Private Wealth Management Group, LLC Incresed Positions in Q3 2025

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
161
+ 5.03%
$32.11 - $34.92 $5.17K - $5.62K
3.36K $117M
MOH
Molina Healthcare, Inc.

Healthcare
87
+ 217.5%
$152.31 - $306.29 $13.3K - $26.6K
127 $24.3M
PFE
Pfizer Inc

Healthcare
261
+ 8.19%
$23.29 - $25.88 $6.08K - $6.75K
3.45K $87.8M
PCG
Pg&E Corp

Utilities
636
+ 347.54%
$13.0 - $15.73 $8.27K - $10K
819 $12.4M
Arista Networks Inc
43
+ 53.75%
N/A
123 $17.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
66
+ 59.46%
$167.28 - $188.45 $11K - $12.4K
177 $29.8M
JAMF
Jamf Holding Corp.

Technology
820
+ 252.31%
$7.14 - $11.56 $5.85K - $9.48K
1.15K $12.3M
WMT
Walmart Inc.

Consumer Defensive
21
+ 2.06%
$94.4 - $104.27 $1.98K - $2.19K
1.04K $107M
SNPS
Synopsys Inc

Technology
16
+ 66.67%
$387.78 - $645.35 $6.2K - $10.3K
40 $19.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
32
+ 0.36%
$102.4 - $103.88 $3.28K - $3.32K
8.81K $910M
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 1.04%
$211.65 - $238.24 $6.14K - $6.91K
2.81K $617M
MCK
Mckesson Corp

Healthcare
3
+ 2.63%
$659.01 - $772.54 $1.98K - $2.32K
117 $90.4M
AVGE
American Centy ETF Tr Avantis
30
+ 4.18%
N/A
748 $62.4M
LYB
Lyondell Basell Industries N.V.

Basic Materials
149
+ 161.96%
$48.34 - $67.22 $7.2K - $10K
241 $11.8M
UBER
Uber Technologies, Inc

Technology
60
+ 50.85%
$86.91 - $99.57 $5.21K - $5.97K
178 $17.4M
PSTG
Pure Storage, Inc.

Technology
50
+ 63.29%
$54.47 - $88.29 $2.72K - $4.41K
129 $10.8M
PCVX
Vaxcyte, Inc.

Healthcare
165
+ 825.0%
$29.67 - $37.37 $4.9K - $6.17K
185 $6.66M
MA
Mastercard Inc

Financial Services
6
+ 1.61%
$550.18 - $598.96 $3.3K - $3.59K
378 $215M
RE
Everest Re Group LTD

Financial Services
16
+ 177.78%
N/A
25 $8.76M
PFS
Provident Financial Services Inc

Financial Services
33
+ 1.14%
$17.9 - $20.32 $591 - $671
2.92K $56.2M
RGA
Reinsurance Group Of America Inc

Financial Services
28
+ 164.71%
$177.1 - $199.23 $4.96K - $5.58K
45 $8.65M
TGT
Target Corp

Consumer Defensive
65
+ 82.28%
$86.56 - $107.43 $5.63K - $6.98K
144 $12.9M
MET
Metlife Inc

Financial Services
53
+ 17.79%
$73.82 - $82.37 $3.91K - $4.37K
351 $28.9M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
85
+ 2125.0%
$41.53 - $66.18 $3.53K - $5.63K
89 $5.05M
ALB
Albemarle Corp

Basic Materials
57
+ 518.18%
$62.9 - $88.1 $3.59K - $5.02K
68 $5.51M
KHC
Kraft Heinz CO

Consumer Defensive
172
+ 168.63%
$25.63 - $28.94 $4.41K - $4.98K
274 $7.14M
ROG
Rogers Corp

Technology
54
+ 600.0%
$64.78 - $83.94 $3.5K - $4.53K
63 $5.07M
BAH
Booz Allen Hamilton Holding Corp

Industrials
45
+ 375.0%
$97.53 - $115.95 $4.39K - $5.22K
57 $5.7M
GM
General Motors CO

Consumer Cyclical
26
+ 11.4%
$48.89 - $61.24 $1.27K - $1.59K
254 $15.5M
IR
Ingersoll Rand Inc.

Industrials
51
+ 102.0%
$74.98 - $89.02 $3.82K - $4.54K
101 $8.35M
HPE
Hewlett Packard Enterprise CO

Technology
88
+ 18.14%
$19.81 - $25.24 $1.74K - $2.22K
573 $14.1M
ACGL
Arch Capital Group Ltd.

Financial Services
43
+ 20.48%
$85.61 - $93.54 $3.68K - $4.02K
253 $23M
XRAY
Dentsply Sirona Inc.

Healthcare
300
+ 7500.0%
$12.37 - $16.85 $3.71K - $5.06K
304 $3.86M
SAIA
Saia Inc

Industrials
12
+ 600.0%
$281.49 - $333.61 $3.38K - $4K
14 $4.19M
Cooper Cos Inc
52
+ 273.68%
N/A
71 $4.87M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
96
+ 457.14%
$30.62 - $52.91 $2.94K - $5.08K
117 $4.49M
GMED
Globus Medical Inc

Healthcare
61
+ 80.26%
$51.89 - $62.79 $3.17K - $3.83K
137 $7.85M
PLD
Prologis, Inc.

Real Estate
11
+ 5.26%
$104.08 - $115.35 $1.14K - $1.27K
220 $25.2M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
14
+ 82.35%
$104.99 - $166.52 $1.47K - $2.33K
31 $5.09M
GLOB
Globant S.A.

Technology
56
+ 933.33%
$55.6 - $93.3 $3.11K - $5.22K
62 $3.56M
VEEV
Veeva Systems Inc

Healthcare
8
+ 13.56%
$269.2 - $297.91 $2.15K - $2.38K
67 $20M
ASGN
Asgn Inc

Technology
62
+ 172.22%
$47.05 - $55.65 $2.92K - $3.45K
98 $4.64M
CPRT
Copart Inc

Consumer Cyclical
84
+ 30.11%
$44.6 - $49.97 $3.75K - $4.2K
363 $16.3M
CLX
Clorox CO

Consumer Defensive
21
+ 233.33%
$117.67 - $131.43 $2.47K - $2.76K
30 $3.7M
WY
Weyerhaeuser CO

Real Estate
110
+ 54.73%
$24.1 - $26.83 $2.65K - $2.95K
311 $7.71M
CHE
Chemed Corp

Healthcare
6
+ 150.0%
$412.3 - $483.92 $2.47K - $2.9K
10 $4.48M
INSP
Inspire Medical Systems, Inc.

Healthcare
38
+ 542.86%
$74.2 - $139.25 $2.82K - $5.29K
45 $3.34M
PII
Polaris Inc.

Consumer Cyclical
32
+ 100.0%
$44.87 - $59.95 $1.44K - $1.92K
64 $3.72M
EXPO
Exponent Inc

Industrials
40
+ 54.79%
$68.33 - $77.6 $2.73K - $3.1K
113 $7.85M
Activity Summary
Buys All Purchases 209 New Holdings 60 Increased Positions 149 Sells All Sells 186 Reductions 186 Sold out 0 Options Calls 0 Puts 0
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