Private Wealth Management Group, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $221 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 $28.6B, Dimensional ETF Tr Dimensional with a value of $18.1B, Vanguard Intermediate Term Tre with a value of $16.5B, Dimensional ETF Tr Dimensional with a value of $14.9B, and Dimensional ETF Tr Dimensional with a value of $12.2B.
Examining the 13F form we can see an increase of $17.2B in the current position value, from $204B to 221B.
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.