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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 8 of 47  ·  923 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 15,252.0 $761K 0.08% $49.89 -0.4%
142 XLF SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 15,320.0 $756K 0.08% $49.37 +3.5%
143 GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT 16,701.0 $720K 0.08% -930.0 -5.3% $43.13 +4.2%
144 BITW BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL Financial Services 15,656.0 $698K 0.07% +7K +91.5% $44.61 +10.3%
145 VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 1,160.0 $693K 0.07% $597.55 +12.9%
146 MDLZ MONDELEZ INTL INC COM NPV Consumer Defensive 11,898.0 $686K 0.07% -2K -13.8% $57.64 +6.9%
147 SCHG SCHWAB US LARGE-CAP GROWTH ETF 23,345.0 $680K 0.07% $29.13 +16.3%
148 ANET ARISTA NETWORKS INC COM SHS Technology 5,525.0 $678K 0.07% $122.78 +15.3%
149 TSLA TESLA INC COM Consumer Cyclical 1,823.0 $678K 0.07% -814.0 -30.9% $371.75 +10.3%
150 HRL HORMEL FOODS CORP Consumer Defensive 28,725.0 $651K 0.07% $22.65 -10.0%
151 SYK STRYKER CORPORATION COM Healthcare 1,974.0 $649K 0.07% $328.63 -4.7%
152 VZ VERIZON COMMUNICATIONS INC Communication Services 12,608.0 $633K 0.07% -178.0 -1.4% $50.20 -6.9%
153 NVS NOVARTIS AG SPONSORED ADR Healthcare 4,127.0 $630K 0.07% $152.75 -2.4%
154 CARR CARRIER GLOBAL CORPORATION COM Industrials 10,264.0 $578K 0.06% $56.31 +9.1%
155 GE GE AEROSPACE COM NEW Industrials 2,035.0 $577K 0.06% -16.0 -0.8% $283.77 +0.8%
156 MCK MCKESSON CORP Healthcare 665.0 $575K 0.06% -91.0 -12.0% $865.36 -10.3%
157 SPSB SPDR SERIES TRUST STATE STREET PORTFOLIO SHORT TERM CORPORATE BOND ETF 19,000.0 $571K 0.06% -1K -5.5% $30.07 -0.4%
158 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,896.0 $570K 0.06% $146.28 -7.6%
159 LRCX LAM RESEARCH CORP COM NEW Technology 2,655.0 $567K 0.06% -48.0 -1.8% $213.66 +30.1%
160 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,285.0 $557K 0.06% -466.0 -3.6% $45.30 -30.0%
Page 8 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%