IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Private Wealth Asset Management, LLC

Q1 2025 Holdings

Filed 2025-05-15 | 1180 holdings | $695.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR Mrgstr MD CP ETF(IMCB)MRGSTR MD CP ETF464288208$121.1K1,6350.0%
Paccar Inc COM Usd1.00(PCAR)COM693718108$123.3K1,2660.0%
Alliant Energy Corp COM Usd0.01(LNT)COM018802108$129.3K2,0090.0%
Schwab US Dividend Equity ETF(SCHD)US DIVIDEND EQ808524797$130.0K4,6500.0%
Applied Materials Inc COM Usd0.01(AMAT)COM038222105$134.1K9240.0%
KLA Corp COM New(KLAC)COM NEW482480100$134.6K1980.0%
Dollar GEN Corp New COM(DG)COM256677105$136.0K1,5470.0%
Enterprise Prods Partners L P COM(EPD)COM293792107$136.3K3,9910.0%
Uber Technologies Inc COM(UBER)COM90353T100$138.9K1,9070.0%
Avantis US Large Cap Value ETF(AVLV)US LARGE CAP VLU025072349$139.9K2,1450.0%
Brown & Brown Inc(BRO)COM115236101$141.1K1,1340.0%
Schwab Charles Corp COM(SCHW)COM808513105$142.6K1,8220.0%
Dimensional ETF Trust US Small Cap ETF(DFAS)US SMALL CAP ETF25434V500$143.7K2,4050.0%
Total Energies SE(TTEN)SPONSORED ADS89151E109$145.2K2,2440.0%
Citigroup Inc(C)COM NEW172967424$145.9K2,0550.0%
Factset Research Systems Inc(FDS)COM303075105$147.2K3240.0%
Genuine Parts Co COM Usd1.00(GPC)COM372460105$147.6K1,2390.0%
American Elec PWR Co Inc COM(AEP)COM025537101$150.9K1,3810.0%
Celanese Corp del COM(CE)COM150870103$152.5K2,6870.0%
Kinder Morgan Inc COM Usd0.01(KMI)COM49456B101$152.6K5,3500.0%
First TR Exch Traded Alphadex FD II Small Cap Value Alphadex FD(FYT)SML CAP VAL ALPH33737M409$154.2K3,1000.0%
Paramount Global Class B COM(0VVB)CLASS B COM92556H206$155.6K13,0130.0%
Ishares Short-Term National Muni Bond ETF(SUB)SHRT NAT MUN ETF464288158$155.8K1,4750.0%
Eversource Energy(ES)COM30040W108$156.3K2,5160.0%
Transdigm Group Inc(TDG)COM893641100$157.7K1140.0%
Alexandria Real Estate Equities COM Usd0.01(ARE)COM015271109$157.8K1,7060.0%
Salesforce Inc COM(CRM)COM79466L302$159.9K5960.0%
Vanguard World FD INF Tech ETF(VGT)INF TECH ETF92204A702$160.5K2960.0%
Vanguard Small-Cap Index Fund(VB)SMALL CP ETF922908751$160.8K7250.0%
Duke Energy Corp New COM New Isin #us26441c2044 Sedol #b7jzsk0(DUK)COM NEW26441C204$161.4K1,3230.0%
U Haul Holding Company COM SER N(UHAL/B)COM SER N023586506$162.0K2,7380.0%
Vulcan Materials Co(VMC)COM929160109$164.2K7040.0%
Ishares TR Core Total USD(IUSB)CORE TOTAL USD46434V613$172.0K3,7330.0%
Ishares Inc Msci Emerg Mrkt(EEMV)MSCI EMERG MRKT464286533$173.3K2,9700.0%
Intel Corp COM Usd0.001(INTC)COM458140100$173.8K7,6540.0%
Kyndryl Hldgs Inc Common Stock(KD)COMMON STOCK50155Q100$175.1K5,5780.0%
Marathon Petroleum Corp COM Usd0.01(MPC)COM56585A102$176.7K1,2130.0%
Morgan Stanley COM Usd0.01(MS)COM NEW617446448$178.2K1,5280.0%
Avantis US Equity ETF(AVUS)US EQT ETF025072885$180.5K1,9540.0%
Servicenow Inc COM Usd0.001(NOW)COM81762P102$180.7K2270.0%
Vici Pptys Inc COM(VICI)COM925652109$182.9K5,6060.0%
Realty Income Corp COM(O)COM756109104$187.2K3,2270.0%
Broadridge Financial Solution Inc COM Usd0.01(BR)COM11133T103$188.1K7760.0%
Ferrari N V Eur0.01 New(RACE)COMN3167Y103$193.8K4530.0%
Diamondback Energy Inc COM Usd0.01(FANG)COM25278X109$194.9K1,2190.0%
Mercadolibre Inc COM Usd0.001(MELI)COM58733R102$195.1K1000.0%
Agco Corp COM Usd0.01(AGCO)COM001084102$196.2K2,1190.0%
Palantir Technologies Inc CL A(PLTR)CL A69608A108$196.3K2,3260.0%
Coterra Energy Inc COM(CTRA)COM127097103$198.6K6,8710.0%
Spdr Portfolio Emerging Markets ETF(SPEM)PORTFOLIO EMG MK78463X509$200.8K5,1000.0%
PreviousPage 19 of 24Next