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
ABT
Abbott Laboratories

Healthcare
1.6K
+ 14.09%
$120.51 - $136.62 $193K - $219K
13K $1.74M
ADP
Automatic Data Processing Inc

Industrials
367
+ 6.96%
$288.69 - $310.94 $106K - $114K
5.64K $1.66M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.27K
+ 9.77%
$70.85 - $76.96 $161K - $174K
25.5K $1.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
208
+ 6.98%
$617.65 - $666.84 $128K - $139K
3.19K $2.12M
MCD
Mcdonalds Corp

Consumer Cyclical
333
+ 5.2%
$291.67 - $316.99 $97.1K - $106K
6.74K $2.05M
RTX
Raytheon Technologies Corp

Industrials
91
+ 0.66%
$144.19 - $167.33 $13.1K - $15.2K
13.9K $2.33M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
10.6K
+ 18.95%
$35.84 - $37.19 $381K - $396K
66.7K $2.39M
ETN
Eaton Corp PLC

Industrials
2
+ 0.03%
$342.99 - $392.76 $686 - $786
6.21K $2.32M
VEA
Vanguard Ftse Developed Market

ETFs
1.26K
+ 2.89%
$56.02 - $60.3 $70.5K - $75.9K
44.8K $2.68M
NVDA
Nvidia Corp

Technology
9.34K
+ 46.91%
$153.3 - $186.58 $1.43M - $1.74M
29.3K $5.46M
IXUS
Ishares Tr

ETFs
980
+ 2.33%
$76.35 - $82.58 $74.8K - $80.9K
43K $3.55M
SLV
I Shares Silver Trust

ETFs
6.59K
+ 6.63%
$32.73 - $42.5 $216K - $280K
106K $4.49M
ABBV
Abb Vie Inc.

Healthcare
3.61K
+ 18.4%
$184.85 - $231.54 $667K - $835K
23.2K $5.37M
Tidal Trust I Fundstrat Granny
21.5K
+ 13.11%
N/A
185K $0
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 7.12%
$174.36 - $254.72 $302K - $441K
26K $6.33M
META
Meta Platforms, Inc.

Communication Services
421
+ 6.96%
$695.21 - $791.73 $293K - $333K
6.47K $4.75M
AMZN
Amazon Com Inc

Consumer Cyclical
3.07K
+ 14.92%
$211.65 - $238.24 $651K - $732K
23.7K $5.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.09K
+ 8.46%
$357.4 - $423.42 $388K - $459K
13.9K $5.64M
ACN
Accenture PLC

Technology
665
+ 3.12%
$232.56 - $304.78 $155K - $203K
22K $5.42M
DE
Deere & CO

Industrials
2
+ 0.01%
$457.26 - $524.37 $915 - $1.05K
14.3K $6.53M
IBM
International Business Machines Corp

Technology
160
+ 0.55%
$234.77 - $292.47 $37.6K - $46.8K
29.4K $8.28M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
20.7K
+ 7.93%
$35.42 - $38.65 $733K - $799K
282K $10.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
530
+ 0.49%
$87.29 - $93.61 $46.3K - $49.6K
110K $10.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
379
+ 0.5%
$135.0 - $146.02 $51.2K - $55.3K
75.8K $11M
VNQ
Vanguard Specialized Funds Van

ETFs
192
+ 0.12%
$88.47 - $93.24 $17K - $17.9K
166K $15.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
26.7K
+ 8.94%
$49.78 - $50.75 $1.33M - $1.35M
325K $16.5M
MSFT
Microsoft Corp

Technology
189
+ 0.42%
$491.09 - $535.64 $92.8K - $101K
45.5K $23.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.86K
+ 1.72%
$108.46 - $120.63 $419K - $466K
228K $27.1M
IVV
Ishares Core S&P 500 ETF

ETFs
69.9K
+ 103.84%
$620.67 - $670.08 $43.4M - $46.8M
137K $91.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.8K
+ 1.43%
$62.09 - $66.51 $733K - $785K
838K $54.7M
IEMG
Ishares Inc

ETFs
5.18K
+ 0.57%
N/A
914K $49M
IEFA
Ishares Tr

ETFs
10.2K
+ 1.54%
$81.7 - $87.53 $837K - $896K
675K $58.9M
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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