Private Wealth Asset Management, LLC Incresed Positions in Q3 2025

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMAT
Applied Materials Inc

Technology
361
+ 39.89%
$156.25 - $204.95 $56.4K - $74K
1.27K $259K
APD
Air Products & Chemicals, Inc.

Basic Materials
180
+ 30.05%
$265.78 - $299.3 $47.8K - $53.9K
779 $212K
UBER
Uber Technologies, Inc

Technology
987
+ 49.72%
$86.91 - $99.57 $85.8K - $98.3K
2.97K $291K
MS
Morgan Stanley

Financial Services
250
+ 16.68%
$139.09 - $161.16 $34.8K - $40.3K
1.75K $278K
NOW
Service Now, Inc.

Technology
1
+ 0.45%
$850.86 - $1044.69 $851 - $1.04K
223 $205K
NEE
Nextera Energy Inc

Utilities
303
+ 8.35%
$69.77 - $77.54 $21.1K - $23.5K
3.93K $296K
TXN
Texas Instruments Inc

Technology
3
+ 0.24%
N/A
1.24K $242K
XLI
Industrial Sector Spdr

ETFs
575
+ 31.77%
$147.94 - $154.99 $85.1K - $89.1K
2.39K $367K
SPSB
Spdr Portfolio Short Term Corp

ETFs
11K
+ 120.88%
$30.02 - $30.29 $330K - $333K
20.1K $608K
WK
Workiva Inc

Technology
71K
+ 1731.71%
$63.83 - $86.08 $4.53M - $6.11M
75.1K $6.46M
VV
Vanguard Large Cap ETF

ETFs
61
+ 5.8%
$285.05 - $309.14 $17.4K - $18.9K
1.11K $342K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
760
+ 33.19%
$131.47 - $143.64 $99.9K - $109K
3.05K $431K
GE
General Electric CO

Industrials
841
+ 70.73%
$244.75 - $305.63 $206K - $257K
2.03K $610K
PLTR
Palantir Technologies Inc.

Technology
17
+ 0.75%
$130.68 - $186.97 $2.22K - $3.18K
2.29K $416K
SO
Southern CO

Utilities
252
+ 7.11%
$90.83 - $96.0 $22.9K - $24.2K
3.8K $359K
ELV
Elevance Health, Inc.

Healthcare
11
+ 1.31%
$274.66 - $395.76 $3.02K - $4.35K
853 $275K
ADI
Analog Devices Inc

Technology
1
+ 0.07%
$220.68 - $255.63 $221 - $256
1.38K $338K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
130
+ 7.79%
$196.15 - $217.83 $25.5K - $28.3K
1.8K $362K
BA
Boeing CO

Industrials
3
+ 0.17%
$209.79 - $237.38 $629 - $712
1.78K $384K
AMD
Advanced Micro Devices Inc

Technology
781
+ 28.61%
$134.8 - $184.42 $105K - $144K
3.51K $568K
VIG
Vanguard Dividend Appreciation

ETFs
39
+ 1.85%
N/A
2.15K $391K
JEPI
J P Morgan Exchange Traded Fd

ETFs
75
+ 0.94%
$55.61 - $57.37 $4.17K - $4.3K
8.08K $461K
Arista Networks Inc Com Shs
1.2K
+ 25.73%
N/A
5.86K $0
NOC
Northrop Grumman Corp

Industrials
87
+ 9.04%
$498.9 - $609.32 $43.4K - $53K
1.05K $639K
NVS
Novartis Ag

Healthcare
5
+ 0.12%
$113.5 - $129.73 $568 - $649
4.13K $529K
VB
Vanguard Small Cap ETF

ETFs
69
+ 3.25%
$237.58 - $259.17 $16.4K - $17.9K
2.2K $558K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.17%
$5364.25 - $5815.92 $10.7K - $11.6K
94 $507K
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 0.97%
$293.94 - $444.72 $5K - $7.56K
1.77K $787K
COST
Costco Wholesale Corp

Consumer Defensive
83
+ 14.19%
$915.95 - $994.57 $76K - $82.5K
668 $618K
ITW
Illinois Tool Works Inc

Industrials
167
+ 6.97%
$252.31 - $269.41 $42.1K - $45K
2.56K $668K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.22K
+ 101.84%
$412.46 - $514.1 $503K - $627K
2.42K $1.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 0.69%
$567.77 - $614.76 $4.54K - $4.92K
1.16K $710K
TJX
Tjx Companies Inc

Consumer Cyclical
2.69K
+ 48.59%
$121.35 - $144.54 $326K - $388K
8.21K $1.19M
DIS
Walt Disney CO

Communication Services
9
+ 0.16%
$112.25 - $124.0 $1.01K - $1.12K
5.52K $631K
XLF
Financial Sector Spdr

ETFs
1.71K
+ 12.52%
$51.37 - $54.25 $87.6K - $92.5K
15.3K $825K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
252
+ 1.56%
$48.5 - $50.19 $12.2K - $12.6K
16.4K $820K
ORCL
Oracle Corp

Technology
270
+ 7.07%
$218.96 - $328.33 $59.1K - $88.6K
4.09K $1.15M
XLE
Energy Sector Spdr

ETFs
158
+ 1.57%
$84.25 - $91.99 $13.3K - $14.5K
10.2K $914K
FXI
Ishares Tr

ETFs
1.55K
+ 6.2%
$36.18 - $41.62 $56.1K - $64.5K
26.6K $1.09M
GD
General Dynamics Corp

Industrials
204
+ 6.39%
$293.92 - $341.0 $60K - $69.6K
3.4K $1.16M
IAU
Ishares Gold Trust

ETFs
100
+ 0.58%
$61.62 - $72.77 $6.16K - $7.28K
17.3K $1.26M
CL
Colgate Palmolive CO

Consumer Defensive
218
+ 1.82%
$79.36 - $93.33 $17.3K - $20.3K
12.2K $973K
GS
Goldman Sachs Group Inc

Financial Services
53
+ 3.31%
$696.56 - $806.32 $36.9K - $42.7K
1.66K $1.32M
AXP
American Express CO

Financial Services
3
+ 0.08%
$294.27 - $342.31 $883 - $1.03K
3.83K $1.27M
XLK
Technology Sector Spdr

ETFs
865
+ 17.07%
$250.97 - $282.66 $217K - $245K
5.93K $1.67M
HON
Honeywell International Inc

Industrials
2.11K
+ 36.67%
$207.7 - $240.4 $438K - $507K
7.86K $1.65M
EFG
Msci Eafe Growth ETF

ETFs
3.2K
+ 26.47%
$106.99 - $114.46 $342K - $366K
15.3K $1.74M
KO
Coca Cola CO

Consumer Defensive
4
+ 0.02%
$65.67 - $71.67 $263 - $287
20.8K $1.38M
AVGO
Broadcom Inc.

Technology
490
+ 9.08%
$264.74 - $369.57 $130K - $181K
5.89K $1.94M
Activity Summary
Buys All Purchases 196 New Holdings 63 Increased Positions 133 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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