Private Wealth Management Group, LLC Software—Application

Private Wealth Management Group, LLC

  • $301 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$192B
$111 Million 0.04% of portfolio
141
Q2 2025 Added 2.17%
$240B
$105 Million 0.03% of portfolio
384
Q2 2025 Added 1.86%
$192B
$59.8 Million 0.02% of portfolio
518
Q1 2024 Added 53.25%
$53.1B
$58.2 Million 0.02% of portfolio
188
Q2 2025 Added 14.63%
$184B
$48.3 Million 0.02% of portfolio
47
Q2 2025 Added 4.44%
$199B
$42 Million 0.01% of portfolio
120
Q2 2025 Reduced 1.64%
$3.28B
$40.8 Million 0.01% of portfolio
101
Q2 2025 Reduced 3.81%
$32.6B
$24.2 Million 0.01% of portfolio
69
Q2 2025 Reduced 19.77%
$46.7B
$23.8 Million 0.01% of portfolio
13
Q2 2024 Added 85.71%
$53.9B
$19.3 Million 0.01% of portfolio
55
Q2 2025 Reduced 20.29%
$95.3B
$16.6 Million 0.01% of portfolio
54
Q1 2025 Added 14.89%
$21.7B
$15 Million 0.0% of portfolio
27
Q3 2024 Added 3.85%
$20.3B
$13.2 Million 0.0% of portfolio
169
Q3 2024 New
$22.9B
$12.2 Million 0.0% of portfolio
169
Q2 2025 Added 20.71%
$3.87B
$11.3 Million 0.0% of portfolio
121
Q4 2023 New
$191B
$11 Million 0.0% of portfolio
118
Q2 2025 Reduced 82.6%
$12.6B
$8.89 Million 0.0% of portfolio
45
Q2 2025 Added 73.08%
$123M
$8.56 Million 0.0% of portfolio
647
Q1 2025 Reduced 9.89%
$2.24B
$8.35 Million 0.0% of portfolio
277
Q4 2024 Reduced 5.46%
$8.08B
$8.19 Million 0.0% of portfolio
47
Q4 2024 Added 34.29%
$15.2B
$7.77 Million 0.0% of portfolio
144
Q1 2025 Added 118.18%
$47.5B
$7.68 Million 0.0% of portfolio
32
Q2 2025 Added 113.33%
$11.4B
$7.55 Million 0.0% of portfolio
312
Q2 2025 Reduced 0.32%
$3.23B
$7.3 Million 0.0% of portfolio
1,162
Q4 2023 New
$1.97B
$6.78 Million 0.0% of portfolio
94
Q2 2025 Reduced 24.19%
$3.89B
$6.49 Million 0.0% of portfolio
122
Q2 2025 Reduced 12.23%
$5.04B
$5.99 Million 0.0% of portfolio
26
Q2 2025 Added 44.44%
$2.62B
$5.64 Million 0.0% of portfolio
203
Q2 2024 Reduced 16.8%
$22.4B
$5.63 Million 0.0% of portfolio
68
Q4 2023 New
$12.1B
$4.86 Million 0.0% of portfolio
21
Q2 2024 Added 200.0%
$9.94B
$4.72 Million 0.0% of portfolio
69
Q2 2025 Added 56.82%
$769M
$4.69 Million 0.0% of portfolio
425
Q4 2024 Reduced 12.37%
$1.99B
$4.66 Million 0.0% of portfolio
73
Q2 2024 New
$1.65B
$4.15 Million 0.0% of portfolio
278
Q4 2024 Added 198.92%
$4.56B
$4.01 Million 0.0% of portfolio
74
Q2 2025 Added 100.0%
$23.8B
$3.96 Million 0.0% of portfolio
23
Q2 2025 Reduced 65.67%
$1.49B
$3.46 Million 0.0% of portfolio
123
Q2 2025 New
$438M
$3.33 Million 0.0% of portfolio
400
Q2 2025 New
$44.2B
$3.22 Million 0.0% of portfolio
24
Q1 2025 Reduced 82.86%
$1.01B
$3.14 Million 0.0% of portfolio
143
Q2 2024 Added 130.65%
$1.28B
$3.09 Million 0.0% of portfolio
325
Q2 2025 Added 185.09%
$20.9B
$2.97 Million 0.0% of portfolio
5
Q4 2023 New
$19.3B
$2.36 Million 0.0% of portfolio
10
Q3 2024 Added 11.11%
$1.21B
$1.77 Million 0.0% of portfolio
50
Q2 2025 New
$1.22B
$1.74 Million 0.0% of portfolio
430
Q2 2024 Reduced 24.03%
$4.25B
$1.58 Million 0.0% of portfolio
23
Q2 2025 Added 91.67%
$8.67B
$1.45 Million 0.0% of portfolio
8
Q2 2024 New
$1.52B
$1.42 Million 0.0% of portfolio
250
Q2 2025 Reduced 2.34%
$3.34B
$964,000 0.0% of portfolio
15
Q4 2023 New
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