Private Wealth Asset Management, LLC
Top Portfolio Positions
674 positions ·
$343,624,201 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
113,260 | $28,744,255 | 8.37% | |
| MSFT |
Microsoft Corp
Technology
|
46,118 | $17,071,500 | 4.97% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
32,934 | $15,781,972 | 4.59% | |
| XOM |
Exxon Mobil Corp
Energy
|
60,765 | $10,309,389 | 3.00% | |
| CAT |
Caterpillar Inc
Industrials
|
13,928 | $9,867,430 | 2.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
10,488 | $9,646,547 | 2.81% | |
| NVDA |
Nvidia Corp
Technology
|
55,155 | $9,619,032 | 2.80% | |
| WK |
Workiva Inc
Technology
|
158,000 | $9,421,540 | 2.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
31,003 | $8,915,222 | 2.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,115 | $8,270,308 | 2.41% |
Portfolio Trend
5 quarters · across all stocks
Holdings in WK
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,421,540 | 158,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,102,375 | 175,100 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,464,608 | 75,100 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $280,645 | 4,100 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $311,231 | 4,100 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||