Private Wealth Management Group, LLC Reduced Holdings in Q4 2025

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-13.6K
- 56.32%
$185.98 - $199.58 $2.53M - $2.72M
10.6K $2.18B
AAPL
Apple Inc.

Technology
-4.79K
- 13.45%
$245.27 - $275.25 $1.18M - $1.32M
30.8K $8.38B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-6.07K
- 4.7%
$80.59 - $84.32 $489K - $512K
123K $10.4B
DISV
Dimensional ETF Tr Dimensional

ETFs
-25.4K
- 9.23%
$35.06 - $36.3 $892K - $923K
250K $9.51B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-22.5K
- 5.72%
$30.55 - $32.35 $688K - $728K
371K $12.2B
PLTR
Palantir Technologies Inc.

Technology
-4
- 0.01%
$172.14 - $207.18 $689 - $829
55.7K $9.89B
MSFT
Microsoft Corp

Technology
-39
- 1.0%
$496.82 - $542.07 $19.4K - $21.1K
3.86K $1.87B
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.09K
- 4.08%
$55.75 - $58.83 $172K - $182K
72.6K $4.32B
AVGO
Broadcom Inc.

Technology
-315
- 16.9%
$324.63 - $385.98 $102K - $122K
1.55K $536M
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.66%
$358.03 - $397.02 $2.86K - $3.18K
1.21K $417M
PG
Procter & Gamble CO

Consumer Defensive
-213
- 5.99%
$145.5 - $153.18 $31K - $32.6K
3.34K $479M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.03K
- 8.36%
$84.91 - $90.88 $87.8K - $94K
11.3K $1.03B
IGM
Ishares Expanded Tech Sector E

ETFs
-495
- 75.92%
$124.25 - $135.72 $61.5K - $67.2K
157 $20.3M
META
Meta Platforms, Inc.

Communication Services
-18
- 2.79%
$609.01 - $751.67 $11K - $13.5K
628 $415M
VB
Vanguard Small Cap ETF

ETFs
-237
- 49.38%
$248.1 - $260.08 $58.8K - $61.6K
243 $62.7M
CSCO
Cisco Systems, Inc.

Technology
-1K
- 45.59%
$67.46 - $78.0 $67.7K - $78.2K
1.2K $92.2M
VZ
Verizon Communications Inc

Communication Services
-1.05K
- 22.0%
$38.4 - $43.83 $40.2K - $45.9K
3.71K $151M
MUB
Ishares National Muni Bond ETF

ETFs
-937
- 1.31%
$106.36 - $107.61 $99.7K - $101K
70.6K $7.56B
NVDA
Nvidia Corp

Technology
-240
- 3.34%
$179.83 - $207.04 $43.2K - $49.7K
6.95K $1.3B
Dimensional ETF Trust
-712
- 34.18%
N/A
1.37K $74.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-312
- 42.98%
$127.15 - $133.03 $39.7K - $41.5K
414 $54.8M
Kenvue Inc
-2.33K
- 67.92%
N/A
1.1K $19M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.13K
- 4.02%
$73.09 - $78.36 $82.4K - $88.3K
26.9K $2.07B
REET
Ishares Global Reit ETF

ETFs
-951
- 6.21%
$24.8 - $26.02 $23.6K - $24.7K
14.4K $358M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-499
- 3.85%
$52.54 - $55.77 $26.2K - $27.8K
12.5K $669M
VUG
Vanguard Growth ETF

ETFs
-67
- 10.21%
$470.44 - $504.26 $31.5K - $33.8K
589 $287M
ETN
Eaton Corp PLC

Industrials
-1
- 0.21%
$352.39 - $387.75 $352 - $388
474 $151M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.03K
- 15.35%
$25.03 - $25.34 $25.8K - $26.1K
5.68K $142M
ADV
Advantage Solutions Inc.

Communication Services
-10K
- 37.64%
$1.13 - $1.52 $11.3K - $15.2K
16.6K $14.6M
CFG
Citizens Financial Group Inc

Financial Services
-500
- 77.64%
$48.39 - $54.0 $24.2K - $27K
144 $8.41M
Linde PLC
-18
- 5.45%
N/A
312 $133M
KMB
Kimberly Clark Corp

Consumer Defensive
-96
- 16.24%
$100.05 - $123.23 $9.6K - $11.8K
495 $49.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-235
- 1.64%
$74.09 - $75.1 $17.4K - $17.6K
14.1K $1.04B
FISV
Fiserv Inc

Technology
-129
- 66.84%
N/A
64 $4.3M
IFGL
Ishares International Develope

ETFs
-900
- 12.71%
$22.57 - $23.43 $20.3K - $21.1K
6.18K $143M
FNDX
Schwab Fundamental U S Large C

ETFs
-837
- 30.72%
$25.68 - $26.95 $21.5K - $22.6K
1.89K $51.4M
CMCSA
Comcast Corp

Communication Services
-607
- 44.9%
$26.98 - $31.09 $16.4K - $18.9K
745 $22.3M
T
At&T Inc.

Communication Services
-97
- 1.88%
$24.44 - $27.55 $2.37K - $2.67K
5.07K $126M
MOH
Molina Healthcare, Inc.

Healthcare
-95
- 74.8%
$137.54 - $203.26 $13.1K - $19.3K
32 $5.55M
VEA
Vanguard Ftse Developed Market

ETFs
-1.99K
- 4.77%
$59.18 - $62.09 $118K - $123K
39.6K $2.47B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-86
- 78.9%
$176.58 - $207.02 $15.2K - $17.8K
23 $4.27M
GD
General Dynamics Corp

Industrials
-45
- 12.61%
$330.59 - $353.77 $14.9K - $15.9K
312 $105M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-60
- 0.97%
$97.52 - $102.52 $5.85K - $6.15K
6.14K $601M
DD
Du Pont De Nemours, Inc.

Basic Materials
-36
- 9.33%
$34.69 - $82.16 $1.25K - $2.96K
350 $14.1M
TXN
Texas Instruments Inc

Technology
-69
- 20.06%
N/A
275 $47.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-536
- 37.69%
$25.85 - $27.19 $13.9K - $14.6K
886 $23.8M
DIS
Walt Disney CO

Communication Services
-109
- 7.19%
$105.69 - $116.65 $11.5K - $12.7K
1.41K $160M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 1.03%
$475.68 - $513.11 $12.4K - $13.3K
2.5K $1.26B
COP
Conocophillips

Energy
-125
- 32.64%
$85.66 - $95.46 $10.7K - $11.9K
258 $24.2M
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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