Private Wealth Management Group, LLC Software—Infrastructure

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$342B
$10.2 Billion 2.8% of portfolio
55,670
Q3 2025 Reduced 0.06%
$3.78T
$2.02 Billion 0.56% of portfolio
3,899
Q3 2025 Added 0.31%
$593B
$160 Million 0.04% of portfolio
568
Q3 2025 Added 1.07%
$151B
$67 Million 0.02% of portfolio
190
Q3 2025 Added 1.06%
$64.9B
$34.4 Million 0.01% of portfolio
409
Q3 2024 Added 73.31%
$102B
$34.1 Million 0.01% of portfolio
238
Q3 2025 Reduced 16.49%
$59.7B
$19.7 Million 0.01% of portfolio
40
Q3 2025 Added 66.67%
$16.2B
$18.5 Million 0.01% of portfolio
253
Q3 2024 Added 4.55%
$61.4B
$16.5 Million 0.0% of portfolio
81
Q3 2025 Added 3.85%
$14B
$15.5 Million 0.0% of portfolio
48
Q2 2024 Added 269.23%
$15.2B
$10.9 Million 0.0% of portfolio
147
Q2 2025 Added 11.36%
$12.7B
$8.53 Million 0.0% of portfolio
93
Q2 2025 Added 12.05%
$5.36B
$7.81 Million 0.0% of portfolio
148
Q4 2023 New
$8.69B
$7.4 Million 0.0% of portfolio
245
Q3 2024 Added 26.94%
$26.8B
$7.27 Million 0.0% of portfolio
26
Q4 2024 Reduced 49.02%
$1.99B
$6.08 Million 0.0% of portfolio
224
Q3 2024 Reduced 42.56%
$567M
$4.86 Million 0.0% of portfolio
306
Q4 2023 New
$4.19B
$4.02 Million 0.0% of portfolio
108
Q3 2025 Reduced 18.8%
$5.51B
$3.57 Million 0.0% of portfolio
27
Q2 2025 Reduced 3.57%
$4.64B
$3.27 Million 0.0% of portfolio
359
Q2 2025 New
$42.8B
$3 Million 0.0% of portfolio
10
Q4 2023 New
$2.41B
$2.6 Million 0.0% of portfolio
173
Q1 2024 New
$2.8B
$2.45 Million 0.0% of portfolio
114
Q3 2025 Added 338.46%
$2.51B
$2.38 Million 0.0% of portfolio
37
Q2 2024 Reduced 9.76%
$2.17B
$2.28 Million 0.0% of portfolio
432
Q2 2025 Reduced 22.86%
$3.7B
$2.24 Million 0.0% of portfolio
39
Q1 2025 Added 44.44%
$9.48B
$2.13 Million 0.0% of portfolio
26
Q1 2025 Reduced 25.71%
$1.27B
$2.03 Million 0.0% of portfolio
112
Q4 2023 New
$3.45B
$1.67 Million 0.0% of portfolio
95
Q2 2025 Reduced 14.41%
$4.56B
$1.36 Million 0.0% of portfolio
42
Q2 2024 New
$572M
$1.36 Million 0.0% of portfolio
97
Q3 2025 New
$2.94B
$1.35 Million 0.0% of portfolio
13
Q3 2025 Reduced 73.47%
$20.3B
$1.1 Million 0.0% of portfolio
8
Q4 2023 New
$1.92B
$1.07 Million 0.0% of portfolio
177
Q4 2023 New
$4.71B
$927,000 0.0% of portfolio
49
Q4 2024 Reduced 85.59%
$1.96B
$827,000 0.0% of portfolio
32
Q2 2024 Reduced 44.83%
$30.3B
$723,000 0.0% of portfolio
10
Q4 2023 New
$1.04B
$716,000 0.0% of portfolio
84
Q1 2024 Reduced 81.86%
$5.97B
$631,000 0.0% of portfolio
4
Q2 2025 Reduced 76.47%
$1.92B
$507,000 0.0% of portfolio
15
Q2 2025 Reduced 51.61%
$3.03B
$321,000 0.0% of portfolio
11
Q2 2025 Reduced 89.91%
$14.3B
$86,000 0.0% of portfolio
3
Q2 2025 Reduced 57.14%
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