PW

Private Wealth Asset Management, LLC

13F
Private Wealth Asset Management, LLC
Last update 2025-05-15 1174 Stocks (0 new)
Value $695.00 Mil Turnover 0 %
Countries:
Top Holdings: IEMG(6.95%)IEFA(6.91%)IJH(6.84%)IVV(4.91%)BRK.B(4.39%)
Summary Stock Picks Current Portfolio
Private Wealth Asset Managemen... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
894,955
48,300.7
0%
6.950
0%
0.060
+15.76%
+19.60%
100,206.8
 
IEFA
iShares Core MSCI EAFE ETF
635,306
48,060.9
0%
6.910
0%
0.040
+11.09%
+22.93%
146,414.2
 
IJH
iShares Core S&P Mid-Cap ETF
814,266
47,512.4
0%
6.840
0%
0.050
+12.58%
+3.00%
97,797.3
 
IVV
iShares Core S&P 500 ETF
60,689
34,100.9
0%
4.910
0%
0.010
+16.45%
+8.98%
642,461.0
 
BRK.B
Berkshire Hathaway Inc
57,338
30,537.2
0%
4.390
0%
0.000
-9.60%
+6.03%
1,036,369.2
Insurance
IJR
iShares Core S&P Small-Cap ETF
231,662
24,224.9
0%
3.490
0%
0.030
+12.87%
-1.86%
81,849.8
 
AAPL
Apple Inc
107,165
23,804.5
0%
3.420
0%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
MSFT
Microsoft Corp
46,258
17,364.8
0%
2.500
0%
0.000
+32.15%
+21.67%
3,797,138.0
Software
BRK.A
Berkshire Hathaway Inc
20
15,968.8
0%
2.300
0%
0.000
-8.96%
+6.58%
1,044,459.9
Insurance
VNQ
Vanguard Real Estate Index Fund ETF
167,128
15,131.8
0%
2.180
0%
0.040
+6.27%
+5.04%
34,063.4
 

Private Wealth Asset Management, LLC's Historical Top Holdings Breakdowns

Private Wealth Asset Management, LLC Total Holding History ($B)

To

Private Wealth Asset Management, LLC's Asset Allocation

To

Private Wealth Asset Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Private Wealth Asset Management, LLC's Hypothetical Growth since 2025-03-31

Private Wealth Asset Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Private Wealth Asset Management, LLC's Holdings Heat Map

Size field:

Private Wealth Asset Management, LLC's Holdings Bubble Chart

Private Wealth Asset Management, LLC News

  • 1

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