CIK 2011342
Private Wealth Management Group, LLC
Institutional 13F holdings & portfolio
Holdings
1,466
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 1,466
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SYK | STRYKER CORPORATION | 135 | $15K–$50K | SH |
| IWR | ISHARES TR | 488 | $15K–$50K | SH |
| URI | UNITED RENTALS INC | 58 | $15K–$50K | SH |
| MAR | MARRIOTT INTL INC NEW | 146 | $15K–$50K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 904 | $15K–$50K | SH |
| ALL | ALLSTATE CORP | 215 | $15K–$50K | SH |
| TT | TRANE TECHNOLOGIES PLC | 113 | $15K–$50K | SH |
| O | REALTY INCOME CORP | 770 | $15K–$50K | SH |
| VOX | VANGUARD WORLD FD | 220 | $15K–$50K | SH |
| REGN | REGENERON PHARMACEUTICALS | 55 | $15K–$50K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 605 | $15K–$50K | SH |
| IDXX | IDEXX LABS INC | 62 | $15K–$50K | SH |
| JCI | JOHNSON CTLS INTL PLC | 343 | $15K–$50K | SH |
| MKL | MARKEL GROUP INC | 19 | $15K–$50K | SH |
| AZO | AUTOZONE INC | 12 | $15K–$50K | SH |
| MPC | MARATHON PETE CORP | 250 | $15K–$50K | SH |
| UI | UBIQUITI INC | 69 | $15K–$50K | SH |
| KO | COCA COLA CO | 540 | $15K–$50K | SH |
| SLS | SELLAS LIFE SCIENCES GROUP I | 10K | $15K–$50K | SH |
| CTAS | CINTAS CORP | 200 | $15K–$50K | SH |
| HUM | HUMANA INC | 146 | $15K–$50K | SH |
| DHI | D R HORTON INC | 252 | $15K–$50K | SH |
| NOW | SERVICENOW INC | 235 | $15K–$50K | SH |
| ADI | ANALOG DEVICES INC | 132 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 445 | $15K–$50K | SH |
| PNC | PNC FINL SVCS GROUP INC | 170 | $15K–$50K | SH |
| BLK | BLACKROCK INC | 33 | $15K–$50K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 1K | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 161 | $15K–$50K | SH |
| DFAX | DIMENSIONAL ETF TRUST | 1K | $15K–$50K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 408 | $15K–$50K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 154 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW | 286 | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP | 331 | $15K–$50K | SH |
| CIEN | CIENA CORP | 141 | $15K–$50K | SH |
| VXUS | VANGUARD STAR FDS | 437 | $15K–$50K | SH |
| CSX | CSX CORP | 909 | $15K–$50K | SH |
| JBL | JABIL INC | 144 | $15K–$50K | SH |
| KMI | KINDER MORGAN INC DEL | 1K | $15K–$50K | SH |
| CBRE | CBRE GROUP INC | 204 | $15K–$50K | SH |
| DASH | DOORDASH INC | 144 | $15K–$50K | SH |
| FBP | FIRST BANCORP P R | 2K | $15K–$50K | SH |
| MFC | MANULIFE FINL CORP | 896 | $15K–$50K | SH |
| FTNT | FORTINET INC | 409 | $15K–$50K | SH |
| BK | BANK NEW YORK MELLON CORP | 279 | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP | 188 | $15K–$50K | SH |
| PHM | PULTE GROUP INC | 271 | $15K–$50K | SH |
| STT | STATE STR CORP | 246 | $15K–$50K | SH |
| TMUS | T-MOBILE US INC | 156 | $15K–$50K | SH |
| EXPE | EXPEDIA GROUP INC | 111 | $15K–$50K | SH |