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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 32 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 HIG THE HARTFORD INSURANCE GROUP, INC. COMMON STOCK Financial Services 107.0 $14K 0.00% $135.23 -0.6%
622 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 214.0 $14K 0.00% $67.57 -1.5%
623 ATO ATMOS ENERGY CORP COM NPV Utilities 78.0 $14K 0.00% -1.0 -1.3% $184.72 -4.8%
624 SANM SANMINA CORP Technology 111.0 $14K 0.00% NEW $129.64 +78.8%
625 ING ING GROEP N.V. SPONSORED ADR Financial Services 552.0 $14K 0.00% $26.05 +15.3%
626 IEX IDEX CORP COM USD0.01 Industrials 75.0 $14K 0.00% $189.55 +8.3%
627 NRG NRG ENERGY INC Utilities 97.0 $14K 0.00% +84.0 +646.1% $146.14 -8.7%
628 NIC NICOLET BANKSHARES INC Financial Services 95.0 $14K 0.00% NEW $148.62 -5.6%
629 BUNGE GLOBAL SA COM USD0.01 111.0 $14K 0.00% -2.0 -1.8% $127.20
630 ARKX ARK ETF TR SPACE &DEFENSE 480.0 $14K 0.00% $29.35 +16.7%
631 OC OWENS CORNING COM USD0.01 Industrials 130.0 $14K 0.00% $108.22 +3.2%
632 FXO FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDOL #B50P3C2 250.0 $14K 0.00% NEW $56.19 +4.8%
633 VXF VANGUARD EXTENDED MARKETS INDEX FUND 68.0 $14K 0.00% $205.79 +9.3%
634 NDSN NORDSON CORP Industrials 52.0 $14K 0.00% $266.06 +5.8%
635 BIPC BROOKFIELD INFRASTRUCTURE CORP EXCHANGEABLE SUB VOTING SHS CL A ISIN #CA11276H1064 SEDOL #BSQLM28 Utilities 349.0 $14K 0.00% NEW $39.52 +5.0%
636 MGM MGM RESORTS INTERNATIONAL COM USD0.01 Consumer Cyclical 372.0 $14K 0.00% -5.0 -1.3% $37.01 -3.8%
637 ATLANTA BRAVES HLDGS INC COM SER C 321.0 $14K 0.00% $42.70
638 REX REX AMERICAN RES CORP COM Basic Materials 300.0 $14K 0.00% $45.57 +8.4%
639 PTCT PTC THERAPEUTICS INC COM USD0.001 Healthcare 200.0 $14K 0.00% $68.13 +3.7%
640 QYLD GLOBAL X FDS NASDAQ 100 COVER 792.0 $14K 0.00% $17.15 +3.6%
Page 32 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%