Private Wealth Group, LLC Portfolio Holdings by Sector

Private Wealth Group, LLC

$197 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG BIL SPTS SPYV TDIV RSP SPMD SPSM 50 stocks	$184,346 93.35% of portfolio	15	18	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$7,335 3.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$951 0.48% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$809 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$789 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$406 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$391 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$369 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$346 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$300 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI 1 stocks	$283 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$264 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$252 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials KTOS 1 stocks	$228 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services CSQ 1 stocks	$219 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$200 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts

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