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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 15 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ES EVERSOURCE ENERGY Utilities 2,458.0 $170K 0.02% $69.28 -0.7%
282 SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 2,050.0 $169K 0.02% $82.57 -0.5%
283 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 4,366.0 $165K 0.02% $37.84 +5.2%
284 SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 5,634.0 $164K 0.02% +1K +28.4% $29.08 +12.7%
285 GSG ISHARES S&P GSCI COMMODITY- IN UNIT BEN INT Financial Services 5,000.0 $161K 0.02% $32.25 +4.7%
286 GIS GENERAL MILLS INC COM USD0.10 Consumer Defensive 4,264.0 $159K 0.02% -2K -29.5% $37.22 -9.3%
287 RACE FERRARI N V EUR0.01 NEW Consumer Cyclical 450.0 $152K 0.02% -3.0 -0.7% $338.45 -2.6%
288 KMI KINDER MORGAN INC COM USD0.01 Energy 4,515.0 $151K 0.02% +230.0 +5.4% $33.53 +2.3%
289 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 1,659.0 $149K 0.02% +1K +311.7% $90.11 +12.2%
290 XLP SELECT SECTOR SPDR TRUST STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 1,817.0 $149K 0.02% -11.0 -0.6% $81.98 +4.3%
291 LIN LINDE PLC COM EUR0.001 Basic Materials 290.0 $144K 0.01% -3.0 -1.0% $495.76 +2.1%
292 PCAR PACCAR INC COM USD1.00 Industrials 1,237.0 $143K 0.01% $115.50 -5.3%
293 LNT ALLIANT ENERGY CORP COM USD0.01 Utilities 1,957.0 $140K 0.01% $71.76 +1.7%
294 DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 Utilities 1,008.0 $132K 0.01% -471.0 -31.9% $130.94 -4.9%
295 ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 Technology 100.0 $131K 0.01% $1314.58 +17.9%
296 PWR QUANTA SERVICES COM USD0.00001 Industrials 239.0 $131K 0.01% -2.0 -0.8% $549.02 +30.1%
297 TDG TRANSDIGM GROUP INC Industrials 113.0 $131K 0.01% $1158.96 +1.7%
298 XLV SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 890.0 $130K 0.01% -13.0 -1.4% $146.61 +0.4%
299 FLEX FLEX LTD COM USD0.01 Technology 1,990.0 $130K 0.01% $65.46 +92.9%
300 GLDM WORLD GOLD TR SPDR GLD MINIS Financial Services 1,400.0 $130K 0.01% $92.69 -2.9%
Page 15 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%