CIK 1883006
Private Wealth Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
1,102
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 1,102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NFLX | NETFLIX INC | 15K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP COM | 5K | $1M+ | SH |
| GGG | GRACO INC | 17K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC COM USD1 | 3K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM USD1.00 | 3K | $1M+ | SH |
| VTHR | VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS3000 IDX FD ETF SHS | 4K | $1M+ | SH |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | 14K | $1M+ | SH |
| MMM | 3M CO | 8K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 16K | $1M+ | SH |
| TJX | TJX COMPANIES INC | 8K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 24K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 11K | $1M+ | SH |
| EFV | ISHARES TR EAFE VALUE ETF | 17K | $1M+ | SH |
| AVIV | AVANTIS INTERNATIONAL LARGE CAP VAL ETF | 17K | $1M+ | SH |
| TSLA | TESLA INC COM | 3K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 20K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC COM STK NPV | 4K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 3K | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC COM | 10K | $1M+ | SH |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | 6K | $1M+ | SH |
| TGT | TARGET CORP | 11K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | 3K | $1M+ | SH |
| CME | CME GROUP INC COM | 4K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 14K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | 5K | $500K+ | SH |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | 7K | $500K+ | SH |
| CL | COLGATE-PALMOLIVE CO COM | 12K | $500K+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 12K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 17K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF | 20K | $500K+ | SH |
| CTVA | CORTEVA INC COM | 14K | $500K+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| PFE | PFIZER INC | 34K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 15K | $500K+ | SH |
| FXI | ISHARES CHINA LARGE-CAP ETF | 21K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM | 14K | $500K+ | SH |
| T | AT&T INC COM USD1 | 31K | $500K+ | SH |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | 15K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| SCHG | SCHWAB US LARGE-CAP GROWTH ETF | 23K | $500K+ | SH |
| GSIE | GOLDMAN SACHS ETF TR ACTIVEBETA INT | 18K | $500K+ | SH |
| GEV | GE VERNOVA INC COM | 1K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC COM NPV | 14K | $500K+ | SH |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF USD | 1K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 6K | $500K+ | SH |
| CASY | CASEYS GENERAL STORES INC | 1K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 4K | $500K+ | SH |
| SYK | STRYKER CORPORATION COM | 2K | $500K+ | SH |
| ALL | ALLSTATE CORP COM USD0.01 | 3K | $500K+ | SH |
| HRL | HORMEL FOODS CORP | 29K | $500K+ | SH |