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 251–300 of 1,102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DHR | DANAHER CORPORATION COM | 919 | $100K–$500K | SH |
| USO | UNITED STS OIL FD LP UNITS | 3K | $100K–$500K | SH |
| FNDF | SCHWAB STRATEGIC TR FUNDAMENTAL INTL LARGE CO INDEX ETF | 5K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW COM | 2K | $100K–$500K | SH |
| DEO | DIAGEO ADR REP 4 ORD | 2K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC COM USD0.001 | 100 | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD INF TECH ETF | 267 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 705 | $100K–$500K | SH |
| DBO | INVESCO DB MULTI-SECTOR COMMOD OIL FD | 16K | $100K–$500K | SH |
| XOP | SPDR SERIES TRUST STATE STREET S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 2K | $100K–$500K | SH |
| APD | AIR PRODUCTS AND CHEMICALS INC | 795 | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 2K | $100K–$500K | SH |
| SLB | SLB LIMITED TRADING | 5K | $100K–$500K | SH |
| NODE | VANECK FUNDS ONCHAIN ECONOMY ETF | 6K | $100K–$500K | SH |
| EEMV | ISHARES INC MSCI EMERG MRKT | 3K | $100K–$500K | SH |
| BMNR | BITMINE IMMERSION TECNOLOGIES COM NEW | 7K | $100K–$500K | SH |
| VCRM | VANGUARD MUNICIPAL BOND FUNDS CORE TAX EXEMPT BOND ETF | 2K | $100K–$500K | SH |
| VMC | VULCAN MATERIALS CO | 642 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 402 | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR US REIT ETF | 9K | $100K–$500K | SH |
| FYT | FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD | 3K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC. COMMON STOCK | 801 | $100K–$500K | SH |
| PSKY | PARAMOUNT SKYDANCE CORP COM CL B | 13K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 | 1K | $100K–$500K | SH |
| MPC | MARATHON PETROLEUM CORP COM USD0.01 | 1K | $100K–$500K | SH |
| SHY | ISHARES TRUST 1-3 YEAR TREASURY BOND ETF | 2K | $100K–$500K | SH |
| RACE | FERRARI N V EUR0.01 NEW | 453 | $100K–$500K | SH |
| BR | BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 | 749 | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 3K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 2K | $100K–$500K | SH |
| AVLV | AVANTIS US LARGE CAP VALUE ETF | 2K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 1K | $100K–$500K | SH |
| TDG | TRANSDIGM GROUP INC | 113 | $100K–$500K | SH |
| KD | KYNDRYL HLDGS INC COMMON STOCK | 6K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP. COM | 860 | $100K–$500K | SH |
| NOW | SERVICENOW INC COM USD0.001 | 945 | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 541 | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 4K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 903 | $100K–$500K | SH |
| VAL | VALARIS LTD COM USD0.40 | 3K | $100K–$500K | SH |
| FBND | FIDELITY TOTAL BOND ETF | 3K | $100K–$500K | SH |
| PCAR | PACCAR INC COM USD1.00 | 1K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 866 | $100K–$500K | SH |
| MBB | ISHARES TR MBS ETF | 1K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP COM | 803 | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 1K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP COM USD0.01 | 2K | $100K–$500K | SH |