Private Wealth Management Group, LLC Reduced Holdings in Q2 2025

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-13.5K
- 14.94%
$102.31 - $105.8 $1.38M - $1.43M
77K $8.04B
AAPL
Apple Inc.

Technology
-441
- 1.22%
$172.42 - $223.89 $76K - $98.7K
35.7K $7.33B
PEG
Public Service Enterprise Group Inc

Utilities
-1.38K
- 31.32%
$77.13 - $84.18 $107K - $117K
3.04K $256M
Princeton Bancorp Inc
-3.32K
- 7.31%
N/A
42.1K $1.29B
SUB
Ishares Short Term National Mu

ETFs
-1.28K
- 2.69%
$104.77 - $106.34 $134K - $136K
46.2K $4.91B
XOM
Exxon Mobil Corp

Energy
-302
- 7.77%
$99.93 - $119.04 $30.2K - $36K
3.59K $387M
PG
Procter & Gamble CO

Consumer Defensive
-76
- 2.07%
$157.66 - $172.39 $12K - $13.1K
3.6K $573M
GPN
Global Payments Inc

Industrials
-519
- 88.72%
$67.47 - $99.6 $35K - $51.7K
66 $5.28M
MRK
Merck & Co., Inc.

Healthcare
-260
- 9.29%
$73.47 - $87.12 $19.1K - $22.7K
2.54K $201M
VZ
Verizon Communications Inc

Communication Services
-841
- 15.02%
$41.67 - $45.62 $35K - $38.4K
4.76K $206M
KGC
Kinross Gold Corp

Basic Materials
-4.4K
- 48.76%
$11.79 - $15.85 $51.9K - $69.7K
4.62K $72.3M
UBER
Uber Technologies, Inc

Technology
-560
- 82.6%
$64.62 - $93.3 $36.2K - $52.2K
118 $11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-40
- 24.84%
$390.26 - $489.06 $15.6K - $19.6K
121 $49.1M
IEFA
Ishares Tr

ETFs
-581
- 23.01%
$67.83 - $84.09 $39.4K - $48.9K
1.94K $162M
CVX
Chevron Corp

Energy
-106
- 22.7%
$133.73 - $168.51 $14.2K - $17.9K
361 $51.7M
REET
Ishares Global Reit ETF

ETFs
-1.39K
- 7.44%
$21.59 - $25.16 $30.1K - $35.1K
17.3K $428M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-534
- 4.0%
$67.03 - $80.35 $35.8K - $42.9K
12.8K $1.02B
FNDX
Schwab Fundamental U S Large C

ETFs
-1.04K
- 40.29%
$20.84 - $24.54 $21.7K - $25.6K
1.54K $37.9M
PSX
Phillips 66

Energy
-158
- 49.22%
$92.87 - $125.73 $14.7K - $19.9K
163 $19.4M
DD
Du Pont De Nemours, Inc.

Basic Materials
-234
- 37.74%
$55.13 - $75.25 $12.9K - $17.6K
386 $26.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-208
- 41.11%
$97.68 - $121.38 $20.3K - $25.2K
298 $36.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-296
- 2.02%
$72.02 - $73.82 $21.3K - $21.9K
14.3K $1.06B
NUE
Nucor Corp

Basic Materials
-146
- 65.47%
$103.22 - $131.43 $15.1K - $19.2K
77 $9.98M
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 1.85%
$285.55 - $321.23 $3.14K - $3.53K
585 $171M
LOW
Lowes Companies Inc

Consumer Cyclical
-51
- 17.29%
$210.83 - $235.28 $10.8K - $12K
244 $54.1M
AA
Alcoa Corp

Basic Materials
-460
- 96.03%
$22.57 - $30.84 $10.4K - $14.2K
19 $561K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-247
- 50.51%
$57.14 - $72.68 $14.1K - $18K
242 $17.6M
DHR
Danaher Corp

Healthcare
-21
- 1.74%
$174.64 - $205.16 $3.67K - $4.31K
1.18K $234M
CNC
Centene Corp

Healthcare
-205
- 65.92%
$53.4 - $64.29 $10.9K - $13.2K
106 $5.75M
HUM
Humana Inc

Healthcare
-37
- 26.81%
$224.93 - $295.04 $8.32K - $10.9K
101 $24.7M
CHX
Champion X Corp

Energy
-388
- 89.2%
$22.52 - $30.02 $8.74K - $11.6K
47 $1.17M
TGB
Taseko Mines LTD

Basic Materials
-7K
- 58.33%
$1.7 - $3.15 $11.9K - $22.1K
5K $15.8M
MGY
Magnolia Oil & Gas Corp

Energy
-395
- 53.67%
$19.6 - $25.72 $7.74K - $10.2K
341 $7.67M
MTD
Mettler Toledo International Inc

Healthcare
-9
- 40.91%
$970.15 - $1216.57 $8.73K - $10.9K
13 $15.3M
FELE
Franklin Electric CO Inc

Industrials
-111
- 89.52%
$84.21 - $95.87 $9.35K - $10.6K
13 $1.17M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-140
- 99.29%
$54.08 - $68.32 $7.57K - $9.56K
1 $55K
FANG
Diamondback Energy, Inc.

Energy
-51
- 49.51%
$119.25 - $161.49 $6.08K - $8.24K
52 $7.15M
VO
Vanguard Mid Cap ETF

ETFs
-36
- 90.0%
$228.54 - $279.83 $8.23K - $10.1K
4 $1.12M
DOW
Dow Inc.

Basic Materials
-77
- 9.05%
$25.81 - $34.89 $1.99K - $2.69K
774 $20.5M
SNX
Td Synnex Corp

Technology
-93
- 86.11%
$95.81 - $137.79 $8.91K - $12.8K
15 $2.04M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-87
- 87.88%
$99.97 - $129.69 $8.7K - $11.3K
12 $1.25M
EL
Estee Lauder Companies Inc

Consumer Defensive
-138
- 93.88%
$50.06 - $80.8 $6.91K - $11.2K
9 $728K
BIIB
Biogen Inc.

Healthcare
-60
- 56.07%
$113.38 - $135.49 $6.8K - $8.13K
47 $5.9M
Te Connectivity PLC
-74
- 53.62%
N/A
64 $10.8M
XLF
Financial Sector Spdr

ETFs
-186
- 42.66%
$43.92 - $52.37 $8.17K - $9.74K
250 $13.1M
CGNX
Cognex Corp

Technology
-278
- 99.29%
$23.27 - $32.07 $6.47K - $8.92K
2 $64K
HAL
Halliburton CO

Energy
-308
- 85.08%
$19.26 - $25.7 $5.93K - $7.92K
54 $1.1M
PEP
Pepsico Inc

Consumer Defensive
-42
- 43.3%
$128.02 - $151.37 $5.38K - $6.36K
55 $7.26M
PKI
Perkinelmer Inc

Healthcare
-56
- 28.57%
N/A
140 $13.5M
Activity Summary
Buys All Purchases 453 New Holdings 146 Increased Positions 307 Sells All Sells 363 Reductions 363 Sold out 0 Options Calls 0 Puts 0
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