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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 5 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AFL AFLAC INC COM Financial Services 16,839.0 $1.8M 0.20% $109.71 +7.9%
82 BLK BLACKROCK INC COM Financial Services 1,900.0 $1.8M 0.20% $961.54 +7.8%
83 HON HONEYWELL INTERNATIONAL INC COM USD1 Industrials 8,052.0 $1.8M 0.20% -419.0 -5.0% $226.03 -3.9%
84 CSCO CISCO SYSTEMS INC Technology 22,648.0 $1.8M 0.19% $77.59 +53.2%
85 IAU ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6 Financial Services 19,899.0 $1.8M 0.19% -2K -7.0% $88.16 -4.4%
86 IWF ISHARES TR RUS 1000 GRW ETF 4,076.0 $1.7M 0.19% +851.0 +26.4% $426.40 -71.1%
87 USB US BANCORP Financial Services 33,344.0 $1.7M 0.18% $52.01 +2.8%
88 LMT LOCKHEED MARTIN CORP COM USD1.00 Industrials 2,749.0 $1.7M 0.18% $604.39 -12.6%
89 SHW SHERWIN-WILLIAMS CO Basic Materials 5,135.0 $1.6M 0.18% -277.0 -5.1% $320.53 -5.5%
90 PEP PEPSICO INC Consumer Defensive 10,461.0 $1.6M 0.17% +179.0 +1.7% $155.30 -4.0%
91 BAC BANK AMERICA CORP COM Financial Services 32,902.0 $1.6M 0.17% -4K -10.6% $48.75 +4.0%
92 KO COCA-COLA CO Consumer Defensive 20,986.0 $1.6M 0.17% +357.0 +1.7% $76.05 +6.8%
93 EMR EMERSON ELECTRIC CO Industrials 12,111.0 $1.6M 0.17% $131.02 +0.9%
94 PNC PNC FINANCIAL SERVICES GROUP COM USD5 Financial Services 7,582.0 $1.6M 0.17% $208.09 +2.7%
95 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,087.0 $1.5M 0.16% $491.53 -10.1%
96 GGG GRACO INC Industrials 16,500.0 $1.4M 0.15% $84.65 -10.5%
97 ABT ABBOTT LABORATORIES Healthcare 13,533.0 $1.4M 0.15% +478.0 +3.7% $102.67 -13.5%
98 EFV ISHARES TR EAFE VALUE ETF 18,505.0 $1.4M 0.15% +2K +10.5% $74.35 +4.5%
99 AON AON PLC SHS CL A COM USD0.01 Financial Services 4,233.0 $1.4M 0.15% $322.78 +0.3%
100 NSC NORFOLK SOUTHN CORP COM Industrials 4,685.0 $1.3M 0.14% $287.00 +11.5%
Page 5 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%