PRIVATE WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 3K | $616.77K |
 | MRK | 3K | $215.20K |
 | GOOGL | 3K | $618.45K |
 | BRK-B | 3K | $1.27M |
 | RRC | 2K | $92.48K |
 | RIG | 2K | $7.05K |
 | CSCO | 2K | $150.52K |
 | WBD | 2K | $41.31K |
 | ORLY | 2K | $228.02K |
 | GSBD | 2K | $20.27K |
 | CGBD | 2K | $23.80K |
 | AVGO | 2K | $614.95K |
 | NEOG | 2K | $10.12K |
 | DNUT | 2K | $6.84K |
 | JPM | 2K | $556.42K |
 | CTKB | 2K | $5.88K |
 | MNTK | 2K | $3.27K |
 | FBP | 2K | $34.60K |
 | DIS | 2K | $173.68K |
 | GOOG | 1K | $358.46K |
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$616.77K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$215.20K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$618.45K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.27M
Range Resources Corporation
RRC
Shares Held
2K
Value
$92.48K
Transocean Ltd.
RIG
Shares Held
2K
Value
$7.05K
Cisco Systems, Inc.
CSCO
Shares Held
2K
Value
$150.52K
Warner Bros. Discovery, Inc.
WBD
Shares Held
2K
Value
$41.31K
O'Reilly Automotive, Inc.
ORLY
Shares Held
2K
Value
$228.02K
Goldman Sachs BDC, Inc.
GSBD
Shares Held
2K
Value
$20.27K
Carlyle Secured Lending, Inc.
CGBD
Shares Held
2K
Value
$23.80K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$614.95K
Neogen Corporation
NEOG
Shares Held
2K
Value
$10.12K
Krispy Kreme, Inc.
DNUT
Shares Held
2K
Value
$6.84K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$556.42K
Cytek Biosciences, Inc.
CTKB
Shares Held
2K
Value
$5.88K
Montauk Renewables, Inc.
MNTK
Shares Held
2K
Value
$3.27K
First BanCorp.
FBP
Shares Held
2K
Value
$34.60K
The Walt Disney Company
DIS
Shares Held
2K
Value
$173.68K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$358.46K