Private Wealth Group, LLC Reduced Holdings in Q1 2025

Private Wealth Group, LLC

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-55K
- 7.51%
$64.88 - $72.1 $3.57M - $3.97M
678K $44.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-108K
- 39.92%
$49.78 - $53.19 $5.38M - $5.75M
163K $8.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11.9K
- 43.92%
$442.66 - $534.52 $5.26M - $6.35M
15.2K $8.08M
IWM
Ishares Russell 2000 ETF

ETFs
-10.1K
- 76.5%
$198.1 - $229.79 $1.99M - $2.31M
3.09K $616K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-29.8K
- 75.64%
$73.78 - $76.59 $2.2M - $2.28M
9.6K $733K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.1K
- 61.36%
$57.21 - $65.8 $1.55M - $1.79M
17.1K $997K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-30K
- 12.28%
$28.92 - $29.24 $869K - $878K
215K $6.27M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-905
- 0.5%
$40.03 - $46.81 $36.2K - $42.4K
181K $7.36M
XLE
Energy Sector Spdr

ETFs
-9.72K
- 75.58%
$85.7 - $93.96 $833K - $913K
3.14K $290K
XLP
Consumer Staples Sector Spdr

ETFs
-9.42K
- 25.3%
N/A
27.8K $2.11M
SPMD
Spdr Portfolio

ETFs
-66
- 0.04%
$50.21 - $57.73 $3.31K - $3.81K
159K $8.09M
SPYG
Spdr Portfolio

ETFs
-2.98K
- 6.86%
$80.05 - $92.39 $239K - $276K
40.5K $3.24M
EEM
Ishares Msci Emerging Markets

ETFs
-13.6K
- 73.29%
$40.81 - $45.34 $555K - $617K
4.96K $216K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.09K
- 2.13%
$169.43 - $182.84 $184K - $199K
49.9K $8.65M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-7.7K
- 18.26%
$25.54 - $27.64 $197K - $213K
34.4K $931K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.08%
$551.42 - $612.93 $2.21K - $2.45K
4.85K $2.71M
IVV
Ishares Core S&P 500 ETF

ETFs
-182
- 19.55%
$554.06 - $615.85 $101K - $112K
749 $420K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-572
- 2.81%
$67.03 - $74.61 $38.3K - $42.7K
19.8K $1.34M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-6.04K
- 6.74%
$24.73 - $25.62 $149K - $155K
83.6K $2.13M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.93K
- 8.23%
$29.82 - $30.1 $117K - $118K
43.8K $1.32M
VTV
Vanguard Value ETF

ETFs
-752
- 5.16%
$167.73 - $179.21 $126K - $135K
13.8K $2.36M
AAPL
Apple Inc.

Technology
-2
- 0.05%
$209.68 - $247.1 $419 - $494
3.74K $830K
XLU
Utilities Sector Spdr

ETFs
-1.55K
- 9.98%
$74.7 - $80.27 $116K - $124K
14K $1.09M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.35K
- 2.74%
$128.74 - $138.67 $174K - $188K
48.1K $6.46M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-301
- 7.02%
$94.86 - $97.12 $28.6K - $29.2K
3.99K $379K
MUB
Ishares National Muni Bond ETF

ETFs
-1
- 0.02%
$104.71 - $107.69 $105 - $108
4.08K $430K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-34
- 0.4%
$51.26 - $52.53 $1.74K - $1.79K
8.37K $430K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-46
- 0.52%
$49.75 - $50.27 $2.29K - $2.31K
8.73K $435K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-55
- 0.63%
$50.72 - $50.92 $2.79K - $2.8K
8.61K $437K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-36.3K
- 24.34%
N/A
113K $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-307
- 2.9%
$74.85 - $84.89 $23K - $26.1K
10.3K $838K
Activity Summary
Buys All Purchases 10 New Holdings 5 Increased Positions 5 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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