Private Wealth Asset Management, LLC Sells in Q3 2025

Private Wealth Asset Management, LLC

  • $800 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LEN
Lennar Corp

Consumer Cyclical
-388
- 79.84%
$107.73 - $142.4 $41.8K - $55.3K
98 $12K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-8
- 4.12%
$259.44 - $278.65 $2.08K - $2.23K
186 $48K
SHEL
Shell PLC

Energy
-250
- 34.39%
$69.82 - $73.93 $17.5K - $18.5K
477 $34K
OMC
Omnicom Group Inc.

Communication Services
-61
- 8.73%
$70.41 - $81.53 $4.3K - $4.97K
638 $52K
O
Realty Income Corp

Real Estate
-265
- 33.8%
$56.13 - $60.79 $14.9K - $16.1K
519 $31K
GM
General Motors CO

Consumer Cyclical
-125
- 14.04%
$48.89 - $61.24 $6.11K - $7.66K
765 $46K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-115
- 38.85%
$136.48 - $142.97 $15.7K - $16.4K
181 $25K
EBAY
Ebay Inc

Consumer Cyclical
-152
- 28.46%
$75.33 - $100.77 $11.5K - $15.3K
382 $34K
ENB
Enbridge Inc

Energy
-196
- 23.5%
$43.79 - $50.46 $8.58K - $9.89K
638 $32K
STLD
Steel Dynamics Inc

Basic Materials
-72
- 24.57%
N/A
221 $21K
HWM
Howmet Aerospace Inc.

Industrials
-174
- 91.1%
$171.0 - $196.23 $29.8K - $34.1K
17 $3K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-200
- 33.17%
$38.58 - $58.24 $7.72K - $11.6K
403 $15K
RDVY
First Trust Rising Dividend Ac

ETFs
-352
- 66.79%
$62.38 - $67.29 $22K - $23.7K
175 $11K
IWD
Ishares Russell 1000 Val ETF

ETFs
-34
- 20.12%
$192.76 - $203.86 $6.55K - $6.93K
135 $27K
RS
Reliance Steel & Aluminum CO

Basic Materials
-66
- 63.46%
$277.33 - $343.66 $18.3K - $22.7K
38 $10K
TWLO
Twilio Inc

Communication Services
-65
- 26.64%
$92.44 - $132.7 $6.01K - $8.63K
179 $17K
SU
Suncor Energy Inc

Energy
-485
- 63.07%
$37.83 - $43.02 $18.3K - $20.9K
284 $11K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-324
- 27.0%
$23.82 - $25.84 $7.72K - $8.37K
876 $22K
DGRO
Ishares Core Dividend Growth E

ETFs
-66
- 14.83%
$64.12 - $68.08 $4.23K - $4.49K
379 $25K
VRSK
Verisk Analytics, Inc.

Industrials
-47
- 58.02%
$242.3 - $312.95 $11.4K - $14.7K
34 $8K
VTR
Ventas, Inc.

Real Estate
-90
- 23.02%
$62.76 - $69.99 $5.65K - $6.3K
301 $21K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-24
- 19.51%
$171.01 - $228.24 $4.1K - $5.48K
99 $21K
DAL
Delta Air Lines, Inc.

Industrials
-333
- 88.33%
$49.0 - $61.97 $16.3K - $20.6K
44 $2K
UHAL
Amerco

Industrials
-257
- 87.71%
$55.87 - $63.85 $14.4K - $16.4K
36 $2K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-44
- 17.67%
$67.48 - $71.55 $2.97K - $3.15K
205 $14K
Celestica Inc Com Npv Isin #Ca15101 Q2071 Sedol #Bscb6 L9
-89
- 81.65%
N/A
20 $0
CNC
Centene Corp

Healthcare
-300
- 99.01%
$25.21 - $56.65 $7.56K - $17K
3 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
-426
- 65.74%
$25.29 - $28.33 $10.8K - $12.1K
222 $6K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-904
- 86.59%
$14.73 - $19.31 $13.3K - $17.5K
140 $2K
U
Unity Software Inc.

Technology
-455
- 98.27%
$24.01 - $46.53 $10.9K - $21.2K
8 $0
PHM
Pultegroup Inc

Consumer Cyclical
-67
- 65.69%
$108.0 - $141.42 $7.24K - $9.48K
35 $4K
VTRS
Viatris Inc

Healthcare
-173
- 15.7%
$8.74 - $10.69 $1.51K - $1.85K
929 $9K
Ralliant Corp Com
-41
- 21.13%
N/A
153 $0
MKL
Markel Corp

Financial Services
-1
- 25.0%
$1898.34 - $2031.8 $1.9K - $2.03K
3 $5K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-90
- 93.75%
$65.64 - $78.22 $5.91K - $7.04K
6 $0
MHK
Mohawk Industries Inc

Consumer Cyclical
-18
- 26.47%
$107.23 - $139.75 $1.93K - $2.52K
50 $6K
APA
Apa Corp

Energy
-80
- 21.92%
$18.06 - $24.69 $1.44K - $1.98K
285 $6K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-58
- 98.31%
$105.93 - $131.8 $6.14K - $7.64K
1 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-63
- 95.45%
$48.04 - $60.86 $3.03K - $3.83K
3 $0
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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