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Portfolio (Quarterly) Guide ↗

Private Wealth Asset Management, LLC

· CIK 0001883006
13F Portfolio $919M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1102 New
Page 43 of 56  ·  1,102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CCJ CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160 Energy 19.0 $2K NEW $91.47 +13.7%
842 ARGX ARGENX SE SPON ADR EACH REP 1 ORD SHS Healthcare 2.0 $2K NEW $841.00 -4.4%
843 SE SEA LIMITED ADS EACH REP ONE CLASS A ORD SHS Consumer Cyclical 13.0 $2K NEW $127.54 -31.6%
844 BMO BANK OF MONTREAL COM NPV ISIN #CA0636711016 SEDOL #2076009 Financial Services 12.0 $2K NEW $129.75 +21.6%
845 GDDY GODADDY INC CL A Technology 12.0 $1K NEW $124.08 -27.1%
846 MILLROSE PPTYS INC COM CL A 49.0 $1K NEW $29.88
847 NVDY TIDAL TR II YIELDMAX NVDA 100.0 $1K NEW $14.61 -2.2%
848 AMC ENTMT HLDGS INC CL A NEW 923.0 $1K NEW $1.56
849 MTD METTLER-TOLEDO INTERNATIONAL INC COM USD0.01 Healthcare 1.0 $1K NEW $1394.00 -24.6%
850 PUK PRUDENTIAL ADR EACH REPR 2 ORD GBP0.05 Financial Services 44.0 $1K NEW $31.11 -2.6%
851 LYG LLOYDS BANKING GROUP ADR 4 ORD Financial Services 253.0 $1K NEW $5.30 -2.6%
852 SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 30.0 $1K NEW $44.40 +12.6%
853 AER AERCAP HOLDINGS N.V. EUR0.01 Industrials 9.0 $1K NEW $143.78 -3.0%
854 MT ARCELORMITTAL NY REGISTRY SHS NEW(POST REV SPLIT) Basic Materials 28.0 $1K NEW $45.57 +29.8%
855 NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV Technology 193.0 $1K NEW $6.47 +111.2%
856 FNV FRANCO NEV CORP COM ISIN #CA3518581051 SEDOL #B29NF31 Basic Materials 6.0 $1K NEW $207.33 +7.4%
857 FCN FTI CONSULTING INC Industrials 7.0 $1K NEW $170.86 -9.5%
858 PGX INVESCO EXCH TRADED FD TR II PFD ETF 101.0 $1K NEW $11.24 -2.4%
859 FG F&G ANNUITIES &LIFE INC COMMON STOCK Financial Services 36.0 $1K NEW $30.86 -11.4%
860 ICL ICL GROUP LTD ILS1 Basic Materials 191.0 $1K NEW $5.71 +12.4%
Page 43 of 56  ·  1,102 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 32.8%
Financial Services 19.1%
Industrials 12.3%
Healthcare 10.0%
Communication Services 7.4%
Consumer Cyclical 6.1%
Consumer Defensive 5.6%
Energy 3.6%
Basic Materials 1.4%
Utilities 1.1%