Private Wealth Management Group, LLC Reduced Holdings in Q4 2025

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RNA
Avidity Biosciences, Inc.

Healthcare
-21
- 17.36%
$43.0 - $70.84 $903 - $1.49K
100 $7.21M
PRU
Prudential Financial Inc

Financial Services
-1
- 0.43%
$99.13 - $107.85 $99.1 - $108
232 $26.2M
DAL
Delta Air Lines, Inc.

Industrials
-150
- 15.14%
$55.65 - $62.32 $8.35K - $9.35K
841 $58.4M
ADI
Analog Devices Inc

Technology
-5
- 3.65%
$225.32 - $246.37 $1.13K - $1.23K
132 $35.8M
HL
Hecla Mining CO

Basic Materials
-77
- 15.04%
$11.9 - $15.53 $916 - $1.2K
435 $8.35M
JAMF
Jamf Holding Corp.

Technology
-13
- 1.14%
$9.7 - $12.88 $126 - $167
1.13K $14.7M
FCX
Freeport Mcmoran Inc

Basic Materials
-6
- 2.38%
$38.65 - $43.31 $232 - $260
246 $12.5M
GILD
Gilead Sciences, Inc.

Healthcare
-2
- 0.78%
$110.56 - $125.2 $221 - $250
254 $31.2M
ROST
Ross Stores, Inc.

Consumer Cyclical
-1
- 0.88%
$147.71 - $162.85 $148 - $163
112 $20.2M
IBM
International Business Machines Corp

Technology
-51
- 3.92%
$275.97 - $314.98 $14.1K - $16.1K
1.25K $370M
AMGN
Amgen Inc

Healthcare
-1
- 1.2%
$290.13 - $341.71 $290 - $342
82 $26.8M
CRM
Salesforce, Inc.

Technology
-28
- 7.22%
$235.69 - $263.41 $6.6K - $7.38K
360 $95.4M
CAH
Cardinal Health Inc

Healthcare
-14
- 10.61%
$153.27 - $206.06 $2.15K - $2.88K
118 $24.2M
EEM
Ishares Msci Emerging Markets

ETFs
-45
- 0.89%
$51.94 - $56.01 $2.34K - $2.52K
5.02K $274M
MCK
Mckesson Corp

Healthcare
-1
- 0.85%
$738.06 - $859.37 $738 - $859
116 $95.2M
CTSH
Cognizant Technology Solutions Corp

Technology
-16
- 3.77%
$65.47 - $74.66 $1.05K - $1.19K
408 $33.9M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-25
- 2.06%
$12.5 - $18.02 $313 - $451
1.19K $23.5M
WMT
Walmart Inc.

Consumer Defensive
-7
- 0.67%
$101.18 - $109.03 $708 - $763
1.04K $115M
AMD
Advanced Micro Devices Inc

Technology
-3
- 1.83%
$164.01 - $264.33 $492 - $793
161 $34.5M
BMY
Bristol Myers Squibb CO

Healthcare
-10
- 0.97%
$42.6 - $49.08 $426 - $491
1.02K $54.9M
JPM
Jpmorgan Chase & CO

Financial Services
-7
- 0.4%
$294.11 - $320.41 $2.06K - $2.24K
1.76K $566M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3
- 5.17%
$557.73 - $694.99 $1.67K - $2.08K
55 $42.5M
CIEN
Ciena Corp

Technology
-5
- 3.42%
$151.45 - $209.52 $757 - $1.05K
141 $33M
AMZN
Amazon Com Inc

Consumer Cyclical
-33
- 1.17%
$213.04 - $254.0 $7.03K - $8.38K
2.78K $641M
XOM
Exxon Mobil Corp

Energy
-24
- 0.67%
$110.64 - $119.78 $2.66K - $2.87K
3.56K $429M
MRK
Merck & Co., Inc.

Healthcare
-25
- 0.98%
$82.49 - $92.93 $2.06K - $2.32K
2.54K $267M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.51%
$799.57 - $1025.28 $800 - $1.03K
196 $211M
Princeton Bancorp Inc
-1.37K
- 3.38%
N/A
39.1K $1.36B
GOOG
Alphabet Inc.

Communication Services
-19
- 1.29%
$237.49 - $291.74 $4.51K - $5.54K
1.45K $456M
GOOGL
Alphabet Inc.

Communication Services
-34
- 1.34%
$236.57 - $291.31 $8.04K - $9.9K
2.51K $786M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-705
- 0.38%
$71.0 - $74.64 $50.1K - $52.6K
184K $13.7B
AVDV
American Centy ETF Tr Avantis

ETFs
-1.37K
- 0.95%
$87.37 - $90.92 $120K - $125K
144K $13.5B
DFIC
Dimensional ETF Tr Dimensional

ETFs
-2.41K
- 0.4%
$32.24 - $33.72 $77.6K - $81.1K
596K $20.5B
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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