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
LLY
Eli Lilly & CO

Healthcare
7
+ 3.68%
$625.65 - $812.69 $4.38K - $5.69K
197 $150M
BMY
Bristol Myers Squibb CO

Healthcare
73
+ 7.65%
$43.31 - $48.98 $3.16K - $3.58K
1.03K $46.3M
SWK
Stanley Black & Decker, Inc.

Industrials
10
+ 4.95%
$66.98 - $79.52 $670 - $795
212 $15.8M
GPN
Global Payments Inc

Industrials
22
+ 33.33%
$77.61 - $90.01 $1.71K - $1.98K
88 $7.31M
CIVI
Civitas Resources, Inc.

Energy
56
+ 136.59%
$27.85 - $37.37 $1.56K - $2.09K
97 $3.15M
RGP
Resources Connection, Inc.

Industrials
427
+ 91.83%
$4.47 - $6.03 $1.91K - $2.57K
892 $4.51M
CL
Colgate Palmolive CO

Consumer Defensive
33
+ 52.38%
$79.36 - $93.33 $2.62K - $3.08K
96 $7.68M
TDC
Teradata Corp

Technology
88
+ 338.46%
$20.11 - $23.21 $1.77K - $2.04K
114 $2.45M
OXM
Oxford Industries Inc

Consumer Cyclical
44
+ 275.0%
$36.97 - $51.58 $1.63K - $2.27K
60 $2.43M
WLK
Westlake Corp

Basic Materials
21
+ 14.79%
$75.43 - $90.6 $1.58K - $1.9K
163 $12.6M
EL
Estee Lauder Companies Inc

Consumer Defensive
18
+ 200.0%
$83.65 - $95.26 $1.51K - $1.71K
27 $2.38M
IIPR
Innovative Industrial Properties Inc

Real Estate
31
+ 110.71%
$45.83 - $58.26 $1.42K - $1.81K
59 $3.16M
OFLX
Omega Flex, Inc.

Industrials
52
+ 89.66%
$31.19 - $36.37 $1.62K - $1.89K
110 $3.43M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
23
+ 51.11%
$26.85 - $45.91 $618 - $1.06K
68 $2.83M
KFRC
Kforce Inc

Industrials
62
+ 213.79%
$29.56 - $46.91 $1.83K - $2.91K
91 $2.73M
HQY
Healthequity, Inc.

Healthcare
18
+ 52.94%
$87.42 - $103.12 $1.57K - $1.86K
52 $4.93M
HAL
Halliburton CO

Energy
45
+ 83.33%
$20.5 - $25.11 $923 - $1.13K
99 $2.44M
SLB
Schlumberger Limited

Energy
34
+ 15.53%
$32.37 - $37.31 $1.1K - $1.27K
253 $8.7M
F
Ford Motor CO

Consumer Cyclical
5
+ 0.47%
$10.82 - $12.09 $54.1 - $60.5
1.07K $12.8M
DECK
Deckers Outdoor Corp

Consumer Cyclical
12
+ 18.18%
$95.32 - $123.91 $1.14K - $1.49K
78 $7.91M
LUV
Southwest Airlines CO

Industrials
36
+ 9.97%
$29.06 - $37.7 $1.05K - $1.36K
397 $12.7M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 1.69%
N/A
60 $11.4M
MRNA
Moderna, Inc.

Healthcare
47
+ 20.89%
$23.51 - $34.67 $1.1K - $1.63K
272 $7.03M
THS
Tree House Foods, Inc.

Consumer Defensive
31
+ 14.69%
$15.91 - $21.44 $493 - $665
242 $4.89M
CNC
Centene Corp

Healthcare
75
+ 70.75%
$25.21 - $56.65 $1.89K - $4.25K
181 $6.46M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
12
+ 1200.0%
$52.62 - $61.93 $631 - $743
13 $705K
PEP
Pepsico Inc

Consumer Defensive
1
+ 1.82%
$133.81 - $152.16 $134 - $152
56 $7.87M
PFG
Principal Financial Group Inc

Financial Services
1
+ 0.69%
$75.53 - $82.95 $75.5 - $83
146 $12.1M
PANW
Palo Alto Networks Inc

Technology
3
+ 3.85%
$167.06 - $208.19 $501 - $625
81 $16.5M
TFX
Teleflex Inc

Healthcare
2
+ 3.17%
$109.79 - $132.5 $220 - $265
65 $7.95M
NOVT
Novanta Inc

Technology
15
+ 34.88%
N/A
58 $5.81M
COLM
Columbia Sportswear CO

Consumer Cyclical
9
+ 37.5%
$49.3 - $64.28 $444 - $579
33 $1.73M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1
+ 2.33%
$26.38 - $27.95 $26.4 - $28
44 $1.19M
APG
A Pi Group Corp

Industrials
19
+ 50.0%
$33.09 - $36.34 $629 - $690
57 $1.96M
Lineage Inc
19
+ 12.93%
N/A
166 $6.42M
ACTG
Acacia Research Corp

Industrials
27
+ 8.16%
$3.2 - $3.97 $86.4 - $107
358 $1.16M
SEVN
Seven Hills Realty Trust

Real Estate
41
+ 15.53%
$10.08 - $12.85 $413 - $527
305 $3.15M
CDW
Cdw Corp

Technology
5
+ 7.94%
$156.97 - $182.84 $785 - $914
68 $10.8M
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 0.56%
$79.99 - $90.14 $1.36K - $1.53K
3.05K $255M
BRBR
Bellring Brands, Inc.

Consumer Defensive
31
+ 33.33%
$35.51 - $58.78 $1.1K - $1.82K
124 $4.51M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.31%
$695.21 - $791.73 $1.39K - $1.58K
646 $474M
PKI
Perkinelmer Inc

Healthcare
1
+ 0.71%
N/A
141 $12.4M
IFF
International Flavors & Fragrances Inc

Basic Materials
5
+ 3.79%
$60.3 - $77.46 $302 - $387
137 $8.43M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
52
+ 2.68%
$10.17 - $11.97 $529 - $622
1.99K $20.3M
ADBE
Adobe Inc.

Technology
2
+ 1.06%
$333.65 - $392.1 $667 - $784
190 $67M
DIS
Walt Disney CO

Communication Services
57
+ 3.9%
$112.25 - $124.0 $6.4K - $7.07K
1.52K $174M
TXN
Texas Instruments Inc

Technology
1
+ 0.29%
N/A
344 $63.3M
CRM
Salesforce, Inc.

Technology
4
+ 1.04%
$231.66 - $273.65 $927 - $1.09K
388 $92M
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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