Private Wealth Management Group, LLC Portfolio Holdings

Private Wealth Management Group, LLC

  • $253 Billion
  • Q3 2024

Private Wealth Management Group, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $253 Billion distributed in 1509 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 $31.3B, Vanguard Intermediate Term Tre with a value of $18.5B, Dimensional ETF Tr Dimensional with a value of $17B, Dimensional ETF Tr Dimensional with a value of $14.9B, and Dimensional ETF Trust with a value of $12.9B.

Examining the 13F form we can see an increase of $22.4B in the current position value, from $231B to 253B.

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 $253 Billion
ETFs: $204 Billion
Technology: $12.2 Billion
Healthcare: $5.15 Billion
Financial Services: $4.01 Billion
Consumer Cyclical: $2.67 Billion
Industrials: $2.56 Billion
Communication Services: $1.79 Billion
Consumer Defensive: $1.53 Billion
Other: $3.14 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.23B
$3.98 Million 0.0% of portfolio
46
Q4 2023 New
$7.48B
$839,000 0.0% of portfolio
4
Q4 2023 New
$4.97B
$3.39 Million 0.0% of portfolio
2
Q4 2023 New
$2.1B
$1.88 Million 0.0% of portfolio
39
Q4 2023 New
$7.22B
$1.2 Million 0.0% of portfolio
32
Q4 2023 New
$8.73B
$11.2 Million 0.0% of portfolio
27
Q3 2024 Reduced 3.57%
$7.65B
$7.71 Million 0.0% of portfolio
71
Q4 2023 New
$5.48B
$950,000 0.0% of portfolio
12
Q2 2024 Reduced 84.21%
$2.04B
$1.37 Million 0.0% of portfolio
33
Q2 2024 Added 10.0%
$3.34B
$5.86 Million 0.0% of portfolio
115
Q2 2024 Added 19.79%
$3.39B
$4.27 Million 0.0% of portfolio
104
Q2 2024 Added 550.0%
$8.22B
$8.55 Million 0.0% of portfolio
181
Q3 2024 Added 0.56%
$4.35B
$671,000 0.0% of portfolio
65
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,509
  • Current Value $253 Billion
  • Prior Value $231 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 71 stocks
  • Additional Purchases 342 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 221 stocks
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