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
IT
Gartner Inc

Technology
3
+ 7.69%
$377.5 - $449.52 $1.13K - $1.35K
42 $17M
DORM
Dorman Products, Inc.

Consumer Cyclical
4
+ 8.51%
$108.29 - $132.03 $433 - $528
51 $6.26M
RXO
Rxo, Inc.
62
+ 51.67%
$12.58 - $19.55 $780 - $1.21K
182 $2.86M
RMR
Rmr Group Inc.

Real Estate
36
+ 46.75%
$13.89 - $16.68 $500 - $600
113 $1.85M
OKTA
Okta, Inc.

Technology
10
+ 12.05%
$91.24 - $127.3 $912 - $1.27K
93 $9.3M
COP
Conocophillips

Energy
61
+ 18.94%
$82.66 - $106.1 $5.04K - $6.47K
383 $34.4M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
31
+ 63.27%
$21.4 - $26.31 $663 - $816
80 $1.74M
LENB
Lennar Corporation Cl B
6
+ 21.43%
N/A
34 $3.58M
CPRI
Capri Holdings LTD

Consumer Cyclical
40
+ 39.22%
$12.48 - $19.63 $499 - $785
142 $2.51M
UNF
Unifirst Corp

Industrials
1
+ 4.76%
$161.86 - $189.64 $162 - $190
22 $4.14M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 100.0%
$299.15 - $396.54 $299 - $397
2 $796K
MED
Medifast Inc

Consumer Cyclical
29
+ 241.67%
$11.92 - $14.17 $346 - $411
41 $577K
MATV
Schweitzer Mauduit International Inc

Basic Materials
38
+ 14.67%
$4.58 - $6.98 $174 - $265
297 $2.03M
IR
Ingersoll Rand Inc.

Industrials
3
+ 6.38%
$66.75 - $84.94 $200 - $255
50 $4.16M
TDOC
Teladoc Health, Inc.

Healthcare
26
+ 14.21%
$6.51 - $8.71 $169 - $226
209 $1.82M
TROX
Tronox Holdings PLC

Basic Materials
115
+ 79.31%
$4.51 - $6.87 $519 - $790
260 $1.32M
BORR
Borr Drilling LTD

Energy
208
+ 85.95%
$1.61 - $2.29 $335 - $476
450 $824K
RIG
Transocean Ltd.

Energy
492
+ 27.81%
$2.13 - $3.32 $1.05K - $1.63K
2.26K $5.86M
Smurfit Westrock PLC
9
+ 12.0%
N/A
84 $3.63M
TCMD
Tactile Systems Technology Inc

Healthcare
56
+ 52.34%
$9.42 - $14.35 $528 - $804
163 $1.65M
IMVT
Immunovant, Inc.

Healthcare
22
+ 20.75%
N/A
128 $2.05M
TECH
Bio Techne Corp

Healthcare
25
+ 17.01%
$46.66 - $58.38 $1.17K - $1.46K
172 $8.85M
MTRX
Matrix Service CO

Industrials
6
+ 7.41%
$10.03 - $13.91 $60.2 - $83.5
87 $1.18M
BEN
Franklin Resources Inc

Financial Services
6
+ 600.0%
$16.66 - $23.85 $100 - $143
7 $167K
SCL
Stepan CO

Basic Materials
2
+ 5.26%
$45.26 - $56.69 $90.5 - $113
40 $2.18M
Core Laboratories Inc
30
+ 39.47%
N/A
106 $1.22M
BXP
Boston Properties Inc

Real Estate
1
+ 2.44%
$56.86 - $74.12 $56.9 - $74.1
42 $2.83M
NI
Nisource Inc.

Utilities
1
+ 20.0%
$37.11 - $40.64 $37.1 - $40.6
6 $243K
DLX
Deluxe Corp

Communication Services
2
+ 5.26%
$13.64 - $16.25 $27.3 - $32.5
40 $637K
ONTO
Onto Innovation Inc.

Technology
5
+ 20.0%
$88.5 - $133.37 $443 - $667
30 $3.03M
CRDA
Crawford & CO Class A

ETFs
7
+ 7.22%
N/A
104 $1.1M
HTLD
Heartland Express Inc

Industrials
1
+ 1.72%
$7.37 - $9.3 $7.37 - $9.3
59 $510K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1
+ 1.79%
$32.56 - $35.71 $32.6 - $35.7
57 $1.89M
CMS
Cms Energy Corp

Utilities
1
+ 4.17%
$68.57 - $75.51 $68.6 - $75.5
25 $1.73M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
55
+ 2.92%
$9.85 - $11.67 $542 - $642
1.94K $21.8M
NSIT
Insight Enterprises Inc

Technology
2
+ 6.25%
$128.11 - $147.65 $256 - $295
34 $4.7M
OLN
Olin Corp

Basic Materials
18
+ 12.0%
$17.96 - $24.7 $323 - $445
168 $3.38M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 2.17%
$138.36 - $161.45 $138 - $161
47 $6.97M
LUV
Southwest Airlines CO

Industrials
2
+ 0.56%
$24.04 - $34.36 $48.1 - $68.7
361 $11.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
5
+ 8.33%
$160.0 - $195.62 $800 - $978
65 $10.6M
CMCO
Columbus Mckinnon Corp

Industrials
20
+ 4.3%
$12.68 - $18.23 $254 - $365
485 $7.41M
PLD
Prologis, Inc.

Real Estate
8
+ 3.98%
$89.76 - $112.34 $718 - $899
209 $22M
ELV
Elevance Health, Inc.

Healthcare
5
+ 7.94%
$372.27 - $452.69 $1.86K - $2.26K
68 $26.5M
BDX
Becton Dickinson & CO

Healthcare
4
+ 12.12%
$165.15 - $226.42 $661 - $906
37 $6.37M
TPL
Texas Pacific Land Corp

Energy
1
+ 11.11%
$1036.28 - $1430.55 $1.04K - $1.43K
10 $10.6M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
63
+ 900.0%
$105.72 - $1416.0 $6.66K - $89.2K
70 $7.82M
HES
Hess Corp

Energy
3
+ 2.31%
$126.32 - $161.29 $379 - $484
133 $18.4M
SBUX
Starbucks Corp

Consumer Cyclical
15
+ 1.42%
$79.69 - $99.41 $1.2K - $1.49K
1.07K $98.1M
FISV
Fiserv Inc

Technology
18
+ 8.11%
N/A
240 $41.4M
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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