PRIVATE WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFG | 146 | $12.11K |
 | CIEN | 146 | $21.27K |
 | MAR | 146 | $38.02K |
 | MDT | 145 | $13.81K |
 | GEHC | 145 | $10.89K |
 | EXR | 145 | $20.44K |
 | TGT | 144 | $12.92K |
 | BSY | 144 | $7.41K |
 | DASH | 144 | $39.17K |
 | CLPR | 144 | $548 |
 | JBL | 144 | $31.27K |
 | CWAN | 143 | $2.58K |
 | CPRI | 142 | $2.83K |
 | ABM | 141 | $6.50K |
 | INTU | 141 | $96.29K |
 | XNCR | 141 | $1.65K |
 | CVI | 139 | $5.07K |
 | EQR | 137 | $8.87K |
 | GMED | 137 | $7.85K |
 | ADI | 137 | $33.66K |
Principal Financial Group, Inc.
PFG
Shares Held
146
Value
$12.11K
Ciena Corporation
CIEN
Shares Held
146
Value
$21.27K
Marriott International, Inc.
MAR
Shares Held
146
Value
$38.02K
Medtronic plc
MDT
Shares Held
145
Value
$13.81K
GE HealthCare Technologies Inc.
GEHC
Shares Held
145
Value
$10.89K
Extra Space Storage Inc.
EXR
Shares Held
145
Value
$20.44K
Target Corporation
TGT
Shares Held
144
Value
$12.92K
Bentley Systems, Incorporated
BSY
Shares Held
144
Value
$7.41K
DoorDash, Inc.
DASH
Shares Held
144
Value
$39.17K
Clipper Realty Inc.
CLPR
Shares Held
144
Value
$548
Jabil Inc.
JBL
Shares Held
144
Value
$31.27K
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
143
Value
$2.58K
Capri Holdings Limited
CPRI
Shares Held
142
Value
$2.83K
ABM Industries Incorporated
ABM
Shares Held
141
Value
$6.50K
Intuit Inc.
INTU
Shares Held
141
Value
$96.29K
Xencor, Inc.
XNCR
Shares Held
141
Value
$1.65K
CVR Energy, Inc.
CVI
Shares Held
139
Value
$5.07K
Equity Residential
EQR
Shares Held
137
Value
$8.87K
Globus Medical, Inc.
GMED
Shares Held
137
Value
$7.85K
Analog Devices, Inc.
ADI
Shares Held
137
Value
$33.66K