Private Wealth Management Group, LLC Reduced Holdings in Q1 2025

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AN
Autonation, Inc.

Consumer Cyclical
-49
- 33.11%
$156.67 - $195.15 $7.68K - $9.56K
99 $16M
AXP
American Express CO

Financial Services
-2
- 0.65%
$255.39 - $325.87 $511 - $652
306 $82.3M
CMCSA
Comcast Corp

Communication Services
-218
- 13.89%
$33.19 - $38.23 $7.24K - $8.33K
1.35K $49.9M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.46K
- 7.35%
$75.32 - $84.77 $110K - $124K
18.4K $1.5B
FDX
Fedex Corp

Industrials
-21
- 20.59%
$230.33 - $281.53 $4.84K - $5.91K
81 $19.7M
TXN
Texas Instruments Inc

Technology
-30
- 7.16%
N/A
389 $69.9M
SYY
Sysco Corp

Consumer Defensive
-98
- 10.79%
$70.0 - $77.13 $6.86K - $7.56K
810 $60.8M
NBIX
Neurocrine Biosciences Inc

Healthcare
-58
- 67.44%
$107.22 - $153.29 $6.22K - $8.89K
28 $3.1M
CHRD
Oasis Petroleum Inc.

Energy
-70
- 78.65%
$101.34 - $127.78 $7.09K - $8.94K
19 $2.14M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-23
- 74.19%
$243.0 - $367.0 $5.59K - $8.44K
8 $1.95M
QCOM
Qualcomm Inc

Technology
-50
- 8.76%
$151.94 - $175.86 $7.6K - $8.79K
521 $80M
NUE
Nucor Corp

Basic Materials
-68
- 23.37%
$114.48 - $142.52 $7.78K - $9.69K
223 $26.8M
MUR
Murphy Oil Corp

Energy
-221
- 67.58%
$24.02 - $33.9 $5.31K - $7.49K
106 $3.01M
MANH
Manhattan Associates Inc

Technology
-16
- 38.1%
$163.5 - $295.1 $2.62K - $4.72K
26 $4.5M
MAR
Marriott International Inc

Consumer Cyclical
-2
- 1.35%
$237.01 - $304.45 $474 - $609
146 $34.8M
IFF
International Flavors & Fragrances Inc

Basic Materials
-62
- 28.31%
$76.48 - $87.72 $4.74K - $5.44K
157 $12.2M
COIN
Coinbase Global, Inc.

Technology
-4
- 5.48%
$172.23 - $301.3 $689 - $1.21K
69 $11.9M
BILL
Bill.Com Holdings, Inc.

Technology
-47
- 46.08%
$43.59 - $97.07 $2.05K - $4.56K
55 $2.52M
BWA
Borgwarner Inc

Consumer Cyclical
-187
- 78.57%
$27.78 - $32.9 $5.19K - $6.15K
51 $1.46M
MPWR
Monolithic Power Systems Inc

Technology
-10
- 58.82%
$565.7 - $720.25 $5.66K - $7.2K
7 $4.06M
PRU
Prudential Financial Inc

Financial Services
-31
- 9.63%
$105.04 - $122.33 $3.26K - $3.79K
291 $32.5M
DSP
Viant Technology Inc.

Technology
-71
- 9.89%
$11.74 - $25.95 $834 - $1.84K
647 $8.03M
ON
On Semiconductor Corp

Technology
-75
- 66.37%
$40.69 - $64.51 $3.05K - $4.84K
38 $1.55M
URI
United Rentals, Inc.

Industrials
-1
- 1.64%
$594.17 - $789.56 $594 - $790
60 $37.6M
INCY
Incyte Corp

Healthcare
-50
- 18.94%
$60.0 - $75.26 $3K - $3.76K
214 $13M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-43
- 43.88%
$64.24 - $90.95 $2.76K - $3.91K
55 $3.53M
VTRS
Viatris Inc

Healthcare
-356
- 62.68%
$8.68 - $12.42 $3.09K - $4.42K
212 $1.85M
FIS
Fidelity National Information Services, Inc.

Technology
-44
- 13.84%
$68.12 - $83.42 $3K - $3.67K
274 $20.5M
CL
Colgate Palmolive CO

Consumer Defensive
-58
- 47.93%
$85.68 - $97.5 $4.97K - $5.66K
63 $5.9M
KD
Kyndryl Holdings, Inc.

Technology
-114
- 24.84%
$31.32 - $43.45 $3.57K - $4.95K
345 $10.8M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-28
- 71.79%
$75.72 - $160.92 $2.12K - $4.51K
11 $841K
TTC
Toro CO

Industrials
-61
- 87.14%
$71.86 - $87.28 $4.38K - $5.32K
9 $655K
ARW
Arrow Electronics Inc

Technology
-42
- 75.0%
$101.93 - $119.3 $4.28K - $5.01K
14 $1.45M
LEN
Lennar Corp

Consumer Cyclical
-28
- 40.0%
$113.93 - $141.54 $3.19K - $3.96K
42 $4.82M
GLW
Corning Inc

Technology
-75
- 10.23%
$44.91 - $54.25 $3.37K - $4.07K
658 $30.1M
KO
Coca Cola CO

Consumer Defensive
-156
- 22.19%
$60.81 - $72.32 $9.49K - $11.3K
547 $39.2M
EXAS
Exact Sciences Corp

Healthcare
-62
- 43.06%
$43.04 - $58.51 $2.67K - $3.63K
82 $3.55M
SAIA
Saia Inc

Industrials
-8
- 50.0%
$349.29 - $508.47 $2.79K - $4.07K
8 $2.8M
IT
Gartner Inc

Technology
-4
- 9.3%
$418.25 - $548.38 $1.67K - $2.19K
39 $16.4M
PBF
Pbf Energy Inc.

Energy
-153
- 75.0%
$18.97 - $31.31 $2.9K - $4.79K
51 $974K
PSTG
Pure Storage, Inc.

Technology
-23
- 11.56%
$44.27 - $72.37 $1.02K - $1.66K
176 $7.79M
ENSG
Ensign Group, Inc

Healthcare
-33
- 75.0%
$125.4 - $148.86 $4.14K - $4.91K
11 $1.42M
HUBG
Hub Group, Inc.

Industrials
-92
- 69.7%
$36.53 - $46.48 $3.36K - $4.28K
40 $1.49M
DHI
Horton D R Inc

Consumer Cyclical
-5
- 1.77%
$125.29 - $147.65 $626 - $738
278 $35.3M
COUR
Coursera, Inc.

Consumer Defensive
-431
- 59.04%
$6.66 - $9.69 $2.87K - $4.18K
299 $1.99M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-74
- 32.03%
$54.25 - $57.64 $4.01K - $4.27K
157 $8.65M
SLG
Sl Green Realty Corp

Real Estate
-18
- 6.02%
$55.58 - $68.38 $1K - $1.23K
281 $16.2M
CCL
Carnival Corp

Consumer Cyclical
-13
- 1.85%
$19.08 - $28.49 $248 - $370
691 $13.5M
WLK
Westlake Corp

Basic Materials
-26
- 29.21%
$99.12 - $119.16 $2.58K - $3.1K
63 $6.3M
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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