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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
57
+ 203.57%
$26.93 - $84.95 $1.54K - $4.84K
85 $2.31M
SCHV
Schwab Strategic Tr Us Large C

ETFs
90
+ 200.0%
$25.79 - $80.4 $2.32K - $7.24K
135 $3.52M
CMCSA
Comcast Corp

Communication Services
157
+ 11.11%
$37.39 - $45.14 $5.87K - $7.09K
1.57K $58.9M
MOS
Mosaic CO

Basic Materials
7
+ 5.43%
$23.87 - $28.34 $167 - $198
136 $3.34M
NVEE
Nv5 Global, Inc.

Industrials
68
+ 357.89%
$18.82 - $93.28 $1.28K - $6.34K
87 $1.64M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
7
+ 5.65%
$101.82 - $114.06 $713 - $798
131 $13.5M
UDR
Udr, Inc.

Real Estate
3
+ 1.94%
$41.3 - $46.33 $124 - $139
158 $6.86M
CAG
Conagra Brands Inc.

Consumer Defensive
14
+ 11.57%
$26.48 - $32.72 $371 - $458
135 $3.75M
RVMD
Revolution Medicines, Inc.

Healthcare
1
+ 0.69%
$42.97 - $60.6 $43 - $60.6
146 $6.39M
FANG
Diamondback Energy, Inc.

Energy
4
+ 4.0%
$153.06 - $199.5 $612 - $798
104 $17M
HSIC
Henry Schein Inc

Healthcare
1
+ 1.22%
$66.54 - $77.66 $66.5 - $77.7
83 $5.74M
FIS
Fidelity National Information Services, Inc.

Technology
8
+ 2.58%
$80.14 - $90.95 $641 - $728
318 $25.7M
MRNA
Moderna, Inc.

Healthcare
53
+ 53.0%
$36.85 - $63.93 $1.95K - $3.39K
153 $6.36M
Kenvue Inc
263
+ 7.87%
N/A
3.6K $76.9M
TXT
Textron Inc

Industrials
4
+ 6.25%
$75.82 - $90.32 $303 - $361
68 $5.2M
MDT
Medtronic PLC

Healthcare
10
+ 8.0%
$79.61 - $92.24 $796 - $922
135 $10.8M
WTRG
Essential Utilities, Inc.

Utilities
2
+ 0.82%
$36.18 - $40.55 $72.4 - $81.1
245 $8.9M
POR
Portland General Electric CO

Utilities
13
+ 4.96%
$43.52 - $48.99 $566 - $637
275 $12M
LYB
Lyondell Basell Industries N.V.

Basic Materials
26
+ 22.41%
$72.97 - $96.75 $1.9K - $2.52K
142 $10.5M
PCVX
Vaxcyte, Inc.

Healthcare
7
+ 19.44%
$80.97 - $117.93 $567 - $826
43 $3.52M
GIS
General Mills Inc

Consumer Defensive
4
+ 4.44%
$62.78 - $74.62 $251 - $298
94 $6M
BBY
Best Buy CO Inc

Consumer Cyclical
7
+ 9.09%
$85.2 - $101.35 $596 - $709
84 $7.21M
IIPR
Innovative Industrial Properties Inc

Real Estate
12
+ 52.17%
$66.64 - $135.61 $800 - $1.63K
35 $2.33M
WY
Weyerhaeuser CO

Real Estate
15
+ 6.7%
$27.21 - $33.7 $408 - $506
239 $6.73M
DVN
Devon Energy Corp

Energy
29
+ 10.1%
$30.52 - $42.96 $885 - $1.25K
316 $10.3M
MSM
Msc Industrial Direct CO Inc

Industrials
7
+ 5.19%
$73.09 - $90.18 $512 - $631
142 $10.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
253
+ 100.0%
$18.41 - $40.87 $4.66K - $10.3K
506 $9.36M
FCX
Freeport Mcmoran Inc

Basic Materials
46
+ 18.25%
$38.08 - $50.82 $1.75K - $2.34K
298 $11.3M
NSIT
Insight Enterprises Inc

Technology
3
+ 11.11%
$149.61 - $224.73 $449 - $674
30 $4.56M
PEP
Pepsico Inc

Consumer Defensive
15
+ 7.43%
$151.29 - $176.1 $2.27K - $2.64K
217 $33M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
+ 4.76%
$396.64 - $516.74 $793 - $1.03K
44 $17.7M
XYL
Xylem Inc.

Industrials
1
+ 0.93%
$116.02 - $137.45 $116 - $137
109 $12.6M
UNP
Union Pacific Corp

Industrials
1
+ 0.83%
$223.15 - $249.32 $223 - $249
121 $27.6M
WDC
Western Digital Corp

Technology
9
+ 3.01%
$59.62 - $73.43 $537 - $661
308 $18.4M
PHM
Pultegroup Inc

Consumer Cyclical
3
+ 3.61%
$108.86 - $149.04 $327 - $447
86 $9.37M
HUM
Humana Inc

Healthcare
12
+ 13.04%
$233.89 - $304.18 $2.81K - $3.65K
104 $26.4M
NKE
Nike, Inc.

Consumer Cyclical
12
+ 4.05%
$73.36 - $89.13 $880 - $1.07K
308 $23.3M
TSCO
Tractor Supply CO

Consumer Cyclical
484
+ 400.0%
$52.59 - $303.74 $25.5K - $147K
605 $32.1M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 3.11%
$288.47 - $316.54 $5.19K - $5.7K
596 $173M
MU
Micron Technology Inc

Technology
3
+ 1.55%
$84.16 - $113.41 $252 - $340
197 $16.6M
BLDR
Builders First Source, Inc.

Industrials
4
+ 4.76%
$142.93 - $198.25 $572 - $793
88 $12.6M
AMGN
Amgen Inc

Healthcare
5
+ 5.32%
$258.78 - $328.31 $1.29K - $1.64K
99 $25.8M
MTD
Mettler Toledo International Inc

Healthcare
1
+ 4.76%
$1160.67 - $1498.12 $1.16K - $1.5K
22 $26.9M
NUE
Nucor Corp

Basic Materials
34
+ 13.23%
$115.78 - $167.74 $3.94K - $5.7K
291 $34M
SBUX
Starbucks Corp

Consumer Cyclical
5
+ 0.54%
$87.44 - $102.5 $437 - $513
932 $85.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 1.0%
$442.29 - $483.08 $11.1K - $12.1K
2.53K $1.15B
TXN
Texas Instruments Inc

Technology
4
+ 0.96%
N/A
419 $78.6M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
20
+ 0.12%
$24.61 - $25.12 $492 - $502
16.8K $415M
NEE
Nextera Energy Inc

Utilities
2
+ 0.3%
$69.77 - $85.43 $140 - $171
677 $48.5M
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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