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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 7 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VEU VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US 14,255.0 $1.1M 0.11% $75.10 +7.5%
122 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 17,470.0 $1.1M 0.11% +390.0 +2.3% $60.65 -3.9%
123 CL COLGATE-PALMOLIVE CO COM Consumer Defensive 12,166.0 $1.0M 0.11% $85.23 +5.6%
124 IBIT ISHARES BITCOIN TRUST ETF Financial Services 26,357.0 $1.0M 0.11% +2K +7.7% $38.42 +13.2%
125 VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF 3,125.0 $1.0M 0.11% -112.0 -3.5% $320.81 +12.2%
126 MUB ISHARES NATIONAL MUNI BOND ETF 9,381.0 $996K 0.11% -2K -16.0% $106.15 -0.5%
127 RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT 5,085.0 $976K 0.10% $191.92 +5.1%
128 PFE PFIZER INC Healthcare 33,784.0 $949K 0.10% -623.0 -1.8% $28.08 -9.8%
129 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 11,710.0 $948K 0.10% $80.95 -5.1%
130 UAL UNITED AIRLS HLDGS INC COM Industrials 10,000.0 $921K 0.10% $92.07 +0.5%
131 CASY CASEYS GENERAL STORES INC Consumer Cyclical 1,238.0 $901K 0.10% -25.0 -2.0% $727.86 +17.1%
132 T AT&T INC COM USD1 Communication Services 30,856.0 $895K 0.10% $28.99 -15.7%
133 UBER UBER TECHNOLOGIES INC COM Technology 12,237.0 $880K 0.09% -3K -21.9% $71.93 +4.4%
134 ALL ALLSTATE CORP COM USD0.01 Financial Services 4,150.0 $860K 0.09% +854.0 +25.9% $207.34 +8.3%
135 AMD ADVANCED MICRO DEVICES INC Technology 4,213.0 $857K 0.09% +641.0 +17.9% $203.43 +103.5%
136 NOC NORTHROP GRUMMAN CORP COM USD1 Industrials 1,244.0 $849K 0.09% +201.0 +19.3% $682.24 -19.4%
137 IJJ ISHARES S&P MID-CAP 400 VALUE ETF 6,398.0 $848K 0.09% -1K -13.5% $132.50 +3.7%
138 JMHI JP MORGAN ETF TRUST HIGH YIELD MUNICIPAL ETF USD 16,621.0 $828K 0.09% NEW $49.83 -0.5%
139 JEPI J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM 13,752.0 $779K 0.08% +74.0 +0.5% $56.68 -1.1%
140 ORCL ORACLE CORP Technology 5,192.0 $764K 0.08% +640.0 +14.1% $147.11 +26.9%
Page 7 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%