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
VLO
Valero Energy Corp

Energy
36
+ 33.33%
$118.59 - $144.02 $4.27K - $5.18K
144 $17.7M
PTEN
Patterson Uti Energy Inc

Energy
361
+ 633.33%
$7.26 - $8.7 $2.62K - $3.14K
418 $3.45M
KEYS
Keysight Technologies, Inc.

Technology
18
+ 30.0%
$149.01 - $172.53 $2.68K - $3.11K
78 $12.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2
+ 10.0%
$260.53 - $404.79 $521 - $810
22 $8.41M
APH
Amphenol Corp

Technology
33
+ 20.89%
$62.07 - $75.35 $2.05K - $2.49K
191 $13.3M
ES
Eversource Energy

Utilities
91
+ 42.33%
$55.9 - $67.73 $5.09K - $6.16K
306 $17.6M
BRBR
Bellring Brands, Inc.

Consumer Defensive
20
+ 21.51%
$60.38 - $78.79 $1.21K - $1.58K
113 $8.51M
EA
Electronic Arts Inc.

Communication Services
14
+ 4.95%
$140.69 - $167.97 $1.97K - $2.35K
297 $43.5M
GRMN
Garmin LTD

Technology
2
+ 2.63%
$161.91 - $220.77 $324 - $442
78 $16.1M
TRMB
Trimble Inc.

Technology
22
+ 16.54%
$60.21 - $75.4 $1.32K - $1.66K
155 $11M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
14
+ 16.67%
$72.67 - $99.25 $1.02K - $1.39K
98 $8.8M
NFE
New Fortress Energy Inc.

Utilities
160
+ 533.33%
$8.0 - $15.12 $1.28K - $2.42K
190 $2.87M
PCG
Pg&E Corp

Utilities
107
+ 10.38%
$19.2 - $21.63 $2.05K - $2.31K
1.14K $23M
WEC
Wec Energy Group, Inc.

Utilities
28
+ 82.35%
$92.94 - $101.82 $2.6K - $2.85K
62 $5.83M
WLK
Westlake Corp

Basic Materials
38
+ 74.51%
$113.23 - $148.98 $4.3K - $5.66K
89 $10.2M
EL
Estee Lauder Companies Inc

Consumer Defensive
35
+ 700.0%
$62.74 - $97.24 $2.2K - $3.4K
40 $3M
MTDR
Matador Resources CO

Energy
43
+ 358.33%
$50.33 - $60.91 $2.16K - $2.62K
55 $3.1M
HPQ
Hp Inc

Technology
106
+ 34.98%
$32.46 - $39.3 $3.44K - $4.17K
409 $13.3M
AVGE
American Centy ETF Tr Avantis
41
+ 12.31%
N/A
374 $27.1M
OKTA
Okta, Inc.

Technology
29
+ 80.56%
$71.81 - $86.11 $2.08K - $2.5K
65 $5.12M
FIVN
Five9, Inc.

Technology
48
+ 123.08%
$27.26 - $43.41 $1.31K - $2.08K
87 $3.54M
PAYX
Paychex Inc

Industrials
16
+ 64.0%
$135.86 - $148.73 $2.17K - $2.38K
41 $5.75M
DLB
Dolby Laboratories, Inc.

Industrials
30
+ 120.0%
$70.91 - $81.98 $2.13K - $2.46K
55 $4.3M
ABBV
Abb Vie Inc.

Healthcare
136
+ 12.25%
$164.99 - $203.87 $22.4K - $27.7K
1.25K $221M
PANW
Palo Alto Networks Inc

Technology
47
+ 120.51%
$181.96 - $405.9 $8.55K - $19.1K
86 $15.6M
HEIA
Heico Crp Cl A
13
+ 216.67%
N/A
19 $3.54M
MRK
Merck & Co., Inc.

Healthcare
435
+ 14.95%
$96.31 - $114.76 $41.9K - $49.9K
3.35K $333M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
12
+ 80.0%
$131.85 - $172.52 $1.58K - $2.07K
27 $4.42M
VOYA
Voya Financial, Inc.

Financial Services
35
+ 269.23%
$65.93 - $83.9 $2.31K - $2.94K
48 $3.3M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
670
+ 262.75%
$4.09 - $7.61 $2.74K - $5.1K
925 $4.18M
INTU
Intuit Inc

Technology
2
+ 1.48%
$602.01 - $706.25 $1.2K - $1.41K
137 $86.1M
DKNG
Draft Kings Inc.

Consumer Cyclical
70
+ 40.23%
$35.32 - $44.84 $2.47K - $3.14K
244 $9.08M
ANSS
Ansys Inc

Technology
2
+ 2.38%
$313.05 - $361.45 $626 - $723
86 $29M
XPO
Xpo Logistics, Inc.

Industrials
12
+ 42.86%
$105.35 - $158.2 $1.26K - $1.9K
40 $5.25M
Jacobs Solutions Inc
16
+ 51.61%
N/A
47 $6.28M
Noble Corp PLC
96
+ 56.8%
N/A
265 $8.32M
NNI
Nelnet Inc

Financial Services
21
+ 350.0%
$104.32 - $124.92 $2.19K - $2.62K
27 $2.88M
QLYS
Qualys, Inc.

Technology
14
+ 93.33%
$119.24 - $159.23 $1.67K - $2.23K
29 $4.07M
STLD
Steel Dynamics Inc

Basic Materials
24
+ 47.06%
N/A
75 $8.56M
APPF
Appfolio Inc

Technology
8
+ 80.0%
$192.07 - $269.26 $1.54K - $2.15K
18 $4.44M
CGNX
Cognex Corp

Technology
61
+ 174.29%
$35.61 - $43.05 $2.17K - $2.63K
96 $3.44M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3
+ 20.0%
$338.38 - $446.21 $1.02K - $1.34K
18 $7.83M
IP
International Paper CO

Consumer Cyclical
22
+ 13.58%
$46.64 - $59.57 $1.03K - $1.31K
184 $9.9M
MASI
Masimo Corp

Healthcare
9
+ 60.0%
$132.43 - $177.7 $1.19K - $1.6K
24 $3.97M
Digitalbridge Group Inc
199
+ 170.09%
N/A
316 $3.57M
PZZA
Papa Johns International Inc

Consumer Cyclical
55
+ 177.42%
$38.91 - $58.21 $2.14K - $3.2K
86 $3.53M
LUV
Southwest Airlines CO

Industrials
16
+ 4.86%
$28.99 - $34.84 $464 - $557
345 $11.6M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
9
+ 27.27%
$174.04 - $205.27 $1.57K - $1.85K
42 $7.58M
NTNX
Nutanix, Inc.

Technology
25
+ 23.36%
$56.46 - $73.18 $1.41K - $1.83K
132 $8.08M
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
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