Private Wealth Management Group, LLC Asset Management

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$77B
$23.4 Million 0.01% of portfolio
279
Q3 2024 Added 24.0%
$40.4B
$23 Million 0.01% of portfolio
257
Q3 2024 Added 0.78%
$0
$21.9 Million 0.01% of portfolio
1,886
Q1 2025 Added 3.46%
$20.2B
$13.6 Million 0.01% of portfolio
161
Q4 2023 New
$120B
$5.55 Million 0.0% of portfolio
48
Q4 2024 Reduced 5.88%
$0
$5.45 Million 0.0% of portfolio
484
Q4 2023 New
$7.89B
$5.23 Million 0.0% of portfolio
345
Q1 2025 Reduced 20.32%
$4.15B
$4.77 Million 0.0% of portfolio
117
Q2 2024 Added 72.06%
$21.3B
$4.71 Million 0.0% of portfolio
108
Q3 2024 Added 68.75%
$12.5B
$4.66 Million 0.0% of portfolio
60
Q4 2024 Reduced 4.76%
$23.1B
$4.23 Million 0.0% of portfolio
46
Q1 2025 Reduced 65.67%
$1.48B
$3.1 Million 0.0% of portfolio
18
Q4 2023 New
$7.9B
$2.86 Million 0.0% of portfolio
17
Q2 2024 Added 41.67%
$3.16B
$2.62 Million 0.0% of portfolio
67
Q3 2024 Added 294.12%
$116B
$2.52 Million 0.0% of portfolio
18
Q4 2023 New
$467M
$2.43 Million 0.0% of portfolio
17
Q2 2024 Added 112.5%
$2.36B
$1.41 Million 0.0% of portfolio
53
Q2 2024 New
$31B
$1.03 Million 0.0% of portfolio
7
Q4 2023 New
$57.5B
$485,000 0.0% of portfolio
1
Q3 2024 New
$26.4B
$198,000 0.0% of portfolio
2
Q3 2024 New
$0
$46,000 0.0% of portfolio
12
Q1 2025 Reduced 97.6%
$12.4B
$20,000 0.0% of portfolio
1
Q1 2025 Reduced 98.92%
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