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
FIZZ
National Beverage Corp

Consumer Defensive
11
+ 91.67%
$38.95 - $43.68 $428 - $480
23 $956K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
9
+ 11.54%
$92.51 - $102.81 $833 - $925
87 $8.05M
VRNS
Varonis Systems Inc

Technology
12
+ 44.44%
$39.16 - $46.84 $470 - $562
39 $1.58M
Ferguson Enterprises Inc
7
+ 12.5%
N/A
63 $10.1M
IGT
International Game Technology PLC

Consumer Cyclical
27
+ 36.0%
$16.24 - $18.35 $438 - $495
102 $1.66M
AVA
Avista Corp

Utilities
3
+ 12.0%
$35.2 - $41.87 $106 - $126
28 $1.17M
HAL
Halliburton CO

Energy
33
+ 10.03%
$24.15 - $29.9 $797 - $987
362 $9.18M
NSIT
Insight Enterprises Inc

Technology
2
+ 6.67%
$149.36 - $174.13 $299 - $348
32 $4.8M
HAS
Hasbro, Inc.

Consumer Cyclical
2
+ 18.18%
$56.16 - $69.06 $112 - $138
13 $800K
ALB
Albemarle Corp

Basic Materials
12
+ 24.49%
$69.95 - $97.49 $839 - $1.17K
61 $4.39M
IONS
Ionis Pharmaceuticals Inc

Healthcare
6
+ 60.0%
$30.17 - $34.97 $181 - $210
16 $483K
HLIO
Helios Technologies, Inc.

Industrials
15
+ 53.57%
$32.09 - $46.1 $481 - $692
43 $1.38M
NLOK
Norton Life Lock Inc.

Technology
4
+ 133.33%
N/A
7 $186K
BALL
Ball Corp

Consumer Cyclical
2
+ 200.0%
$49.04 - $56.53 $98.1 - $113
3 $157K
FLEX
Flex Ltd.

Technology
3
+ 150.0%
$32.92 - $44.46 $98.8 - $133
5 $166K
ARMK
Aramark

Industrials
2
+ 100.0%
$34.13 - $39.63 $68.3 - $79.3
4 $139K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 9.09%
$460.39 - $552.64 $460 - $553
12 $5.74M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
23
+ 9.47%
$12.29 - $16.38 $283 - $377
266 $3.27M
RIG
Transocean Ltd.

Energy
282
+ 18.96%
$2.67 - $4.28 $753 - $1.21K
1.77K $5.61M
Aptiv PLC
1
+ 3.33%
N/A
31 $1.85M
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.72%
$143.8 - $161.28 $144 - $161
139 $20.6M
VNT
Vontier Corp

Technology
5
+ 10.0%
$32.1 - $40.32 $161 - $202
55 $1.81M
EW
Edwards Lifesciences Corp

Healthcare
1
+ 1.59%
$67.95 - $76.19 $68 - $76.2
64 $4.64M
ALIT
Alight, Inc.

Technology
30
+ 13.27%
$5.91 - $7.05 $177 - $212
256 $1.52M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
3
+ 1.25%
$14.9 - $16.57 $44.7 - $49.7
243 $3.72M
RLI
Rli Corp

Financial Services
17
+ 100.0%
$71.75 - $163.21 $1.22K - $2.77K
34 $2.73M
Bunge Global Sa
1
+ 0.89%
N/A
113 $8.64M
BDC
Belden Inc.

Technology
2
+ 8.33%
$99.82 - $122.07 $200 - $244
26 $2.61M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
63
+ 3.46%
$11.63 - $13.3 $733 - $838
1.89K $21.9M
MGPI
Mgp Ingredients Inc

Consumer Defensive
14
+ 25.93%
$28.85 - $39.18 $404 - $549
68 $2M
NDAQ
Nasdaq, Inc.

Financial Services
1
+ 0.68%
$72.17 - $83.76 $72.2 - $83.8
148 $11.2M
Veralto Corp
18
+ 4.08%
N/A
459 $44.7M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2
+ 4.76%
$166.63 - $185.86 $333 - $372
44 $7.33M
WFRD
Weatherford International PLC

Energy
8
+ 20.0%
$51.89 - $74.8 $415 - $598
48 $2.57M
XRX
Xerox Holdings Corp

Technology
76
+ 39.18%
$4.83 - $9.84 $367 - $748
270 $1.31M
BRKR
Bruker Corp

Healthcare
3
+ 10.34%
$41.74 - $62.95 $125 - $189
32 $1.34M
CDNS
Cadence Design Systems Inc

Technology
7
+ 14.89%
$233.96 - $324.52 $1.64K - $2.27K
54 $13.7M
NKE
Nike, Inc.

Consumer Cyclical
53
+ 17.21%
$63.29 - $81.72 $3.35K - $4.33K
361 $22.9M
OLN
Olin Corp

Basic Materials
30
+ 25.0%
$23.36 - $34.41 $701 - $1.03K
150 $3.64M
BTU
Peabody Energy Corp

Energy
49
+ 27.22%
$12.48 - $20.86 $612 - $1.02K
229 $3.1M
MRNA
Moderna, Inc.

Healthcare
44
+ 28.76%
$28.35 - $47.53 $1.25K - $2.09K
197 $5.59M
WHD
Cactus, Inc.

Energy
8
+ 8.51%
$43.48 - $63.78 $348 - $510
102 $4.68M
MCHP
Microchip Technology Inc

Technology
9
+ 6.08%
$48.41 - $64.3 $436 - $579
157 $7.6M
NTAP
Net App, Inc.

Technology
10
+ 15.87%
$87.84 - $126.3 $878 - $1.26K
73 $6.41M
SNX
Td Synnex Corp

Technology
4
+ 3.85%
$103.96 - $144.69 $416 - $579
108 $11.2M
BLDR
Builders First Source, Inc.

Industrials
2
+ 2.27%
$122.8 - $173.51 $246 - $347
90 $11.2M
INTU
Intuit Inc

Technology
1
+ 0.73%
$555.63 - $630.23 $556 - $630
138 $84.7M
FSLR
First Solar, Inc.

Technology
1
+ 3.23%
$126.34 - $197.73 $126 - $198
32 $4.05M
Ishares Bitcoin Trust ETF
300
+ 12.04%
N/A
2.79K $131M
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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