Private Wealth Management Group, LLC Portfolio Holdings
Private Wealth Management Group, LLC
- $221 Billion
- Q1 2024
Private Wealth Management Group, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $221 Billion distributed in 1509 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $28.6B, Dimensional ETF Tr Dimensional with a value of $18.1B, Vanguard Intermediate Term Tre with a value of $16.5B, Dimensional ETF Tr Dimensional with a value of $14.9B, and Dimensional ETF Tr Dimensional with a value of $12.2B.
Examining the 13F form we can see an increase of $17.2B in the current position value, from $204B to 221B.
Private Wealth Management Group, LLC is based out at Princeton, NJ
Below you can find more details about Private Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 1,509
- Current Value $221 Billion
- Prior Value $204 Billion
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 99 stocks
- Additional Purchases 213 stocks
- Sold out of 0 stocks
- Reduced holdings in 232 stocks