Private Wealth Management Group, LLC New Holdings in Q1 2025

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.08K
New
$38.99 - $40.37 $120K - $124K
3.08K $124M
MCHI
Ishares Msci China ETF

ETFs
1.74K
New
$43.71 - $58.65 $75.8K - $102K
1.74K $94.4M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
1.49K
New
$47.48 - $53.82 $70.5K - $79.9K
1.49K $70.5M
FNDX
Schwab Fundamental U S Large C

ETFs
2.59K
New
$23.03 - $25.01 $59.6K - $64.7K
2.59K $61.1M
Dimensional ETF Trust
890
New
N/A
890 $47.6M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
625
New
$68.07 - $78.99 $42.5K - $49.4K
625 $42.5M
EWY
Ishares Inc Msci South Korea E

ETFs
720
New
$51.16 - $58.46 $36.8K - $42.1K
720 $38.9M
HNDL
Strategy Shs

ETFs
852
New
$20.7 - $21.8 $17.6K - $18.6K
852 $18M
SLS
Sellas Life Sciences Group, Inc.

Healthcare
10K
New
$0.92 - $1.62 $9.2K - $16.2K
10K $10.8M
Lineage Inc
163
New
N/A
163 $9.56M
IXUS
Ishares Tr

ETFs
113
New
$65.06 - $72.31 $7.35K - $8.17K
113 $7.89M
CMCO
Columbus Mckinnon Corp

Industrials
465
New
$15.95 - $37.61 $7.42K - $17.5K
465 $7.87M
EPD
Enterprise Products Partners L.P.

Energy
210
New
$31.75 - $34.14 $6.67K - $7.17K
210 $7.17M
MMS
Maximus, Inc.

Industrials
103
New
$64.34 - $79.68 $6.63K - $8.21K
103 $7.02M
UAL
United Airlines Holdings, Inc.

Industrials
100
New
$69.05 - $110.52 $6.91K - $11.1K
100 $6.91M
XRAY
Dentsply Sirona Inc.

Healthcare
457
New
$14.93 - $20.31 $6.82K - $9.28K
457 $6.83M
CNXN
Pc Connection Inc

Technology
105
New
$59.79 - $74.22 $6.28K - $7.79K
105 $6.56M
IAU
Ishares Gold Trust

ETFs
110
New
$49.74 - $58.96 $5.47K - $6.49K
110 $6.49M
AES
Aes Corp

Utilities
518
New
$9.93 - $13.23 $5.14K - $6.85K
518 $6.43M
MSA
Msa Safety Inc

Industrials
43
New
$146.69 - $166.47 $6.31K - $7.16K
43 $6.31M
SIGI
Selective Insurance Group Inc

Financial Services
67
New
$78.49 - $95.48 $5.26K - $6.4K
67 $6.13M
XLY
Select Sector Spdr Consumer Di

ETFs
31
New
$192.6 - $233.2 $5.97K - $7.23K
31 $6.12M
COTY
Coty Inc.

Consumer Defensive
1.1K
New
$5.43 - $7.61 $5.97K - $8.36K
1.1K $6.01M
RBLX
Roblox Corp

Communication Services
100
New
$53.77 - $75.47 $5.38K - $7.55K
100 $5.83M
BFA
Brown Forman Corp Cl A
164
New
N/A
164 $5.49M
IPGP
Ipg Photonics Corp

Technology
86
New
$57.86 - $77.8 $4.98K - $6.69K
86 $5.43M
CTS
Cts Corp

Technology
129
New
$41.45 - $52.95 $5.35K - $6.83K
129 $5.36M
IDYA
Ideaya Biosciences, Inc.

Healthcare
323
New
$16.38 - $26.0 $5.29K - $8.4K
323 $5.29M
GIC
Global Industrial CO

Industrials
223
New
$22.1 - $25.66 $4.93K - $5.72K
223 $5M
CLVT
Clarivate PLC

Technology
1.25K
New
$3.93 - $5.66 $4.9K - $7.06K
1.25K $4.91M
NWS
News Corp New Cl B Com Stk (De

Communication Services
155
New
$29.66 - $35.0 $4.6K - $5.43K
155 $4.71M
RING
Ishares Inc Msci Global Gold M

ETFs
120
New
$28.64 - $38.36 $3.44K - $4.6K
120 $4.6M
ROIV
Roivant Sciences Ltd.

Healthcare
437
New
$10.09 - $12.08 $4.41K - $5.28K
437 $4.41M
KE
Kimball Electronics, Inc.

Industrials
264
New
$16.11 - $19.51 $4.25K - $5.15K
264 $4.34M
ITOT
Ishares Core S&P Total U.S. St

ETFs
34
New
$120.29 - $134.6 $4.09K - $4.58K
34 $4.15M
QRHC
Quest Resource Holding Corp

Industrials
1.55K
New
$2.6 - $6.47 $4.04K - $10K
1.55K $4.04M
ERIE
Erie Indemnity CO

Financial Services
9
New
$377.62 - $450.61 $3.4K - $4.06K
9 $3.77M
MAN
Manpower Group Inc.

Industrials
65
New
$53.77 - $62.66 $3.5K - $4.07K
65 $3.76M
Structure Therapeutics Inc
196
New
N/A
196 $3.39M
XLU
Utilities Sector Spdr

ETFs
39
New
$74.7 - $80.27 $2.91K - $3.13K
39 $3.08M
LENB
Lennar Corporation Cl B
28
New
N/A
28 $3.05M
VRRM
Verra Mobility Corp

Industrials
131
New
$19.76 - $26.87 $2.59K - $3.52K
131 $2.95M
NABL
N Able, Inc.

Technology
402
New
$6.92 - $10.3 $2.78K - $4.14K
402 $2.85M
Star Hldgs
330
New
N/A
330 $2.81M
WNC
Wabash National Corp

Industrials
251
New
$10.59 - $17.28 $2.66K - $4.34K
251 $2.77M
XLE
Energy Sector Spdr

ETFs
29
New
$85.7 - $93.96 $2.49K - $2.72K
29 $2.71M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
101
New
$24.77 - $35.6 $2.5K - $3.6K
101 $2.51M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
106
New
$23.34 - $30.17 $2.47K - $3.2K
106 $2.48M
TALO
Talos Energy Inc.

Energy
253
New
$8.21 - $11.01 $2.08K - $2.79K
253 $2.46M
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
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email