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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 19 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FDX FEDEX CORP COM USD0.10 Industrials 210.0 $75K 0.01% $356.18 +5.3%
362 EA ELECTRONIC ARTS INC Communication Services 366.0 $75K 0.01% $203.87 -1.1%
363 FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD 2,590.0 $74K 0.01% $28.71 +3.3%
364 UFCS UNITED FIRE GROUP INC Financial Services 2,000.0 $74K 0.01% $37.06 +30.4%
365 FYX FIRST TRUST PORTFOLIOS SMALL CAP CORE ALPHADEX FD USD ISIN #US33734Y1091 SEDOL #B45Q743 618.0 $74K 0.01% $119.35 +10.0%
366 BRO BROWN & BROWN INC Financial Services 1,131.0 $74K 0.01% $65.21 -11.9%
367 RCL ROYAL CARIBBEAN GROUP COM USD0.01 Consumer Cyclical 268.0 $74K 0.01% -2.0 -0.7% $275.18 -10.2%
368 GSK GSK PLC SPON ADS EACH REP 2 ORD SHS Healthcare 1,336.0 $74K 0.01% $55.19 -7.5%
369 CBSH COMMERCE BANCSHARES INC Financial Services 1,496.0 $74K 0.01% $49.20 +6.2%
370 PBA PEMBINA PIPELINE CORP COM ISIN #CA7063271034 SEDOL #B4PT2P8 Energy 1,638.0 $73K 0.01% $44.76 +10.7%
371 KD KYNDRYL HLDGS INC COMMON STOCK Technology 5,578.0 $73K 0.01% $13.12 -8.3%
372 HYG ISHARES TR IBOXX HI YD ETF 916.0 $73K 0.01% $79.56 +0.4%
373 BKR BAKER HUGHES COMPANY CL A Energy 1,192.0 $73K 0.01% -9.0 -0.8% $61.05 +9.4%
374 BLUEROCK PVT REAL ESTATE FD COM 4,378.0 $73K 0.01% $16.61
375 MRVL MARVELL TECHNOLOGY INC COM Technology 728.0 $72K 0.01% +182.0 +33.3% $99.05 +78.0%
376 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 874.0 $72K 0.01% $82.49 +7.2%
377 SCHP SCHWAB STRATEGIC TR US TIPS ETF 2,671.0 $71K 0.01% -38.0 -1.4% $26.61 +0.0%
378 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 2,000.0 $71K 0.01% $35.48 -19.3%
379 FANG DIAMONDBACK ENERGY INC COM USD0.01 Energy 357.0 $71K 0.01% -52.0 -12.7% $197.79 +5.0%
380 IWD ISHARES RUSSELL 1000 VALUE ETF 330.0 $71K 0.01% +195.0 +144.4% $213.67 +9.4%
Page 19 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%