Private Wealth Group, LLC Portfolio Holdings
Private Wealth Group, LLC
- $184 Million
- Q2 2024
Private Wealth Group, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $184 Million distributed in 59 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 $48.1M, Spdr Bloomberg 1 3 Month T Bil with a value of $15.5M, Spdr Portfolio S&P 500 Value E with a value of $13M, Berkshire Hathaway Inc Class B with a value of $11M, and Invesco S&P 500 Equal Weight E with a value of $8.19M.
Examining the 13F form we can see an decrease of $2.08M in the current position value, from $186M to 184M.
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 $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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