Private Wealth Management Group, LLC New Holdings in Q3 2025

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
544K
New
N/A
544K $29.3B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.5K
New
$39.58 - $40.74 $59.2K - $60.9K
1.5K $60.7M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
640
New
$67.16 - $93.48 $43K - $59.8K
640 $59.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
240
New
$192.76 - $203.86 $46.3K - $48.9K
240 $48.9M
VOX
Vanguard Communication Service

ETFs
220
New
$169.0 - $192.17 $37.2K - $42.3K
220 $41.3M
DX
Dynex Capital Inc

Real Estate
2.89K
New
$11.85 - $12.93 $34.2K - $37.4K
2.89K $35.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
434
New
$68.24 - $73.73 $29.6K - $32K
434 $31.9M
CION
Cion Investment Corp

Financial Services
3.17K
New
$9.48 - $10.86 $30K - $34.4K
3.17K $30M
Ishares Ethereum Tr
829
New
N/A
829 $26.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
168
New
$137.51 - $145.26 $23.1K - $24.4K
168 $23.9M
IWN
Ishares Russell2000 Val ETF

ETFs
120
New
$157.1 - $178.94 $18.9K - $21.5K
120 $21.2M
Oxford Lane Cap Corp
1.12K
New
N/A
1.12K $19M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
115
New
$82.38 - $83.0 $9.47K - $9.55K
115 $9.54M
NSP
Insperity, Inc.

Industrials
158
New
$45.07 - $62.06 $7.12K - $9.81K
158 $7.77M
EFV
Msci Eafe Value ETF

ETFs
99
New
$62.79 - $68.42 $6.22K - $6.77K
99 $6.72M
SPT
Sprout Social, Inc.

Technology
443
New
$12.92 - $21.2 $5.72K - $9.39K
443 $5.72M
TIP
Ishares Tr Tips Bd ETF

ETFs
50
New
$109.11 - $111.88 $5.46K - $5.59K
50 $5.56M
CRI
Carters Inc

Consumer Cyclical
179
New
$23.65 - $33.93 $4.23K - $6.07K
179 $5.05M
ANIK
Anika Therapeutics, Inc.

Healthcare
522
New
$8.1 - $11.78 $4.23K - $6.15K
522 $4.91M
EIX
Edison International

Utilities
86
New
$50.42 - $56.35 $4.34K - $4.85K
86 $4.76M
CWB
Spdr Bloomberg Convertible Sec

ETFs
49
New
$82.29 - $90.77 $4.03K - $4.45K
49 $4.44M
Flowco Hldgs Inc
288
New
N/A
288 $4.28M
LQD
Ishares Iboxx $ Investment Gra

ETFs
38
New
$107.66 - $112.36 $4.09K - $4.27K
38 $4.24M
HYG
Ishares Tr

ETFs
52
New
$79.85 - $81.32 $4.15K - $4.23K
52 $4.22M
Southstate Bk Corp
40
New
N/A
40 $3.96M
XLV
Select Sector Spdr Fund Health

ETFs
27
New
$129.01 - $139.72 $3.48K - $3.77K
27 $3.76M
XLC
Select Sector Spdr Tr Communic

ETFs
30
New
$105.99 - $119.41 $3.18K - $3.58K
30 $3.55M
Paramount Skydance Corp
186
New
N/A
186 $3.52M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
133
New
$25.21 - $25.99 $3.35K - $3.46K
133 $3.44M
XLU
Utilities Sector Spdr

ETFs
34
New
$81.14 - $87.32 $2.76K - $2.97K
34 $2.97M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
186
New
$13.63 - $15.56 $2.54K - $2.89K
186 $2.64M
NEO
Neogenomics Inc

Healthcare
329
New
$4.84 - $8.81 $1.59K - $2.9K
329 $2.54M
Elevra Lithium LTD
98
New
N/A
98 $2.35M
BFA
Brown Forman Corp Cl A
82
New
N/A
82 $2.21M
MRTN
Marten Transport LTD

Industrials
167
New
$10.65 - $13.91 $1.78K - $2.32K
167 $1.78M
INTA
Intapp, Inc.

Technology
43
New
$35.64 - $48.82 $1.53K - $2.1K
43 $1.76M
VXF
Vanguard Extended Market ETF

ETFs
8
New
$193.58 - $213.07 $1.55K - $1.7K
8 $1.68M
IMXI
International Money Express, Inc.

Technology
97
New
$8.71 - $14.9 $845 - $1.45K
97 $1.36M
Gci Liberty Inc
35
New
N/A
35 $1.31M
TRDA
Entrada Therapeutics, Inc.

Healthcare
212
New
$5.02 - $7.57 $1.06K - $1.6K
212 $1.23M
SVRA
Savara Inc

Healthcare
294
New
$2.08 - $3.85 $612 - $1.13K
294 $1.05M
CMTG
Claros Mortgage Trust, Inc.

Real Estate
296
New
$2.79 - $3.95 $826 - $1.17K
296 $983K
COLB
Columbia Banking System, Inc.

Financial Services
34
New
$23.26 - $27.31 $791 - $929
34 $876K
ARVN
Arvinas, Inc.

Healthcare
97
New
$6.24 - $8.53 $605 - $827
97 $827K
OXYWS
Occidental Pete Corp Wt Exp 08
31
New
N/A
31 $791K
Waldencast PLC
374
New
N/A
374 $741K
ENOV
Enovis Corp

Industrials
23
New
$25.74 - $35.94 $592 - $827
23 $698K
STRA
Strategic Education, Inc.

Consumer Defensive
8
New
$73.87 - $86.09 $591 - $689
8 $689K
ENPH
Enphase Energy, Inc.

Technology
19
New
$30.11 - $42.97 $572 - $816
19 $673K
Activity Summary
Buys All Purchases 209 New Holdings 60 Increased Positions 149 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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