Private Wealth Group, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $186 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $47.8M, Spdr Bloomberg 1 3 Month T Bil with a value of $15.1M, Spdr Portfolio S&P 500 Value E with a value of $13.4M, Berkshire Hathaway Inc Class B with a value of $11.6M, and Invesco S&P 500 Equal Weight E with a value of $8.4M.

Examining the 13F form we can see an increase of $10.5M in the current position value, from $176M to 186M.

Below you can find more details about Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Million
ETFs: $171 Million
Financial Services: $13.7 Million
Technology: $978,000
Communication Services: $569,000
Healthcare: $272,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $186 Million
  • Prior Value $176 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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