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 351–400 of 1,102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AEE | AMEREN CORP COM USD0.01 | 816 | $50K–$100K | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 382 | $50K–$100K | SH |
| GRMN | GARMIN LTD COM CHF10.00 | 391 | $50K–$100K | SH |
| COP | CONOCOPHILLIPS COM | 837 | $50K–$100K | SH |
| CBSH | COMMERCE BANCSHARES INC | 1K | $50K–$100K | SH |
| CTRA | COTERRA ENERGY INC COM | 3K | $50K–$100K | SH |
| AMLP | ALPS ETF TR ALERIAN MLP | 2K | $50K–$100K | SH |
| RCL | ROYAL CARIBBEAN GROUP COM USD0.01 | 270 | $50K–$100K | SH |
| EA | ELECTRONIC ARTS INC | 367 | $50K–$100K | SH |
| TRI | THOMSON-REUTERS CORP COM NPV( POST REV SPLIT) ISIN #CA8849038085 SEDOL #BPLLTY3 | 568 | $50K–$100K | SH |
| HYG | ISHARES TR IBOXX HI YD ETF | 916 | $50K–$100K | SH |
| WELL | WELLTOWER INC COM | 395 | $50K–$100K | SH |
| CI | THE CIGNA GROUP COM | 266 | $50K–$100K | SH |
| UFCS | UNITED FIRE GROUP INC | 2K | $50K–$100K | SH |
| ACIW | ACI WORLDWIDE INC | 2K | $50K–$100K | SH |
| SCHP | SCHWAB STRATEGIC TR US TIPS ETF | 3K | $50K–$100K | SH |
| ICSH | ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF | 1K | $50K–$100K | SH |
| CECO | CECO ENVIRONMENTAL CORP COM STK USD0.01 | 1K | $50K–$100K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 705 | $50K–$100K | SH |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | 2K | $50K–$100K | SH |
| FDLO | FIDELITY LOW VOLATILITY FACTOR ETF | 1K | $50K–$100K | SH |
| CVNA | CARVANA CO CL A | 166 | $50K–$100K | SH |
| TMUS | T-MOBILE US INC COM | 345 | $50K–$100K | SH |
| FYX | FIRST TRUST PORTFOLIOS SMALL CAP CORE ALPHADEX FD USD ISIN #US33734Y1091 SEDOL #B45Q743 | 618 | $50K–$100K | SH |
| OMC | OMNICOM GROUP INC COM USD0.15 | 863 | $50K–$100K | SH |
| BK | BANK OF NEW YORK MELLON CORP COM USD0.01 | 597 | $50K–$100K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 874 | $50K–$100K | SH |
| IUSB | ISHARES TRUST CORE UNIVERSAL USD BOND ETF | 1K | $50K–$100K | SH |
| DHI | DR HORTON INC COM STK USD0.01 | 474 | $50K–$100K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 673 | $50K–$100K | SH |
| OGE | OGE ENERGY CORP COM USD0.01 | 2K | $50K–$100K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | 4K | $50K–$100K | SH |
| GSK | GSK PLC SPON ADS EACH REP 2 ORD SHS | 1K | $50K–$100K | SH |
| JCI | JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 | 528 | $50K–$100K | SH |
| IGIB | ISHARES TR ISHS 5-10YR INVT | 1K | $50K–$100K | SH |
| PBA | PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8 | 2K | $50K–$100K | SH |
| GM | GENERAL MTRS CO COM | 765 | $50K–$100K | SH |
| FXN | FIRST TR EXCHANGE TRADED FD II ENERGY ALPHADEX FD ANNUAL | 4K | $50K–$100K | SH |
| HCA | HCA HEALTHCARE INC COM | 133 | $50K–$100K | SH |
| SPSM | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 600 SMALL CAP ETF | 1K | $50K–$100K | SH |
| FANG | DIAMONDBACK ENERGY INC COM USD0.01 | 409 | $50K–$100K | SH |
| TTE | TOTALENERGIES SE EUR2.5 | 936 | $50K–$100K | SH |
| FDX | FEDEX CORP COM USD0.10 | 211 | $50K–$100K | SH |
| VGSH | VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETF | 1K | $50K–$100K | SH |
| SJNK | SPDR SERIES TRUST STATE STREET BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 2K | $50K–$100K | SH |
| COF | CAPITAL ONE FINANCIAL CORP COM USD0.01 | 249 | $50K–$100K | SH |
| FTGC | FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD | 3K | $50K–$100K | SH |
| TFC | TRUIST FINL CORP COM | 1K | $50K–$100K | SH |
| BP | BP PLC SPONSORED ADR | 2K | $50K–$100K | SH |
| AIQ | GLOBAL X FDS ARTIFICIAL ETF | 1K | $50K–$100K | SH |