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
TPL
Texas Pacific Land Corp

Energy
21
+ 233.33%
$889.25 - $1022.65 $18.7K - $21.5K
30 $8.62M
CDW
Cdw Corp

Technology
13
+ 19.12%
$141.56 - $159.42 $1.84K - $2.07K
81 $11M
F&G Annuities & Life Inc
6
New
N/A
6 $186K
DT
Dynatrace, Inc.

Technology
4
New
$46.06 - $50.95 $184 - $204
4 $174K
OMC
Omnicom Group Inc.

Communication Services
2
New
$72.23 - $81.23 $144 - $162
2 $162K
BALL
Ball Corp

Consumer Cyclical
3
+ 300.0%
$46.41 - $50.48 $139 - $151
4 $212K
OLED
Universal Display Corp Pa

Technology
5
+ 31.25%
$116.83 - $151.38 $584 - $757
21 $2.45M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5
New
$25.3 - $29.23 $127 - $146
5 $141K
SEE
Sealed Air Corp

Consumer Cyclical
3
New
$33.49 - $43.28 $100 - $130
3 $125K
VNQ
Vanguard Specialized Funds Van

ETFs
1
New
$88.13 - $92.69 $88.1 - $92.7
1 $89K
UA
Under Armour Inc Cl C

Consumer Cyclical
13
New
$4.28 - $4.92 $55.6 - $64
13 $63K
Tilray Brands Inc
5
New
N/A
5 $46K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1
New
$34.78 - $37.69 $34.8 - $37.7
1 $37K
Brookfield Corp
17
+ 50.0%
N/A
51 $2.36M
XLY
Select Sector Spdr Consumer Di

ETFs
83
+ 100.0%
$228.75 - $242.18 $19K - $20.1K
166 $19.8M
MOS
Mosaic CO

Basic Materials
21
+ 36.84%
$24.92 - $35.41 $523 - $744
78 $1.88M
ATR
Aptargroup, Inc.

Healthcare
2
+ 6.25%
$113.12 - $134.14 $226 - $268
34 $4.15M
CHTR
Charter Communications, Inc.

Communication Services
8
+ 28.57%
$201.84 - $282.74 $1.61K - $2.26K
36 $7.52M
KIM
Kimco Realty Corp

Real Estate
10
+ 3.82%
$20.24 - $22.41 $202 - $224
272 $5.51M
CVX
Chevron Corp

Energy
7
+ 1.3%
$148.9 - $157.72 $1.04K - $1.1K
547 $83.4M
PTC
Ptc Inc.

Technology
1
+ 4.35%
$173.93 - $205.87 $174 - $206
24 $4.18M
Liberty Media Corp Del
1
+ 3.33%
N/A
31 $2.58M
KR
Kroger CO

Consumer Defensive
19
+ 4.86%
$63.15 - $69.15 $1.2K - $1.31K
410 $25.6M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
4
+ 14.81%
$163.25 - $220.55 $653 - $882
31 $5.16M
AMT
American Tower Corp

Real Estate
7
+ 5.6%
$176.64 - $193.32 $1.24K - $1.35K
132 $23.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 4.35%
$242.98 - $310.48 $243 - $310
24 $6.21M
RSG
Republic Services, Inc.

Industrials
4
+ 3.7%
$204.12 - $227.29 $816 - $909
112 $23.7M
BLDR
Builders First Source, Inc.

Industrials
3
+ 3.57%
$103.44 - $129.54 $310 - $389
87 $8.95M
ABT
Abbott Laboratories

Healthcare
19
+ 4.55%
$123.62 - $134.59 $2.35K - $2.56K
437 $54.8M
VICI
Vici Properties Inc.

Real Estate
7
+ 2.18%
$29.52 - $32.91 $207 - $230
328 $9.22M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
53
+ 2.66%
$9.54 - $10.13 $506 - $537
2.05K $19M
SJM
J M Smucker CO

Consumer Defensive
1
+ 0.82%
$101.21 - $110.3 $101 - $110
123 $12M
NFG
National Fuel Gas CO

Energy
14
+ 7.04%
$77.99 - $92.46 $1.09K - $1.29K
213 $17.1M
CVLT
Commvault Systems Inc

Technology
13
+ 27.66%
$125.08 - $185.88 $1.63K - $2.42K
60 $7.52M
PFE
Pfizer Inc

Healthcare
24
+ 0.7%
$24.23 - $27.37 $582 - $657
3.47K $86.4M
PGR
Progressive Corp

Financial Services
1
+ 1.14%
$203.7 - $246.46 $204 - $246
89 $20.3M
APP
App Lovin Corp

Technology
3
+ 2.54%
$552.64 - $704.09 $1.66K - $2.11K
121 $81.5M
XLE
Energy Sector Spdr

ETFs
10
+ 10.0%
$85.22 - $92.02 $852 - $920
110 $4.92M
DHI
Horton D R Inc

Consumer Cyclical
10
+ 4.13%
$142.43 - $174.95 $1.42K - $1.75K
252 $36.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
25
+ 0.28%
$102.72 - $103.6 $2.57K - $2.59K
8.83K $904M
SYY
Sysco Corp

Consumer Defensive
12
+ 1.49%
$72.9 - $83.27 $875 - $999
819 $60.4M
NOW
Service Now, Inc.

Technology
188
+ 400.0%
$835.79 - $946.29 $157K - $178K
235 $36M
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 0.56%
$79.86 - $84.83 $1.36K - $1.44K
3.07K $246M
MSTR
Microstrategy Inc

Technology
16
+ 15.84%
$199.75 - $359.69 $3.2K - $5.76K
117 $17.8M
Ishares Bitcoin Trust ETF
372
+ 13.55%
N/A
3.12K $155M
NFLX
Netflix Inc

Communication Services
882
+ 900.0%
$110.29 - $1241.35 $97.3K - $1.09M
980 $91.9M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.08%
$250.9 - $292.94 $251 - $293
1.32K $340M
ORCL
Oracle Corp

Technology
3
+ 0.53%
$217.57 - $313.0 $653 - $939
571 $111M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
651
+ 0.93%
$49.98 - $50.22 $32.5K - $32.7K
70.8K $3.5B
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
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