Private Wealth Management Group, LLC New Holdings in Q4 2025

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RWK
Invesco Exchange Traded Fd Tr

ETFs
900
New
$120.2 - $126.58 $108K - $114K
900 $114M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
1.33K
New
$61.02 - $63.76 $80.9K - $84.5K
1.33K $84.9M
EWJ
Ishares Msci Japan ETF

ETFs
800
New
$78.36 - $84.34 $62.7K - $67.5K
800 $64.6M
JPSE
J P Morgan Diversified Return

ETFs
1.25K
New
$48.44 - $50.76 $60.7K - $63.6K
1.25K $62.7M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
619
New
$91.21 - $97.35 $56.5K - $60.3K
619 $60.5M
TQQQ
Proshares Ultrapro Qqq

ETFs
400
New
$97.07 - $120.61 $38.8K - $48.2K
400 $21.1M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
200
New
$84.49 - $93.55 $16.9K - $18.7K
200 $18.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
100
New
$137.47 - $143.13 $13.7K - $14.3K
100 $14.4M
IEMG
Ishares Inc

ETFs
160
New
N/A
160 $10.8M
FLO
Flowers Foods Inc

Consumer Defensive
766
New
$11.37 - $13.16 $8.71K - $10.1K
766 $8.34M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
70
New
$85.3 - $88.17 $5.97K - $6.17K
70 $6.17M
Solstice Advanced Matls Inc
122
New
N/A
122 $5.93M
WM
Waste Management Inc

Industrials
24
New
$196.77 - $219.98 $4.72K - $5.28K
24 $5.27M
Cushman And Wakefield LTD
320
New
N/A
320 $5.18M
OEC
Orion Engineered Carbons S.A.

Basic Materials
955
New
$4.5 - $7.33 $4.3K - $7K
955 $5.04M
MORN
Morningstar, Inc.

Financial Services
23
New
$208.83 - $228.23 $4.8K - $5.25K
23 $5M
ONON
On Holding Ag

Consumer Cyclical
98
New
$34.96 - $43.62 $3.43K - $4.27K
98 $4.56M
APLE
Apple Hospitality Reit, Inc.

Real Estate
376
New
$11.17 - $12.07 $4.2K - $4.54K
376 $4.46M
RYN
Rayonier Inc

Real Estate
204
New
$21.78 - $26.92 $4.44K - $5.49K
204 $4.42M
CAL
Caleres Inc

Consumer Cyclical
341
New
$10.31 - $14.3 $3.52K - $4.88K
341 $4.15M
ATEX
Anterix Inc.

Communication Services
185
New
$17.99 - $22.67 $3.33K - $4.19K
185 $4.04M
TREX
Trex CO Inc

Industrials
112
New
$31.77 - $53.57 $3.56K - $6K
112 $3.93M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
75
New
$50.22 - $52.54 $3.77K - $3.94K
75 $3.87M
BRP
Brp Group, Inc.

Financial Services
157
New
N/A
157 $3.77M
SMPL
Simply Good Foods CO

Consumer Defensive
185
New
$19.04 - $25.44 $3.52K - $4.71K
185 $3.72M
CRGY
Crescent Energy CO

Energy
415
New
$7.99 - $9.69 $3.32K - $4.02K
415 $3.48M
LSTR
Landstar System Inc

Industrials
24
New
$121.23 - $136.78 $2.91K - $3.28K
24 $3.45M
BUR
Burford Capital LTD

Financial Services
384
New
$8.59 - $11.94 $3.3K - $4.58K
384 $3.43M
ULH
Universal Logistics Holdings, Inc.

Industrials
222
New
$13.98 - $23.16 $3.1K - $5.14K
222 $3.37M
GDYN
Grid Dynamics Holdings, Inc.

Technology
349
New
$7.59 - $9.34 $2.65K - $3.26K
349 $3.15M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
291
New
$10.15 - $10.65 $2.95K - $3.1K
291 $2.96M
BE
Bloom Energy Corp

Industrials
34
New
$86.06 - $142.37 $2.93K - $4.84K
34 $2.96M
SIGI
Selective Insurance Group Inc

Financial Services
34
New
$74.02 - $84.28 $2.52K - $2.87K
34 $2.85M
OKE
Oneok Inc

Energy
37
New
$64.31 - $72.98 $2.38K - $2.7K
37 $2.72M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
112
New
$16.2 - $24.45 $1.81K - $2.74K
112 $2.41M
Cava Group Inc
35
New
N/A
35 $2.06M
Ategrity Specialty In CO Ho
97
New
N/A
97 $2.04M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
117
New
$14.11 - $25.6 $1.65K - $3K
117 $2M
DEI
Douglas Emmett Inc

Real Estate
180
New
$11.76 - $15.79 $2.12K - $2.84K
180 $1.98M
SXT
Sensient Technologies Corp

Basic Materials
21
New
$89.75 - $96.81 $1.88K - $2.03K
21 $1.97M
Bowhead Specialty Hldgs Inc
69
New
N/A
69 $1.97M
Primo Brands Corporation
116
New
N/A
116 $1.9M
HLX
Helix Energy Solutions Group Inc

Energy
284
New
$6.12 - $7.0 $1.74K - $1.99K
284 $1.78M
TIPT
Tiptree Inc.

Financial Services
93
New
$17.16 - $19.19 $1.6K - $1.78K
93 $1.7M
PTLO
Portillo'S Inc.

Consumer Cyclical
374
New
$4.66 - $6.75 $1.74K - $2.52K
374 $1.7M
ACVA
Acv Auctions Inc.

Consumer Cyclical
203
New
$5.09 - $10.12 $1.03K - $2.05K
203 $1.63M
TGLS
Tecnoglass Inc.

Basic Materials
32
New
$44.91 - $66.41 $1.44K - $2.13K
32 $1.61M
Lucid Group Inc
149
New
N/A
149 $1.58M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
91
New
$18.73 - $26.42 $1.7K - $2.4K
91 $1.56M
Activity Summary
Buys All Purchases 250 New Holdings 83 Increased Positions 167 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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