Private Wealth Asset Management, LLC ETFs

Private Wealth Asset Management, LLC

$800 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ACWI Ishares Msci Acwi ETF	$0	$16,000 0.0% of portfolio	116	Q1 2025 New
JMEE J P Morgan Exchange Traded Fd	$0	$15,000 0.0% of portfolio	238	Q2 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$15,000 0.0% of portfolio	33	Q3 2025 Reduced 78.98%
BLV Vanguard Bd Index Fd Inc Long	$0	$14,000 0.0% of portfolio	205	Q3 2025 Reduced 17.67%
VXF Vanguard Extended Market ETF	$0	$14,000 0.0% of portfolio	68	Q3 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$14,000 0.0% of portfolio	158	Q2 2025 New
ARKX Ark ETF Tr Ark Space Expl & In	$0	$13,000 0.0% of portfolio	480	Q1 2025 New
QYLD Global X Fdsnasdaq 100 Covered	$0	$13,000 0.0% of portfolio	792	Q3 2025 New
LIT Global X Fds Global X Lithium	$0	$12,000 0.0% of portfolio	215	Q3 2025 New

SHYG Ishares 0 5 Year High Yield CO	$0	$12,000 0.0% of portfolio	291	Q2 2025 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$12,000 0.0% of portfolio	250	Q1 2025 New
RDVY First Trust Rising Dividend Ac	$0	$11,000 0.0% of portfolio	175	Q3 2025 Reduced 66.79%
SPYD Spdr Portfolio S&P 500 High Di	$0	$11,000 0.0% of portfolio	270	Q1 2025 New
MOAT Vaneck Morningstar Wide Moat E	$0	$11,000 0.0% of portfolio	132	Q2 2025 New
IHE Ishares Tr	$0	$10,000 0.0% of portfolio	150	Q1 2025 New
BITO Proshares Tr Bitcoin Strategy	$0	$10,000 0.0% of portfolio	515	Q1 2025 New
DFAE Dimensional ETF Tr	$0	$9,000 0.0% of portfolio	296	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$9,000 0.0% of portfolio	339	Q3 2025 Reduced 92.71%

MINT Pimco ETF Tr Enhanced Sht Matu	$0	$8,000 0.0% of portfolio	83	Q1 2025 New
FLV American Centy ETF Tr Focused	$0	$7,000 0.0% of portfolio	102	Q2 2025 Added 0.99%
XYLD Global X Fds S&P 500 Covered C	$0	$7,000 0.0% of portfolio	200	Q3 2025 New
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$7,000 0.0% of portfolio	525	Q3 2025 New
IGM Ishares Expanded Tech Sector E	$0	$6,000 0.0% of portfolio	50	Q3 2025 New
IJS Ishares S&P Smallcap 600 Value	$0	$6,000 0.0% of portfolio	60	Q1 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$6,000 0.0% of portfolio	200	Q1 2025 New
RWX Spdr Dow Jones International R	$0	$6,000 0.0% of portfolio	219	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$6,000 0.0% of portfolio	222	Q3 2025 Reduced 65.74%
SCHC Schwab Strategic Tr Intl Small	$0	$6,000 0.0% of portfolio	137	Q2 2025 New
BOTZ Global X Fds	$0	$3,000 0.0% of portfolio	100	Q3 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$3,000 0.0% of portfolio	22	Q2 2025 Added 22.22%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$3,000 0.0% of portfolio	47	Q1 2025 New
DJD Invesco Exchange Traded Fd Tr	$0	$2,000 0.0% of portfolio	46	Q3 2025 New
VDE Vanguard Energy ETF	$0	$2,000 0.0% of portfolio	18	Q3 2025 New
IRBO Ishares Robotics & Artificial	$0	$1,000 0.0% of portfolio	60	Q1 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$1,000 0.0% of portfolio	30	Q1 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$0 0.0% of portfolio	6	Q2 2025 New
SUSA Ishares Tr Msci Usa Esg Select	$0	$0 0.0% of portfolio	2	Q2 2025 New
HDV Ishares Core High Dividend ETF	$0	$0 0.0% of portfolio	2	Q2 2025 New
ISTB Ihares Core 1 5 Years Usd Bond	$0	$0 0.0% of portfolio	9	Q2 2025 New
CWB Spdr Bloomberg Convertible Sec	$0	$0 0.0% of portfolio	3	Q1 2025 New
SPMD Spdr Portfolio	$0	$0 0.0% of portfolio	5	Q2 2025 New
VOX Vanguard Communication Service	$0	$0 0.0% of portfolio	2	Q3 2025 New

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