Private Wealth Management Group, LLC Incresed Positions in Q2 2025

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WFRD
Weatherford International PLC

Energy
39
+ 81.25%
$39.17 - $54.26 $1.53K - $2.12K
87 $4.38M
INTC
Intel Corp

Technology
98
+ 7.66%
$18.13 - $22.69 $1.78K - $2.22K
1.38K $30.9M
WERN
Werner Enterprises Inc

Industrials
67
+ 203.03%
$24.66 - $30.08 $1.65K - $2.02K
100 $2.74M
PGR
Progressive Corp

Financial Services
12
+ 13.48%
$255.27 - $288.74 $3.06K - $3.46K
101 $27M
PZZA
Papa Johns International Inc

Consumer Cyclical
33
+ 235.71%
$30.45 - $51.79 $1K - $1.71K
47 $2.3M
JAMF
Jamf Holding Corp.

Technology
211
+ 185.09%
$9.09 - $12.65 $1.92K - $2.67K
325 $3.09M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
306
+ 419.18%
$6.01 - $8.06 $1.84K - $2.47K
379 $2.28M
DXCM
Dexcom Inc

Healthcare
12
+ 35.29%
$59.83 - $87.57 $718 - $1.05K
46 $4.02M
KMI
Kinder Morgan, Inc.

Energy
40
+ 6.81%
$25.21 - $29.4 $1.01K - $1.18K
627 $18.4M
UHS
Universal Health Services Inc

Healthcare
10
+ 45.45%
$157.05 - $197.94 $1.57K - $1.98K
32 $5.8M
ADM
Archer Daniels Midland CO

Consumer Defensive
2
+ 0.66%
$41.79 - $54.16 $83.6 - $108
306 $16.2M
PLXS
Plexus Corp

Technology
10
+ 37.04%
$110.95 - $136.15 $1.11K - $1.36K
37 $5.01M
OFLX
Omega Flex, Inc.

Industrials
48
+ 480.0%
$29.0 - $35.12 $1.39K - $1.69K
58 $1.88M
MAT
Mattel Inc

Consumer Cyclical
75
+ 63.56%
$14.55 - $20.12 $1.09K - $1.51K
193 $3.81M
Knife River Corp
21
+ 87.5%
N/A
45 $3.67M
PEGA
Pegasystems Inc

Technology
37
+ 100.0%
$49.95 - $103.29 $1.85K - $3.82K
74 $4.01M
ACGL
Arch Capital Group Ltd.

Financial Services
26
+ 14.13%
$84.99 - $96.82 $2.21K - $2.52K
210 $19.1M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
21
+ 47.73%
$78.57 - $89.09 $1.65K - $1.87K
65 $5.19M
POOL
Pool Corp

Industrials
5
+ 125.0%
$285.0 - $325.66 $1.43K - $1.63K
9 $2.62M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
29
+ 40.85%
$38.16 - $46.72 $1.11K - $1.35K
100 $4.42M
Atlas Energy Solutions Inc
121
+ 186.15%
N/A
186 $2.49M
DECK
Deckers Outdoor Corp

Consumer Cyclical
17
+ 34.69%
$100.44 - $129.37 $1.71K - $2.2K
66 $6.8M
BAX
Baxter International Inc

Healthcare
48
+ 100.0%
$27.8 - $34.02 $1.33K - $1.63K
96 $2.91M
ASGN
Asgn Inc

Technology
27
+ 300.0%
$48.58 - $63.92 $1.31K - $1.73K
36 $1.8M
Forrester Resh Inc
115
+ 212.96%
N/A
169 $1.67M
SKY
Skyline Champion Corp

Consumer Cyclical
47
+ 81.03%
$60.33 - $94.94 $2.84K - $4.46K
105 $6.58M
SYF
Synchrony Financial

Financial Services
1
+ 1.39%
$43.81 - $66.74 $43.8 - $66.7
73 $4.87M
MDT
Medtronic PLC

Healthcare
16
+ 12.4%
$80.68 - $88.86 $1.29K - $1.42K
145 $12.6M
AMKR
Amkor Technology, Inc.

Technology
42
+ 75.0%
$14.88 - $21.18 $625 - $890
98 $2.06M
RJF
Raymond James Financial Inc

Financial Services
1
+ 1.64%
$123.65 - $153.88 $124 - $154
62 $9.51M
DLHC
Dlh Holdings Corp.

Industrials
173
+ 1730.0%
$2.74 - $5.84 $474 - $1.01K
183 $1.07M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
8
+ 32.0%
$78.85 - $101.3 $631 - $810
33 $3.26M
ALG
Alamo Group Inc

Industrials
1
+ 5.88%
$158.47 - $219.45 $158 - $219
18 $3.93M
EXR
Extra Space Storage Inc.

Real Estate
7
+ 5.04%
$126.61 - $152.99 $886 - $1.07K
146 $21.5M
RNA
Avidity Biosciences, Inc.

Healthcare
34
+ 38.64%
$24.08 - $36.24 $819 - $1.23K
122 $3.47M
CHRD
Oasis Petroleum Inc.

Energy
12
+ 63.16%
$82.03 - $113.54 $984 - $1.36K
31 $3M
DVN
Devon Energy Corp

Energy
82
+ 25.95%
$26.8 - $37.92 $2.2K - $3.11K
398 $12.7M
IPAR
Inter Parfums Inc

Consumer Defensive
5
+ 55.56%
$99.7 - $141.48 $499 - $707
14 $1.84M
CVS
Cvs Health Corp

Healthcare
6
+ 1.9%
$60.04 - $70.18 $360 - $421
322 $22.2M
O
Realty Income Corp

Real Estate
18
+ 2.67%
$52.27 - $58.52 $941 - $1.05K
692 $39.9M
Bunge Global Sa
4
+ 3.54%
N/A
117 $9.39M
FAF
First American Financial Corp

Financial Services
19
+ 18.27%
$54.11 - $67.0 $1.03K - $1.27K
123 $7.55M
CSGP
Costar Group, Inc.

Real Estate
6
+ 3.24%
$72.62 - $83.22 $436 - $499
191 $15.4M
ENS
Ener Sys

Industrials
9
+ 56.25%
$78.52 - $100.4 $707 - $904
25 $2.15M
WK
Workiva Inc

Technology
11
+ 91.67%
$61.91 - $77.12 $681 - $848
23 $1.58M
TDY
Teledyne Technologies Inc

Technology
1
+ 11.11%
$435.54 - $512.31 $436 - $512
10 $5.12M
MRNA
Moderna, Inc.

Healthcare
28
+ 14.21%
$23.65 - $28.54 $662 - $799
225 $6.21M
PUMP
Pro Petro Holding Corp.

Energy
117
+ 195.0%
$4.83 - $7.59 $565 - $888
177 $1.06M
Jacobs Solutions Inc
2
+ 6.06%
N/A
35 $4.6M
Activity Summary
Buys All Purchases 453 New Holdings 146 Increased Positions 307 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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