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
WSBC
Wesbanco Inc

Financial Services
75
New
$30.36 - $37.08 $2.28K - $2.78K
75 $2.32M
MQ
Marqeta, Inc.

Technology
560
New
$3.51 - $4.57 $1.97K - $2.56K
560 $2.31M
CLDX
Celldex Therapeutics, Inc.

Healthcare
126
New
$18.15 - $27.6 $2.29K - $3.48K
126 $2.29M
MGV
Vanguard Mega Cap Value

ETFs
16
New
$123.61 - $133.01 $1.98K - $2.13K
16 $2.06M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
61
New
$32.3 - $53.15 $1.97K - $3.24K
61 $2.05M
VC
Visteon Corp

Consumer Cyclical
26
New
$77.62 - $90.68 $2.02K - $2.36K
26 $2.02M
Liberty Global LTD
160
New
N/A
160 $1.92M
TTEK
Tetra Tech Inc

Industrials
65
New
$28.26 - $42.58 $1.84K - $2.77K
65 $1.9M
CWEN
Clearway Energy, Inc.

Utilities
61
New
$24.63 - $30.42 $1.5K - $1.86K
61 $1.85M
IMVT
Immunovant, Inc.

Healthcare
106
New
N/A
106 $1.81M
CSTM
Constellium Se

Basic Materials
171
New
$9.07 - $12.27 $1.55K - $2.1K
171 $1.73M
TXG
10x Genomics, Inc.

Healthcare
197
New
$8.73 - $16.31 $1.72K - $3.21K
197 $1.72M
HAE
Haemonetics Corp

Healthcare
27
New
$59.34 - $80.05 $1.6K - $2.16K
27 $1.72M
FLGT
Fulgent Genetics, Inc.

Healthcare
100
New
$15.28 - $18.95 $1.53K - $1.9K
100 $1.69M
SVRA
Savara Inc

Healthcare
606
New
$2.32 - $3.14 $1.41K - $1.9K
606 $1.68M
Qxo Inc
122
New
N/A
122 $1.65M
BAX
Baxter International Inc

Healthcare
48
New
$29.26 - $36.57 $1.4K - $1.76K
48 $1.64M
MATV
Schweitzer Mauduit International Inc

Basic Materials
259
New
$5.67 - $10.97 $1.47K - $2.84K
259 $1.61M
XLV
Select Sector Spdr Fund Health

ETFs
11
New
$137.61 - $149.68 $1.51K - $1.65K
11 $1.61M
Standardaero Inc
58
New
N/A
58 $1.55M
TWIN
Twin Disc Inc

Industrials
201
New
$7.51 - $11.6 $1.51K - $2.33K
201 $1.52M
STNG
Scorpio Tankers Inc.

Energy
40
New
$37.58 - $56.62 $1.5K - $2.26K
40 $1.5M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
73
New
$20.27 - $28.57 $1.48K - $2.09K
73 $1.49M
RGLD
Royal Gold Inc

Basic Materials
9
New
$132.55 - $163.51 $1.19K - $1.47K
9 $1.47M
CLBK
Columbia Financial, Inc.

Financial Services
98
New
$14.76 - $16.27 $1.45K - $1.59K
98 $1.47M
NX
Quanex Building Products Corp

Industrials
79
New
$18.54 - $24.18 $1.46K - $1.91K
79 $1.47M
JAMF
Jamf Holding Corp.

Technology
114
New
$12.15 - $15.96 $1.39K - $1.82K
114 $1.39M
AMCR
Amcor PLC

Consumer Cyclical
139
New
$9.33 - $10.39 $1.3K - $1.44K
139 $1.35M
RMR
Rmr Group Inc.

Real Estate
77
New
$16.65 - $20.37 $1.28K - $1.57K
77 $1.28M
CMPR
Cimpress PLC

Communication Services
25
New
$41.88 - $74.85 $1.05K - $1.87K
25 $1.13M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
47
New
$23.24 - $28.11 $1.09K - $1.32K
47 $1.12M
Brookfield Infrastructure CO
30
New
N/A
30 $1.09M
EVEX
Eve Holding, Inc.

Industrials
322
New
$3.11 - $5.89 $1K - $1.9K
322 $1.07M
KROS
Keros Therapeutics, Inc.

Healthcare
102
New
$10.15 - $16.1 $1.04K - $1.64K
102 $1.04M
TROX
Tronox Holdings PLC

Basic Materials
145
New
$6.82 - $10.37 $989 - $1.5K
145 $1.02M
MEI
Methode Electronics Inc

Technology
159
New
$6.11 - $13.17 $971 - $2.09K
159 $1.02M
TVTX
Travere Therapeutics, Inc.

Healthcare
52
New
$17.07 - $23.75 $888 - $1.24K
52 $932K
RUN
Sunrun Inc.

Technology
158
New
$5.86 - $11.37 $926 - $1.8K
158 $926K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
42
New
$21.87 - $34.63 $919 - $1.45K
42 $919K
HOFT
Hooker Furnishings Corp

Consumer Cyclical
68
New
$10.04 - $13.7 $683 - $932
68 $683K
Qiagen Nv
17
New
N/A
17 $683K
VRA
Vera Bradley, Inc.

Consumer Cyclical
277
New
$2.25 - $3.91 $623 - $1.08K
277 $624K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
20
New
$26.24 - $38.48 $525 - $770
20 $580K
JOE
St Joe CO

Real Estate
12
New
$43.61 - $49.45 $523 - $593
12 $564K
Millrose Pptys Inc
20
New
N/A
20 $531K
BORR
Borr Drilling LTD

Energy
242
New
$2.13 - $4.06 $515 - $983
242 $530K
DSGR
Distribution Solutions Group, Inc.

Industrials
18
New
$27.75 - $35.03 $500 - $631
18 $504K
Forrester Resh Inc
54
New
N/A
54 $499K
SAM
Boston Beer CO Inc

Consumer Defensive
2
New
$219.16 - $301.26 $438 - $603
2 $478K
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
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