Private Wealth Management Group, LLC Purchases in Q4 2025

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
67
+ 98.53%
$25.9 - $34.29 $1.74K - $2.3K
135 $5.05M
GDYN
Grid Dynamics Holdings, Inc.

Technology
349
New
$7.59 - $9.34 $2.65K - $3.26K
349 $3.15M
LBRT
Liberty Energy Inc.

Energy
49
+ 14.16%
$11.94 - $18.94 $585 - $928
395 $7.29M
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
UHALB
Amerco Com Ser N
63
+ 700.0%
N/A
72 $3.37M
COLD
Americold Realty Trust

Real Estate
215
+ 147.26%
$10.72 - $14.08 $2.3K - $3.03K
361 $4.64M
SIGI
Selective Insurance Group Inc

Financial Services
34
New
$74.02 - $84.28 $2.52K - $2.87K
34 $2.85M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
28
+ 84.85%
$85.91 - $94.84 $2.41K - $2.66K
61 $5.77M
OKE
Oneok Inc

Energy
37
New
$64.31 - $72.98 $2.38K - $2.7K
37 $2.72M
LNTH
Lantheus Holdings, Inc.

Healthcare
32
+ 100.0%
$50.69 - $58.13 $1.62K - $1.86K
64 $4.26M
AMCR
Amcor PLC

Consumer Cyclical
299
+ 81.03%
$7.82 - $8.58 $2.34K - $2.57K
668 $5.57M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
112
New
$16.2 - $24.45 $1.81K - $2.74K
112 $2.41M
PCVX
Vaxcyte, Inc.

Healthcare
11
+ 5.95%
$38.03 - $48.69 $418 - $536
196 $9.04M
EVH
Evolent Health, Inc.

Healthcare
688
+ 800.0%
$4.16 - $8.25 $2.86K - $5.68K
774 $3.1M
EL
Estee Lauder Companies Inc

Consumer Defensive
18
+ 66.67%
$86.09 - $102.52 $1.55K - $1.85K
45 $4.71M
XRX
Xerox Holdings Corp

Technology
1.11K
+ 421.21%
$2.75 - $3.88 $3.06K - $4.31K
1.38K $3.26M
MAN
Manpower Group Inc.

Industrials
84
+ 227.03%
$27.64 - $39.3 $2.32K - $3.3K
121 $3.6M
CHRD
Oasis Petroleum Inc.

Energy
25
+ 80.65%
$84.99 - $100.43 $2.12K - $2.51K
56 $5.19M
COTY
Coty Inc.

Consumer Defensive
857
+ 140.95%
$3.5 - $4.45 $3K - $3.81K
1.47K $4.51M
PFS
Provident Financial Services Inc

Financial Services
35
+ 1.2%
$17.88 - $20.03 $626 - $701
2.95K $58.3M
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
STC
Stewart Information Services Corp

Financial Services
29
+ 241.67%
$67.31 - $75.19 $1.95K - $2.18K
41 $2.88M
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
RRX
Regal Rexnord Corp

Industrials
13
+ 260.0%
$132.77 - $150.63 $1.73K - $1.96K
18 $2.53M
HLX
Helix Energy Solutions Group Inc

Energy
284
New
$6.12 - $7.0 $1.74K - $1.99K
284 $1.78M
ALKT
Alkami Technology, Inc.

Technology
93
+ 43.26%
$19.08 - $24.59 $1.77K - $2.29K
308 $7.11M
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
UHAL
Amerco

Industrials
33
+ 3300.0%
$51.19 - $57.43 $1.69K - $1.9K
34 $1.71M
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
HBAN
Huntington Bancshares Inc

Financial Services
85
+ 32.44%
$15.16 - $17.21 $1.29K - $1.46K
347 $6.02M
KNSL
Kinsale Capital Group, Inc.

Financial Services
4
+ 200.0%
$388.45 - $478.99 $1.55K - $1.92K
6 $2.35M
OGN
Organon & Co.

Healthcare
265
+ 200.76%
$6.34 - $11.01 $1.68K - $2.92K
397 $2.85M
FMC
Fmc Corp

Basic Materials
222
+ 264.29%
$12.97 - $32.24 $2.88K - $7.16K
306 $4.25M
RC
Ready Capital Corp

Real Estate
631
New
$2.65 - $3.82 $1.67K - $2.41K
631 $1.38M
GIL
Gildan Activewear Inc.

Consumer Cyclical
22
New
$55.39 - $61.52 $1.22K - $1.35K
22 $1.38M
NWL
Newell Brands Inc.

Consumer Defensive
409
+ 393.27%
$3.11 - $5.39 $1.27K - $2.2K
513 $1.91M
EAD
Allspring Income Opportunities Fund

Financial Services
200
New
$6.8 - $7.03 $1.36K - $1.41K
200 $1.36M
O
Realty Income Corp

Real Estate
78
+ 11.27%
$56.12 - $60.64 $4.38K - $4.73K
770 $43.4M
F
Ford Motor CO

Consumer Cyclical
4
+ 0.37%
$11.41 - $13.84 $45.6 - $55.4
1.07K $14.1M
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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