Private Wealth Management Group, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $261 Billion distributed in 1520 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $31.8B, Vanguard Intermediate Term Tre with a value of $18.3B, Dimensional ETF Tr Dimensional with a value of $15.5B, Dimensional ETF Tr Dimensional with a value of $12.7B, and Dimensional ETF Tr U S Equity with a value of $12.6B.
Examining the 13F form we can see an increase of $8.01B in the current position value, from $253B to 261B.
Private Wealth Management Group, LLC is based out at Princeton, NJ
Below you can find more details about Private Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$261 Billion
ETFs: $204 Billion
Technology: $21.8 Billion
Healthcare: $4.68 Billion
Financial Services: $4.24 Billion
Consumer Cyclical: $2.73 Billion
Industrials: $2.55 Billion
Communication Services: $2.12 Billion
Consumer Defensive: $1.49 Billion
Other: $2.84 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
