Private Wealth Management Group, LLC Reduced Holdings in Q4 2024

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IMKTA
Ingles Markets Inc

Consumer Defensive
-96
- 92.31%
$60.85 - $75.3 $5.84K - $7.23K
8 $516K
BIIB
Biogen Inc.

Healthcare
-19
- 17.92%
$146.47 - $191.55 $2.78K - $3.64K
87 $13.3M
O
Realty Income Corp

Real Estate
-31
- 5.59%
$51.76 - $64.71 $1.6K - $2.01K
524 $28M
TGT
Target Corp

Consumer Defensive
-21
- 10.34%
$121.59 - $160.69 $2.55K - $3.37K
182 $24.6M
CTAS
Cintas Corp

Industrials
-7
- 2.92%
$182.7 - $226.47 $1.28K - $1.59K
233 $42.6M
HII
Huntington Ingalls Industries, Inc.

Industrials
-9
- 13.43%
$184.96 - $264.65 $1.66K - $2.38K
58 $11M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-39
- 33.33%
$97.29 - $122.68 $3.79K - $4.78K
78 $7.61M
SM
Sm Energy CO

Energy
-152
- 87.36%
$36.59 - $46.03 $5.56K - $7K
22 $853K
ACGL
Arch Capital Group Ltd.

Financial Services
-22
- 10.68%
$88.71 - $114.86 $1.95K - $2.53K
184 $17M
WING
Wingstop Inc.

Consumer Cyclical
-8
- 29.63%
$281.09 - $422.95 $2.25K - $3.38K
19 $5.4M
LEN
Lennar Corp

Consumer Cyclical
-11
- 13.58%
$136.2 - $188.96 $1.5K - $2.08K
70 $9.55M
HSY
Hershey CO

Consumer Defensive
-28
- 77.78%
$168.67 - $193.65 $4.72K - $5.42K
8 $1.36M
CI
Cigna Corp

Healthcare
-8
- 17.39%
$265.59 - $358.58 $2.12K - $2.87K
38 $10.5M
ELAN
Elanco Animal Health Inc

Healthcare
-333
- 63.07%
$11.63 - $14.67 $3.87K - $4.89K
195 $2.36M
FLO
Flowers Foods Inc

Consumer Defensive
-225
- 86.21%
$20.4 - $23.31 $4.59K - $5.24K
36 $744K
CCI
Crown Castle International Corp

Real Estate
-17
- 12.69%
$89.78 - $119.11 $1.53K - $2.02K
117 $10.6M
SLG
Sl Green Realty Corp

Real Estate
-66
- 18.08%
$66.24 - $81.13 $4.37K - $5.35K
299 $20.3M
IFF
International Flavors & Fragrances Inc

Basic Materials
-6
- 2.67%
$83.96 - $106.19 $504 - $637
219 $18.5M
CSGP
Costar Group, Inc.

Real Estate
-61
- 32.45%
$69.7 - $81.97 $4.25K - $5K
127 $9.09M
PEAK
Healthpeak Properties, Inc.

Real Estate
-190
- 44.19%
N/A
240 $4.87M
COLM
Columbia Sportswear CO

Consumer Cyclical
-60
- 52.17%
$75.7 - $90.71 $4.54K - $5.44K
55 $4.62M
OPCH
Option Care Health, Inc.

Healthcare
-148
- 89.16%
$21.74 - $31.64 $3.22K - $4.68K
18 $418K
EXPD
Expeditors International Of Washington Inc

Industrials
-8
- 4.28%
$110.5 - $128.26 $884 - $1.03K
179 $19.8M
WPC
W. P. Carey Inc.

Real Estate
-59
- 31.22%
$53.44 - $61.33 $3.15K - $3.62K
130 $7.08M
PLD
Prologis, Inc.

Real Estate
-4
- 2.06%
$101.4 - $126.96 $406 - $508
190 $20.1M
Ferguson Enterprises Inc
-15
- 21.13%
N/A
56 $9.72M
CBRE
Cbre Group, Inc.

Real Estate
-46
- 18.62%
$119.22 - $140.71 $5.48K - $6.47K
201 $26.4M
SWK
Stanley Black & Decker, Inc.

Industrials
-20
- 21.74%
$79.07 - $109.36 $1.58K - $2.19K
72 $5.78M
VRSN
Verisign Inc

Technology
-25
- 49.02%
$176.68 - $206.96 $4.42K - $5.17K
26 $5.38M
LHX
L3 Harris Technologies, Inc.

Industrials
-10
- 12.66%
$208.94 - $264.22 $2.09K - $2.64K
69 $14.5M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-7
- 16.28%
$174.32 - $254.42 $1.22K - $1.78K
36 $6.31M
COP
Conocophillips

Energy
-22
- 6.43%
$95.12 - $114.72 $2.09K - $2.52K
320 $31.7M
ZTS
Zoetis Inc.

Healthcare
-2
- 1.65%
$162.24 - $194.42 $324 - $389
119 $19.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-89
- 55.97%
$45.38 - $46.88 $4.04K - $4.17K
70 $3.19M
POWL
Powell Industries Inc

Industrials
-19
- 39.58%
$221.65 - $352.37 $4.21K - $6.7K
29 $6.43M
PPG
Ppg Industries Inc

Basic Materials
-22
- 19.47%
$119.09 - $131.37 $2.62K - $2.89K
91 $10.9M
ON
On Semiconductor Corp

Technology
-40
- 26.14%
$63.05 - $74.7 $2.52K - $2.99K
113 $7.13M
ADC
Agree Realty Corp

Real Estate
-50
- 69.44%
$69.44 - $77.65 $3.47K - $3.88K
22 $1.55M
CNMD
Conmed Corp

Healthcare
-52
- 76.47%
$61.81 - $77.54 $3.21K - $4.03K
16 $1.1M
EXC
Exelon Corp

Utilities
-35
- 4.18%
$36.22 - $40.97 $1.27K - $1.43K
802 $30.2M
F
Ford Motor CO

Consumer Cyclical
-293
- 24.7%
$9.69 - $11.4 $2.84K - $3.34K
893 $8.85M
NSP
Insperity, Inc.

Industrials
-39
- 63.93%
$72.51 - $88.91 $2.83K - $3.47K
22 $1.71M
CNXC
Concentrix Corp

Technology
-62
- 62.63%
$37.26 - $52.63 $2.31K - $3.26K
37 $1.6M
SJW
Sjw Group

Utilities
-47
- 37.01%
$49.07 - $60.38 $2.31K - $2.84K
80 $3.94M
STNE
Stone Co Ltd.

Technology
-291
- 85.59%
$7.88 - $11.59 $2.29K - $3.37K
49 $391K
ALGN
Align Technology Inc

Healthcare
-8
- 21.05%
$205.03 - $245.32 $1.64K - $1.96K
30 $6.26M
NOV
Nov Inc.

Energy
-185
- 38.22%
$14.06 - $16.79 $2.6K - $3.11K
299 $4.37M
BNL
Broadstone Net Lease, Inc.

Real Estate
-126
- 28.57%
$15.86 - $18.7 $2K - $2.36K
315 $5M
CHE
Chemed Corp

Healthcare
-5
- 55.56%
$517.44 - $613.19 $2.59K - $3.07K
4 $2.12M
Activity Summary
Buys All Purchases 418 New Holdings 106 Increased Positions 312 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 0 Puts 0
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