Private Wealth Management Group, LLC Software—Application

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$237B
$95.4 Million 0.03% of portfolio
360
Q4 2025 Reduced 7.22%
$182B
$93.4 Million 0.02% of portfolio
141
Q2 2025 Added 2.17%
$163B
$81.5 Million 0.02% of portfolio
121
Q4 2025 Added 2.54%
$174B
$65.5 Million 0.02% of portfolio
407
Q4 2025 Reduced 21.43%
$53.1B
$55.7 Million 0.01% of portfolio
188
Q2 2025 Added 14.63%
$169B
$36 Million 0.01% of portfolio
235
Q4 2025 Added 400.0%
$44B
$22 Million 0.01% of portfolio
13
Q2 2024 Added 85.71%
$1.87B
$17.8 Million 0.0% of portfolio
117
Q4 2025 Added 15.84%
$86.4B
$16.6 Million 0.0% of portfolio
53
Q4 2025 Reduced 1.85%
$1.55B
$14.7 Million 0.0% of portfolio
1,132
Q4 2025 Reduced 1.14%
$21.1B
$14.6 Million 0.0% of portfolio
169
Q3 2024 New
$11B
$13.5 Million 0.0% of portfolio
306
Q4 2025 Reduced 1.92%
$3.88B
$12.3 Million 0.0% of portfolio
1,162
Q4 2023 New
$40.3B
$12.2 Million 0.0% of portfolio
54
Q3 2025 Reduced 1.82%
$181B
$9.64 Million 0.0% of portfolio
118
Q4 2025 Reduced 33.71%
$4.15B
$8.73 Million 0.0% of portfolio
121
Q4 2023 New
$2.43B
$8.24 Million 0.0% of portfolio
94
Q2 2025 Reduced 24.19%
$148M
$7.79 Million 0.0% of portfolio
647
Q1 2025 Reduced 9.89%
$5.71B
$7.52 Million 0.0% of portfolio
60
Q4 2025 Added 27.66%
$11.1B
$7.28 Million 0.0% of portfolio
42
Q4 2025 Reduced 6.67%
$3.03B
$7.12 Million 0.0% of portfolio
203
Q2 2024 Reduced 16.8%
$1.86B
$7.11 Million 0.0% of portfolio
308
Q4 2025 Added 43.26%
$46.4B
$6.87 Million 0.0% of portfolio
32
Q2 2025 Added 113.33%
$3.84B
$6.46 Million 0.0% of portfolio
122
Q2 2025 Reduced 12.23%
$5B
$6.05 Million 0.0% of portfolio
26
Q2 2025 Added 44.44%
$21.3B
$5.95 Million 0.0% of portfolio
68
Q4 2023 New
$11.9B
$5.5 Million 0.0% of portfolio
144
Q1 2025 Added 118.18%
$10.3B
$5.02 Million 0.0% of portfolio
69
Q2 2025 Added 56.82%
$539M
$4.3 Million 0.0% of portfolio
425
Q4 2024 Reduced 12.37%
$4.67B
$4.3 Million 0.0% of portfolio
72
Q4 2025 Reduced 2.7%
$1.51B
$4.22 Million 0.0% of portfolio
123
Q2 2025 New
$20.5B
$4.18 Million 0.0% of portfolio
24
Q4 2025 Added 4.35%
$9.97B
$3.35 Million 0.0% of portfolio
21
Q2 2024 Added 200.0%
$53.8B
$3.26 Million 0.0% of portfolio
24
Q1 2025 Reduced 82.86%
$19.5B
$2.27 Million 0.0% of portfolio
5
Q4 2023 New
$18.7B
$2.01 Million 0.0% of portfolio
10
Q3 2024 Added 11.11%
$4.41B
$1.98 Million 0.0% of portfolio
23
Q2 2025 Added 91.67%
$1.71B
$1.72 Million 0.0% of portfolio
140
Q4 2025 Reduced 49.64%
$18.6B
$1.67 Million 0.0% of portfolio
44
Q4 2025 Reduced 73.96%
$1.11B
$1.5 Million 0.0% of portfolio
62
Q4 2025 Reduced 56.64%
$8.24B
$1.22 Million 0.0% of portfolio
8
Q2 2024 New
$3.25B
$950,000 0.0% of portfolio
15
Q4 2023 New
$19B
$803,000 0.0% of portfolio
2
Q4 2025 Reduced 92.31%
$1.06B
$517,000 0.0% of portfolio
265
Q4 2025 New
$1.91B
$200,000 0.0% of portfolio
20
Q1 2024 New
$13.5B
$174,000 0.0% of portfolio
4
Q4 2025 New
Filter Shares Options
Track This Portfolio

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email