Private Wealth Management Group, LLC Specialty Industrial Machinery

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$128 Million 0.05% of portfolio
472
Q3 2024 Added 0.43%
$283B
$72.1 Million 0.03% of portfolio
360
Q4 2024 Reduced 9.77%
$92.6B
$43.8 Million 0.02% of portfolio
72
Q3 2024 Added 1.41%
$50.4B
$37 Million 0.01% of portfolio
118
Q3 2024 Added 0.85%
$85.3B
$17.2 Million 0.01% of portfolio
157
Q3 2024 Reduced 4.27%
$79.9B
$15.6 Million 0.01% of portfolio
63
Q1 2025 Reduced 7.35%
$42.1B
$14.2 Million 0.01% of portfolio
138
Q1 2025 Added 31.43%
$23.6B
$13 Million 0.0% of portfolio
109
Q4 2024 Added 0.93%
$4.22B
$11.6 Million 0.0% of portfolio
124
Q2 2024 Added 853.85%
$6.82B
$10.6 Million 0.0% of portfolio
52
Q3 2024 Added 10.64%
$4.01B
$10.3 Million 0.0% of portfolio
84
Q4 2023 New
$13.9B
$7.78 Million 0.0% of portfolio
43
Q1 2025 Reduced 10.42%
$13.1B
$6.85 Million 0.0% of portfolio
53
Q4 2023 New
$8.73B
$6.04 Million 0.0% of portfolio
90
Q1 2025 Reduced 23.08%
$59.8B
$5.9 Million 0.0% of portfolio
10
Q4 2023 New
$17.3B
$5.69 Million 0.0% of portfolio
65
Q3 2024 Added 1.56%
$9.92B
$5.58 Million 0.0% of portfolio
49
Q1 2025 Added 157.89%
$40.8B
$4.91 Million 0.0% of portfolio
19
Q3 2024 Added 5.56%
$1.52B
$3.98 Million 0.0% of portfolio
165
Q1 2025 Added 312.5%
$34.4B
$3.76 Million 0.0% of portfolio
47
Q1 2025 Reduced 2.08%
$12.5B
$2.42 Million 0.0% of portfolio
12
Q1 2025 Reduced 7.69%
$6.91B
$1.6 Million 0.0% of portfolio
87
Q4 2023 New
$121M
$1.52 Million 0.0% of portfolio
201
Q1 2025 New
$4.19B
$1.46 Million 0.0% of portfolio
9
Q4 2023 New
$26.6B
$1.41 Million 0.0% of portfolio
8
Q3 2024 Added 14.29%
$1.19B
$1.38 Million 0.0% of portfolio
43
Q1 2025 Added 53.57%
$350M
$348,000 0.0% of portfolio
10
Q1 2025 New
$14.7B
$84,000 0.0% of portfolio
1
Q1 2025 Reduced 66.67%
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