Private Wealth Management Group, LLC Sells in Q4 2024

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
-73.6K
- 15.18%
$30.18 - $33.87 $2.22M - $2.49M
412K $12.7B
DISV
Dimensional ETF Tr Dimensional

ETFs
-39.8K
- 10.97%
$26.18 - $28.77 $1.04M - $1.15M
323K $8.59B
MUB
Ishares National Muni Bond ETF

ETFs
-13.5K
- 12.17%
$105.78 - $108.7 $1.42M - $1.46M
97.1K $10.3B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-5.73K
- 0.95%
$25.61 - $28.0 $147K - $160K
600K $15.5B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-9.07K
- 6.35%
$78.43 - $87.17 $711K - $791K
134K $10.7B
DFAT
Dimensional ETF Tr U S Target

ETFs
-7.4K
- 8.35%
$54.54 - $61.04 $403K - $451K
81.2K $4.52B
VEA
Vanguard Ftse Developed Market

ETFs
-1.34K
- 3.12%
$47.57 - $52.44 $63.8K - $70.3K
41.6K $1.99B
JNJ
Johnson & Johnson

Healthcare
-13
- 0.08%
$143.34 - $165.86 $1.86K - $2.16K
15.8K $2.29B
REET
Ishares Global Reit ETF

ETFs
-5.95K
- 21.95%
$23.43 - $26.54 $139K - $158K
21.2K $507M
AVEM
American Centy ETF Tr Avantis

ETFs
-135
- 0.45%
$58.59 - $66.14 $7.91K - $8.93K
30K $1.76B
XOM
Exxon Mobil Corp

Energy
-324
- 8.01%
$105.51 - $125.37 $34.2K - $40.6K
3.72K $400M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-212
- 0.81%
$38.96 - $43.28 $8.26K - $9.18K
26.1K $1.03B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-825
- 5.84%
$84.34 - $95.14 $69.6K - $78.5K
13.3K $1.16B
IEFA
Ishares Tr

ETFs
-550
- 17.54%
$70.06 - $77.43 $38.5K - $42.6K
2.59K $182M
TGB
Taseko Mines LTD

Basic Materials
-20.8K
- 63.45%
$1.91 - $2.65 $39.8K - $55.2K
12K $23.3M
DHR
Danaher Corp

Healthcare
-1
- 0.08%
$226.16 - $274.52 $226 - $275
1.22K $279M
PG
Procter & Gamble CO

Consumer Defensive
-207
- 5.3%
$161.05 - $179.7 $33.3K - $37.2K
3.7K $620M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-40
- 0.3%
$44.04 - $49.49 $1.76K - $1.98K
13.2K $583M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-741
- 76.23%
$69.3 - $74.3 $51.4K - $55.1K
231 $16.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-10
- 0.14%
$189.5 - $206.17 $1.9K - $2.06K
7.24K $1.38B
ELV
Elevance Health, Inc.

Healthcare
-69
- 73.4%
$365.96 - $514.62 $25.3K - $35.5K
25 $9.22M
GD
General Dynamics Corp

Industrials
-64
- 15.2%
$260.28 - $314.03 $16.7K - $20.1K
357 $94.1M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-687
- 6.15%
$32.65 - $33.68 $22.4K - $23.1K
10.5K $344M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-32
- 18.5%
$1146.59 - $1270.6 $36.7K - $40.7K
141 $167M
LLY
Eli Lilly & CO

Healthcare
-18
- 11.76%
$727.2 - $932.06 $13.1K - $16.8K
135 $104M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-285
- 2.95%
$34.46 - $38.29 $9.82K - $10.9K
9.36K $326M
VZ
Verizon Communications Inc

Communication Services
-19
- 0.34%
$39.6 - $45.21 $752 - $859
5.64K $226M
DOW
Dow Inc.

Basic Materials
-306
- 39.84%
$39.1 - $55.34 $12K - $16.9K
462 $18.5M
PFE
Pfizer Inc

Healthcare
-558
- 16.24%
$24.8 - $30.19 $13.8K - $16.8K
2.88K $76.4M
MPC
Marathon Petroleum Corp

Energy
-86
- 21.72%
$131.65 - $174.84 $11.3K - $15K
310 $43.2M
LMT
Lockheed Martin Corp

Industrials
-6
- 3.43%
$479.66 - $614.62 $2.88K - $3.69K
169 $82.3M
GE
General Electric CO

Industrials
-39
- 9.77%
$159.95 - $194.23 $6.24K - $7.57K
360 $60M
IDXX
Idexx Laboratories Inc

Healthcare
-19
- 31.15%
$406.92 - $495.42 $7.73K - $9.41K
42 $17.4M
CVS
Cvs Health Corp

Healthcare
-75
- 14.1%
$43.78 - $67.46 $3.28K - $5.06K
457 $20.5M
MCHP
Microchip Technology Inc

Technology
-110
- 42.64%
$55.51 - $79.05 $6.11K - $8.7K
148 $8.49M
RTX
Raytheon Technologies Corp

Industrials
-69
- 11.24%
$114.45 - $127.21 $7.9K - $8.78K
545 $63.1M
PSX
Phillips 66

Energy
-40
- 11.08%
$110.35 - $138.93 $4.41K - $5.56K
321 $36.6M
MPWR
Monolithic Power Systems Inc

Technology
-5
- 22.73%
$560.06 - $942.58 $2.8K - $4.71K
17 $10.1M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-26
- 4.36%
$59.25 - $72.99 $1.54K - $1.9K
571 $34.1M
CPRI
Capri Holdings LTD

Consumer Cyclical
-175
- 63.18%
$19.39 - $43.18 $3.39K - $7.56K
102 $2.15M
CDW
Cdw Corp

Technology
-29
- 33.72%
$171.49 - $225.64 $4.97K - $6.54K
57 $9.92M
EXR
Extra Space Storage Inc.

Real Estate
-29
- 17.37%
$142.35 - $178.32 $4.13K - $5.17K
138 $20.6M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-181
- 89.16%
$37.97 - $49.45 $6.87K - $8.95K
22 $851K
VTV
Vanguard Value ETF

ETFs
-7
- 0.47%
$168.32 - $181.87 $1.18K - $1.27K
1.48K $251M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-70
- 12.52%
$60.13 - $67.31 $4.21K - $4.71K
489 $29.7M
CAT
Caterpillar Inc

Industrials
-9
- 5.63%
$360.37 - $416.88 $3.24K - $3.75K
151 $54.8M
LEG
Leggett & Platt Inc

Consumer Cyclical
-491
- 65.55%
$9.5 - $13.67 $4.66K - $6.71K
258 $2.48M
COIN
Coinbase Global, Inc.

Technology
-70
- 48.95%
$163.17 - $343.62 $11.4K - $24.1K
73 $18.1M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-53
- 11.78%
$59.24 - $74.8 $3.14K - $3.96K
397 $24.3M
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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