Private Wealth Group, LLC Portfolio Holdings by Sector
Private Wealth Group, LLC
- $186 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG BIL SPYV RSP SPMD SPSM SPTS TDIV 49 stocks |
$170,064
91.25% of portfolio
|
  19  
|
  9  
|
  5  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$11,635
6.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$1,165
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$762
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PLBC OZK 2 stocks |
$747
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$649
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$569
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$329
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$272
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
CSQ 1 stocks |
$186
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|