Private Wealth Group, LLC Portfolio Holdings by Sector
Private Wealth Group, LLC
- $194 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG BIL SPYV RSP SPMD SPTS SPSM TDIV 50 stocks |
$178,025
91.65% of portfolio
|
  10  
|
  18  
|
  4  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$12,191
6.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$872
0.45% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$851
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$541
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$337
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$295
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
EIX 1 stocks |
$240
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$236
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$232
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$224
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
CSQ 1 stocks |
$197
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|