Private-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "NWE",
  "NCNO",
  "PINS",
  "FIBK",
  "SPSC",
  "ALKS",
  "TREX",
  "KRYS",
  "ARES",
  "HOOD",
  "APPF",
  "RVMD",
  "GTES",
  "ITRI",
  "PIPR",
  "INVA",
  "AZEK",
  "ESGR",
  "FLEX",
  "VRNS",
  "MPWR",
  "MC",
  "MGY",
  "FN",
  "MTCH",
  "NVR",
  "RNG",
  "PCOR",
  "MQ",
  "INSP",
  "ENTA",
  "CDRE",
  "INMD",
  "ASB",
  "RXO",
  "TRU",
  "JAZZ",
  "NOVT",
  "ACAD",
  "AIR",
  "QRVO",
  "SPT",
  "PLMR",
  "NEO",
  "RRX",
  "POOL",
  "JOUT",
  "OSK",
  "MASI",
  "PLXS",
  "MGEE",
  "SNDR",
  "TROW",
  "NLY",
  "RJF",
  "AES",
  "AR",
  null,
  "ARW",
  "MOS",
  "MCHI",
  "ENTG",
  "QTWO",
  "AKAM",
  "FLO",
  "OLLI",
  "EXAS",
  null,
  "HUM",
  "PRGS",
  "HP",
  "CVBF",
  "MP",
  "MSGS",
  "PCG",
  "AWR",
  "RF",
  "FTI",
  "SMCI",
  null,
  "ATR",
  "ATKR",
  "NPO",
  "HUBG",
  "NSIT",
  "GATX",
  "FWONK",
  "MU",
  "MCY",
  "KRG",
  "BKE",
  "JXN",
  "STR",
  "LBRT",
  "NXRT",
  null,
  null,
  "FNDF",
  "ACN",
  "ZS",
  "ARCB",
  "BTU",
  "ITT",
  "PBH",
  "KBH",
  "MMM",
  "ABT",
  "PPBI",
  "MBC",
  null,
  "ABBV",
  "ADBE",
  "SPTN",
  "FLG",
  "A",
  "APD",
  "BABA",
  "MATX",
  "JBSS",
  "SFNC",
  "JEF",
  "MTRX",
  null,
  "SHOO",
  "NMIH",
  "APLS",
  "NGVT",
  "MTSI",
  "JLL",
  "TNET",
  "ATI",
  "KTB",
  "VONG",
  null,
  "PCRX",
  "FIZZ",
  "ALL",
  "ASGN",
  "MOG-A",
  "GOOGL",
  "BOOT",
  null,
  "AVT",
  "MAGN",
  "AIN",
  "ALNY",
  "ASO",
  "VDE",
  "ASIX",
  null,
  "RIG",
  null,
  null,
  "AXP",
  null,
  "VC",
  "ALIT",
  "ALGM",
  "ABG",
  "AU",
  "APPN",
  "AFRM",
  "JOE",
  "AMG",
  "APAM",
  "AIG",
  "ALKT",
  "ACA",
  "BATRK",
  "TEAM",
  "T",
  "GOLF",
  "BLK",
  null,
  null,
  "AYI",
  "PLUS",
  "QDEL",
  "AROC",
  "AM",
  "CAT",
  "AVDE",
  "AVGO",
  "APP",
  "ANDE",
  "LOW",
  null,
  null,
  "AVEM",
  "BRO",
  "AIT",
  "KMX",
  "ABR",
  "CP.TO",
  "FET",
  "THRM",
  "FELE",
  "SAN",
  "BGS",
  "FUL",
  "BIDU",
  "FLGT",
  "FORM",
  "WRB",
  "GME",
  "BYD",
  "ITGR",
  "BSX",
  "IART",
  "IAC",
  null,
  null,
  "CRS",
  "LXP",
  "CCI",
  "COF",
  "LEN-B",
  "CMI",
  "LGND",
  "DVAX",
  "LEG",
  "KFY",
  "LLYVA",
  "LNC",
  "LC",
  "LMND",
  null,
  "LINE",
  "MSGE",
  "NGVC",
  "MGPI",
  "DUK",
  "NVEE",
  "MGRC",
  "MCRI",
  "OMCL",
  "MLKN",
  "OSPN",
  "MAC",
  "D",
  "DEA",
  null,
  "PFSI",
  "MYRG",
  "NTCT",
  "OFIX",
  "NNI",
  "M",
  "ROKU",
  "PFS",
  "PRIM",
  "ESS",
  "PRLB",
  "REZI",
  "EHC",
  "RLJ",
  "EBAY",
  "POWL",
  "RL",
  "PII",
  "REYN",
  "SAFT",
  "ECG",
  "WTRG",
  "EQH",
  null,
  "SPB",
  null,
  "EOG",
  "STHO",
  "SIGI",
  "UMH",
  "TDS",
  "URBN",
  "AMBA",
  "EXPE",
  "EXPD",
  "FFIV",
  "UNF",
  "U",
  "STNE",
  "NE",
  "HELE",
  "PNR",
  "FFBC",
  "FFIN",
  "NHC",
  "FERG",
  "ADNT",
  "MUJ",
  "NTB",
  "RCKT",
  "IPAR",
  "FCX",
  "ATEN",
  "ADPT",
  "ARVN",
  "ALGT",
  "ANNX",
  "FITB",
  "RES",
  "RMR",
  "GPCR",
  "SVRA",
  "TVTX",
  "MLYS",
  "SNDX",
  "SPOK",
  "KROS",
  "GD",
  "TALO",
  null,
  "GILD",
  "ALEX",
  "IRDM",
  "ALX",
  "GIS",
  "ADTN",
  "HLT",
  "AIV",
  "AMBP",
  "HON",
  "HD",
  "BTSG",
  "HPQ",
  "BAER",
  "CTNM",
  "MCD",
  null,
  "INTU",
  null,
  "RPM",
  "DRVN",
  "EVEX",
  "FIVE",
  "FBIN",
  "BEN",
  null,
  "FE",
  "GABC",
  "UNP",
  "SCL",
  "GBCI",
  "MATV",
  "STC",
  "ARTNA",
  "QCOM",
  "GLPI",
  "FFWM",
  "IPGP",
  "LAMR",
  "ISRG",
  null,
  null,
  "GIII",
  "FRSH",
  "ACI",
  "HTLD",
  "HEI-A",
  null,
  "GLRE",
  "ABUS",
  "HUBS",
  "EMXC",
  "HLIO",
  "HLI",
  "LEN",
  "ITW",
  "IDA",
  "INGR",
  "AMAT",
  null,
  "IIPR",
  "RIVN",
  "EMR",
  "BKNG",
  "NBIX",
  "IGT",
  "NWL",
  "ICE",
  "MUB",
  "META",
  null,
  "LNKB",
  "LQDT",
  "LGF-A",
  "MCS",
  "MFA",
  "MEI",
  "MRCY",
  "NXDT",
  "NFE",
  "NREF",
  "PAYO",
  "IVW",
  "MD",
  null,
  "OOMA",
  "PDM",
  "IJH",
  "BPRN",
  "RBB",
  "STNG",
  "SEB",
  "ROG",
  "SEVN",
  "SWK",
  "SSRM",
  null,
  "TGB",
  "STRS",
  "SR",
  "SARO",
  "TRN",
  "TWIN",
  "UHAL",
  "TRST",
  "TG",
  "UNFI",
  null,
  "IQV",
  "IONS",
  "IOVA",
  "KNSL",
  "KGC",
  "KMI",
  null,
  null,
  "LHX",
  null,
  "LRCX",
  "FWONA",
  "ICF",
  "IWS",
  "LBTYK",
  "LIN",
  null,
  "L",
  "NTGR",
  "ENSG",
  "MPC",
  "SLS",
  "WDFC",
  "MMC",
  "TLRY",
  "SLF",
  null,
  "MRVL",
  "MA",
  "RAMP",
  "QXO",
  "EXEL",
  "PODD",
  "UI",
  "TXG",
  "MDT",
  "ALE",
  "ABCB",
  "APA",
  "AMKR",
  "AESI",
  "BMI",
  "MSFT",
  "MAA",
  "MDLZ",
  "CIFR",
  "MS",
  "TMUS",
  "DBX",
  "NEOG",
  "NDAQ",
  "SATS",
  "ELF",
  "ESE",
  "EQIX",
  "ERIE",
  "EQT",
  "EXC",
  "EVR",
  "EVRG",
  "EXPO",
  "FRME",
  "FCNCA",
  "FICO",
  "FHN",
  "FIS",
  "FYBR",
  "FTV",
  "GE",
  "THG",
  "HE",
  "GPC",
  "GMS",
  "HQY",
  "GLNG",
  "GXO",
  "GWRE",
  "IDYA",
  "ICUI",
  "NTRS",
  "HUN",
  "NI",
  "JELD",
  "RHI",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "HRL",
  "IMAX",
  "FMC",
  "OXY",
  "ILMN",
  "OMC",
  "ODFL",
  "OMF",
  "ORLY",
  "EMN",
  "ADM",
  "PCAR",
  "ALK",
  "DIBS",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  "DASH",
  "PAYX",
  "VGIT",
  "VHT",
  "DOC",
  null,
  "NNN",
  "REG",
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "GSBD",
  "IVV",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  "KEYS",
  "MAN",
  null,
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  "AMGN",
  "KVUE",
  "MAS",
  "PKG",
  "ORA",
  "MSTR",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  "FNDX",
  null,
  "RELY",
  "ROK",
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RTX",
  "STX",
  null,
  "RITM",
  null,
  "AMT",
  "RSG",
  null,
  "IBM",
  "SSNC",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBER",
  "UAL",
  "UTHR",
  "UNM",
  "UPS",
  "VO",
  "AA",
  "NEM",
  "PNFP",
  "ARR",
  "MET",
  "ALG",
  "HL",
  "UHAL-B",
  "SM",
  "NG",
  "DTM",
  "FENC",
  "ATRC",
  "NATL",
  "PCH",
  "RNA",
  "LZB",
  "AGIO",
  "SOUN",
  "SDGR",
  "RCL",
  "FCFS",
  "PCTY",
  "MCW",
  "SNEX",
  "EIG",
  "SNV",
  "NPK",
  "VOE",
  "OGE",
  "HOMB",
  "OFLX",
  "SITE",
  "MRNA",
  "AVNW",
  "MSEX",
  "EVRI",
  "MBLY",
  "VRTS",
  "SCHW",
  "EWBC",
  "AMPH",
  "EBC",
  "BMRC",
  "MDU",
  "PUMP",
  "UMBF",
  "CNXN",
  "KE",
  "PHIN",
  "POR",
  "SHO",
  "SAFE",
  "TREE",
  "AEIS",
  "NX",
  null,
  null,
  "SCS",
  "PNW",
  "VWO",
  "LKQ",
  "JBL",
  "PGNY",
  "AS",
  "IWV",
  "HR",
  "SBAC",
  "LGF-B",
  null,
  "NJR",
  "LPX",
  "LBRDA",
  null,
  null,
  "UVV",
  null,
  "AEO",
  "EME",
  "APLE",
  "FIVN",
  "VIG",
  "RNST",
  "LAD",
  "LSCC",
  "QRHC",
  "MRTN",
  "VVX",
  null,
  "AGO",
  "TEF",
  "TENB",
  "TROX",
  "TXT",
  "NPWR",
  "TMP",
  "TSCO",
  "SPNT",
  "NTNX",
  "NYMT",
  "ULTA",
  "GKOS",
  "GT",
  "SKX",
  "WY",
  "MTD",
  "GMED",
  "GNL",
  "GIC",
  "GDDY",
  "PRG",
  "GL",
  "GGG",
  "VIAV",
  null,
  "IT",
  "SMG",
  "LRN",
  null,
  "GPN",
  "RDN",
  "RMD",
  "PR",
  null,
  "ETR",
  "BN.TO",
  "GPI",
  "VTR",
  "DD",
  "VRTX",
  "MGC",
  null,
  "EA",
  "EW",
  "TT",
  "VRSK",
  "ANF",
  "AGCO",
  "GPK",
  "LOPE",
  "HWC",
  "HAE",
  "RLI",
  "R",
  null,
  "MUR",
  "SAIA",
  "RRC",
  "MMS",
  "QLYS",
  "MTG",
  "MTDR",
  "PRGO",
  "SAIC",
  "SEIC",
  "LFUS",
  "LECO",
  "ONB",
  "RGLD",
  "NFG",
  "LITE",
  "MUSA",
  "MLI",
  "PEN",
  "MAT",
  "MSM",
  "MSA",
  "PBF",
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "MTN",
  "ADSK",
  "THC",
  "SWX",
  "SSB",
  "VNT",
  "AMCR",
  "SHC",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "WTS",
  "VNO",
  "UAA",
  "SF",
  "APTV",
  "ACGL",
  "TMHC",
  null,
  "TOL",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "TKR",
  "UBSI",
  "THO",
  "APH",
  "AMD",
  "ALLE",
  "VFC",
  "AVB",
  "X",
  "EL",
  "FI",
  "CPAY",
  "DRI",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "DLTR",
  "F",
  "DECK",
  "WEC",
  "EQR",
  "AJG",
  "FSLR",
  "FTNT",
  "IWR",
  "HSIC",
  "EFX",
  "IR",
  "VLY",
  "WEX",
  "AIZ",
  "NCLH",
  "OPCH",
  "TTC",
  "ROIV",
  "CXM",
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "ESNT",
  "NVST",
  "DORM",
  "ENVA",
  "FMBH",
  "FHI",
  "FORR",
  "ES",
  "FLNG",
  "FDP",
  "CMRE",
  "FOXF",
  "MRAM",
  "EXTR",
  "III",
  "HLIT",
  "INDB",
  "HOPE",
  "DSGN",
  "ILPT",
  "HLVX",
  "HOFT",
  "INGN",
  "IDCC",
  "IAS",
  "IBP",
  "IFF",
  "JBLU",
  "KALU",
  "JAMF",
  "HMN",
  "KN",
  "KNF",
  "KW",
  "LANC",
  "KFRC",
  "KREF",
  "IDXX",
  "KMPR",
  "PJT",
  "BIPC",
  "LSTR",
  "RHP",
  "IEX",
  "UA",
  "AOS",
  "PEG",
  "DHI",
  "AMZN",
  "MSI",
  "OLN",
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  "IVE",
  "NWS",
  "HCA",
  "PFG",
  "LUV",
  "PLUG",
  "IVZ",
  "HOG",
  "OVV",
  "RMBS",
  "ACIW",
  "ESGD",
  null,
  "DKS",
  "HII",
  "ELME",
  "ABM",
  null,
  "AL",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "HIMS",
  "ARMK",
  null,
  "UCB",
  "FAF",
  "MTX",
  "DOX",
  "NWSA",
  "OGS",
  "SMP",
  "TDC",
  "TPH",
  null,
  null,
  "HBAN",
  "RGA",
  "DKNG",
  "UPWK",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VMI",
  "VXUS",
  "VOOG",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  "VRA",
  "VLTO",
  "VBTX",
  "VTV",
  "VRNT",
  "VRRM",
  "VEEV",
  "VRSN",
  "DSP",
  "VTRS",
  "V",
  "VMEO",
  "VKTX",
  "VSH",
  "VST",
  "VICI",
  "WNC",
  "WD",
  "WFRD",
  "WSBF",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WSBC",
  "WERN",
  "WCC",
  "WDC",
  "WBS",
  "WFC",
  "WAL",
  "WST",
  "WLK",
  "WMK",
  "WELL",
  "WLY",
  "WTM",
  "WSM",
  "WING",
  "WTFC",
  "WTW",
  "WMB",
  "WIX",
  "WSFS",
  "WRLD",
  "WPC",
  "XRX",
  "XEL",
  "WK",
  "WDAY",
  "WS",
  "XLO",
  "WKC",
  "YEXT",
  "YUMC",
  "YUM",
  "XPO",
  "YETI",
  "Z",
  "XYL",
  "ZBRA",
  "FHB",
  "GTM",
  "ENS",
  "SOLV",
  "ADC",
  null,
  "LNT",
  null,
  "EVTC",
  "ELAN",
  "JJSF",
  "AVNS",
  null,
  "DY",
  "OC",
  "ORC",
  "GRMN",
  "ONTO",
  "PTC",
  "HI",
  "GNTX",
  "HDSN",
  null,
  "FNF",
  "POST",
  "FR",
  "FBP",
  "MTB",
  "HIPO",
  "SITM",
  "NABL",
  "GEN",
  "FLR",
  null,
  "SCHD",
  "SOFI",
  "BIIB",
  "FBNC",
  "BHVN",
  "IMKTA",
  "SCHF",
  "EXLS",
  "HIW",
  "LW",
  "KRC",
  "LEA",
  "KEX",
  "KNX",
  "MSCI",
  "MTZ",
  "JKHY",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "VAC",
  "CACC",
  "LUMN",
  "NDSN",
  null,
  "LBRDK",
  "JCI",
  "LLYVK",
  "HST",
  null,
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "NUS",
  "MKL",
  "NOV",
  "NWN",
  "EMBC",
  "CVI",
  "TER",
  "SO",
  "TTD",
  "TCMD",
  "ON",
  "UFPI",
  "SJM",
  "TRMB",
  "PPL",
  "PFGC",
  "TDOC",
  null,
  "TGNA",
  "BPOP",
  "OKTA",
  "OTIS",
  null,
  null,
  "SLG",
  "SW",
  "RARE",
  "PSX",
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "PENN",
  "RVTY",
  "RBLX",
  null,
  "TDY",
  "RUN",
  "S",
  "SLAB",
  "SANM",
  "SYY",
  "PTEN",
  "ORI",
  "IMVT",
  "TFX",
  "DINO",
  "LII",
  "MANH",
  "LYV",
  null,
  "TNL",
  "CMPR",
  "IXUS",
  "LYB",
  "HBI",
  "ZION",
  "HALO",
  "PBI",
  "UHS",
  "GEV",
  "CHWY",
  "OLED",
  "ZBH",
  "ZM",
  "GAP",
  "MCK",
  "PEGA",
  "MTH",
  "NVT",
  "PCVX",
  "IRTC",
  "EXR",
  "GWW",
  null,
  "UPST",
  null,
  "NTAP",
  "PSA",
  "PZZA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  "ALLY",
  "MSGE",
  "STE",
  "KMB",
  "LULU",
  "AUR",
  "AVNT",
  "ALV",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AVTR",
  "AXTA",
  "AVA",
  "AXGN",
  "AVPT",
  "AVDX",
  "BALL",
  "BAC",
  "OZK",
  "BBWI",
  "BANF",
  "BK",
  null,
  "BRK-B",
  "BAX",
  "BDX",
  "BEAM",
  "BDC",
  "BZH",
  "BSY",
  "BRBR",
  "BKH",
  "BJ",
  "BIO",
  "BILL",
  "BLKB",
  "BBY",
  "BMRN",
  "TECH",
  "BOKF",
  "BXMT",
  "BPMC",
  "BCC",
  "BA",
  "BAH",
  null,
  "BLMN",
  "BHF",
  "BFH",
  "SAM",
  "BWA",
  "BMY",
  "BFAM",
  "BORR.OL",
  "BCO",
  "BDN",
  "BRC",
  "BOX",
  "BBUC",
  "BF-A",
  "BLDR",
  "BAM.TO",
  "BNL",
  "BRKR",
  "BR",
  "BG",
  "CACI",
  "CHRW",
  "WHD",
  "CBT",
  "CADE",
  "BXP",
  "CALX",
  "CWT",
  "CRC",
  "CDNS",
  "CPT",
  "CFFN",
  "CWST",
  "CG",
  "CARG",
  "CPRI",
  "CARR",
  "CCL",
  "CVCO",
  "CBRE",
  "CDW",
  "CATY",
  "CPRX",
  "CASY",
  "CLDX",
  "CSR",
  "CNC",
  "CNP",
  "CELH",
  "CHX",
  "CC",
  "SKY",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CHDN",
  "CMG",
  "CNK",
  "CHD",
  "CTAS",
  "CSCO",
  "CWAN",
  "CIVI",
  "CFG",
  "CLH",
  "CCO",
  "CIVB",
  "C",
  "CLVT",
  "CLX",
  "CLPR",
  "CMTG",
  "YOU",
  "CWEN",
  "CIO",
  "CLSK",
  "CWEN-A",
  "CNA",
  "CNX",
  "CME",
  "COKE",
  "KO",
  "CGNX",
  "CNO",
  "CDE",
  "CCOI",
  "CMA",
  "CBSH",
  "COHR",
  "COIN",
  "CLBK",
  "CMCO",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COLM",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CMP",
  "CVLT",
  "COMP",
  "CNXC",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CSTM",
  "CORT",
  "ED",
  "CRVL",
  "CLB",
  "CTRA",
  "COUR",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRNX",
  "CBRL",
  "CROX",
  "CUZ",
  "CRSP",
  "CRD-A",
  "CVS",
  "CSX",
  "CCK",
  "CTS",
  "CSGS",
  "CWK",
  "DHR",
  "DDOG",
  "DVA",
  "DK",
  "DAN",
  "DAR",
  "DE",
  "DHIL",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  "DLX",
  null,
  null,
  null,
  "DFAX",
  "DLHC",
  "DFAC",
  "DDS",
  "DFS",
  "DSGR",
  "DLB",
  "DCOM",
  "DIOD",
  "DLR",
  "DOCU",
  "DBRG",
  "DCI",
  "DPZ",
  null,
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "TTEK",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "MED",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "MLM",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 1,479
Total Value: 129704924
Accession Number: 0002011342-25-000003
Form Type: 13F-HR
CIK: private-wealth-management-group
Manager Name: Private-Wealth-Management-Group

Data Enrichment

94% identified

1,388 identified91 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,479 positions • $129.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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DANAHER CORP /DE/

DHR|235851102

Shares:1.2K

Value:$246.8K

% of Portfolio:0.2% ($246.8K/$129.7M)

464288802

Shares:2.1K

Value:$240.3K

% of Portfolio:0.2% ($240.3K/$129.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.1K

Value:$237.9K

% of Portfolio:0.2% ($237.9K/$129.7M)

922908736

VUG|922908736

Shares:638

Value:$236.6K

% of Portfolio:0.2% ($236.6K/$129.7M)

Alphabet Inc.

GOOG|02079K107

Shares:1.5K

Value:$231.8K

% of Portfolio:0.2% ($231.8K/$129.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:484

Value:$227.0K

% of Portfolio:0.2% ($227.0K/$129.7M)

464287234

EEM|464287234

Shares:5.1K

Value:$221.2K

% of Portfolio:0.2% ($221.2K/$129.7M)

464287689

IWV|464287689

Shares:645

Value:$204.9K

% of Portfolio:0.2% ($204.9K/$129.7M)

Mastercard Inc

MA|57636Q104

Shares:370

Value:$202.8K

% of Portfolio:0.2% ($202.8K/$129.7M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:141

Value:$202.0K

% of Portfolio:0.2% ($202.0K/$129.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:355

Value:$198.6K

% of Portfolio:0.2% ($198.6K/$129.7M)

46432F842

IEFA|46432F842

Shares:2.5K

Value:$191.0K

% of Portfolio:0.1% ($191.0K/$129.7M)

MCDONALDS CORP

MCD|580135101

Shares:596

Value:$186.0K

% of Portfolio:0.1% ($186.0K/$129.7M)

808524706

Shares:6.7K

Value:$183.8K

% of Portfolio:0.1% ($183.8K/$129.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:331

Value:$173.4K

% of Portfolio:0.1% ($173.4K/$129.7M)

464287564

ICF|464287564

Shares:2.8K

Value:$170.8K

% of Portfolio:0.1% ($170.8K/$129.7M)

808524854

Shares:6.7K

Value:$166.8K

% of Portfolio:0.1% ($166.8K/$129.7M)

LINDE PLC

LIN|G54950103

Shares:335

Value:$156.1K

% of Portfolio:0.1% ($156.1K/$129.7M)

VISA INC.

V|92826C839

Shares:431

Value:$151.0K

% of Portfolio:0.1% ($151.0K/$129.7M)

AT&T INC.

T|00206R102

Shares:5.2K

Value:$147.7K

% of Portfolio:0.1% ($147.7K/$129.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DANAHER CORP /DE/(DHRcusip235851102)	1.2K	QoQ -0.90% (-11) YoY -4.06% (-51)	All Managers (Combined)	$246.8K	0.2% ($246.8K/$129.7M)	QoQ -11.50% (-$32.1K) YoY -21.24% (-$66.6K)
(cusip464288802)✕	2.1K	QoQ -1.64% (-35) YoY -5.38% (-119)	All Managers (Combined)	$240.3K	0.2% ($240.3K/$129.7M)	QoQ -7.08% (-$18.3K) YoY -0.44% (-$1.1K)
AbbVie Inc.(ABBVcusip00287Y109)	1.1K	QoQ -8.82% (-110) YoY +0.44% (+5)	All Managers (Combined)	$237.9K	0.2% ($237.9K/$129.7M)	QoQ +7.45% (-$16.5K) YoY +15.57% (+$32.1K)
(VUGcusip922908736)	638	QoQ +50.82% (+215) YoY +50.82% (+215)	All Managers (Combined)	$236.6K	0.2% ($236.6K/$129.7M)	QoQ +36.26% (+$63.0K) YoY +62.49% (+$91.0K)
Alphabet Inc.(GOOGcusip02079K107)	1.5K	QoQ -8.95% (-146) YoY -5.29% (-83)	All Managers (Combined)	$231.8K	0.2% ($231.8K/$129.7M)	QoQ -25.35% (-$78.7K) YoY -2.85% (-$6.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	484	QoQ 0.00% (-0) YoY +74.72% (+207)	All Managers (Combined)	$227.0K	0.2% ($227.0K/$129.7M)	QoQ -8.27% (-$20.5K) YoY +84.54% (+$104.0K)
(EEMcusip464287234)	5.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$221.2K	0.2% ($221.2K/$129.7M)	QoQ +4.49% (+$9.5K) YoY +6.37% (+$13.3K)
(IWVcusip464287689)	645	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$204.9K	0.2% ($204.9K/$129.7M)	QoQ -4.96% (-$10.7K) YoY +5.85% (+$11.3K)
Mastercard Inc(MAcusip57636Q104)	370	QoQ +3.93% (+14) YoY +6.62% (+23)	All Managers (Combined)	$202.8K	0.2% ($202.8K/$129.7M)	QoQ +8.18% (+$15.3K) YoY +21.36% (+$35.7K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	141	QoQ 0.00% (+0) YoY -20.78% (-37)	All Managers (Combined)	$202.0K	0.2% ($202.0K/$129.7M)	QoQ +20.81% (+$34.8K) YoY +0.52% (-$1.1K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	355	QoQ 0.00% (-0) YoY -24.94% (-118)	All Managers (Combined)	$198.6K	0.2% ($198.6K/$129.7M)	QoQ -4.54% (-$9.5K) YoY -19.72% (-$48.8K)
(IEFAcusip46432F842)	2.5K	QoQ -2.32% (-60) YoY +101.83% (+1.3K)	All Managers (Combined)	$191.0K	0.1% ($191.0K/$129.7M)	QoQ +5.14% (-$9.3K) YoY +105.72% (+$98.2K)
MCDONALDS CORP(MCDcusip580135101)	596	QoQ 0.00% (+0) YoY -11.17% (-75)	All Managers (Combined)	$186.0K	0.1% ($186.0K/$129.7M)	QoQ +7.75% (+$13.4K) YoY -1.60% (-$3.0K)
(cusip808524706)✕	6.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$183.8K	0.1% ($183.8K/$129.7M)	QoQ +3.53% (+$6.3K) YoY +9.18% (+$15.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	331	QoQ -5.15% (-18) YoY -11.49% (-43)	All Managers (Combined)	$173.4K	0.1% ($173.4K/$129.7M)	QoQ -1.80% (-$3.2K) YoY -6.29% (-$11.7K)
(ICFcusip464287564)	2.8K	QoQ 0.00% (+0) YoY +65.67% (+1.1K)	All Managers (Combined)	$170.8K	0.1% ($170.8K/$129.7M)	QoQ +2.10% (+$3.5K) YoY +76.65% (+$74.1K)
(cusip808524854)✕	6.7K	QoQ +1.35% (+90) YoY +172.76% (+4.3K)	All Managers (Combined)	$166.8K	0.1% ($166.8K/$129.7M)	QoQ +3.73% (+$6.0K) YoY +38.24% (+$46.1K)
LINDE PLC(LINcusipG54950103)	335	QoQ -2.04% (-7) YoY +0.60% (+2)	All Managers (Combined)	$156.1K	0.1% ($156.1K/$129.7M)	QoQ +8.94% (-$12.8K) YoY +0.88% (+$1.4K)
VISA INC.(Vcusip92826C839)	431	QoQ -0.69% (-3) YoY -28.64% (-173)	All Managers (Combined)	$151.0K	0.1% ($151.0K/$129.7M)	QoQ +10.12% (-$13.9K) YoY -10.39% (-$17.5K)
AT&T INC.(Tcusip00206R102)	5.2K	QoQ -1.00% (-53) YoY +10.23% (+485)	All Managers (Combined)	$147.7K	0.1% ($147.7K/$129.7M)	QoQ +22.95% (-$27.6K) YoY +77.13% (+$64.3K)