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Private Wealth Asset Management

Latest statistics and disclosures from Private Wealth Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEMG, IEFA, IJH, IJR, and represent 34.55% of Private Wealth Asset Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$47M), Cambria Global EW ETF (+$7.4M), WK (+$6.1M), RLY, NVDA, VTIP, IEFA, ABBV, SDVY, IJH.
Started 63 new stock positions in SBC, BMNR, PI, VDE, BBUC, RKLB, AGI, HODL, BTC, FCN.
Reduced shares in these 10 stocks: BRK.B (-$8.8M), CCOR, LMT, XOM, BND, JNJ, PDBC, IWM, UNH, PG.
Sold out of its positions in ARKK, ARKG, AGYS, BABA, AAL, ANSS, AIT, AZEK, BCE, TBBK.
Private Wealth Asset Management was a net buyer of stock by $47M.
Private Wealth Asset Management has $848M in assets under management (AUM), dropping by 12.48%.
Central Index Key (CIK): 0001883006

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Portfolio Holdings for Private Wealth Asset Management

Private Wealth Asset Management holds 1093 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Private Wealth Asset Management has 1093 total positions. Only the first 250 positions are shown.

Sign up to view all of the Private Wealth Asset Management Sept. 30, 2025 positions
Download the Private Wealth Asset Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	10.8	$92M	+103%	137k	669.30	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	7.1	$60M		914k	65.92	View chart
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)	6.9	$59M		675k	87.31	View chart
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)	6.5	$55M		838k	65.26	View chart
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)	3.2	$27M		228k	118.83	View chart
Apple (AAPL)	3.2	$27M		106k	254.63	View chart
Microsoft Corporation (MSFT)	2.8	$24M		46k	517.95	View chart
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)	2.3	$19M	-31%	38k	502.73	View chart
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)	1.9	$17M	+8%	325k	50.63	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	1.8	$15M		166k	91.42	View chart
Berkshire Hathaway Cl A (BRK.A)	1.8	$15M		20.00	754200.00	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	1.6	$14M	-3%	140k	96.55	View chart
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)	1.3	$11M		76k	145.65	View chart
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)	1.3	$11M	+7%	282k	38.02	View chart
Ea Series Trust Cambria Endowm Cambria Endowm (ENDW)	1.2	$10M		341k	30.16	View chart
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)	1.2	$10M		110k	93.37	View chart
JPMorgan Chase & Co. (JPM)	1.1	$9.3M		30k	315.43	View chart
Vanguard Mid-cap Index Fund Mid Cap Etf (VO)	1.1	$9.1M		31k	293.74	View chart
Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP)	1.1	$8.9M	-2%	63k	142.41	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	1.0	$8.3M	-6%	34k	241.96	View chart
International Business Machines (IBM)	1.0	$8.3M		29k	282.16	View chart
Eli Lilly & Co. (LLY)	0.9	$8.0M	-4%	11k	763.00	View chart
Ea Series Trust Cambria Global Cambria Global	0.9	$7.4M	NEW	146k	50.36	View chart
Aegon Limited Amer Regd Cert Amer Reg 1 Cert (AEG)	0.8	$7.2M		900k	7.99	View chart
Exxon Mobil Corporation (XOM)	0.8	$6.9M	-20%	61k	112.75	View chart
Caterpillar (CAT)	0.8	$6.6M		14k	477.15	View chart
Deere & Company (DE)	0.8	$6.5M		14k	457.26	View chart
Workiva Inc Com Cl A Com Cl A (WK)	0.8	$6.5M	+1731%	75k	86.08	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	0.7	$6.3M	+7%	26k	243.10	View chart
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Growth Etf (VUG)	0.7	$5.9M	-5%	12k	479.59	View chart
Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY)	0.7	$5.9M		9.9k	596.03	View chart
Home Depot (HD)	0.7	$5.6M	+8%	14k	405.19	View chart
NVIDIA Corporation (NVDA)	0.6	$5.5M	+46%	29k	186.58	View chart
Accenture Shs Class A (ACN)	0.6	$5.4M	+3%	22k	246.60	View chart
Abbvie (ABBV)	0.6	$5.4M	+18%	23k	231.54	View chart
Amazon (AMZN)	0.6	$5.2M	+14%	24k	219.57	View chart
Meta Platforms Inc Class A Cl A (META)	0.6	$4.8M	+6%	6.5k	734.38	View chart
Tidal Trust I Fundstrat Granny Fundstrat Granny (GRNY)	0.5	$4.6M	+13%	185k	24.99	View chart
Vanguard Index Fds Vanguard Value Etf Formerly Vanguard Index Tr Value Etf (VTV)	0.5	$4.6M	-5%	24k	186.49	View chart
Ishares Silver Tr Ishares Ishares (SLV)	0.5	$4.5M	+6%	106k	42.37	View chart
Visa Com Cl A (V)	0.5	$4.2M		12k	341.38	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.5	$4.2M	-2%	17k	243.55	View chart
Chevron Corporation (CVX)	0.4	$3.8M	+11%	25k	155.29	View chart
Ishares Tr Core Msci Total Core Msci Total (IXUS)	0.4	$3.5M	+2%	43k	82.58	View chart
Johnson & Johnson (JNJ)	0.4	$3.5M	-25%	19k	185.42	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	0.4	$3.4M	-12%	5.7k	600.38	View chart
Procter & Gamble Company (PG)	0.4	$3.4M	-14%	22k	153.65	View chart
Wal-Mart Stores (WMT)	0.4	$3.3M	-14%	32k	103.06	View chart
Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS)	0.4	$3.2M		23k	139.67	View chart
Ssga Active Etf Tr Mult Ass Rlrtn Mult Ass Rlrtn (RLY)	0.4	$3.1M	+80514%	101k	30.88	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.4	$3.0M	-5%	25k	120.72	View chart
Vanguard Bd Index Fds Total Bnd Mrkt Total Bnd Mrkt (BND)	0.3	$2.9M	-33%	39k	74.37	View chart
Vanguard Developed Markets Index Fund Etf Van Ftse Dev Mkt (VEA)	0.3	$2.7M	+2%	45k	59.92	View chart
Union Pacific Corporation (UNP)	0.3	$2.6M	-9%	11k	236.37	View chart
Tidal Trust I Foliobeyond Alternative Income And Interest Rate Hedge Etf Foliobeyond Alte (RISR)	0.3	$2.4M	+18%	67k	35.84	View chart
Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO)	0.3	$2.4M		44k	54.18	View chart
Wells Fargo & Company (WFC)	0.3	$2.3M	-3%	28k	83.82	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.3M		14k	167.33	View chart
Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO)	0.3	$2.3M		7.3k	320.04	View chart
Eaton Corporation SHS (ETN)	0.3	$2.3M		6.2k	374.25	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.3	$2.3M		23k	100.25	View chart
Blackrock (BLK)	0.3	$2.2M		1.9k	1165.66	View chart
Philip Morris International (PM)	0.3	$2.2M	-2%	13k	162.20	View chart
Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY)	0.3	$2.1M	+6%	3.2k	666.18	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.2	$2.1M	-11%	5.9k	355.47	View chart
Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM)	0.2	$2.1M		39k	53.40	View chart
McDonald's Corporation (MCD)	0.2	$2.0M	+5%	6.7k	303.89	View chart
Broadcom (AVGO)	0.2	$1.9M	+9%	5.9k	329.91	View chart
Bank of America Corporation (BAC)	0.2	$1.9M	-12%	38k	51.59	View chart
First Tr Exchange Traded Fd Ii Nasdaq Cyb Etf Nasdaq Cyb Etf (CIBR)	0.2	$1.9M	+9%	26k	76.01	View chart
AFLAC Incorporated (AFL)	0.2	$1.9M	-8%	17k	111.70	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.2	$1.9M		9.1k	206.51	View chart
Sherwin-Williams Company (SHW)	0.2	$1.9M		5.4k	346.24	View chart
Invesco Actvely Mngd Etc Fd Tr Optimum Yield Optimum Yield (PDBC)	0.2	$1.8M	-28%	135k	13.43	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.2	$1.7M		3.7k	468.41	View chart
Ishares Tr Eafe Grwth Etf Eafe Grwth Etf (EFG)	0.2	$1.7M	+26%	15k	113.88	View chart
Abbott Laboratories (ABT)	0.2	$1.7M	+14%	13k	133.94	View chart
Select Sector Spdr Trust Technology Select Sector Usd Dis Technology (XLK)	0.2	$1.7M	+17%	5.9k	281.86	View chart
Automatic Data Processing (ADP)	0.2	$1.7M	+6%	5.6k	293.51	View chart
Honeywell International (HON)	0.2	$1.7M	+36%	7.9k	210.50	View chart
UnitedHealth (UNH)	0.2	$1.6M	-27%	4.7k	345.30	View chart
Us Bancorp Com New (USB)	0.2	$1.6M	-5%	33k	48.33	View chart
PNC Financial Services (PNC)	0.2	$1.5M		7.6k	200.93	View chart
Aon Plc Shs Cl A Com Usd0.01 Shs Cl A (AON)	0.2	$1.5M		4.3k	356.58	View chart
Emerson Electric (EMR)	0.2	$1.5M	-6%	12k	131.18	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.5M	-6%	3.1k	485.02	View chart
Merck & Co (MRK)	0.2	$1.5M	-5%	18k	83.93	View chart
Pepsi (PEP)	0.2	$1.5M		10k	140.44	View chart
Cisco Systems (CSCO)	0.2	$1.4M	-8%	21k	68.42	View chart
Gra (GGG)	0.2	$1.4M		17k	84.96	View chart
Norfolk Southern (NSC)	0.2	$1.4M		4.7k	300.41	View chart
Coca-Cola Company (KO)	0.2	$1.4M		21k	66.32	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.4M	-58%	2.7k	499.21	View chart
Altria (MO)	0.2	$1.3M		20k	66.06	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.2	$1.3M		2.4k	568.81	View chart
Goldman Sachs (GS)	0.2	$1.3M	+3%	1.7k	796.35	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.2	$1.3M		14k	95.89	View chart
Vanguard Scottsdale Funds Vanguard Russ3000 Idx Fd Etf Vng Rus3000idx (VTHR)	0.2	$1.3M		4.4k	294.32	View chart
American Express Company (AXP)	0.2	$1.3M		3.8k	332.16	View chart
Ishares Gold Tr Ishares New Isin #us4642852044 Sedol #bkp74n6 Ishares New (IAU)	0.1	$1.3M		17k	72.77	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$1.3M	-2%	12k	106.49	View chart
3M Company (MMM)	0.1	$1.3M	-3%	8.1k	155.18	View chart
Rockwell Automation (ROK)	0.1	$1.2M		3.4k	349.53	View chart
TJX Companies (TJX)	0.1	$1.2M	+48%	8.2k	144.54	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.1	$1.2M	+101%	2.4k	490.38	View chart
General Dynamics Corporation (GD)	0.1	$1.2M	+6%	3.4k	340.96	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	+7%	4.1k	281.26	View chart
At&t (T)	0.1	$1.1M	-7%	40k	28.24	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt S&p500 Eql Wgt (RSP)	0.1	$1.1M		6.0k	189.70	View chart
Travelers Companies (TRV)	0.1	$1.1M	-6%	4.0k	279.22	View chart
Ishares Tr Eafe Value Etf Eafe Value Etf (EFV)	0.1	$1.1M		16k	67.83	View chart
Ishares China Large-cap Etf China Lg-cap Etf (FXI)	0.1	$1.1M	+6%	27k	41.14	View chart
Target Corporation (TGT)	0.1	$1.1M	-13%	12k	89.70	View chart
Cme (CME)	0.1	$1.0M		3.9k	270.19	View chart
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN)	0.1	$1.0M	-3%	5.9k	176.81	View chart
Hormel Foods Corporation (HRL)	0.1	$1.0M		42k	24.74	View chart
Vanguard Intl Equity Index Fds Allwrld Ex Us Allwrld Ex Us (VEU)	0.1	$1.0M		14k	71.37	View chart
Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ)	0.1	$1.0M	-2%	7.8k	129.72	View chart
Public Service Enterprise (PEG)	0.1	$977k		12k	83.46	View chart
Colgate-Palmolive Company (CL)	0.1	$973k		12k	79.94	View chart
Hldgs (UAL)	0.1	$965k		10k	96.50	View chart
Select Sector Spdr Tr Energy Energy (XLE)	0.1	$915k		10k	89.34	View chart
Corteva (CTVA)	0.1	$912k		14k	67.63	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$889k	-9%	14k	62.47	View chart
Arista Networks Com Shs (ANET)	0.1	$854k	+25%	5.9k	145.71	View chart
Pfizer (PFE)	0.1	$846k		33k	25.48	View chart
Select Sector Spdr Tr Financial Financial (XLF)	0.1	$825k	+12%	15k	53.87	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Tax Exempt Bd (VTEB)	0.1	$821k		16k	50.07	View chart
Tesla Motors (TSLA)	0.1	$788k		1.8k	444.72	View chart
Bristol Myers Squibb (BMY)	0.1	$770k	-23%	17k	45.10	View chart
Schwab Us Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.1	$763k		24k	31.91	View chart
Tractor Supply Company (TSCO)	0.1	$738k		13k	56.87	View chart
Stryker Corporation (SYK)	0.1	$731k	-3%	2.0k	369.71	View chart
Goldman Sachs Etf Tr Activebeta Int Activebeta Int (GSIE)	0.1	$723k		18k	41.11	View chart
Casey's General Stores (CASY)	0.1	$714k		1.3k	565.32	View chart
Vanguard Index Funds S&p 500 Etf Usd S&p 500 Etf Shs (VOO)	0.1	$710k		1.2k	612.38	View chart
Allstate Corporation (ALL)	0.1	$700k	-36%	3.3k	214.65	View chart
Verizon Communications (VZ)	0.1	$693k	-2%	16k	43.95	View chart
Comcast Corp Cl A (CMCSA)	0.1	$670k	-5%	21k	31.42	View chart
Illinois Tool Works (ITW)	0.1	$669k	+6%	2.6k	260.76	View chart
Clorox Company (CLX)	0.1	$645k		5.2k	123.30	View chart
Northrop Grumman Corporation (NOC)	0.1	$639k	+9%	1.0k	609.22	View chart
Walt Disney Company (DIS)	0.1	$632k		5.5k	114.50	View chart
Costco Wholesale Corporation (COST)	0.1	$618k	+14%	668.00	925.03	View chart
Carrier Global Corporation (CARR)	0.1	$613k		10k	59.70	View chart
Ge Aerospace Com New (GE)	0.1	$611k	+70%	2.0k	300.82	View chart
Spdr Portfolio Short Term Corporate Bond Etf Portfolio Short (SPSB)	0.1	$609k	+120%	20k	30.29	View chart
American Tower Reit (AMT)	0.1	$608k		3.2k	192.32	View chart
Goldman Sachs Etf Tr Activebeta Us Lg Activebeta Us Lg (GSLC)	0.1	$599k	-6%	4.6k	130.28	View chart
Constellation Energy (CEG)	0.1	$597k		1.8k	329.07	View chart
McKesson Corporation (MCK)	0.1	$584k		756.00	772.54	View chart
Waste Management (WM)	0.1	$574k	-2%	2.6k	220.83	View chart
Advanced Micro Devices (AMD)	0.1	$568k	+28%	3.5k	161.79	View chart
Vanguard Small-cap Index Fund Small Cp Etf (VB)	0.1	$558k	+3%	2.2k	254.28	View chart
Netflix (NFLX)	0.1	$547k		456.00	1198.92	View chart
NetApp (NTAP)	0.1	$541k		4.6k	118.46	View chart
Ecolab (ECL)	0.1	$532k		1.9k	273.90	View chart
Novartis Sponsored Adr (NVS)	0.1	$529k		4.1k	128.24	View chart
Fastenal Company (FAST)	0.1	$509k		10k	49.04	View chart
Booking Holdings (BKNG)	0.1	$508k	+2%	94.00	5399.27	View chart
S&p Global (SPGI)	0.1	$493k		1.0k	486.71	View chart
Vanguard Scottsdale Funds Vanguard Russ1000 Growth Idx Fd Etf Vng Rus1000grw (VONG)	0.1	$488k		4.0k	120.50	View chart
AutoZone (AZO)	0.1	$481k		112.00	4290.24	View chart
Vanguard Specialized Funds Div App Etf Div App Etf (VIG)	0.1	$464k		2.2k	215.79	View chart
J P Morgan Exchange Traded Fd Equity Premium Equity Premium (JEPI)	0.1	$461k		8.1k	57.10	View chart
Qualcomm (QCOM)	0.1	$459k	-16%	2.8k	166.36	View chart
SYSCO Corporation (SYY)	0.1	$457k	-15%	5.5k	82.34	View chart
Sitime Corp (SITM)	0.1	$452k		1.5k	301.31	View chart
Lowe's Companies (LOW)	0.1	$449k		1.8k	251.32	View chart
CVS Caremark Corporation (CVS)	0.1	$443k	-7%	5.9k	75.39	View chart
AvalonBay Communities (AVB)	0.1	$433k	-4%	2.2k	193.17	View chart
Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT)	0.1	$432k	+33%	3.1k	141.50	View chart
Ameriprise Financial (AMP)	0.1	$431k		878.00	491.25	View chart
Adobe Systems Incorporated (ADBE)	0.1	$429k	-22%	1.2k	352.75	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.0	$417k		2.3k	182.42	View chart
Gilead Sciences (GILD)	0.0	$415k		3.7k	111.00	View chart
Otis Worldwide Corp (OTIS)	0.0	$414k		4.5k	91.43	View chart
Diageo Adr Rep 4 Ord Spon Adr New (DEO)	0.0	$412k		4.3k	95.43	View chart
United Parcel Service Inc Cl B CL B (UPS)	0.0	$410k	-7%	4.9k	83.53	View chart
NVR (NVR)	0.0	$386k		48.00	8034.67	View chart
Boeing Company (BA)	0.0	$384k		1.8k	215.83	View chart
Lam Research Corp Com New (LRCX)	0.0	$382k	-4%	2.9k	133.90	View chart
General Mills (GIS)	0.0	$377k	-40%	7.5k	50.42	View chart
Williams-Sonoma (WSM)	0.0	$369k	-3%	1.9k	195.45	View chart
Select Sector Spdr Tr Indl Indl (XLI)	0.0	$368k	+31%	2.4k	154.23	View chart
Intercontinental Exchange (ICE)	0.0	$365k		2.2k	168.48	View chart
Marsh & McLennan Companies (MMC)	0.0	$362k	+7%	1.8k	201.53	View chart
Southern Company (SO)	0.0	$360k	+7%	3.8k	94.77	View chart
Materials Select Sector Spdr Fund Sbi Materials (XLB)	0.0	$355k	-5%	4.0k	89.62	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	0.0	$352k	+26%	3.3k	106.78	View chart
Te Connectivity Plc Com Usd0.01 Ord Shs (TEL)	0.0	$350k	-11%	1.6k	219.53	View chart
Paychex (PAYX)	0.0	$348k	-18%	2.7k	126.75	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.0	$345k	-53%	1.1k	328.17	View chart
Vanguard Large-cap Index Fund Large Cap Etf (VV)	0.0	$342k	+5%	1.1k	307.86	View chart
Newmont Mining Corporation (NEM)	0.0	$342k	-6%	4.1k	84.31	View chart
Analog Devices (ADI)	0.0	$339k		1.4k	245.63	View chart
Vanguard Whitehall Fds High Div Yld High Div Yld (VYM)	0.0	$315k		2.2k	140.95	View chart
Utilities Select Sector Spdr Fund Sbi Int-utils (XLU)	0.0	$312k	-9%	3.6k	87.21	View chart
CSX Corporation (CSX)	0.0	$305k	-48%	8.6k	35.51	View chart
Palo Alto Networks (PANW)	0.0	$305k	-35%	1.5k	203.62	View chart
Ishares Tr Broad Usd High Broad Usd High (USHY)	0.0	$299k		7.9k	37.78	View chart
ConocoPhillips (COP)	0.0	$298k	-3%	3.2k	94.58	View chart
Nextera Energy (NEE)	0.0	$297k	+8%	3.9k	75.49	View chart
Boston Scientific Corporation (BSX)	0.0	$296k		3.0k	97.63	View chart
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)	0.0	$295k	+79%	2.8k	104.51	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$295k	-27%	2.1k	142.10	View chart
Uber Technologies (UBER)	0.0	$291k	+49%	3.0k	97.97	View chart
Amgen (AMGN)	0.0	$283k	-51%	1.0k	282.20	View chart
Morgan Stanley Com Usd0.01 Com New (MS)	0.0	$278k	+16%	1.7k	158.96	View chart
QCR Holdings (QCRH)	0.0	$276k		3.7k	75.64	View chart
Anthem (ELV)	0.0	$276k		853.00	323.12	View chart
Vanguard Mid-cap Value Index Fund Mcap Vl Idxvip (VOE)	0.0	$269k	-13%	1.5k	174.58	View chart
Kla Corp Com New (KLAC)	0.0	$268k	-27%	248.00	1078.60	View chart
Ishares Tr Msci Usa Mmentm Msci Usa Mmentm (MTUM)	0.0	$261k	-8%	1.0k	256.45	View chart
Applied Materials (AMAT)	0.0	$259k	+39%	1.3k	204.70	View chart
Davis Fundamental Etf Tr Select International Etf Selct Intl Etf (DINT)	0.0	$252k		9.0k	27.98	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$252k	+236%	3.9k	65.00	View chart
Ishares Tr Us Consum Discre Us Consum Discre (IYC)	0.0	$252k		2.4k	104.80	View chart
Paramount Skydance Corp Com Cl B Com Cl B (PSKY)	0.0	$246k	NEW	13k	18.92	View chart
Monster Beverage Corp (MNST)	0.0	$241k		3.6k	67.31	View chart
O'reilly Automotive (ORLY)	0.0	$239k	-4%	2.2k	107.81	View chart
Spdr Portfolio Emerging Markets Etf Portfolio Emg Mk (SPEM)	0.0	$239k		5.1k	46.81	View chart
Chubb (CB)	0.0	$238k	-47%	845.00	282.11	View chart
Kraft Heinz (KHC)	0.0	$234k		9.0k	26.04	View chart
MercadoLibre (MELI)	0.0	$234k		100.00	2336.94	View chart
Ishares Tr Msci Usa Qlt Fct Msci Usa Qlt Fct (QUAL)	0.0	$229k		1.2k	194.50	View chart
Texas Instruments Incorporated (TXN)	0.0	$229k		1.2k	183.73	View chart
AGCO Corporation (AGCO)	0.0	$226k		2.1k	107.07	View chart
United Sts Oil Fd Lp Units Units (USO)	0.0	$221k		3.0k	73.75	View chart
Invesco Db Multi-sector Commod Oil Oil Fd (DBO)	0.0	$220k		16k	13.45	View chart
Ferrari Nv Ord (RACE)	0.0	$220k		453.00	485.22	View chart
Consumer Discretionary Select Sector Spdr Fund Sbi Cons Discr (XLY)	0.0	$219k	+28%	915.00	239.64	View chart
Ge Vernova (GEV)	0.0	$213k	+153%	347.00	614.90	View chart
Exelon Corporation (EXC)	0.0	$213k		4.7k	45.01	View chart
Air Products & Chemicals (APD)	0.0	$212k	+30%	779.00	272.72	View chart
Avantis Us Equity Etf Us Eqt Etf (AVUS)	0.0	$212k		2.0k	108.70	View chart
Spdr Ser Tr S&p Oilgas Exp S&p Oilgas Exp (XOP)	0.0	$209k		1.6k	132.20	View chart
Servicenow (NOW)	0.0	$205k		223.00	920.28	View chart
Marathon Petroleum Corp (MPC)	0.0	$205k		1.1k	192.74	View chart
Intel Corporation (INTC)	0.0	$203k		6.1k	33.55	View chart
Vanguard World Fd Inf Tech Etf Inf Tech Etf (VGT)	0.0	$199k	-6%	267.00	746.63	View chart
Intuitive Surgical Com New (ISRG)	0.0	$199k	-46%	445.00	447.23	View chart
Vulcan Materials Company (VMC)	0.0	$198k	-8%	642.00	307.62	View chart
Taiwan Semiconductor Manufacturing Spon Ads Each Rep 5 Ord Twd10 Sponsored Ads (TSM)	0.0	$198k	-7%	707.00	279.29	View chart
Select Sector Spdr Tr Communication Communication (XLC)	0.0	$197k		1.7k	118.37	View chart
Ishares Inc Msci Emerg Mrkt Msci Emerg Mrkt (EEMV)	0.0	$190k		3.0k	63.84	View chart
Fiserv (FI)	0.0	$185k	-3%	1.4k	128.93	View chart
Danaher Corporation (DHR)	0.0	$182k		919.00	198.26	View chart
Snowflake Com Shs (SNOW)	0.0	$181k		801.00	225.55	View chart
Broadridge Financial Solutions (BR)	0.0	$180k		755.00	238.17	View chart

Past Filings by Private Wealth Asset Management

SEC 13F filings are viewable for Private Wealth Asset Management going back to 2025

Private Wealth Asset Management 2025 Q3 filed Nov. 3, 2025
Private Wealth Asset Management 2025 Q2 filed July 28, 2025

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