Private Wealth Management Group, LLC Sells in Q1 2025

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-7
- 38.89%
$314.47 - $431.35 $2.2K - $3.02K
11 $4.03M
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
-41
- 82.0%
$68.94 - $90.02 $2.83K - $3.69K
9 $638K
CSX
Csx Corp

Industrials
-4
- 0.32%
$29.11 - $33.67 $116 - $135
1.24K $36.5M
RJF
Raymond James Financial Inc

Financial Services
-17
- 21.79%
$137.62 - $172.64 $2.34K - $2.93K
61 $8.47M
AA
Alcoa Corp

Basic Materials
-4
- 0.83%
$30.5 - $39.53 $122 - $158
479 $14.6M
LUMN
Lumen Technologies, Inc.

Communication Services
-476
- 37.42%
$3.92 - $5.92 $1.87K - $2.82K
796 $3.12M
CRC
California Resources Corp

Energy
-68
- 88.31%
$39.17 - $54.42 $2.66K - $3.7K
9 $396K
KEYS
Keysight Technologies, Inc.

Technology
-18
- 23.08%
$148.16 - $185.11 $2.67K - $3.33K
60 $8.99M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-49
- 72.06%
$48.65 - $66.04 $2.38K - $3.24K
19 $1.01M
ABR
Arbor Realty Trust Inc

Real Estate
-246
- 82.83%
$11.68 - $13.98 $2.87K - $3.44K
51 $600K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-57
- 85.07%
$43.82 - $58.86 $2.5K - $3.36K
10 $457K
BCC
Boise Cascade CO

Basic Materials
-24
- 48.0%
$96.38 - $129.12 $2.31K - $3.1K
26 $2.55M
SLB
Schlumberger Limited

Energy
-93
- 54.07%
$38.4 - $43.74 $3.57K - $4.07K
79 $3.3M
SPSC
Sps Commerce Inc

Technology
-12
- 36.36%
$123.05 - $197.4 $1.48K - $2.37K
21 $2.79M
HPQ
Hp Inc

Technology
-44
- 10.76%
$27.69 - $34.72 $1.22K - $1.53K
365 $10.1M
UNH
Unitedhealth Group Inc

Healthcare
-18
- 5.16%
$461.52 - $548.18 $8.31K - $9.87K
331 $173M
BDX
Becton Dickinson & CO

Healthcare
-14
- 29.79%
$222.79 - $249.08 $3.12K - $3.49K
33 $7.56M
UFPI
Ufp Industries Inc

Basic Materials
-24
- 25.53%
$103.91 - $118.67 $2.49K - $2.85K
70 $7.49M
AGCO
Agco Corp

Industrials
-32
- 35.56%
$88.82 - $106.69 $2.84K - $3.41K
58 $5.37M
WERN
Werner Enterprises Inc

Industrials
-78
- 70.27%
$29.25 - $38.23 $2.28K - $2.98K
33 $967K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-487
- 97.6%
$3.77 - $6.08 $1.84K - $2.96K
12 $46K
WSM
Williams Sonoma Inc

Consumer Cyclical
-3
- 3.23%
$158.1 - $217.71 $474 - $653
90 $14.2M
PZZA
Papa Johns International Inc

Consumer Cyclical
-72
- 83.72%
$36.01 - $51.28 $2.59K - $3.69K
14 $576K
CNC
Centene Corp

Healthcare
-49
- 13.61%
$55.93 - $65.89 $2.74K - $3.23K
311 $18.9M
APH
Amphenol Corp

Technology
-33
- 17.28%
$61.62 - $78.55 $2.03K - $2.59K
158 $10.4M
THO
Thor Industries Inc

Consumer Cyclical
-28
- 71.79%
$75.81 - $105.39 $2.12K - $2.95K
11 $834K
LFUS
Littelfuse Inc

Technology
-9
- 34.62%
$196.74 - $255.16 $1.77K - $2.3K
17 $3.35M
RF
Regions Financial Corp

Financial Services
-10
- 0.71%
$20.84 - $24.77 $208 - $248
1.4K $30.4M
MSI
Motorola Solutions, Inc.

Technology
-1
- 1.08%
$411.73 - $482.1 $412 - $482
92 $40.3M
MU
Micron Technology Inc

Technology
-37
- 18.78%
$86.89 - $109.38 $3.21K - $4.05K
160 $13.9M
Manager Directed Portfolios
-327
- 0.91%
N/A
35.5K $360M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-11
- 35.48%
$100.91 - $174.52 $1.11K - $1.92K
20 $2.15M
Anglogold Ashanti PLC
-172
- 63.0%
N/A
101 $3.75M
LBRT
Liberty Energy Inc.

Energy
-113
- 60.43%
$14.13 - $23.12 $1.6K - $2.61K
74 $1.17M
MTDR
Matador Resources CO

Energy
-43
- 78.18%
$44.79 - $63.77 $1.93K - $2.74K
12 $614K
INGN
Inogen Inc

Healthcare
-105
- 12.82%
$6.8 - $12.53 $714 - $1.32K
714 $5.09M
GMS
Gms Inc.

Industrials
-26
- 59.09%
$70.36 - $86.13 $1.83K - $2.24K
18 $1.32M
LEA
Lear Corp

Consumer Cyclical
-23
- 39.66%
$87.96 - $99.36 $2.02K - $2.29K
35 $3.09M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-132
- 46.15%
$12.87 - $15.85 $1.7K - $2.09K
154 $1.99M
CDW
Cdw Corp

Technology
-10
- 17.54%
$160.26 - $206.13 $1.6K - $2.06K
47 $7.53M
OMC
Omnicom Group Inc.

Communication Services
-25
- 28.41%
$79.43 - $88.34 $1.99K - $2.21K
63 $5.22M
UA
Under Armour Inc Cl C

Consumer Cyclical
-251
- 44.42%
$5.95 - $7.79 $1.49K - $1.96K
314 $1.87M
PANW
Palo Alto Networks Inc

Technology
-8
- 9.3%
$167.82 - $208.28 $1.34K - $1.67K
78 $13.3M
IVZ
Invesco Ltd.

Financial Services
-88
- 20.32%
$14.82 - $19.34 $1.3K - $1.7K
345 $5.23M
UHS
Universal Health Services Inc

Healthcare
-14
- 38.89%
$163.99 - $193.27 $2.3K - $2.71K
22 $4.13M
Jacobs Solutions Inc
-14
- 29.79%
N/A
33 $3.99M
IEX
Idex Corp

Industrials
-5
- 10.42%
$178.23 - $224.31 $891 - $1.12K
43 $7.78M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-5
- 16.13%
$62.41 - $133.91 $312 - $670
26 $1.63M
XPO
Xpo Logistics, Inc.

Industrials
-12
- 30.0%
$106.12 - $148.16 $1.27K - $1.78K
28 $3.01M
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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