Private Wealth Management Group, LLC Purchases in Q3 2025

Private Wealth Management Group, LLC

  • $363 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGBD
Carlyle Secured Lending, Inc.

Financial Services
1.9K
New
$12.5 - $14.2 $23.8K - $27K
1.9K $23.8M
TT
Trane Technologies PLC

Industrials
58
+ 105.45%
$398.96 - $472.54 $23.1K - $27.4K
113 $47.7M
IWN
Ishares Russell2000 Val ETF

ETFs
120
New
$157.1 - $178.94 $18.9K - $21.5K
120 $21.2M
PCAR
Paccar Inc

Industrials
211
+ 293.06%
$92.91 - $102.86 $19.6K - $21.7K
283 $27.8M
Oxford Lane Cap Corp
1.12K
New
N/A
1.12K $19M
IWS
Ishares Russell Midcap Value E

ETFs
102
+ 25.5%
$132.83 - $140.61 $13.5K - $14.3K
502 $70.1M
Ishares Bitcoin Trust ETF
104
+ 3.94%
N/A
2.75K $178M
INTC
Intel Corp

Technology
37
+ 2.69%
$19.31 - $35.5 $714 - $1.31K
1.42K $47.5M
KMI
Kinder Morgan, Inc.

Energy
595
+ 94.9%
$26.23 - $28.5 $15.6K - $17K
1.22K $34.6M
Manager Directed Portfolios
884
+ 2.55%
N/A
35.5K $378M
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 17.73%
$915.95 - $994.57 $22.9K - $24.9K
166 $153M
HUM
Humana Inc

Healthcare
48
+ 47.52%
$220.41 - $312.0 $10.6K - $15K
149 $38.8M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
161
+ 5.03%
$32.11 - $34.92 $5.17K - $5.62K
3.36K $117M
MOH
Molina Healthcare, Inc.

Healthcare
87
+ 217.5%
$152.31 - $306.29 $13.3K - $26.6K
127 $24.3M
PFE
Pfizer Inc

Healthcare
261
+ 8.19%
$23.29 - $25.88 $6.08K - $6.75K
3.45K $87.8M
PCG
Pg&E Corp

Utilities
636
+ 347.54%
$13.0 - $15.73 $8.27K - $10K
819 $12.4M
Arista Networks Inc
43
+ 53.75%
N/A
123 $17.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
115
New
$82.38 - $83.0 $9.47K - $9.55K
115 $9.54M
ICE
Intercontinental Exchange, Inc.

Financial Services
66
+ 59.46%
$167.28 - $188.45 $11K - $12.4K
177 $29.8M
JAMF
Jamf Holding Corp.

Technology
820
+ 252.31%
$7.14 - $11.56 $5.85K - $9.48K
1.15K $12.3M
NSP
Insperity, Inc.

Industrials
158
New
$45.07 - $62.06 $7.12K - $9.81K
158 $7.77M
WMT
Walmart Inc.

Consumer Defensive
21
+ 2.06%
$94.4 - $104.27 $1.98K - $2.19K
1.04K $107M
SNPS
Synopsys Inc

Technology
16
+ 66.67%
$387.78 - $645.35 $6.2K - $10.3K
40 $19.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
32
+ 0.36%
$102.4 - $103.88 $3.28K - $3.32K
8.81K $910M
XLF
Financial Sector Spdr

ETFs
123
+ 49.2%
$51.37 - $54.25 $6.32K - $6.67K
373 $20.1M
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 1.04%
$211.65 - $238.24 $6.14K - $6.91K
2.81K $617M
MCK
Mckesson Corp

Healthcare
3
+ 2.63%
$659.01 - $772.54 $1.98K - $2.32K
117 $90.4M
AVGE
American Centy ETF Tr Avantis
30
+ 4.18%
N/A
748 $62.4M
EFV
Msci Eafe Value ETF

ETFs
99
New
$62.79 - $68.42 $6.22K - $6.77K
99 $6.72M
LYB
Lyondell Basell Industries N.V.

Basic Materials
149
+ 161.96%
$48.34 - $67.22 $7.2K - $10K
241 $11.8M
UBER
Uber Technologies, Inc

Technology
60
+ 50.85%
$86.91 - $99.57 $5.21K - $5.97K
178 $17.4M
PSTG
Pure Storage, Inc.

Technology
50
+ 63.29%
$54.47 - $88.29 $2.72K - $4.41K
129 $10.8M
PCVX
Vaxcyte, Inc.

Healthcare
165
+ 825.0%
$29.67 - $37.37 $4.9K - $6.17K
185 $6.66M
MA
Mastercard Inc

Financial Services
6
+ 1.61%
$550.18 - $598.96 $3.3K - $3.59K
378 $215M
SPT
Sprout Social, Inc.

Technology
443
New
$12.92 - $21.2 $5.72K - $9.39K
443 $5.72M
RE
Everest Re Group LTD

Financial Services
16
+ 177.78%
N/A
25 $8.76M
PFS
Provident Financial Services Inc

Financial Services
33
+ 1.14%
$17.9 - $20.32 $591 - $671
2.92K $56.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
50
New
$109.11 - $111.88 $5.46K - $5.59K
50 $5.56M
RGA
Reinsurance Group Of America Inc

Financial Services
28
+ 164.71%
$177.1 - $199.23 $4.96K - $5.58K
45 $8.65M
TGT
Target Corp

Consumer Defensive
65
+ 82.28%
$86.56 - $107.43 $5.63K - $6.98K
144 $12.9M
CRI
Carters Inc

Consumer Cyclical
179
New
$23.65 - $33.93 $4.23K - $6.07K
179 $5.05M
MET
Metlife Inc

Financial Services
53
+ 17.79%
$73.82 - $82.37 $3.91K - $4.37K
351 $28.9M
ANIK
Anika Therapeutics, Inc.

Healthcare
522
New
$8.1 - $11.78 $4.23K - $6.15K
522 $4.91M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
85
+ 2125.0%
$41.53 - $66.18 $3.53K - $5.63K
89 $5.05M
ALB
Albemarle Corp

Basic Materials
57
+ 518.18%
$62.9 - $88.1 $3.59K - $5.02K
68 $5.51M
EIX
Edison International

Utilities
86
New
$50.42 - $56.35 $4.34K - $4.85K
86 $4.76M
KHC
Kraft Heinz CO

Consumer Defensive
172
+ 168.63%
$25.63 - $28.94 $4.41K - $4.98K
274 $7.14M
ROG
Rogers Corp

Technology
54
+ 600.0%
$64.78 - $83.94 $3.5K - $4.53K
63 $5.07M
BAH
Booz Allen Hamilton Holding Corp

Industrials
45
+ 375.0%
$97.53 - $115.95 $4.39K - $5.22K
57 $5.7M
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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