Private Wealth Group, LLC Portfolio Holdings
Private Wealth Group, LLC
- $185 Million
- Q2 2025
Private Wealth Group, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $185 Million distributed in 63 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 $52M, Spdr Bloomberg 1 3 Month T Bil with a value of $20.7M, First Trust Nasdaq Technology with a value of $10M, Spdr Portfolio S&P 500 Value E with a value of $9.33M, and Invesco S&P 500 Equal Weight E with a value of $8.73M.
Examining the 13F form we can see an increase of $20M in the current position value, from $165M to 185M.
Below you can find more details about Private Wealth Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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