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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 28 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WAT WATERS CORP Healthcare 76.0 $23K 0.00% +12.0 +18.8% $297.80 +13.4%
542 CBRE CBRE GROUP INC COM USD0.01 CLASS A Real Estate 167.0 $23K 0.00% -3.0 -1.8% $135.46 -5.4%
543 FSLY FASTLY INC CL A Technology 778.0 $23K 0.00% $29.06 -43.4%
544 TWLO TWILIO INC CL A Communication Services 179.0 $23K 0.00% $125.82 +45.0%
545 PBYI PUMA BIOTECHNOLOGY INC Healthcare 3,500.0 $22K 0.00% $6.39 +8.4%
546 NUE NUCOR CORP COM USD0.40 Basic Materials 131.0 $22K 0.00% -9.0 -6.4% $169.10 +33.6%
547 HII HUNTINGTON INGALLS INDUSTRIES INC Industrials 58.0 $22K 0.00% -1.0 -1.7% $379.90 -15.8%
548 XEL XCEL ENERGY INC COM USD2.5 Utilities 271.0 $22K 0.00% -5.0 -1.8% $79.44 +0.8%
549 MET METLIFE INC COM USD0.01 Financial Services 300.0 $21K 0.00% -6.0 -2.0% $70.72 +17.8%
550 HLX HELIX ENERGY SOLUTIONS GROUP INC Energy 2,135.0 $21K 0.00% $9.89 +0.2%
551 ADSK AUTODESK INC Technology 88.0 $21K 0.00% -1.0 -1.1% $239.40 -0.6%
552 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 6,000.0 $21K 0.00% NEW $3.51 +7.3%
553 BURL BURLINGTON STORES INC Consumer Cyclical 64.0 $21K 0.00% $325.38 -3.7%
554 SAP SAP ADR REP 1 ORD Technology 121.0 $21K 0.00% $171.21 +2.1%
555 JKHY HENRY JACK &ASSOCIATES INC COM USD0.01 Technology 131.0 $21K 0.00% $158.04 -11.6%
556 RPG INVESCO EXCHANGE TRADED FD TR S&P500 PUR GWT 440.0 $21K 0.00% $46.74 +22.5%
557 AVAV AEROVIRONMENT INC COM USD0.0001 Industrials 112.0 $21K 0.00% $183.05 -11.4%
558 MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD 203.0 $20K 0.00% $100.57 +0.0%
559 AIG AMERICAN INTERNATIONAL GROUP INC Financial Services 269.0 $20K 0.00% -4.0 -1.5% $75.25 +4.3%
560 DELL DELL TECHNOLOGIES INC CL C Technology 123.0 $20K 0.00% NEW $164.13 +51.0%
Page 28 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%