Holdings
Private Wealth Asset Management, LLC
As of Jun 30, 2026, Private Wealth Asset Management, LLC reported 612 positions worth US$361M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 110K | US$31.7M | −3,624 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 52,029 | US$18.6M | +4,358 | Jun 30, 2026 |
| Microsoft Corp. | 49,516 | US$18.5M | +3,398 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 35,975 | US$18M | −28,431 | Jun 30, 2026 |
| Caterpillar, Inc. | 13,783 | US$14.7M | −145 | Jun 30, 2026 |
| Eli Lilly And Company | 11,215 | US$13.5M | +727 | Jun 30, 2026 |
| Nvidia Corporation | 57,123 | US$11.4M | +1,968 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 29,626 | US$9.7M | +1,511 | Jun 30, 2026 |
| Deere & Company | 14,318 | US$9.08M | +20 | Jun 30, 2026 |
| Exxon Mobil Corporation | 63,651 | US$8.7M | +2,886 | Jun 30, 2026 |