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
PEP
Pepsico Inc

Consumer Defensive
-34
- 60.71%
$138.84 - $153.71 $4.72K - $5.23K
22 $3.16M
APD
Air Products & Chemicals, Inc.

Basic Materials
-15
- 41.67%
$237.56 - $271.47 $3.56K - $4.07K
21 $5.19M
SSRM
Ssr Mining Inc.

Basic Materials
-86
- 7.89%
$19.48 - $25.8 $1.68K - $2.22K
1K $22M
TROW
Price T Rowe Group Inc

Financial Services
-44
- 23.16%
$101.07 - $106.13 $4.45K - $4.67K
146 $14.9M
NOVT
Novanta Inc

Technology
-47
- 81.03%
N/A
11 $1.31M
HPQ
Hp Inc

Technology
-82
- 15.44%
$24.53 - $28.61 $2.01K - $2.35K
449 $10M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-24
- 27.59%
$77.25 - $114.12 $1.85K - $2.74K
63 $5.02M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-69
- 77.53%
$36.05 - $62.76 $2.49K - $4.33K
20 $650K
Veralto Corp
-9
- 1.77%
N/A
499 $49.8M
UNP
Union Pacific Corp

Industrials
-16
- 14.04%
$216.37 - $237.41 $3.46K - $3.8K
98 $22.7M
THS
Tree House Foods, Inc.

Consumer Defensive
-211
- 87.19%
$17.84 - $23.86 $3.76K - $5.03K
31 $732K
CTAS
Cintas Corp

Industrials
-3
- 1.48%
$182.04 - $203.64 $546 - $611
200 $37.6M
ERIE
Erie Indemnity CO

Financial Services
-12
- 85.71%
$277.63 - $329.97 $3.33K - $3.96K
2 $574K
SM
Sm Energy CO

Energy
-139
- 73.16%
$17.85 - $25.85 $2.48K - $3.59K
51 $954K
RAMP
Live Ramp Holdings, Inc.

Technology
-141
- 62.95%
$26.85 - $30.88 $3.79K - $4.35K
83 $2.44M
HMN
Horace Mann Educators Corp

Financial Services
-82
- 52.9%
$43.56 - $46.75 $3.57K - $3.83K
73 $3.37M
LII
Lennox International Inc

Industrials
-6
- 37.5%
$471.5 - $554.58 $2.83K - $3.33K
10 $4.86M
ES
Eversource Energy

Utilities
-39
- 15.6%
$70.59 - $74.88 $2.75K - $2.92K
211 $14.2M
GRMN
Garmin LTD

Technology
-2
- 2.74%
$194.13 - $259.77 $388 - $520
71 $14.4M
NTNX
Nutanix, Inc.

Technology
-4
- 2.72%
$65.91 - $76.92 $264 - $308
143 $7.39M
SAIA
Saia Inc

Industrials
-12
- 85.71%
$267.92 - $322.39 $3.22K - $3.87K
2 $654K
LANC
Lancaster Colony Corp

Consumer Defensive
-19
- 41.3%
N/A
27 $4.44M
SWK
Stanley Black & Decker, Inc.

Industrials
-47
- 22.17%
$64.43 - $75.42 $3.03K - $3.54K
165 $12.3M
Cooper Cos Inc
-54
- 76.06%
N/A
17 $1.39M
FANG
Diamondback Energy, Inc.

Energy
-25
- 48.08%
$137.29 - $149.2 $3.43K - $3.73K
27 $4.06M
BBY
Best Buy CO Inc

Consumer Cyclical
-43
- 74.14%
$70.43 - $84.0 $3.03K - $3.61K
15 $1M
MRNA
Moderna, Inc.

Healthcare
-148
- 54.41%
$23.56 - $28.49 $3.49K - $4.22K
124 $3.66M
BA
Boeing CO

Industrials
-19
- 2.82%
$191.81 - $225.32 $3.64K - $4.28K
655 $142M
ZION
Zions Bancorporation, National Association

Financial Services
-61
- 33.7%
$46.93 - $56.93 $2.86K - $3.47K
120 $7.03M
INGR
Ingredion Inc

Consumer Defensive
-25
- 71.43%
$106.45 - $121.64 $2.66K - $3.04K
10 $1.1M
CTRA
Coterra Energy Inc.

Energy
-154
- 40.42%
$22.58 - $26.79 $3.48K - $4.13K
227 $5.98M
CLX
Clorox CO

Consumer Defensive
-23
- 76.67%
$103.68 - $123.19 $2.38K - $2.83K
7 $706K
ADBE
Adobe Inc.

Technology
-7
- 3.68%
$325.07 - $359.91 $2.28K - $2.52K
183 $64M
DXCM
Dexcom Inc

Healthcare
-44
- 97.78%
$54.84 - $71.06 $2.41K - $3.13K
1 $67K
ED
Consolidated Edison Inc

Utilities
-27
- 12.11%
$96.11 - $102.39 $2.59K - $2.76K
196 $19.5M
UDR
Udr, Inc.

Real Estate
-77
- 50.33%
$33.56 - $36.92 $2.58K - $2.84K
76 $2.79M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-60
- 58.82%
$50.35 - $58.41 $3.02K - $3.5K
42 $2.48M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1
- 0.31%
$61.89 - $76.13 $61.9 - $76.1
320 $18.7M
WSO
Watsco Inc

Industrials
-6
- 50.0%
$343.12 - $414.9 $2.06K - $2.49K
6 $2.02M
GPN
Global Payments Inc

Industrials
-30
- 34.09%
$74.11 - $88.53 $2.22K - $2.66K
58 $4.49M
DKNG
Draft Kings Inc.

Consumer Cyclical
-67
- 38.51%
$27.92 - $35.5 $1.87K - $2.38K
107 $3.69M
PRGO
Perrigo CO PLC

Healthcare
-110
- 71.43%
$13.78 - $22.51 $1.52K - $2.48K
44 $613K
TFC
Truist Financial Corp

Financial Services
-143
- 11.58%
$41.09 - $45.64 $5.88K - $6.53K
1.09K $53.7M
ALL
Allstate Corp

Financial Services
-6
- 2.71%
$190.0 - $214.3 $1.14K - $1.29K
215 $44.8M
CL
Colgate Palmolive CO

Consumer Defensive
-32
- 33.33%
$74.98 - $79.86 $2.4K - $2.56K
64 $5.06M
DIOD
Diodes Inc

Technology
-37
- 19.58%
$44.27 - $58.38 $1.64K - $2.16K
152 $7.5M
IP
International Paper CO

Consumer Cyclical
-36
- 22.22%
$36.32 - $49.1 $1.31K - $1.77K
126 $4.96M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-19
- 33.33%
$82.82 - $104.04 $1.57K - $1.98K
38 $3.21M
UFPI
Ufp Industries Inc

Basic Materials
-26
- 72.22%
$89.44 - $93.26 $2.33K - $2.42K
10 $911K
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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