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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 20 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CI THE CIGNA GROUP COM Healthcare 264.0 $70K 0.01% -2.0 -0.8% $266.75 +5.1%
382 CECO CECO ENVIRONMENTAL CORP COM STK USD0.01 Industrials 1,179.0 $70K 0.01% $59.58 +34.1%
383 BK BANK OF NEW YORK MELLON CORP COM USD0.01 Financial Services 592.0 $70K 0.01% -5.0 -0.8% $118.63 +15.6%
384 TFC TRUIST FINL CORP COM Financial Services 1,511.0 $69K 0.01% +300.0 +24.8% $45.97 +3.4%
385 JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 Industrials 524.0 $69K 0.01% -4.0 -0.8% $130.95 +4.6%
386 IUSB ISHARES TRUST CORE UNIVERSAL USD BOND ETF 1,474.0 $68K 0.01% $46.19 -1.1%
387 Q QNITY ELECTRONICS INC COMMON STOCK Technology 590.0 $68K 0.01% $115.38 +32.1%
388 FDLO FIDELITY LOW VOLATILITY FACTOR ETF 1,050.0 $68K 0.01% $64.59 +7.5%
389 OXY OCCIDENTAL PETE CORP COM Energy 1,018.0 $66K 0.01% $65.00 -7.8%
390 SJNK SPDR SERIES TRUST STATE STREET BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 2,648.0 $66K 0.01% +250.0 +10.4% $24.98 -0.0%
391 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 669.0 $65K 0.01% -4.0 -0.6% $96.47 -0.1%
392 SCHW SCHWAB CHARLES CORP COM Financial Services 685.0 $64K 0.01% -20.0 -2.8% $93.98 -4.4%
393 EWT ISHARES MSCI TAIWAN ETF 900.0 $64K 0.01% $70.92 +31.4%
394 WASH WASHINGTON TR BANCORP INC COM Financial Services 1,906.0 $64K 0.01% $33.46 -5.5%
395 SPSM SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 600 SMALL CAP ETF 1,315.0 $64K 0.01% $48.32 +8.0%
396 HCA HCA HEALTHCARE INC COM Healthcare 132.0 $62K 0.01% -1.0 -0.8% $473.24 -18.0%
397 QQQI NEOS ETF TRUST NASDAQ 100 HIGH 1,247.0 $62K 0.01% NEW $49.68 +12.5%
398 SCCO SOUTHERN COPPER CORP Basic Materials 360.0 $62K 0.01% +3.0 +0.8% $172.06 +1.4%
399 ACIW ACI WORLDWIDE INC Technology 1,503.0 $62K 0.01% $41.01 +2.7%
400 CBOE CBOE GLOBAL MARKETS INC Financial Services 217.0 $61K 0.01% $281.07 +28.1%
Page 20 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%