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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 37 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 UIS UNISYS CORP Technology 4,200.0 $9K 0.00% NEW $2.07 +39.1%
722 DXCM DEXCOM INC Healthcare 137.0 $9K 0.00% -2.0 -1.4% $62.80 +6.7%
723 BLV VANGUARD BD INDEX FDS LONG TERM BOND 125.0 $9K 0.00% $68.78 -3.0%
724 WU WESTERN UNION CO Financial Services 979.0 $9K 0.00% -13.0 -1.3% $8.73 -5.0%
725 ANNALY CAPITAL MANAGEMENT INC COM NEW 400.0 $8K 0.00% $21.15
726 HRMY HARMONY BIOSCIENCES HLDGS INC COM Healthcare 300.0 $8K 0.00% $28.01 +11.3%
727 SHEN SHENANDOAH TELECOMMUNICATIONS CO Communication Services 544.0 $8K 0.00% $15.42 +7.1%
728 LEN LENNAR CORP COM USD0.10 CLASS A Consumer Cyclical 96.0 $8K 0.00% -2.0 -2.0% $86.84 -3.6%
729 HMC HONDA MOTOR CO ADR-EACH CNV INTO 3 ORD Consumer Cyclical 342.0 $8K 0.00% $24.31 +4.7%
730 PHIN PHINIA INC COMMON STOCK Consumer Cyclical 120.0 $8K 0.00% $68.44 +6.8%
731 CUBE CUBESMART Real Estate 219.0 $8K 0.00% NEW $36.65 +8.3%
732 EMLP FIRST TR EXCHANGE-TRADED FD IV NO AMER ENERGY 183.0 $8K 0.00% NEW $43.66 +1.7%
733 MTW MANITOWOC CO INC COM NEW Industrials 685.0 $8K 0.00% $11.65 -1.0%
734 TTAN SERVICETITAN INC SHS CL A Technology 125.0 $8K 0.00% NEW $63.46 -5.9%
735 Z ZILLOW GROUP INC CL C CAP STK Communication Services 191.0 $8K 0.00% $41.38 -14.8%
736 FLV AMERICAN CENTY ETF TR FOCUSED LRG CAP 103.0 $8K 0.00% $76.63 +4.4%
737 XYLD GLOBAL X FDS S&P 500 COVERED 200.0 $8K 0.00% $39.13 +2.5%
738 BBY BEST BUY CO INC COM USD0.10 Consumer Cyclical 119.0 $8K 0.00% -2.0 -1.6% $64.20 -10.4%
739 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 502.0 $8K 0.00% -14.0 -2.7% $15.05 -14.5%
740 TLT ISHARES TR 20 YR TR BD ETF 87.0 $8K 0.00% $86.69 -4.0%
Page 37 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%