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
ES
Eversource Energy

Utilities
-1
- 0.33%
$55.63 - $63.8 $55.6 - $63.8
305 $18.9M
CTAS
Cintas Corp

Industrials
-19
- 8.15%
$182.09 - $208.14 $3.46K - $3.95K
214 $44M
MPC
Marathon Petroleum Corp

Energy
-3
- 0.97%
$134.72 - $159.03 $404 - $477
307 $44.7M
FAST
Fastenal CO

Industrials
-3
- 0.98%
$71.11 - $79.98 $213 - $240
303 $23.5M
AM
Antero Midstream Corp

Energy
-51
- 6.15%
$15.47 - $18.04 $789 - $920
778 $14M
OGE
Oge Energy Corp.

Utilities
-1
- 0.22%
$39.76 - $46.32 $39.8 - $46.3
460 $21.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 2.27%
$402.49 - $513.76 $402 - $514
43 $20.8M
AMGN
Amgen Inc

Healthcare
-5
- 5.05%
$258.59 - $327.36 $1.29K - $1.64K
94 $29.3M
CTVA
Corteva, Inc.

Basic Materials
-28
- 3.02%
$55.94 - $66.15 $1.57K - $1.85K
900 $56.6M
GILD
Gilead Sciences, Inc.

Healthcare
-13
- 4.76%
$89.14 - $117.41 $1.16K - $1.53K
260 $29.1M
PG
Procter & Gamble CO

Consumer Defensive
-27
- 0.73%
$158.56 - $176.26 $4.28K - $4.76K
3.67K $626M
TMUS
T Mobile Us, Inc.

Communication Services
-5
- 3.05%
$211.3 - $272.83 $1.06K - $1.36K
159 $42.4M
ABT
Abbott Laboratories

Healthcare
-10
- 2.26%
$111.1 - $140.22 $1.11K - $1.4K
432 $57.3M
IEFA
Ishares Tr

ETFs
-60
- 2.32%
$69.57 - $78.65 $4.17K - $4.72K
2.53K $191M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-265
- 2.07%
$33.57 - $37.22 $8.9K - $9.86K
12.5K $450M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-80
- 0.6%
$42.5 - $46.71 $3.4K - $3.74K
13.2K $596M
Linde PLC
-7
- 2.05%
N/A
335 $156M
V
Visa Inc.

Financial Services
-3
- 0.69%
$306.92 - $362.71 $921 - $1.09K
431 $151M
ABBV
Abb Vie Inc.

Healthcare
-110
- 8.83%
$169.2 - $216.66 $18.6K - $23.8K
1.14K $238M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-70
- 0.79%
$100.59 - $103.47 $7.04K - $7.24K
8.78K $909M
IBM
International Business Machines Corp

Technology
-88
- 6.32%
$217.4 - $264.74 $19.1K - $23.3K
1.3K $324M
KGC
Kinross Gold Corp

Basic Materials
-1.06K
- 10.54%
$9.69 - $12.61 $10.3K - $13.4K
9.02K $114M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-218
- 1.18%
$32.74 - $36.2 $7.14K - $7.89K
18.2K $636M
T
At&T Inc.

Communication Services
-53
- 1.0%
$21.56 - $28.28 $1.14K - $1.5K
5.22K $148M
VZ
Verizon Communications Inc

Communication Services
-42
- 0.74%
$37.81 - $46.49 $1.59K - $1.95K
5.6K $254M
JNJ
Johnson & Johnson

Healthcare
-92
- 0.58%
$142.06 - $167.7 $13.1K - $15.4K
15.7K $2.61B
DISV
Dimensional ETF Tr Dimensional

ETFs
-10.4K
- 3.21%
$26.09 - $30.21 $271K - $314K
313K $9.11B
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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