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 301–350 of 1,466
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| INCY | INCYTE CORP | 225 | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 63 | $15K–$50K | SH |
| SSRM | SSR MINING IN | 1K | $15K–$50K | SH |
| FICO | FAIR ISAAC CORP | 13 | $15K–$50K | SH |
| AL | AIR LEASE CORP | 342 | $15K–$50K | SH |
| NKE | NIKE INC | 342 | $15K–$50K | SH |
| MTG | MGIC INVT CORP WIS | 743 | $15K–$50K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 66 | $15K–$50K | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 10 | $15K–$50K | SH |
| CCL | CARNIVAL CORP | 691 | $15K–$50K | SH |
| TQQQ | PROSHARES TR | 400 | $15K–$50K | SH |
| TWLO | TWILIO INC | 148 | $15K–$50K | SH |
| WRB | BERKLEY W R CORP | 300 | $15K–$50K | SH |
| PSX | PHILLIPS 66 | 163 | $15K–$50K | SH |
| CINF | CINCINNATI FINL CORP | 128 | $15K–$50K | SH |
| EMR | EMERSON ELEC CO | 157 | $15K–$50K | SH |
| RMD | RESMED INC | 86 | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP | 125 | $15K–$50K | SH |
| BKR | BAKER HUGHES COMPANY | 446 | $15K–$50K | SH |
| IGM | ISHARES TR | 157 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP | 89 | $15K–$50K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 69 | $15K–$50K | SH |
| AN | AUTONATION INC | 98 | $15K–$50K | SH |
| NSC | NORFOLK SOUTHN CORP | 70 | $15K–$50K | SH |
| ROST | ROSS STORES INC | 112 | $15K–$50K | SH |
| MCO | MOODYS CORP | 39 | $15K–$50K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 124 | $15K–$50K | SH |
| NRG | NRG ENERGY INC | 125 | $15K–$50K | SH |
| CNX | CNX RES CORP | 541 | $15K–$50K | SH |
| XLY | SELECT SECTOR SPDR TR | 166 | $15K–$50K | SH |
| UNM | UNUM GROUP | 256 | $15K–$50K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 58 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC | 196 | $15K–$50K | SH |
| VBR | VANGUARD INDEX FDS | 91 | $15K–$50K | SH |
| XLF | SELECT SECTOR SPDR TR | 350 | $15K–$50K | SH |
| SPTM | SPDR SERIES TRUST | 231 | $15K–$50K | SH |
| OGE | OGE ENERGY CORP | 446 | $15K–$50K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 21 | $15K–$50K | SH |
| GSBD | GOLDMAN SACHS BDC INC | 2K | $15K–$50K | SH |
| KVUE | KENVUE INC | 1K | $15K–$50K | SH |
| DBJP | DBX ETF TR | 200 | $15K–$50K | SH |
| EVRG | EVERGY INC | 260 | $15K–$50K | SH |
| HNDL | STRATEGY SHS | 852 | $15K–$50K | SH |
| AFRM | AFFIRM HLDGS INC | 252 | $15K–$50K | SH |
| FERG | FERGUSON ENTERPRISES INC | 84 | $15K–$50K | SH |
| PYPL | PAYPAL HLDGS INC | 320 | $15K–$50K | SH |
| ETHA | ISHARES ETHEREUM TR | 829 | $15K–$50K | SH |
| SO | SOUTHERN CO | 211 | $15K–$50K | SH |
| FITB | FIFTH THIRD BANCORP | 390 | $15K–$50K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 13 | $15K–$50K | SH |