Private Wealth Management Group, LLC Software—Application

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$96.3 Million 0.03% of portfolio
141
Q2 2025 Added 2.17%
$237B
$92 Million 0.03% of portfolio
388
Q3 2025 Added 1.04%
$163B
$84.8 Million 0.02% of portfolio
118
Q3 2025 Reduced 1.67%
$174B
$77 Million 0.02% of portfolio
518
Q1 2024 Added 53.25%
$53.1B
$59.7 Million 0.02% of portfolio
188
Q2 2025 Added 14.63%
$169B
$43.3 Million 0.01% of portfolio
47
Q2 2025 Added 4.44%
$1.87B
$32.5 Million 0.01% of portfolio
101
Q2 2025 Reduced 3.81%
$44B
$19.5 Million 0.01% of portfolio
13
Q2 2024 Added 85.71%
$86.4B
$19 Million 0.01% of portfolio
54
Q1 2025 Added 14.89%
$40.3B
$18.2 Million 0.01% of portfolio
54
Q3 2025 Reduced 1.82%
$181B
$17.4 Million 0.0% of portfolio
178
Q3 2025 Added 50.85%
$21.1B
$13.9 Million 0.0% of portfolio
169
Q3 2024 New
$11B
$12.5 Million 0.0% of portfolio
312
Q2 2025 Reduced 0.32%
$1.55B
$12.3 Million 0.0% of portfolio
1,145
Q3 2025 Added 252.31%
$19B
$12.2 Million 0.0% of portfolio
26
Q3 2025 Reduced 3.7%
$3.88B
$9.33 Million 0.0% of portfolio
1,162
Q4 2023 New
$13.6B
$9.08 Million 0.0% of portfolio
126
Q3 2024 Added 27.27%
$5.71B
$8.87 Million 0.0% of portfolio
47
Q4 2024 Added 34.29%
$4.15B
$8.76 Million 0.0% of portfolio
121
Q4 2023 New
$18.6B
$8.28 Million 0.0% of portfolio
169
Q2 2025 Added 20.71%
$46.4B
$7.7 Million 0.0% of portfolio
32
Q2 2025 Added 113.33%
$3.84B
$7.49 Million 0.0% of portfolio
122
Q2 2025 Reduced 12.23%
$11.9B
$7.41 Million 0.0% of portfolio
144
Q1 2025 Added 118.18%
$5B
$7.17 Million 0.0% of portfolio
26
Q2 2025 Added 44.44%
$3.03B
$6.78 Million 0.0% of portfolio
203
Q2 2024 Reduced 16.8%
$2.43B
$6.68 Million 0.0% of portfolio
94
Q2 2025 Reduced 24.19%
$539M
$6.16 Million 0.0% of portfolio
425
Q4 2024 Reduced 12.37%
$21.3B
$6.04 Million 0.0% of portfolio
68
Q4 2023 New
$471M
$5.72 Million 0.0% of portfolio
443
Q3 2025 New
$148M
$5.58 Million 0.0% of portfolio
647
Q1 2025 Reduced 9.89%
$1.86B
$5.34 Million 0.0% of portfolio
215
Q3 2025 Reduced 22.38%
$10.3B
$5.03 Million 0.0% of portfolio
69
Q2 2025 Added 56.82%
$20.5B
$4.67 Million 0.0% of portfolio
23
Q2 2025 Reduced 65.67%
$9.97B
$4.37 Million 0.0% of portfolio
21
Q2 2024 Added 200.0%
$4.67B
$4.26 Million 0.0% of portfolio
74
Q2 2025 Added 100.0%
$1.51B
$3.5 Million 0.0% of portfolio
123
Q2 2025 New
$53.8B
$3.42 Million 0.0% of portfolio
24
Q1 2025 Reduced 82.86%
$1.23B
$3.33 Million 0.0% of portfolio
430
Q2 2024 Reduced 24.03%
$1.71B
$3.27 Million 0.0% of portfolio
278
Q4 2024 Added 198.92%
$19.5B
$2.62 Million 0.0% of portfolio
5
Q4 2023 New
$1.11B
$2.58 Million 0.0% of portfolio
143
Q2 2024 Added 130.65%
$18.7B
$2.3 Million 0.0% of portfolio
10
Q3 2024 Added 11.11%
$4.41B
$1.98 Million 0.0% of portfolio
23
Q2 2025 Added 91.67%
$2.71B
$1.76 Million 0.0% of portfolio
43
Q3 2025 New
$8.24B
$1.28 Million 0.0% of portfolio
8
Q2 2024 New
$977M
$1.17 Million 0.0% of portfolio
47
Q3 2025 Reduced 6.0%
$3.25B
$965,000 0.0% of portfolio
15
Q4 2023 New
$1.91B
$322,000 0.0% of portfolio
20
Q1 2024 New
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