PRIVATE WEALTH MANAGEMENT GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SEIC | 57 | $4.84K |
 | TWST | 56 | $1.58K |
 | MRCY | 56 | $4.33K |
 | TAP | 56 | $2.53K |
 | HE | 56 | $619 |
 | UMH | 56 | $832 |
 | PEP | 56 | $7.87K |
 | IQV | 55 | $10.45K |
 | KRYS | 55 | $9.71K |
 | FRME | 55 | $2.07K |
 | SHW | 55 | $19.05K |
 | ACN | 55 | $13.56K |
 | BGS | 55 | $244 |
 | BIIB | 54 | $7.57K |
 | STZ | 54 | $7.27K |
 | BRKR | 54 | $1.75K |
 | CDNS | 54 | $18.97K |
 | COIN | 54 | $18.23K |
 | CG | 54 | $3.39K |
 | AVTR | 53 | $662 |
SEI Investments Company
SEIC
Shares Held
57
Value
$4.84K
Twist Bioscience Corporation
TWST
Shares Held
56
Value
$1.58K
Mercury Systems, Inc.
MRCY
Shares Held
56
Value
$4.33K
Molson Coors Beverage Company
TAP
Shares Held
56
Value
$2.53K
Hawaiian Electric Industries, Inc.
HE
Shares Held
56
Value
$619
UMH Properties, Inc.
UMH
Shares Held
56
Value
$832
PepsiCo, Inc.
PEP
Shares Held
56
Value
$7.87K
IQVIA Holdings Inc.
IQV
Shares Held
55
Value
$10.45K
Krystal Biotech, Inc.
KRYS
Shares Held
55
Value
$9.71K
First Merchants Corporation
FRME
Shares Held
55
Value
$2.07K
The Sherwin-Williams Company
SHW
Shares Held
55
Value
$19.05K
Accenture plc
ACN
Shares Held
55
Value
$13.56K
B&G Foods, Inc.
BGS
Shares Held
55
Value
$244
Biogen Inc.
BIIB
Shares Held
54
Value
$7.57K
Constellation Brands, Inc.
STZ
Shares Held
54
Value
$7.27K
Bruker Corporation
BRKR
Shares Held
54
Value
$1.75K
Cadence Design Systems, Inc.
CDNS
Shares Held
54
Value
$18.97K
Coinbase Global, Inc.
COIN
Shares Held
54
Value
$18.23K
The Carlyle Group Inc.
CG
Shares Held
54
Value
$3.39K
Avantor, Inc.
AVTR
Shares Held
53
Value
$662