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
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
130
New
$9.88 - $10.22 $1.28K - $1.33K
130 $1.29M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
110
New
$11.34 - $11.8 $1.25K - $1.3K
110 $1.29M
PLTK
Playtika Holding Corp.

Communication Services
325
New
$3.37 - $4.27 $1.1K - $1.39K
325 $1.28M
NTAP
Net App, Inc.

Technology
23
+ 21.9%
$109.44 - $121.82 $2.52K - $2.8K
128 $13.7M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
104
+ 148.57%
$15.66 - $19.57 $1.63K - $2.04K
174 $2.62M
BMI
Badger Meter Inc

Technology
8
+ 22.86%
$172.92 - $187.87 $1.38K - $1.5K
43 $7.5M
NWSA
News Corp

Communication Services
102
+ 32.8%
$25.08 - $28.95 $2.56K - $2.95K
413 $10.8M
EA
Electronic Arts Inc.

Communication Services
2
+ 0.64%
$199.89 - $202.0 $400 - $404
315 $64.4M
Biohaven LTD
115
+ 605.26%
N/A
134 $1.51M
NKE
Nike, Inc.

Consumer Cyclical
47
+ 15.93%
$60.8 - $74.57 $2.86K - $3.5K
342 $21.8M
Acres Commercial Realty Corp
54
New
N/A
54 $1.15M
CRC
California Resources Corp

Energy
43
+ 43.88%
$46.13 - $53.61 $1.98K - $2.31K
141 $6.31M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.69%
$72.17 - $75.74 $217 - $227
437 $33M
ARVN
Arvinas, Inc.

Healthcare
61
+ 62.89%
$9.13 - $11.21 $557 - $684
158 $1.87M
RGTI
Rigetti Computing, Inc.

Technology
45
New
$25.2 - $56.12 $1.13K - $2.53K
45 $997K
MRTN
Marten Transport LTD

Industrials
76
+ 45.51%
$9.72 - $11.06 $739 - $841
243 $2.77M
RLI
Rli Corp

Financial Services
16
+ 47.06%
$58.43 - $65.35 $935 - $1.05K
50 $3.2M
CRVL
Corvel Corp

Financial Services
25
+ 32.05%
$70.58 - $77.55 $1.76K - $1.94K
103 $6.97M
ARW
Arrow Electronics Inc

Technology
15
+ 22.06%
$108.16 - $125.34 $1.62K - $1.88K
83 $9.15M
STZ
Constellation Brands, Inc.

Consumer Defensive
5
+ 9.26%
$127.65 - $142.97 $638 - $715
59 $8.14M
PPG
Ppg Industries Inc

Basic Materials
10
+ 13.16%
$94.92 - $105.45 $949 - $1.05K
86 $8.81M
LNKB
Linkbancorp, Inc.

Financial Services
84
+ 96.55%
$6.85 - $7.73 $575 - $649
171 $1.41M
QDEL
Quidel Ortho Corp

Healthcare
28
+ 140.0%
$19.73 - $31.93 $552 - $894
48 $1.37M
GNTX
Gentex Corp

Consumer Cyclical
77
+ 36.84%
$22.89 - $27.94 $1.76K - $2.15K
286 $6.66M
ITRI
Itron, Inc.

Technology
17
+ 62.96%
$98.46 - $138.18 $1.67K - $2.35K
44 $4.09M
Armour Residential Reit Inc
40
New
N/A
40 $708K
HPE
Hewlett Packard Enterprise CO

Technology
42
+ 7.33%
$22.5 - $26.25 $945 - $1.1K
615 $14.8M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
34
New
$21.96 - $27.05 $747 - $920
34 $683K
DWAC
Digital World Acquisition Corp.

Financial Services
51
New
N/A
51 $676K
NSIT
Insight Enterprises Inc

Technology
11
+ 157.14%
$89.77 - $112.41 $987 - $1.24K
18 $1.47M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
29
New
$23.34 - $25.56 $677 - $741
29 $665K
Kindercare Learning Companie
149
New
N/A
149 $644K
KELYA
Kelly Services Inc

Industrials
69
New
$8.34 - $13.12 $575 - $905
69 $608K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
10
+ 76.92%
$59.83 - $63.96 $598 - $640
23 $1.42M
BRT
Brt Apartments Corp.

Real Estate
41
New
$14.21 - $15.73 $583 - $645
41 $603K
CUBE
Cube Smart

Real Estate
16
New
$36.62 - $42.34 $586 - $677
16 $577K
Vivid Seats Inc
77
New
N/A
77 $556K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
53
New
$11.19 - $16.47 $593 - $873
53 $536K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
87
New
$7.27 - $23.16 $632 - $2.01K
87 $534K
MTN
Vail Resorts Inc

Consumer Cyclical
4
New
$141.91 - $157.9 $568 - $632
4 $532K
XLRE
Select Sector Spdr Tr Real Est

ETFs
13
New
$40.65 - $42.74 $528 - $556
13 $525K
ALIT
Alight, Inc.

Technology
265
New
$2.27 - $3.27 $602 - $867
265 $517K
ZBRA
Zebra Technologies Corp

Technology
7
+ 31.82%
$240.56 - $313.89 $1.68K - $2.2K
29 $7.04M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
1
+ 1.3%
$87.94 - $105.14 $87.9 - $105
78 $6.97M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
150
New
$3.08 - $3.25 $462 - $488
150 $456K
WD
Walker & Dunlop, Inc.

Financial Services
9
+ 112.5%
$65.34 - $86.5 $588 - $779
17 $1.02M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10
+ 7.94%
$17.81 - $18.82 $178 - $188
136 $2.6M
TAP
Molson Coors Beverage CO

Consumer Defensive
4
+ 7.14%
$43.22 - $47.33 $173 - $189
60 $2.8M
PTEN
Patterson Uti Energy Inc

Energy
25
+ 28.41%
$5.34 - $6.76 $134 - $169
113 $691K
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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