Private Wealth Management Group, LLC Incresed Positions in Q4 2024

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
48
+ 21.33%
$83.95 - $97.9 $4.03K - $4.7K
273 $25.2M
SNX
Td Synnex Corp

Technology
55
+ 112.24%
$114.71 - $125.79 $6.31K - $6.92K
104 $12.2M
UGI
Ugi Corp

Utilities
213
+ 247.67%
$23.24 - $30.37 $4.95K - $6.47K
299 $8.44M
INTC
Intel Corp

Technology
471
+ 49.27%
$19.07 - $26.23 $8.98K - $12.4K
1.43K $28.6M
WBD
Warner Bros. Discovery, Inc.

Communication Services
136
+ 7.03%
$7.33 - $12.37 $997 - $1.68K
2.07K $21.9M
HAL
Halliburton CO

Energy
218
+ 196.4%
$25.77 - $31.99 $5.62K - $6.97K
329 $8.95M
TDY
Teledyne Technologies Inc

Technology
12
+ 600.0%
$436.59 - $489.24 $5.24K - $5.87K
14 $6.5M
PSTG
Pure Storage, Inc.

Technology
66
+ 49.62%
$48.19 - $66.6 $3.18K - $4.4K
199 $12.2M
SLB
Schlumberger Limited

Energy
145
+ 537.04%
$36.83 - $45.59 $5.34K - $6.61K
172 $6.6M
PDCO
Patterson Companies, Inc.

Healthcare
170
+ 944.44%
$19.57 - $31.4 $3.33K - $5.34K
188 $5.8M
OVV
Ovintiv Inc.

Energy
128
+ 278.26%
$37.74 - $46.71 $4.83K - $5.98K
174 $7.05M
CDNS
Cadence Design Systems Inc

Technology
14
+ 42.42%
$249.1 - $324.54 $3.49K - $4.54K
47 $14.1M
GLW
Corning Inc

Technology
76
+ 11.57%
$44.11 - $49.76 $3.35K - $3.78K
733 $34.8M
ACN
Accenture PLC

Technology
15
+ 10.95%
$343.9 - $376.86 $5.16K - $5.65K
152 $53.5M
CHX
Champion X Corp

Energy
196
+ 204.17%
$25.79 - $32.51 $5.05K - $6.37K
292 $7.94M
ABT
Abbott Laboratories

Healthcare
47
+ 11.9%
$111.93 - $119.39 $5.26K - $5.61K
442 $50M
DINO
Hf Sinclair Corp

Energy
169
+ 143.22%
$33.69 - $47.67 $5.69K - $8.06K
287 $10.1M
JBL
Jabil Inc

Technology
11
+ 8.27%
$118.97 - $147.77 $1.31K - $1.63K
144 $20.7M
CCL
Carnival Corp

Consumer Cyclical
13
+ 1.88%
$17.34 - $26.8 $225 - $348
704 $17.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
44
+ 162.96%
$128.36 - $186.0 $5.65K - $8.18K
71 $9.14M
BSX
Boston Scientific Corp

Healthcare
43
+ 29.45%
$83.62 - $91.5 $3.6K - $3.93K
189 $16.9M
RJF
Raymond James Financial Inc

Financial Services
17
+ 27.87%
$123.0 - $170.1 $2.09K - $2.89K
78 $12.1M
HOOD
Robinhood Markets, Inc.

Technology
15
+ 5.12%
$22.33 - $43.2 $335 - $648
308 $11.5M
CL
Colgate Palmolive CO

Consumer Defensive
58
+ 92.06%
$90.22 - $102.31 $5.23K - $5.93K
121 $11M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.68%
$873.59 - $994.69 $874 - $995
149 $136M
NOC
Northrop Grumman Corp

Industrials
19
+ 25.0%
$466.52 - $543.88 $8.86K - $10.3K
95 $44.6M
BDX
Becton Dickinson & CO

Healthcare
21
+ 80.77%
$220.02 - $243.75 $4.62K - $5.12K
47 $10.7M
RIG
Transocean Ltd.

Energy
1.21K
+ 432.97%
$3.47 - $4.67 $4.19K - $5.64K
1.49K $5.58M
BND
Vanguard Bd Index Fd Inc Total

ETFs
681
+ 4.89%
$71.75 - $75.11 $48.9K - $51.1K
14.6K $1.05B
NTAP
Net App, Inc.

Technology
39
+ 162.5%
$115.31 - $131.11 $4.5K - $5.11K
63 $7.31M
L
Loews Corp

Financial Services
47
+ 72.31%
$76.49 - $87.05 $3.6K - $4.09K
112 $9.49M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
451
+ 138.34%
$8.24 - $11.07 $3.72K - $4.99K
777 $7.25M
ROG
Rogers Corp

Technology
43
+ 1075.0%
$99.39 - $112.62 $4.27K - $4.84K
47 $4.78M
JNPR
Juniper Networks Inc

Technology
116
+ 97.48%
$35.08 - $39.26 $4.07K - $4.55K
235 $8.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
25
+ 22.12%
$209.89 - $233.24 $5.25K - $5.83K
138 $29.3M
INCY
Incyte Corp

Healthcare
49
+ 22.79%
$65.08 - $83.38 $3.19K - $4.09K
264 $18.2M
RELY
Remitly Global, Inc.

Technology
30
+ 8.24%
$12.69 - $23.07 $381 - $692
394 $8.89M
ARW
Arrow Electronics Inc

Technology
37
+ 194.74%
$112.44 - $137.23 $4.16K - $5.08K
56 $6.34M
AWK
American Water Works Company, Inc.

Utilities
36
+ 102.86%
$123.83 - $146.07 $4.46K - $5.26K
71 $8.84M
RDN
Radian Group Inc

Financial Services
153
+ 37.68%
$31.67 - $35.84 $4.85K - $5.48K
559 $17.7M
AVT
Avnet Inc

Technology
74
+ 59.68%
$52.09 - $57.69 $3.85K - $4.27K
198 $10.4M
LEA
Lear Corp

Consumer Cyclical
40
+ 222.22%
$92.95 - $108.96 $3.72K - $4.36K
58 $5.49M
HPE
Hewlett Packard Enterprise CO

Technology
136
+ 19.68%
$19.31 - $23.95 $2.63K - $3.26K
827 $17.7M
CHRD
Oasis Petroleum Inc.

Energy
36
+ 67.92%
$110.83 - $137.78 $3.99K - $4.96K
89 $10.4M
FRSH
Freshworks Inc.

Technology
185
+ 198.92%
$10.88 - $17.02 $2.01K - $3.15K
278 $4.5M
CVX
Chevron Corp

Energy
32
+ 6.41%
$141.15 - $162.53 $4.52K - $5.2K
531 $76.9M
WSM
Williams Sonoma Inc

Consumer Cyclical
3
+ 3.33%
$129.13 - $198.21 $387 - $595
93 $17.2M
AZTA
Azenta, Inc.

Healthcare
63
+ 350.0%
$40.37 - $51.57 $2.54K - $3.25K
81 $4.05M
ALK
Alaska Air Group, Inc.

Industrials
34
+ 75.56%
$42.48 - $67.6 $1.44K - $2.3K
79 $5.12M
Activity Summary
Buys All Purchases 418 New Holdings 106 Increased Positions 312 Sells All Sells 251 Reductions 251 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