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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $919M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1102 New
Page 14 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APD AIR PRODUCTS AND CHEMICALS INC Basic Materials 795.0 $196K 0.02% NEW $247.02 +16.2%
262 XLC SELECT SECTOR SPDR TRUST STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 1,665.0 $196K 0.02% NEW $117.72 -1.7%
263 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 2,145.0 $196K 0.02% NEW $91.21 +1.5%
264 SLB SLB LIMITED TRADING Energy 5,041.0 $193K 0.02% NEW $38.38 +49.6%
265 VANECK FUNDS ONCHAIN ECONOMY ETF 5,500.0 $191K 0.02% NEW $34.77
266 EEMV ISHARES INC MSCI EMERG MRKT 2,970.0 $190K 0.02% NEW $64.05 +12.0%
267 BMNR BITMINE IMMERSION TECNOLOGIES COM NEW Financial Services 7,000.0 $190K 0.02% NEW $27.15 -28.4%
268 VANGUARD MUNICIPAL BOND FUNDS CORE TAX EXEMPT BOND ETF 2,425.0 $183K 0.02% NEW $75.57
269 VMC VULCAN MATERIALS CO Basic Materials 642.0 $183K 0.02% NEW $285.22 -8.2%
270 VRTX VERTEX PHARMACEUTICALS INC Healthcare 402.0 $182K 0.02% NEW $453.36 -5.4%
271 C CITIGROUP INC Financial Services 1,539.0 $180K 0.02% NEW $116.69 +7.0%
272 SCHH SCHWAB STRATEGIC TR US REIT ETF 8,547.0 $179K 0.02% NEW $20.89 +12.5%
273 FYT FIRST TR EXCH TRADED ALPHADEX FD II SMALL CAP VALUE ALPHADEX FD 3,100.0 $176K 0.02% NEW $56.69 +13.8%
274 SNOW SNOWFLAKE INC. COMMON STOCK Technology 801.0 $176K 0.02% NEW $219.36 -25.3%
275 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 13,013.0 $174K 0.02% NEW $13.40 -25.1%
276 DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 Utilities 1,479.0 $173K 0.02% NEW $117.21 +6.2%
277 MPC MARATHON PETROLEUM CORP COM USD0.01 Energy 1,062.0 $173K 0.02% NEW $162.63 +57.8%
278 SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 2,050.0 $170K 0.02% NEW $82.82 -0.8%
279 RACE FERRARI N V EUR0.01 NEW Consumer Cyclical 453.0 $167K 0.02% NEW $369.56 -8.3%
280 BR BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 Technology 749.0 $167K 0.02% NEW $223.17 -33.0%
Page 14 of 56  ·  1,102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 19.1%
Industrials 12.3%
Healthcare 10.0%
Communication Services 7.4%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Energy 3.6%
Basic Materials 1.4%
Utilities 1.1%