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
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
43
+ 537.5%
$233.07 - $290.7 $10K - $12.5K
51 $13.8M
HES
Hess Corp

Energy
59
+ 83.1%
$135.42 - $160.52 $7.99K - $9.47K
130 $20.8M
DOW
Dow Inc.

Basic Materials
389
+ 84.2%
$34.36 - $41.92 $13.4K - $16.3K
851 $29.7M
O
Realty Income Corp

Real Estate
150
+ 28.63%
$51.67 - $58.49 $7.75K - $8.77K
674 $39.1M
HUM
Humana Inc

Healthcare
34
+ 32.69%
$249.11 - $303.11 $8.47K - $10.3K
138 $36.5M
XLF
Financial Sector Spdr

ETFs
186
+ 74.4%
$47.32 - $52.19 $8.8K - $9.71K
436 $21.7M
Kenvue Inc
1
+ 0.03%
N/A
3.6K $86.4M
SO
Southern CO

Utilities
84
+ 46.67%
$80.96 - $92.96 $6.8K - $7.81K
264 $24.3M
NOVT
Novanta Inc

Technology
74
+ 616.67%
N/A
86 $11M
NFLX
Netflix Inc

Communication Services
5
+ 5.21%
$828.4 - $1058.6 $4.14K - $5.29K
101 $94.2M
KMB
Kimberly Clark Corp

Consumer Defensive
15
+ 2.61%
$124.46 - $147.4 $1.87K - $2.21K
590 $83.9M
ABC
Amerisourcebergen Corp

Healthcare
25
+ 108.7%
N/A
48 $13.3M
Atlassian Corporation
41
+ 102.5%
N/A
81 $17.2M
CI
Cigna Corp

Healthcare
16
+ 42.11%
$274.49 - $329.0 $4.39K - $5.26K
54 $17.8M
Te Connectivity PLC
51
+ 58.62%
N/A
138 $19.5M
PII
Polaris Inc.

Consumer Cyclical
176
+ 1760.0%
$40.9 - $58.36 $7.2K - $10.3K
186 $7.62M
AVGE
American Centy ETF Tr Avantis
103
+ 27.54%
N/A
477 $34M
EL
Estee Lauder Companies Inc

Consumer Defensive
107
+ 267.5%
$64.26 - $85.48 $6.88K - $9.15K
147 $9.7M
GM
General Motors CO

Consumer Cyclical
160
+ 120.3%
$45.22 - $54.92 $7.24K - $8.79K
293 $13.8M
STE
Steris PLC

Healthcare
28
+ 175.0%
$202.46 - $232.74 $5.67K - $6.52K
44 $9.97M
REXR
Rexford Industrial Realty, Inc.

Real Estate
167
+ 759.09%
$37.17 - $41.44 $6.21K - $6.92K
189 $7.4M
RSG
Republic Services, Inc.

Industrials
10
+ 10.2%
$200.09 - $242.16 $2K - $2.42K
108 $26.2M
PFE
Pfizer Inc

Healthcare
378
+ 13.13%
$25.01 - $27.13 $9.45K - $10.3K
3.26K $82.5M
VEEV
Veeva Systems Inc

Healthcare
22
+ 50.0%
$210.58 - $246.8 $4.63K - $5.43K
66 $15.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
90
+ 1.36%
$24.05 - $24.86 $2.16K - $2.24K
6.71K $167M
D
Dominion Energy, Inc

Utilities
59
+ 5.24%
$52.85 - $57.43 $3.12K - $3.39K
1.19K $66.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
20
+ 0.19%
$32.5 - $33.3 $650 - $666
10.5K $349M
AOS
Smith A O Corp

Industrials
86
+ 8600.0%
$65.16 - $72.69 $5.6K - $6.25K
87 $5.69M
CSGP
Costar Group, Inc.

Real Estate
58
+ 45.67%
$69.29 - $80.37 $4.02K - $4.66K
185 $14.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
7
+ 1.23%
$56.12 - $68.15 $393 - $477
578 $39.2M
RHI
Robert Half International Inc.

Industrials
101
+ 404.0%
$51.96 - $71.3 $5.25K - $7.2K
126 $6.87M
GPC
Genuine Parts CO

Consumer Cyclical
42
+ 100.0%
$115.91 - $129.02 $4.87K - $5.42K
84 $10M
CHX
Champion X Corp

Energy
143
+ 48.97%
$27.3 - $31.27 $3.9K - $4.47K
435 $13M
CGNX
Cognex Corp

Technology
184
+ 191.67%
$29.83 - $41.02 $5.49K - $7.55K
280 $8.35M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
25
+ 113.64%
$283.06 - $421.16 $7.08K - $10.5K
47 $13.3M
TFX
Teleflex Inc

Healthcare
36
+ 1200.0%
$130.79 - $183.66 $4.71K - $6.61K
39 $5.39M
OTIS
Otis Worldwide Corp

Industrials
33
+ 31.43%
$90.77 - $104.01 $3K - $3.43K
138 $14.2M
WST
West Pharmaceutical Services Inc

Healthcare
21
+ 1050.0%
$199.11 - $347.87 $4.18K - $7.31K
23 $5.15M
JJSF
J&J Snack Foods Corp

Consumer Defensive
35
+ 500.0%
$122.15 - $153.79 $4.28K - $5.38K
42 $5.53M
MET
Metlife Inc

Financial Services
61
+ 20.47%
$77.7 - $87.0 $4.74K - $5.31K
359 $28.8M
FLO
Flowers Foods Inc

Consumer Defensive
233
+ 647.22%
$18.05 - $20.78 $4.21K - $4.84K
269 $5.11M
AWK
American Water Works Company, Inc.

Utilities
18
+ 25.35%
$121.01 - $149.31 $2.18K - $2.69K
89 $13.1M
SWKS
Skyworks Solutions, Inc.

Technology
68
+ 680.0%
$64.12 - $93.96 $4.36K - $6.39K
78 $5.04M
PGR
Progressive Corp

Financial Services
1
+ 1.14%
$235.61 - $291.22 $236 - $291
89 $25.2M
CAH
Cardinal Health Inc

Healthcare
12
+ 10.0%
$118.02 - $137.77 $1.42K - $1.65K
132 $18.2M
CPRT
Copart Inc

Consumer Cyclical
74
+ 26.06%
$52.3 - $59.83 $3.87K - $4.43K
358 $20.3M
VLO
Valero Energy Corp

Energy
19
+ 13.19%
$121.76 - $142.99 $2.31K - $2.72K
163 $21.5M
CACI
Caci International Inc

Technology
11
+ 220.0%
N/A
16 $5.87M
GNTX
Gentex Corp

Consumer Cyclical
183
+ 207.95%
$23.3 - $28.48 $4.26K - $5.21K
271 $6.32M
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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