Private Wealth Management Group, LLC Software—Infrastructure

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$204B
$5.89 Billion 2.26% of portfolio
77,933
Q4 2024 Reduced 5.72%
$3.07T
$1.55 Billion 0.59% of portfolio
3,682
Q4 2024 Added 4.13%
$205B
$82.3 Million 0.03% of portfolio
185
Q4 2024 Added 1.65%
$453B
$80.7 Million 0.03% of portfolio
484
Q4 2024 Reduced 1.02%
$81B
$38.6 Million 0.01% of portfolio
409
Q3 2024 Added 73.31%
$54.9B
$15.6 Million 0.01% of portfolio
86
Q4 2024 Added 120.51%
$13.7B
$15.4 Million 0.01% of portfolio
253
Q3 2024 Added 4.55%
$17.9B
$12.1 Million 0.0% of portfolio
48
Q2 2024 Added 269.23%
$43.9B
$11.5 Million 0.0% of portfolio
308
Q4 2024 Added 5.12%
$80.1B
$9.22 Million 0.0% of portfolio
19
Q4 2024 Added 5.56%
$4.07B
$8.89 Million 0.0% of portfolio
394
Q4 2024 Added 8.24%
$16.3B
$8.08 Million 0.0% of portfolio
132
Q4 2024 Added 23.36%
$6.12B
$7.68 Million 0.0% of portfolio
148
Q4 2023 New
$9.27B
$7.36 Million 0.0% of portfolio
245
Q3 2024 Added 26.94%
$2.3B
$6.8 Million 0.0% of portfolio
224
Q3 2024 Reduced 42.56%
$6.53B
$6.07 Million 0.0% of portfolio
33
Q4 2024 Reduced 21.43%
$755M
$5.67 Million 0.0% of portfolio
306
Q4 2023 New
$23.2B
$5.38 Million 0.0% of portfolio
26
Q4 2024 Reduced 49.02%
$14.3B
$5.12 Million 0.0% of portfolio
65
Q4 2024 Added 80.56%
$13.1B
$4.72 Million 0.0% of portfolio
22
Q1 2024 New
$19B
$4.66 Million 0.0% of portfolio
20
Q1 2024 New
$5.5B
$4.07 Million 0.0% of portfolio
29
Q4 2024 Added 93.33%
$2.99B
$3.54 Million 0.0% of portfolio
87
Q4 2024 Added 123.08%
$4.88B
$3.53 Million 0.0% of portfolio
159
Q3 2024 Added 43.24%
$5.77B
$3.27 Million 0.0% of portfolio
30
Q4 2023 New
$10.6B
$2.98 Million 0.0% of portfolio
35
Q4 2023 New
$3.54B
$2.86 Million 0.0% of portfolio
173
Q1 2024 New
$1.24B
$2.42 Million 0.0% of portfolio
244
Q4 2023 New
$2.52B
$2.16 Million 0.0% of portfolio
63
Q1 2024 New
$1.47B
$2.06 Million 0.0% of portfolio
112
Q4 2023 New
$2.11B
$1.93 Million 0.0% of portfolio
187
Q3 2024 New
$1.92B
$1.89 Million 0.0% of portfolio
37
Q2 2024 Reduced 9.76%
$6.8B
$1.89 Million 0.0% of portfolio
161
Q3 2024 New
$29.1B
$1.81 Million 0.0% of portfolio
10
Q4 2023 New
$3.75B
$1.78 Million 0.0% of portfolio
177
Q4 2023 New
$1.43B
$1.62 Million 0.0% of portfolio
49
Q2 2024 New
$32.9B
$1.58 Million 0.0% of portfolio
8
Q4 2023 New
$822M
$1.48 Million 0.0% of portfolio
95
Q4 2024 Reduced 13.64%
$4.8B
$1.33 Million 0.0% of portfolio
42
Q2 2024 New
$5.15B
$1.2 Million 0.0% of portfolio
27
Q2 2024 Added 8.0%
$2.16B
$1.07 Million 0.0% of portfolio
31
Q4 2023 New
$2.28B
$1.01 Million 0.0% of portfolio
25
Q4 2023 New
$48.1B
$850,000 0.0% of portfolio
10
Q4 2023 New
$3.28B
$748,000 0.0% of portfolio
24
Q4 2024 Added 380.0%
$8.02B
$702,000 0.0% of portfolio
4
Q4 2023 New
$1.73B
$694,000 0.0% of portfolio
32
Q2 2024 Reduced 44.83%
$831M
$535,000 0.0% of portfolio
84
Q1 2024 Reduced 81.86%
$4.84B
$434,000 0.0% of portfolio
11
Q4 2023 New
$2.64B
$391,000 0.0% of portfolio
49
Q4 2024 Reduced 85.59%
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