Private Wealth Group, LLC Portfolio Holdings by Sector

Private Wealth Group, LLC

$185 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG BIL TDIV SPYV RSP SPMD SDY SPSM 47 stocks	$171,933 92.85% of portfolio	17	14	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$7,338 3.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$1,102 0.6% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$766 0.41% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$574 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$473 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$389 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$387 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC 1 stocks	$359 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$336 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$302 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI 1 stocks	$294 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV 1 stocks	$278 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$239 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services CSQ 1 stocks	$208 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$203 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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