Private Wealth Group, LLC Portfolio Holdings

Private Wealth Group, LLC

  • $194 Million
  • Q3 2024

Private Wealth Group, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $194 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 $48.6M, Spdr Bloomberg 1 3 Month T Bil with a value of $15.6M, Spdr Portfolio S&P 500 Value E with a value of $13.9M, Berkshire Hathaway Inc Class B with a value of $12.2M, and Invesco S&P 500 Equal Weight E with a value of $8.76M.

Examining the 13F form we can see an increase of $9.94M in the current position value, from $184M to 194M.

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

Portfolio value $194 Million
ETFs: $179 Million
Financial Services: $12.6 Million
Technology: $1.21 Million
Communication Services: $541,000
Utilities: $476,000
Healthcare: $295,000
Consumer Defensive: $224,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $194 Million
  • Prior Value $184 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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