Private Wealth Management Group, LLC Banks—Regional

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.4B
$50.5 Million 0.02% of portfolio
1,226
Q4 2024 Reduced 0.49%
$1.26B
$49.5 Million 0.02% of portfolio
2,884
Q3 2024 Added 1.19%
$70.2B
$41.7 Million 0.02% of portfolio
237
Q1 2025 Reduced 52.98%
$20B
$30.4 Million 0.01% of portfolio
1,399
Q1 2025 Reduced 0.71%
$3.72B
$30.1 Million 0.01% of portfolio
1,569
Q4 2023 New
$20B
$26.4 Million 0.01% of portfolio
644
Q3 2024 Added 0.47%
$10.7B
$22.8 Million 0.01% of portfolio
1,172
Q1 2025 Reduced 4.48%
$31.6B
$18.9 Million 0.01% of portfolio
106
Q3 2024 Added 0.95%
$27.7B
$18.5 Million 0.01% of portfolio
10
Q2 2024 Reduced 56.52%
$26.2B
$15.3 Million 0.01% of portfolio
390
Q3 2024 Reduced 0.51%
$6.96B
$12.8 Million 0.0% of portfolio
274
Q4 2023 New
$64.8B
$12.1 Million 0.0% of portfolio
286
Q4 2023 New
$4.86B
$11.8 Million 0.0% of portfolio
877
Q4 2023 New
$9.05B
$11.6 Million 0.0% of portfolio
225
Q2 2024 Reduced 27.42%
$7.09B
$9.03 Million 0.0% of portfolio
181
Q3 2024 Added 0.56%
$5.8B
$8.74 Million 0.0% of portfolio
309
Q4 2023 New
$2.29B
$8.17 Million 0.0% of portfolio
327
Q4 2023 New
$7.25B
$7.99 Million 0.0% of portfolio
71
Q4 2023 New
$5.24B
$6.91 Million 0.0% of portfolio
159
Q1 2025 Reduced 17.62%
$3.28B
$5.97 Million 0.0% of portfolio
115
Q2 2024 Added 19.79%
$14.8B
$5.74 Million 0.0% of portfolio
359
Q4 2024 Reduced 22.96%
$5.53B
$5.34 Million 0.0% of portfolio
176
Q4 2023 New
$3.48B
$5.14 Million 0.0% of portfolio
228
Q4 2023 New
$342M
$4.88 Million 0.0% of portfolio
221
Q2 2024 Added 380.43%
$22.5B
$3.93 Million 0.0% of portfolio
262
Q3 2024 Added 1.55%
$6.64B
$3.71 Million 0.0% of portfolio
40
Q1 2025 Added 135.29%
$4.45B
$3.7 Million 0.0% of portfolio
416
Q2 2024 New
$4.98B
$3.54 Million 0.0% of portfolio
35
Q1 2025 Added 218.18%
$7.89B
$3.54 Million 0.0% of portfolio
46
Q4 2023 New
$889M
$3.53 Million 0.0% of portfolio
56
Q2 2024 Added 366.67%
$3.15B
$3.36 Million 0.0% of portfolio
78
Q2 2024 Reduced 50.63%
$4.68B
$3.25 Million 0.0% of portfolio
62
Q4 2023 New
$8.12B
$3.18 Million 0.0% of portfolio
30
Q4 2024 Reduced 3.23%
$7.52B
$3.05 Million 0.0% of portfolio
49
Q4 2024 Added 2.08%
$1.96B
$2.82 Million 0.0% of portfolio
83
Q2 2024 Reduced 47.8%
$358M
$2.56 Million 0.0% of portfolio
155
Q4 2023 New
$6.11B
$2.5 Million 0.0% of portfolio
118
Q3 2024 Added 6.31%
$1.83B
$2.32 Million 0.0% of portfolio
75
Q1 2025 New
$2.8B
$2.32 Million 0.0% of portfolio
37
Q2 2024 Reduced 45.59%
$348M
$2.23 Million 0.0% of portfolio
114
Q1 2024 New
$2.23B
$2.23 Million 0.0% of portfolio
55
Q2 2024 Reduced 46.08%
$591M
$2.13 Million 0.0% of portfolio
70
Q2 2024 Reduced 58.82%
$6.35B
$2.08 Million 0.0% of portfolio
20
Q2 2024 Added 233.33%
$4.26B
$2.07 Million 0.0% of portfolio
36
Q2 2024 Added 33.33%
$3.11B
$2.03 Million 0.0% of portfolio
72
Q2 2024 Reduced 38.98%
$5.03B
$1.87 Million 0.0% of portfolio
52
Q1 2025 Reduced 7.14%
$1.2B
$1.86 Million 0.0% of portfolio
178
Q4 2023 New
$1.13B
$1.8 Million 0.0% of portfolio
48
Q4 2023 New
$1.48B
$1.77 Million 0.0% of portfolio
44
Q2 2024 New
Filter Shares Options
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email