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Portfolio (Quarterly) Guide ↗

Private Wealth Management Group, LLC

· CIK 0002011342
13F Portfolio $431M AUM 1,472 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1455 New
Page 19 of 73  ·  1,455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EVRG EVERGY INC Utilities 260.0 $22K 0.01% NEW $86.43 -5.8%
362 NSC NORFOLK SOUTHN CORP Industrials 70.0 $22K 0.01% NEW $314.60 +10.6%
363 JBHT HUNT J B TRANS SVCS INC Industrials 76.0 $22K 0.01% NEW $289.43 -9.0%
364 FITB FIFTH THIRD BANCORP Financial Services 390.0 $22K 0.01% NEW $56.37 -2.7%
365 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 728.0 $22K 0.01% NEW $30.17 +16.0%
366 OGE OGE ENERGY CORP Utilities 446.0 $22K 0.01% NEW $48.66 -5.4%
367 ED CONSOLIDATED EDISON INC Utilities 196.0 $22K 0.01% NEW $110.63 -3.6%
368 AMT AMERICAN TOWER CORP Real Estate 132.0 $22K 0.01% NEW $163.58 +6.5%
369 MET METLIFE INC Financial Services 252.0 $21K 0.01% NEW $84.61 +13.8%
370 PBF PBF ENERGY INC Energy 468.0 $21K 0.01% NEW $45.52 +50.7%
371 WRB BERKLEY W R CORP Financial Services 300.0 $21K 0.01% NEW $70.53 -3.1%
372 WSM WILLIAMS SONOMA INC Consumer Cyclical 90.0 $21K 0.01% NEW $233.10 +2.3%
373 SPTM SPDR SERIES TRUST 231.0 $21K 0.01% NEW $90.79 +3.0%
374 MTG MGIC INVT CORP WIS Financial Services 743.0 $21K 0.01% NEW $28.20 +10.2%
375 GM GENERAL MTRS CO Consumer Cyclical 267.0 $21K 0.01% NEW $77.08 +11.8%
376 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 1,186.0 $21K 0.01% NEW $17.35 -3.2%
377 AFRM AFFIRM HLDGS INC Technology 252.0 $21K 0.01% NEW $81.55 -5.0%
378 KRYS KRYSTAL BIOTECH INC Healthcare 55.0 $20K 0.01% NEW $371.67 -3.8%
379 MTD METTLER TOLEDO INTERNATIONAL Healthcare 16.0 $20K 0.01% NEW $1277.56 +10.2%
380 UAL UNITED AIRLS HLDGS INC Industrials 150.0 $20K 0.01% NEW $135.99 -17.4%
Page 19 of 73  ·  1,455 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 44.6%
Financial Services 17.7%
Healthcare 8.9%
Industrials 7.8%
Consumer Cyclical 5.7%
Communication Services 5.3%
Consumer Defensive 3.1%
Energy 2.6%
Utilities 2.2%
Basic Materials 1.4%