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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 11 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VANGUARD MUNICIPAL BOND FUNDS CORE TAX EXEMPT BOND ETF 4,811.0 $362K 0.04% +2K +98.4% $75.15
202 LOW LOWES COMPANIES INC COM USD0.50 Consumer Cyclical 1,530.0 $362K 0.04% $236.29 -7.7%
203 SO SOUTHERN CO Utilities 3,692.0 $356K 0.04% +81.0 +2.2% $96.52 -2.9%
204 OTIS OTIS WORLDWIDE CORP COM Industrials 4,527.0 $349K 0.04% $77.08 -7.7%
205 SPYI NEOS ETF TRUST NEOS S&P 500 HI 6,967.0 $344K 0.04% +210.0 +3.1% $49.37 +8.0%
206 ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 Financial Services 2,164.0 $340K 0.04% $157.28 -0.8%
207 NTAP NETAPP INC Technology 3,299.0 $338K 0.04% -798.0 -19.5% $102.39 +17.8%
208 TEL TE CONNECTIVITY PLC COM USD0.01 Technology 1,611.0 $337K 0.04% +32.0 +2.0% $209.02 -4.1%
209 VV VANGUARD LARGE-CAP INDEX FUND 1,112.0 $332K 0.04% $298.85 +12.9%
210 VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 2,237.0 $331K 0.04% $148.10 +5.3%
211 XLU SELECT SECTOR SPDR TRUST STATE STREET UTILITIES SELECT SECTOR SPDR ETF 7,160.0 $329K 0.04% $45.89 -3.4%
212 AVB AVALONBAY COMMUNITIES INC COM USD0.01 Real Estate 1,990.0 $325K 0.04% -250.0 -11.2% $163.35 +13.3%
213 DBO INVESCO DB MULTI-SECTOR COMMOD OIL FD Financial Services 16,385.0 $322K 0.03% $19.67 +21.0%
214 MS MORGAN STANLEY COM USD0.01 Financial Services 1,934.0 $318K 0.03% +17.0 +0.9% $164.57 +17.1%
215 CSX CSX CORP COM USD1 Industrials 7,713.0 $317K 0.03% -881.0 -10.2% $41.05 +12.5%
216 NVR NVR INC COM USD0.01 Consumer Cyclical 48.0 $316K 0.03% $6589.83 -13.2%
217 DVY ISHARES SELECT DIVIDEND ETF 2,075.0 $314K 0.03% $151.41 +0.9%
218 TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 Technology 907.0 $307K 0.03% -200.0 -18.1% $337.95 +17.2%
219 XLI SELECT SECTOR SPDR TRUST STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 1,870.0 $302K 0.03% -315.0 -14.4% $161.73 +4.3%
220 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 2,806.0 $299K 0.03% $106.50 -0.4%
Page 11 of 47  ·  923 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%