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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 42 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 BBVA BANCO BILBAO VIZCAYA ARGENTAR ADS EACH REPR 1 ORD EUR0.49 Financial Services 140.0 $3K $21.66 -0.1%
822 VNT VONTIER CORPORATION COM Technology 85.0 $3K $35.47 -21.1%
823 SPG SIMON PROPERTY GROUP INC Real Estate 16.0 $3K -2.0 -11.1% $186.50 +7.5%
824 VVR INVESCO SENIOR INCOME TRUST COM STK USD0.01 Financial Services 900.0 $3K $3.22 -7.8%
825 DSU BLACKROCK DEBT STRATEGIES FD I COM NEW Financial Services 300.0 $3K $9.59 +2.2%
826 CTRE CARETRUST REIT INC COM Real Estate 77.0 $3K $36.65 +13.3%
827 FLWS 1 800 FLOWERS COM INC CL A Consumer Cyclical 924.0 $3K $3.04 +41.1%
828 IUSG ISHARES CORE S&P US GROWTH ETF 18.0 $3K -1.0 -5.3% $155.11 +18.4%
829 DJD INVESCO EXCHANGE TRADED FD TR DJ INDL AVG DV 46.0 $3K $59.74 +2.6%
830 KEY KEYCORP COM Financial Services 134.0 $3K $20.05 +5.1%
831 NUVEEN CR STRATEGIES INCOME FD COM SHS 550.0 $3K $4.87
832 DAL DELTA AIR LINES INC Industrials 39.0 $3K -5.0 -11.4% $66.49 +5.6%
833 BIZD VANECK ETF TR VANECK BDC INCOME ETF 200.0 $3K -325.0 -61.9% $12.80 -3.0%
834 EBAY EBAY INC. COM Consumer Cyclical 28.0 $3K -6.0 -17.6% $91.04 +25.7%
835 HWM HOWMET AEROSPACE INC COM Industrials 11.0 $3K -6.0 -35.3% $230.45 +11.5%
836 MFG MIZUHO FINANCIAL GROUP SPON ADS EACH REPR 0.20 ORD SHS Financial Services 316.0 $3K $7.94 +5.7%
837 FIP FTAI INFRASTRUCTURE INC COMMON STOCK Industrials 500.0 $2K $4.94 -13.0%
838 SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR EACH REPR 3/5 ORD NPV Financial Services 125.0 $2K $19.75 +11.0%
839 HLN HALEON PLC SPON ADS EACH REP 2 ORD SHS Healthcare 230.0 $2K $10.01 -8.4%
840 NATWEST GROUP PLC SPON ADR EACH REPR 2 ORD SHS 147.0 $2K $14.90
Page 42 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%