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
SHOP
Shopify Inc.

Technology
-111
- 21.43%
$146.04 - $179.01 $16.2K - $19.9K
407 $65.5M
UI
Ubiquiti Inc.

Technology
-6
- 8.0%
$557.65 - $787.18 $3.35K - $4.72K
69 $38.2M
HUBS
Hubspot Inc

Technology
-24
- 92.31%
$386.35 - $494.58 $9.27K - $11.9K
2 $803K
FIS
Fidelity National Information Services, Inc.

Technology
-171
- 68.95%
$61.5 - $68.57 $10.5K - $11.7K
77 $5.12M
NEE
Nextera Energy Inc

Utilities
-174
- 28.11%
$78.18 - $86.03 $13.6K - $15K
445 $35.7M
URI
United Rentals, Inc.

Industrials
-2
- 3.33%
$806.61 - $1020.0 $1.61K - $2.04K
58 $46.9M
CPRT
Copart Inc

Consumer Cyclical
-206
- 56.75%
$39.98 - $45.76 $8.24K - $9.43K
157 $6.15M
Flutter Entmt PLC
-36
- 60.0%
N/A
24 $5.16M
HON
Honeywell International Inc

Industrials
-11
- 2.15%
$194.07 - $220.67 $2.13K - $2.43K
500 $97.5M
WLK
Westlake Corp

Basic Materials
-127
- 77.91%
$62.56 - $82.37 $7.95K - $10.5K
36 $2.66M
EFX
Equifax Inc

Industrials
-28
- 32.18%
$204.19 - $253.84 $5.72K - $7.11K
59 $12.8M
PAYX
Paychex Inc

Industrials
-72
- 75.79%
$111.08 - $128.59 $8K - $9.26K
23 $2.58M
ZTS
Zoetis Inc.

Healthcare
-57
- 51.35%
$118.8 - $147.53 $6.77K - $8.41K
54 $6.8M
SNPS
Synopsys Inc

Technology
-18
- 45.0%
$389.83 - $489.36 $7.02K - $8.81K
22 $10.3M
CSGP
Costar Group, Inc.

Real Estate
-90
- 47.12%
$67.23 - $84.8 $6.05K - $7.63K
101 $6.79M
VIG
Vanguard Dividend Appreciation

ETFs
-46
- 23.0%
N/A
154 $33.8M
LBRDK
Liberty Broadband Corp

Communication Services
-126
- 70.0%
$47.01 - $65.22 $5.92K - $8.22K
54 $2.63M
ACGL
Arch Capital Group Ltd.

Financial Services
-104
- 41.11%
$84.72 - $94.1 $8.81K - $9.79K
149 $14.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-165
- 68.46%
$42.38 - $49.47 $6.99K - $8.16K
76 $3.29M
HOOD
Robinhood Markets, Inc.

Technology
-12
- 5.04%
$121.53 - $152.46 $1.46K - $1.83K
226 $25.6M
EXR
Extra Space Storage Inc.

Real Estate
-50
- 34.48%
$130.5 - $152.09 $6.53K - $7.6K
95 $12.4M
MSI
Motorola Solutions, Inc.

Technology
-5
- 6.02%
$379.98 - $462.26 $1.9K - $2.31K
78 $29.9M
UBER
Uber Technologies, Inc

Technology
-60
- 33.71%
$91.62 - $100.1 $5.5K - $6.01K
118 $9.64M
ABBV
Abb Vie Inc.

Healthcare
-17
- 1.39%
$211.96 - $244.38 $3.6K - $4.15K
1.2K $275M
Arista Networks Inc
-43
- 34.96%
N/A
80 $10.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-194
- 2.64%
$33.69 - $34.08 $6.54K - $6.61K
7.15K $242M
WY
Weyerhaeuser CO

Real Estate
-284
- 91.32%
$22.13 - $25.12 $6.28K - $7.13K
27 $640K
NSP
Insperity, Inc.

Industrials
-138
- 87.34%
$32.66 - $49.35 $4.51K - $6.81K
20 $775K
TGT
Target Corp

Consumer Defensive
-81
- 56.25%
$85.53 - $97.77 $6.93K - $7.92K
63 $6.16M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-66
- 84.62%
$79.54 - $103.8 $5.25K - $6.85K
12 $1.25M
EFV
Msci Eafe Value ETF

ETFs
-98
- 98.99%
$66.73 - $70.99 $6.54K - $6.96K
1 $72K
TTD
Trade Desk, Inc.

Technology
-125
- 73.96%
$41.93 - $54.13 $5.24K - $6.77K
44 $1.67M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-27
- 4.67%
$55.57 - $63.17 $1.5K - $1.71K
551 $29.7M
MA
Mastercard Inc

Financial Services
-12
- 3.17%
$536.85 - $580.45 $6.44K - $6.97K
366 $209M
CI
Cigna Corp

Healthcare
-20
- 54.05%
$244.41 - $311.0 $4.89K - $6.22K
17 $4.68M
RE
Everest Re Group LTD

Financial Services
-16
- 64.0%
N/A
9 $3.06M
OTIS
Otis Worldwide Corp

Industrials
-60
- 56.6%
$88.77 - $93.38 $5.33K - $5.6K
46 $4.02M
Lineage Inc
-138
- 83.13%
N/A
28 $980K
BAC
Bank Of America Corp

Financial Services
-500
- 7.71%
$48.65 - $54.11 $24.3K - $27.1K
5.98K $329M
MET
Metlife Inc

Financial Services
-53
- 15.1%
$75.97 - $82.89 $4.03K - $4.39K
298 $23.5M
KHC
Kraft Heinz CO

Consumer Defensive
-198
- 72.26%
$23.72 - $26.28 $4.7K - $5.2K
76 $1.84M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-78
- 88.64%
$45.49 - $71.87 $3.55K - $5.61K
10 $577K
JKHY
Henry Jack & Associates Inc

Technology
-36
- 83.72%
$146.26 - $167.17 $5.27K - $6.02K
7 $1.28M
CNXN
Pc Connection Inc

Technology
-82
- 90.11%
$57.68 - $62.7 $4.73K - $5.14K
9 $520K
XEL
Xcel Energy Inc

Utilities
-61
- 78.21%
$79.6 - $81.85 $4.86K - $4.99K
17 $1.26M
OC
Owens Corning

Industrials
-15
- 13.39%
$101.83 - $141.3 $1.53K - $2.12K
97 $10.9M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-39
- 52.0%
$132.29 - $144.78 $5.16K - $5.65K
36 $5.7M
ABM
Abm Industries Inc

Industrials
-102
- 72.34%
$41.95 - $46.79 $4.28K - $4.77K
39 $1.65M
ITW
Illinois Tool Works Inc

Industrials
-15
- 20.27%
$242.03 - $260.73 $3.63K - $3.91K
59 $14.5M
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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