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
UGI
Ugi Corp

Utilities
68
+ 22.74%
$28.0 - $34.16 $1.9K - $2.32K
367 $12.1M
OKTA
Okta, Inc.

Technology
18
+ 27.69%
$78.83 - $116.72 $1.42K - $2.1K
83 $8.73M
LKQ
Lkq Corp

Consumer Cyclical
77
+ 175.0%
$36.24 - $44.05 $2.79K - $3.39K
121 $5.15M
AJG
Arthur J. Gallagher & Co.

Financial Services
7
+ 43.75%
$275.89 - $345.24 $1.93K - $2.42K
23 $7.94M
TENB
Tenable Holdings, Inc.

Technology
98
+ 890.91%
$34.94 - $44.5 $3.42K - $4.36K
109 $3.81M
PAYX
Paychex Inc

Industrials
18
+ 43.9%
$136.06 - $154.52 $2.45K - $2.78K
59 $9.1M
PTEN
Patterson Uti Energy Inc

Energy
404
+ 96.65%
$7.15 - $9.45 $2.89K - $3.82K
822 $6.76M
NWSA
News Corp

Communication Services
121
+ 52.38%
$26.29 - $30.49 $3.18K - $3.69K
352 $9.58M
FUL
Fuller H B CO

Basic Materials
59
+ 491.67%
$52.88 - $64.28 $3.12K - $3.79K
71 $3.99M
KHC
Kraft Heinz CO

Consumer Defensive
104
+ 73.76%
$28.51 - $32.22 $2.97K - $3.35K
245 $7.46M
YUM
Yum Brands Inc

Consumer Cyclical
15
+ 48.39%
$123.25 - $162.53 $1.85K - $2.44K
46 $7.24M
FMC
Fmc Corp

Basic Materials
88
+ 84.62%
$34.54 - $56.38 $3.04K - $4.96K
192 $8.1M
HP
Helmerich & Payne, Inc.

Energy
122
+ 358.82%
$24.69 - $36.7 $3.01K - $4.48K
156 $4.08M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
276
+ 627.27%
$10.98 - $17.34 $3.03K - $4.79K
320 $3.72M
ATO
Atmos Energy Corp

Utilities
14
+ 29.17%
$136.51 - $154.58 $1.91K - $2.16K
62 $9.58M
ROG
Rogers Corp

Technology
66
+ 140.43%
$67.53 - $102.68 $4.46K - $6.78K
113 $7.63M
ZTS
Zoetis Inc.

Healthcare
16
+ 13.45%
$156.48 - $175.67 $2.5K - $2.81K
135 $22.2M
IDXX
Idexx Laboratories Inc

Healthcare
6
+ 14.29%
$406.29 - $469.04 $2.44K - $2.81K
48 $20.2M
CNP
Centerpoint Energy Inc

Utilities
73
+ 228.13%
$30.87 - $36.25 $2.25K - $2.65K
105 $3.81M
HI
Hillenbrand, Inc.

Industrials
125
+ 312.5%
$24.14 - $35.33 $3.02K - $4.42K
165 $3.98M
CIVI
Civitas Resources, Inc.

Energy
84
+ 494.12%
$32.05 - $54.79 $2.69K - $4.6K
101 $3.52M
X
United States Steel Corp

Basic Materials
37
+ 26.43%
$30.47 - $43.0 $1.13K - $1.59K
177 $7.48M
RRX
Regal Rexnord Corp

Industrials
30
+ 157.89%
$113.85 - $167.1 $3.42K - $5.01K
49 $5.58M
AVT
Avnet Inc

Technology
72
+ 36.36%
$46.61 - $54.65 $3.36K - $3.93K
270 $13M
ROL
Rollins Inc

Consumer Cyclical
26
+ 16.67%
$45.65 - $54.03 $1.19K - $1.4K
182 $9.83M
BSY
Bentley Systems Inc

Technology
78
+ 118.18%
$39.34 - $47.7 $3.07K - $3.72K
144 $5.67M
NVEE
Nv5 Global, Inc.

Industrials
130
+ 149.43%
$17.03 - $19.42 $2.21K - $2.52K
217 $4.18M
LECO
Lincoln Electric Holdings Inc

Industrials
13
+ 30.23%
$180.51 - $216.81 $2.35K - $2.82K
56 $10.6M
TDC
Teradata Corp

Technology
120
+ 500.0%
$21.95 - $32.78 $2.63K - $3.93K
144 $3.24M
VRSK
Verisk Analytics, Inc.

Industrials
8
+ 200.0%
$268.63 - $301.33 $2.15K - $2.41K
12 $3.57M
ARCB
Arcbest Corp

Industrials
37
+ 528.57%
$70.58 - $101.93 $2.61K - $3.77K
44 $3.11M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
26
+ 22.61%
$61.25 - $72.83 $1.59K - $1.89K
141 $9.97M
APA
Apa Corp

Energy
117
+ 377.42%
$18.54 - $25.45 $2.17K - $2.98K
148 $3.11M
PLD
Prologis, Inc.

Real Estate
11
+ 5.79%
$103.59 - $124.04 $1.14K - $1.36K
201 $22.5M
UHALB
Amerco Com Ser N
42
+ 182.61%
N/A
65 $3.85M
F
Ford Motor CO

Consumer Cyclical
225
+ 25.2%
$9.12 - $10.43 $2.05K - $2.35K
1.12K $11.2M
MLI
Mueller Industries Inc

Industrials
34
+ 38.2%
$76.14 - $82.67 $2.59K - $2.81K
123 $9.37M
UMBF
Umb Financial Corp

Financial Services
24
+ 218.18%
$98.0 - $122.56 $2.35K - $2.94K
35 $3.54M
DLR
Digital Realty Trust, Inc.

Real Estate
24
+ 70.59%
$142.1 - $183.56 $3.41K - $4.41K
58 $8.31M
HRL
Hormel Foods Corp

Consumer Defensive
73
+ 2433.33%
$28.29 - $31.52 $2.07K - $2.3K
76 $2.35M
EA
Electronic Arts Inc.

Communication Services
19
+ 6.4%
$116.53 - $146.29 $2.21K - $2.78K
316 $45.7M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
373
+ 358.65%
$7.17 - $12.89 $2.67K - $4.81K
477 $3.42M
Smurfit Westrock PLC
52
+ 226.09%
N/A
75 $3.38M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
766
+ 82.81%
$2.21 - $4.48 $1.69K - $3.43K
1.69K $6.31M
Sitio Royalties Corp
105
+ 477.27%
N/A
127 $2.52M
COP
Conocophillips

Energy
2
+ 0.63%
$88.6 - $105.85 $177 - $212
322 $33.8M
WING
Wingstop Inc.

Consumer Cyclical
14
+ 73.68%
$207.0 - $311.93 $2.9K - $4.37K
33 $7.45M
SSB
South State Corp

Financial Services
23
+ 135.29%
$89.4 - $108.33 $2.06K - $2.49K
40 $3.71M
CWENA
Clearway Energy Inc Cl A
56
+ 53.33%
N/A
161 $4.58M
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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