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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 25 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 FCX FREEPORT-MCMORAN INC COM USD0.10 Basic Materials 602.0 $35K 0.00% +115.0 +23.6% $58.78 +6.0%
482 MAR MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A Consumer Cyclical 108.0 $35K 0.00% -1.0 -0.9% $327.07 +13.3%
483 VICI VICI PPTYS INC COM Real Estate 1,280.0 $35K 0.00% -529.0 -29.2% $27.32 +4.0%
484 WY WEYERHAEUSER CO MTN BE COM NEW Real Estate 1,404.0 $34K 0.00% $24.43 -4.9%
485 IQVIA HLDGS INC COM 201.0 $34K 0.00% -17.0 -7.8% $170.54
486 PYPL PAYPAL HLDGS INC COM Financial Services 749.0 $34K 0.00% +221.0 +41.9% $45.23 -1.9%
487 AUTHID INC COM 26,052.0 $34K 0.00% $1.30
488 GWX SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF 796.0 $34K 0.00% NEW $42.23 +8.6%
489 GPIX GOLDMAN SACHS ETF TRUST GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 665.0 $33K 0.00% +14.0 +2.1% $50.06 +10.4%
490 SPTS SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM TREASURY ETF 1,125.0 $33K 0.00% +225.0 +25.0% $29.18 -0.6%
491 CMI CUMMINS INC Industrials 61.0 $33K 0.00% -1.0 -1.6% $538.02 +18.7%
492 BWA BORG WARNER INC COM USD0.01 Consumer Cyclical 604.0 $33K 0.00% $54.26 +17.1%
493 DOW DOW INC COM Basic Materials 779.0 $32K 0.00% $41.65 -13.8%
494 ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 Energy 595.0 $32K 0.00% $54.14 +6.7%
495 WMB WILLIAMS COS INC COM Energy 442.0 $32K 0.00% -8.0 -1.8% $72.78 +7.0%
496 PIPR PIPER SANDLER COMPANIES COM NEW Financial Services 420.0 $32K 0.00% NEW $76.55 +4.6%
497 ROST ROSS STORES INC Consumer Cyclical 148.0 $32K 0.00% -2.0 -1.3% $216.63 -1.8%
498 BR BROADRIDGE FINANCIAL SOLUTION INC COM USD0.01 Technology 194.0 $32K 0.00% -555.0 -74.1% $162.48 -7.7%
499 ROM PROSHARES ULTRA TECHNOLOGY 400.0 $31K 0.00% NEW $78.40 +78.0%
500 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 440.0 $31K 0.00% $71.18 -9.6%
Page 25 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%