PRIVATE WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVS | 320 | $24.13K |
 | BNL | 315 | $5.63K |
 | ELME | 314 | $5.29K |
 | EA | 313 | $63.13K |
 | U | 312 | $12.49K |
 | WY | 311 | $7.71K |
 | NWSA | 311 | $9.55K |
 | XLO | 310 | $262 |
 | BX | 309 | $52.79K |
 | HOMB | 309 | $8.74K |
 | ADM | 306 | $18.28K |
 | OSPN | 306 | $4.86K |
 | SEVN | 305 | $3.15K |
 | XRAY | 304 | $3.86K |
 | WRB | 300 | $22.99K |
 | COUR | 299 | $3.50K |
 | MATV | 297 | $3.36K |
 | DNLI | 296 | $4.30K |
 | CMTG | 296 | $983 |
 | NKE | 295 | $20.57K |
CVS Health Corporation
CVS
Shares Held
320
Value
$24.13K
Broadstone Net Lease, Inc.
BNL
Shares Held
315
Value
$5.63K
Elme Communities
ELME
Shares Held
314
Value
$5.29K
Electronic Arts Inc.
EA
Shares Held
313
Value
$63.13K
Unity Software Inc.
U
Shares Held
312
Value
$12.49K
Weyerhaeuser Company
WY
Shares Held
311
Value
$7.71K
News Corporation
NWSA
Shares Held
311
Value
$9.55K
Xilio Therapeutics, Inc.
XLO
Shares Held
310
Value
$262
Blackstone Inc.
BX
Shares Held
309
Value
$52.79K
Home Bancshares, Inc.
HOMB
Shares Held
309
Value
$8.74K
Archer-Daniels-Midland Company
ADM
Shares Held
306
Value
$18.28K
OneSpan Inc.
OSPN
Shares Held
306
Value
$4.86K
Seven Hills Realty Trust
SEVN
Shares Held
305
Value
$3.15K
DENTSPLY SIRONA Inc.
XRAY
Shares Held
304
Value
$3.86K
W. R. Berkley Corporation
WRB
Shares Held
300
Value
$22.99K
Coursera, Inc.
COUR
Shares Held
299
Value
$3.50K
Mativ Holdings, Inc.
MATV
Shares Held
297
Value
$3.36K
Denali Therapeutics Inc.
DNLI
Shares Held
296
Value
$4.30K
Claros Mortgage Trust, Inc.
CMTG
Shares Held
296
Value
$983
NIKE, Inc.
NKE
Shares Held
295
Value
$20.57K