Private Wealth Management Group, LLC Asset Management

Private Wealth Management Group, LLC

  • $374 Billion
  • Q4 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.1B
$47.6 Million 0.01% of portfolio
309
Q3 2025 Added 1,616.67%
$89.3B
$32.4 Million 0.01% of portfolio
279
Q3 2024 Added 24.0%
$42.9B
$31.7 Million 0.01% of portfolio
246
Q4 2025 Reduced 4.28%
$0
$19 Million 0.01% of portfolio
2,046
Q4 2025 Added 2.66%
$23B
$14.9 Million 0.0% of portfolio
146
Q4 2025 Reduced 23.16%
$21.1B
$12.9 Million 0.0% of portfolio
146
Q3 2025 Added 0.69%
$103B
$6.12 Million 0.0% of portfolio
48
Q4 2024 Reduced 5.88%
$4.38B
$5.78 Million 0.0% of portfolio
111
Q4 2025 Reduced 5.13%
$0
$5.76 Million 0.0% of portfolio
484
Q4 2023 New
$9.87B
$4.9 Million 0.0% of portfolio
17
Q2 2024 Added 41.67%
$11B
$4.68 Million 0.0% of portfolio
57
Q2 2025 Reduced 5.0%
$1.88B
$3.43 Million 0.0% of portfolio
384
Q4 2025 New
$19.3B
$3.19 Million 0.0% of portfolio
54
Q2 2025 Reduced 50.0%
$0
$2.96 Million 0.0% of portfolio
291
Q4 2025 New
$1.18B
$2.94 Million 0.0% of portfolio
18
Q4 2023 New
$1.06B
$2.82 Million 0.0% of portfolio
60
Q4 2023 New
$0
$1.36 Million 0.0% of portfolio
200
Q4 2025 New
$393M
$1.36 Million 0.0% of portfolio
8
Q2 2025 Reduced 52.94%
$0
$1.29 Million 0.0% of portfolio
110
Q4 2025 New
$0
$1.29 Million 0.0% of portfolio
130
Q4 2025 New
$212M
$1.17 Million 0.0% of portfolio
68
Q4 2025 New
$24.4B
$1.13 Million 0.0% of portfolio
7
Q4 2023 New
$10.7B
$867,000 0.0% of portfolio
33
Q4 2025 Reduced 28.26%
$2.85B
$693,000 0.0% of portfolio
17
Q2 2025 Reduced 74.63%
$47B
$491,000 0.0% of portfolio
1
Q3 2024 New
$0
$456,000 0.0% of portfolio
150
Q4 2025 New
$26.6B
$274,000 0.0% of portfolio
2
Q3 2024 New
$11B
$168,000 0.0% of portfolio
7
Q2 2025 Added 600.0%
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