Private Wealth Asset Management, LLC
Top Portfolio Positions
674 positions ·
$345,693,472 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
113,260 | $28,744,255 | 8.31% | |
| MSFT |
Microsoft Corp
Technology
|
46,118 | $17,071,500 | 4.94% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
32,934 | $15,781,972 | 4.57% | |
| XOM |
Exxon Mobil Corp
Energy
|
60,765 | $10,309,389 | 2.98% | |
| CAT |
Caterpillar Inc
Industrials
|
13,928 | $9,867,430 | 2.85% | |
| LLY |
ELI LILLY & Co
Healthcare
|
10,488 | $9,646,547 | 2.79% | |
| NVDA |
Nvidia Corp
Technology
|
55,155 | $9,619,032 | 2.78% | |
| WK |
Workiva Inc
Technology
|
158,000 | $9,421,540 | 2.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,003 | $8,915,222 | 2.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,115 | $8,270,308 | 2.39% |
Portfolio Trend
5 quarters · across all stocks
Holdings in IBTA
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,970 | 1,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,730 | 1,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $27,850 | 1,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $36,600 | 1,000 | Shares | Sole | 2025-07-28 | |
| No 13F history on record for this holder in this stock. | ||||||