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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $935M AUM 923 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 60 New 141 Added 250 Reduced 239 Exited
Page 3 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 33,784.0 $949K 0.10% -623.0 -1.8% $28.08 -9.8%
42 CASY CASEYS GENERAL STORES INC Consumer Cyclical 1,238.0 $901K 0.10% -25.0 -2.0% $727.86 +17.1%
43 UBER UBER TECHNOLOGIES INC COM Technology 12,237.0 $880K 0.09% -3K -21.9% $71.93 +4.4%
44 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 6,398.0 $848K 0.09% -1K -13.5% $132.50 +3.7%
45 GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT 16,701.0 $720K 0.08% -930.0 -5.3% $43.13 +4.2%
46 MDLZ MONDELEZ INTL INC COM NPV Consumer Defensive 11,898.0 $686K 0.07% -2K -13.8% $57.64 +6.9%
47 TSLA TESLA INC COM Consumer Cyclical 1,823.0 $678K 0.07% -814.0 -30.9% $371.75 +10.3%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 12,608.0 $633K 0.07% -178.0 -1.4% $50.20 -6.9%
49 GE GE AEROSPACE COM NEW Industrials 2,035.0 $577K 0.06% -16.0 -0.8% $283.77 +0.8%
50 MCK MCKESSON CORP Healthcare 665.0 $575K 0.06% -91.0 -12.0% $865.36 -10.3%
51 SPSB SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM CORPORATE BOND ETF 19,000.0 $571K 0.06% -1K -5.5% $30.07 -0.4%
52 LRCX LAM RESEARCH CORP COM NEW Technology 2,655.0 $567K 0.06% -48.0 -1.8% $213.66 +30.1%
53 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,285.0 $557K 0.06% -466.0 -3.6% $45.30 -30.0%
54 VB VANGUARD SMALL-CAP INDEX FUND 2,037.0 $534K 0.06% -200.0 -8.9% $261.92 +6.5%
55 AMAT APPLIED MATERIALS INC COM USD0.01 Technology 1,439.0 $492K 0.05% -159.0 -9.9% $341.74 +19.1%
56 WM WASTE MANAGEMENT INC Industrials 2,067.0 $475K 0.05% -97.0 -4.5% $229.79 -3.1%
57 GSLC GOLDMAN SACHS ETF TR ACTIVEBETA US LG 3,721.0 $466K 0.05% -382.0 -9.3% $125.13 +11.2%
58 COST COSTCO WHOLESALE CORP COM Consumer Defensive 441.0 $439K 0.05% -240.0 -35.2% $995.46 +5.4%
59 NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 Basic Materials 4,039.0 $437K 0.05% -33.0 -0.8% $108.25 +1.5%
60 AMT AMERICAN TOWER CORP NEW COM Real Estate 2,312.0 $399K 0.04% -848.0 -26.8% $172.58 +6.0%
Page 3 of 13  ·  250 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 29.1%
Financial Services 18.9%
Industrials 14.2%
Healthcare 10.2%
Communication Services 7.1%
Consumer Defensive 6.2%
Consumer Cyclical 5.6%
Energy 5.5%
Basic Materials 1.6%
Utilities 1.2%