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 201–250 of 1,102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYI | NEOS ETF TRUST NEOS S&P 500 HI | 7K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM USD0.01 | 2K | $100K–$500K | SH |
| VV | VANGUARD LARGE-CAP INDEX FUND | 1K | $100K–$500K | SH |
| NVR | NVR INC COM USD0.01 | 48 | $100K–$500K | SH |
| MS | MORGAN STANLEY COM USD0.01 | 2K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| WSM | WILLIAMS-SONOMA INC | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 | 1K | $100K–$500K | SH |
| AMGN | AMGEN INC | 1K | $100K–$500K | SH |
| MRSH | MARSH &MCLENNAN COMPANIES INC COM USD1.00 | 2K | $100K–$500K | SH |
| TXN | TEXAS INSTRUMENTS INC COM USD1.00 | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM USD0.01 | 4K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 4K | $100K–$500K | SH |
| CSX | CSX CORP COM USD1 | 9K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 7K | $100K–$500K | SH |
| QCRH | QCR HOLDINGS INC COM STK USD1 | 4K | $100K–$500K | SH |
| MTUM | ISHARES TR MSCI USA MMENTM | 1K | $100K–$500K | SH |
| KLAC | KLA CORP COM NEW | 248 | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 500 GROWTH ETF | 3K | $100K–$500K | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 3K | $100K–$500K | SH |
| USHY | ISHARES TR BROAD USD HIGH | 8K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC COM | 842 | $100K–$500K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 2K | $100K–$500K | SH |
| BST | BLACKROCK SCIENCE &TECHNOLOGY SHS | 7K | $100K–$500K | SH |
| PFFA | ETFIS SER TR I VIRTUS INFRCAP | 13K | $100K–$500K | SH |
| GIS | GENERAL MILLS INC COM USD0.10 | 6K | $100K–$500K | SH |
| PAYX | PAYCHEX INC COM USD0.01 | 2K | $100K–$500K | SH |
| PDO | PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | 20K | $100K–$500K | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 4K | $100K–$500K | SH |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 2K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC COM USD0.0001 | 1K | $100K–$500K | SH |
| CB | CHUBB LIMITED COM NPV ISIN #CH0044328745 | 868 | $100K–$500K | SH |
| PLTY | TIDAL TRUST II YIELDMAX PLTR OP | 5K | $100K–$500K | SH |
| DINT | DAVIS FUNDAMENTAL ETF TR SELECT INTERNATIONAL ETF | 9K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP COM | 24K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 445 | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM | 4K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| IYC | ISHARES TR US CONSUM DISCRE | 2K | $100K–$500K | SH |
| SCHI | SCHWAB STRATEGIC TR 5 10YR CORP BD | 11K | $100K–$500K | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 5K | $100K–$500K | SH |
| QUAL | ISHARES TR MSCI USA QLT FCT | 1K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | 19K | $100K–$500K | SH |
| INTC | INTEL CORP COM USD0.001 | 6K | $100K–$500K | SH |
| AGCO | AGCO CORP COM USD0.01 | 2K | $100K–$500K | SH |
| AVUS | AVANTIS US EQUITY ETF | 2K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO COM | 9K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATERIALS INC COM USD0.01 | 343 | $100K–$500K | SH |