Private Wealth Management Group, LLC New Holdings in Q4 2024

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
13.4K
New
$50.02 - $51.24 $671K - $687K
13.4K $673M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.21K
New
$111.85 - $120.71 $359K - $388K
3.21K $370M
GLD
Spdr Gold Trust

ETFs
642
New
$236.59 - $257.5 $152K - $165K
642 $155M
DGRO
Ishares Core Dividend Growth E

ETFs
2.16K
New
$60.73 - $64.94 $131K - $140K
2.16K $132M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.82K
New
$44.87 - $46.86 $127K - $132K
2.82K $127M
PKW
Invesco Exchange Traded Fd Tr

ETFs
652
New
$114.02 - $125.22 $74.3K - $81.6K
652 $75M
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.62K
New
$45.72 - $48.2 $74K - $78K
1.62K $74.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
688
New
$58.88 - $64.8 $40.5K - $44.6K
688 $40.5M
IGM
Ishares Expanded Tech Sector E

ETFs
354
New
$94.19 - $106.95 $33.3K - $37.9K
354 $36.1M
Blackrock Inc
34
New
N/A
34 $34.9M
PIN
Invesco India ETF Trust India
1.14K
New
N/A
1.14K $29.4M
XLP
Consumer Staples Sector Spdr

ETFs
293
New
N/A
293 $23M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1.82K
New
$12.1 - $13.76 $22.1K - $25.1K
1.82K $22.1M
Lam Research Corp
285
New
N/A
285 $20.6M
Grayscale Ethereum Mini Tr E
620
New
N/A
620 $19.5M
Te Connectivity PLC
87
New
N/A
87 $12.4M
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
965
New
$10.92 - $12.66 $10.5K - $12.2K
965 $10.7M
Arista Networks Inc
80
New
N/A
80 $8.84M
RGP
Resources Connection, Inc.

Industrials
711
New
$7.96 - $9.47 $5.66K - $6.73K
711 $6.07M
ENSG
Ensign Group, Inc

Healthcare
44
New
$132.78 - $156.91 $5.84K - $6.9K
44 $5.85M
SEVN
Seven Hills Realty Trust

Real Estate
442
New
$12.28 - $14.42 $5.43K - $6.37K
442 $5.78M
ETSY
Etsy Inc

Consumer Cyclical
108
New
$47.48 - $61.61 $5.13K - $6.65K
108 $5.71M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
290
New
$14.29 - $18.76 $4.14K - $5.44K
290 $5.32M
TDG
Trans Digm Group Inc

Industrials
4
New
$1239.0 - $1442.53 $4.96K - $5.77K
4 $5.07M
CE
Celanese Corp

Basic Materials
64
New
$67.03 - $136.68 $4.29K - $8.75K
64 $4.43M
ACI
Albertsons Companies, Inc.

Consumer Defensive
208
New
$18.01 - $19.92 $3.75K - $4.14K
208 $4.09M
OLN
Olin Corp

Basic Materials
120
New
$33.13 - $47.98 $3.98K - $5.76K
120 $4.06M
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
240
New
$14.14 - $17.78 $3.39K - $4.27K
240 $3.77M
LBRT
Liberty Energy Inc.

Energy
187
New
$16.68 - $20.84 $3.12K - $3.9K
187 $3.72M
FLNG
Flex Lng Ltd.

Energy
160
New
$21.13 - $26.93 $3.38K - $4.31K
160 $3.67M
DK
Delek Us Holdings, Inc.

Energy
195
New
$15.4 - $20.37 $3K - $3.97K
195 $3.61M
PARR
Par Pacific Holdings, Inc.

Energy
208
New
$15.09 - $19.32 $3.14K - $4.02K
208 $3.41M
CRDA
Crawford & CO Class A

ETFs
286
New
N/A
286 $3.31M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
243
New
$12.52 - $21.81 $3.04K - $5.3K
243 $3.21M
Super Micro Computer Inc
100
New
N/A
100 $3.05M
PGNY
Progyny, Inc.

Healthcare
176
New
$13.67 - $17.25 $2.41K - $3.04K
176 $3.04M
Atlas Energy Solutions Inc
135
New
N/A
135 $3M
WFRD
Weatherford International PLC

Energy
40
New
$67.1 - $94.33 $2.68K - $3.77K
40 $2.87M
Sunrise Communications Ag
66
New
N/A
66 $2.84M
NDSN
Nordson Corp

Industrials
13
New
$208.83 - $264.36 $2.71K - $3.44K
13 $2.72M
NRC
National Research Corp

Healthcare
149
New
$17.07 - $21.78 $2.54K - $3.25K
149 $2.63M
GNTX
Gentex Corp

Consumer Cyclical
88
New
$28.6 - $31.34 $2.52K - $2.76K
88 $2.53M
ARCH
Arch Resources, Inc.

Energy
17
New
$134.17 - $175.55 $2.28K - $2.98K
17 $2.4M
HDSN
Hudson Technologies Inc

Basic Materials
406
New
$5.25 - $8.29 $2.13K - $3.37K
406 $2.27M
WM
Waste Management Inc

Industrials
11
New
$201.79 - $228.46 $2.22K - $2.51K
11 $2.22M
COGT
Cogent Biosciences, Inc.

Healthcare
284
New
$7.64 - $12.28 $2.17K - $3.49K
284 $2.22M
CWT
California Water Service Group

Utilities
48
New
$45.33 - $54.6 $2.18K - $2.62K
48 $2.18M
AIN
Albany International Corp

Consumer Cyclical
27
New
$67.92 - $87.46 $1.83K - $2.36K
27 $2.16M
KURA
Kura Oncology, Inc.

Healthcare
243
New
$8.51 - $19.21 $2.07K - $4.67K
243 $2.12M
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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