
Tesla, Inc.

Consumer Cyclical
232
+ 114.85%
$222.15 - $428.22 $51.5K - $99.3K
434 $112M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
42
+ 0.16%
$38.89 - $41.6 $1.63K - $1.75K
26.1K $1.06B
LLY
Eli Lilly & CO

Healthcare
26
+ 19.26%
$725.72 - $929.72 $18.9K - $24.2K
161 $133M
META
Meta Platforms, Inc.

Communication Services
57
+ 9.69%
$576.36 - $736.67 $32.9K - $42K
645 $372M
C
Citigroup Inc

Financial Services
358
+ 168.08%
$67.23 - $84.63 $24.1K - $30.3K
571 $40.5M
WFC
Wells Fargo & Company

Financial Services
335
+ 73.3%
$66.78 - $81.42 $22.4K - $27.3K
792 $56.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10
+ 0.07%
$71.17 - $73.66 $712 - $737
14.6K $1.07B
EXC
Exelon Corp

Utilities
317
+ 39.53%
$37.3 - $46.08 $11.8K - $14.6K
1.12K $51.6M
BAC
Bank Of America Corp

Financial Services
801
+ 14.05%
$39.61 - $47.74 $31.7K - $38.2K
6.5K $271M
IFGL
Ishares International Develope

ETFs
900
+ 15.96%
$18.76 - $20.18 $16.9K - $18.2K
6.54K $129M
SBUX
Starbucks Corp

Consumer Cyclical
124
+ 13.3%
$91.75 - $115.81 $11.4K - $14.4K
1.06K $104M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
1K
+ 1315.79%
$18.53 - $29.07 $18.5K - $29.1K
1.08K $20.4M
MMM
3 M CO

Industrials
120
+ 315.79%
$129.7 - $155.12 $15.6K - $18.6K
158 $23.2M
ELV
Elevance Health, Inc.

Healthcare
38
+ 152.0%
$365.9 - $436.25 $13.9K - $16.6K
63 $27.4M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.08%
$286.85 - $318.64 $287 - $319
1.32K $405M
IGM
Ishares Expanded Tech Sector E

ETFs
219
+ 61.86%
$90.67 - $108.46 $19.9K - $23.8K
573 $52M
MA
Mastercard Inc

Financial Services
14
+ 3.93%
$504.67 - $576.31 $7.07K - $8.07K
370 $203M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53
+ 10.84%
$507.05 - $563.67 $26.9K - $29.9K
542 $279M
DAL
Delta Air Lines, Inc.

Industrials
507
+ 104.75%
$43.6 - $69.06 $22.1K - $35K
991 $43.2M
UBER
Uber Technologies, Inc

Technology
86
+ 14.53%
$63.17 - $81.49 $5.43K - $7.01K
678 $49.4M
MO
Altria Group, Inc.

Consumer Defensive
104
+ 11.37%
$50.81 - $60.02 $5.28K - $6.24K
1.02K $61.2M
MCK
Mckesson Corp

Healthcare
2
+ 1.72%
$566.21 - $672.99 $1.13K - $1.35K
118 $79.4M
UPS
United Parcel Service Inc

Industrials
123
+ 492.0%
$109.66 - $136.26 $13.5K - $16.8K
148 $16.3M
ADM
Archer Daniels Midland CO

Consumer Defensive
271
+ 821.21%
$45.22 - $52.17 $12.3K - $14.1K
304 $14.6M
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 9.26%
$347.25 - $424.87 $35.4K - $43.3K
1.2K $441M
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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