Private Capital Group

Latest statistics and disclosures from Private Capital Group's latest quarterly 13F-HR filing:

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Positions held by Private Capital Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Private Capital Group

Companies in the Private Capital Group portfolio as of the March 2022 quarterly 13F filing

Private Capital Group has 2193 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Value ETF Exchange Traded Fund (VTV) 7.6 $33M -5% 226k 147.78
Vanguard Growth ETF Exchange Traded Fund (VUG) 6.4 $28M 98k 287.60
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT) 4.2 $19M 83k 222.81
Vanguard Mid-Cap Value ETF Exchange Traded Fund (VOE) 4.1 $18M -3% 120k 149.67
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA) 3.4 $15M +6% 309k 48.03
iShares Core S&P 500 Exchange Traded Fund (IVV) 2.6 $11M +50% 25k 453.68
Apple Common Stock (AAPL) 2.4 $11M 61k 174.62
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR) 2.0 $8.9M 51k 175.94
Vanguard 500 ETF Exchange Traded Fund (VOO) 2.0 $8.7M 21k 415.18
Vanguard Large-Cap ETF Exchange Traded Fund (VV) 1.9 $8.2M 40k 208.49
Vanguard Mid-Cap ETF Exchange Traded Fund (VO) 1.8 $8.0M 34k 237.83
iShares Core S&P Total US Stock Mkt ETF Exchange Traded Fund (ITOT) 1.8 $7.9M 79k 100.94
Vanguard Small-Cap Growth ETF Exchange Traded Fund (VBK) 1.7 $7.6M 31k 248.14
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI) 1.6 $7.2M 32k 227.68

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Vanguard Total Bond Market ETF Exchange Traded Fund (BND) 1.6 $7.0M +7% 88k 79.54
Microsoft Corp Common Stock (MSFT) 1.5 $6.7M 22k 308.29
Spdr S&p 500 Etf Exchange Traded Fund (SPY) 1.3 $5.8M 13k 452.99
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV) 1.1 $4.9M -18% 63k 77.90
iShares Russell 1000 Exchange Traded Fund (IWB) 1.1 $4.8M -8% 19k 250.09
Vanguard Small-Cap ETF Exchange Traded Fund (VB) 1.0 $4.6M 22k 212.52
iShares ESG Aware MSCI USA ETF Exchange Traded Fund (ESGU) 0.9 $4.1M +7% 40k 101.34
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX) 0.9 $4.0M -7% 77k 52.44
Vanguard REIT ETF Exchange Traded Fund (VNQ) 0.8 $3.5M 33k 108.36
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO) 0.8 $3.4M +4% 74k 46.13
SPDR Blmbg Barclays High Yield Bd ETF Exchange Traded Fund (JNK) 0.8 $3.3M 33k 102.50
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG) 0.7 $3.3M 59k 55.55
iShares Core Total USD Bond Market ETF Exchange Traded Fund (IUSB) 0.7 $3.2M +30% 65k 49.63
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.7 $3.0M 11k 277.61
iShares Core S&P Mid-Cap Exchange Traded Fund (IJH) 0.7 $2.9M +6% 11k 268.33
amazon.com Common Stock (AMZN) 0.6 $2.5M +9% 763.00 3259.50
Coca-Cola Common Stock (KO) 0.5 $2.3M 37k 62.44
iShares Russell 1000 Value Exchange Traded Fund (IWD) 0.5 $2.3M +2% 14k 166.01
iShares US Treasury Bond Exchange Traded Fund (GOVT) 0.5 $2.2M +18% 88k 24.91
iShares MSCI EAFE Exchange Traded Fund (EFA) 0.5 $2.1M -3% 29k 73.62
NVIDIA Corp Common Stock (NVDA) 0.5 $2.0M 7.4k 272.80
Exxon Mobil Corp Common Stock (XOM) 0.4 $2.0M 24k 82.60
iShares Core S&P Small-Cap Exchange Traded Fund (IJR) 0.4 $1.9M 18k 107.88
Vanguard Intermediate-Term Bond ETF Exchange Traded Fund (BIV) 0.4 $1.9M -3% 23k 81.91
Berkshire Hathaway Inc B Common Stock (BRK.B) 0.4 $1.9M 5.3k 352.86
iShares MSCI USA ESG Select ETF Exchange Traded Fund (SUSA) 0.4 $1.7M 18k 96.85
Starbucks Corp Common Stock (SBUX) 0.4 $1.7M 19k 90.99
iShares MSCI EAFE Value Exchange Traded Fund (EFV) 0.4 $1.7M 34k 50.27
Tesla Motors Common Stock (TSLA) 0.4 $1.7M 1.6k 1077.46
Vanguard FTSE Pacific ETF Exchange Traded Fund (VPL) 0.4 $1.7M -4% 23k 74.07
Alphabet Inc A Common Stock (GOOGL) 0.4 $1.6M +5% 591.00 2781.73
Procter & Gamble Common Stock (PG) 0.3 $1.5M 10k 152.84
Vanguard S&P 500 Growth ETF Exchange Traded Fund (VOOG) 0.3 $1.5M 5.6k 275.64
Vanguard FTSE Europe ETF Exchange Traded Fund (VGK) 0.3 $1.5M 24k 62.29
Alphabet Inc C Common Stock (GOOG) 0.3 $1.5M -2% 534.00 2794.01
iShares Russell Mid-Cap Exchange Traded Fund (IWR) 0.3 $1.4M 19k 78.02
Johnson & Johnson Common Stock (JNJ) 0.3 $1.4M 8.1k 177.22
JPMorgan Chase & Co Common Stock (JPM) 0.3 $1.4M -3% 10k 136.34
Ishares Tr Intrm Tr Crp Etf Exchange Traded Fund (IGIB) 0.3 $1.3M +7% 24k 54.87
Home Depot Common Stock (HD) 0.3 $1.2M 4.1k 299.35
Ishares U S Technology Etf Exchange Traded Fund (IYW) 0.3 $1.2M 11k 103.07
iShares S&P 500 Growth Exchange Traded Fund (IVW) 0.3 $1.2M 15k 76.39
Ishares Tr Sh Tr Crport Etf Exchange Traded Fund (IGSB) 0.2 $1.1M -19% 21k 51.73
iShares S&P Mid-Cap 400 Value ETF Exchange Traded Fund (IJJ) 0.2 $1.1M 9.9k 109.66
Bank of America Corporation Common Stock (BAC) 0.2 $1.1M -2% 26k 41.23
UnitedHealth Group Common Stock (UNH) 0.2 $1.1M 2.1k 509.78
Cigna Corp Common Stock (CI) 0.2 $1.1M 4.4k 239.66
Accenture PLC A Common Stock (ACN) 0.2 $932k -2% 2.8k 337.31
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD) 0.2 $930k 12k 78.89
iShares S&P Small-Cap 600 Growth ETF Exchange Traded Fund (IJT) 0.2 $927k +8% 7.4k 125.07
iShares MSCI EAFE Growth ETF Exchange Traded Fund (EFG) 0.2 $914k -39% 9.5k 96.30
iShares Select Dividend Exchange Traded Fund (DVY) 0.2 $906k 7.1k 128.09
iShares iBonds Dec 2022 Term Corp ETF Exchange Traded Fund (IBDN) 0.2 $895k +37% 36k 25.05
Pfizer Common Stock (PFE) 0.2 $893k +3% 17k 51.80
People's United Financial Common Stock (PBCT) 0.2 $891k -22% 45k 20.00
iShares iBonds Dec 2023 Term Corp ETF Exchange Traded Fund (IBDO) 0.2 $859k +39% 34k 25.27
Cisco Systems Common Stock (CSCO) 0.2 $857k 15k 55.78
iShares S&P Mid-Cap 400 Growth Exchange Traded Fund (IJK) 0.2 $853k +6% 11k 77.29
Verizon Communications Common Stock (VZ) 0.2 $839k +5% 17k 50.92
iShares TIPS Bond Exchange Traded Fund (TIP) 0.2 $802k -39% 6.4k 124.65
Merck & Co Common Stock (MRK) 0.2 $790k +3% 9.5k 82.74
iShares Fallen Angels USD Bond ETF Exchange Traded Fund (FALN) 0.2 $754k -26% 27k 27.75
Mastercard Inc A Common Stock (MA) 0.2 $745k 2.1k 357.31
PepsiCo Common Stock (PEP) 0.2 $738k 4.4k 167.27
iShares Russell Mid-Cap Value ETF Exchange Traded Fund (IWS) 0.2 $726k 6.1k 119.70
Vanguard Intermediate-Term Corp Bd ETF Exchange Traded Fund (VCIT) 0.2 $720k +10% 8.4k 86.07
iShares ESG Aware MSCI EM ETF Exchange Traded Fund (ESGE) 0.2 $720k +33% 20k 36.73
ASML Holding NV Common Stock (ASML) 0.2 $703k -2% 1.1k 667.62
iShares Russell 2000 Exchange Traded Fund (IWM) 0.2 $683k -30% 3.3k 205.17
Meta Platforms Inc Class A Common Stock (FB) 0.2 $681k -20% 3.1k 222.48
Vanguard Russell 1000 Growth ETF Exchange Traded Fund (VONG) 0.2 $681k -20% 9.5k 71.36
Goldman Sachs Group Common Stock (GS) 0.2 $678k +5% 2.1k 329.93
Ishares Core High Dividend Etf Exchange Traded Fund (HDV) 0.2 $677k 6.3k 106.93
Vanguard Russell 1000 Value ETF Exchange Traded Fund (VONV) 0.2 $669k -18% 9.2k 72.81
Vanguard Russell 3000 ETF Exchange Traded Fund (VTHR) 0.2 $668k 3.3k 203.97
iShares GSCI Cmd Dyn Roll Stgy ETF Exchange Traded Fund (COMT) 0.1 $659k +26% 17k 40.03
At&t Common Stock (T) 0.1 $648k +21% 27k 23.64
Intel Corp Common Stock (INTC) 0.1 $645k -3% 13k 49.59
Visa Inc Class A Common Stock (V) 0.1 $644k -20% 2.9k 221.76
iShares S&P 500 Value Exchange Traded Fund (IVE) 0.1 $623k 4.0k 155.63
Hormel Foods Corp Common Stock (HRL) 0.1 $623k 12k 51.55
Monolithic Power Systems Common Stock (MPWR) 0.1 $594k +37% 1.2k 486.09
Vanguard Extended Market ETF Exchange Traded Fund (VXF) 0.1 $579k +3% 3.5k 165.76
AbbVie Common Stock (ABBV) 0.1 $576k +5% 3.6k 162.21
iShares Core MSCI EAFE Exchange Traded Fund (IEFA) 0.1 $573k -7% 8.2k 69.51
Bristol-Myers Squibb Company Common Stock (BMY) 0.1 $564k +5% 7.7k 73.54
iShares Global Tech ETF Exchange Traded Fund (IXN) 0.1 $558k -19% 9.6k 58.02
Chevron Corp Common Stock (CVX) 0.1 $552k -5% 3.4k 162.69
Comcast Corp Class A Common Stock (CMCSA) 0.1 $537k -3% 12k 46.79
Vanguard Short-Term Corporate Bond ETF Exchange Traded Fund (VCSH) 0.1 $535k 6.9k 78.09
Vanguard S&P 500 Value ETF Exchange Traded Fund (VOOV) 0.1 $532k -31% 3.5k 150.71
Costco Wholesale Corp Common Stock (COST) 0.1 $530k +5% 920.00 576.09
iShares U.S. Energy ETF Exchange Traded Fund (IYE) 0.1 $530k 13k 40.95
Carrier Global Corp-Wi Common Stock (CARR) 0.1 $528k -2% 12k 45.84
International Business Machines Corp Common Stock (IBM) 0.1 $519k 4.0k 129.94
iShares iBonds Dec 2024 Term Corp ETF Exchange Traded Fund (IBDP) 0.1 $503k +54% 20k 25.10
American Express Common Stock (AXP) 0.1 $502k +14% 2.7k 187.10
Abbott Laboratories Common Stock (ABT) 0.1 $498k 4.2k 118.29
Nextera Energy Common Stock (NEE) 0.1 $498k -7% 5.9k 84.75
McDonald's Corp Common Stock (MCD) 0.1 $497k 2.0k 247.14
Wal-Mart Stores Common Stock (WMT) 0.1 $494k 3.3k 149.38
Vanguard S&P Mid-Cap 400 ETF Exchange Traded Fund (IVOO) 0.1 $492k 2.7k 181.82
Texas Instruments Common Stock (TXN) 0.1 $492k -18% 2.7k 183.38
iShares MSCI USA Equal Weighted ETF Exchange Traded Fund (EUSA) 0.1 $491k 5.8k 84.82
Danaher Corp Common Stock (DHR) 0.1 $476k 1.6k 293.46
OTIS Worldwide Corp-Wi Common Stock (OTIS) 0.1 $474k +30% 6.2k 76.89
Invesco FTSE RAFI US 1000 ETF Exchange Traded Fund (PRF) 0.1 $470k -2% 2.8k 170.72
UBS Group Common Stock (UBS) 0.1 $470k -2% 24k 19.53
Lowe's Companies Common Stock (LOW) 0.1 $469k -3% 2.3k 202.16
iShares MBS Exchange Traded Fund (MBB) 0.1 $467k -3% 4.6k 101.79
Norfolk Southern Corp Common Stock (NSC) 0.1 $459k 1.6k 285.09
Eli Lilly and Common Stock (LLY) 0.1 $453k 1.6k 286.53
Nestle SA Common Stock (NSRGY) 0.1 $453k 3.5k 130.51
US Bancorp Common Stock (USB) 0.1 $448k 8.4k 53.65
Morgan Stanley Common Stock (MS) 0.1 $447k +11% 5.1k 87.42
American Tower Corp Common Stock (AMT) 0.1 $446k +8% 1.8k 251.13
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS) 0.1 $443k -3% 7.4k 59.78
Honeywell International Common Stock (HON) 0.1 $436k -4% 2.2k 194.56
Thermo Fisher Scientific Common Stock (TMO) 0.1 $428k 724.00 591.16
iShares Core US Aggregate Bond Exchange Traded Fund (AGG) 0.1 $427k -39% 4.0k 107.07
Xylem Common Stock (XYL) 0.1 $402k 4.7k 85.31
Adobe Systems Common Stock (ADBE) 0.1 $401k 879.00 456.20
CVS Health Corp Common Stock (CVS) 0.1 $396k 3.9k 101.30
iShares S&P Small-Cap 600 Value ETF Exchange Traded Fund (IJS) 0.1 $390k 3.8k 102.42
Taiwan Semiconductor Manufacturing Common Stock (TSM) 0.1 $385k +2% 3.7k 104.62
iShares MSCI USA Value Factor ETF Exchange Traded Fund (VLUE) 0.1 $381k -45% 3.6k 104.53
Union Pacific Corp Common Stock (UNP) 0.1 $380k 1.4k 273.38
Hartford Financial Services Group Common Stock (HIG) 0.1 $378k 5.2k 72.23
Oracle Corp Common Stock (ORCL) 0.1 $375k -8% 4.5k 82.65
Wells Fargo & Co Common Stock (WFC) 0.1 $373k 7.7k 48.51
Amgen Common Stock (AMGN) 0.1 $371k +2% 1.5k 241.85
Zoetis Common Stock (ZTS) 0.1 $362k 1.9k 188.54
Vanguard Health Care ETF Exchange Traded Fund (VHT) 0.1 $361k 1.4k 254.76
Webster Financial Corp Common Stock (WBS) 0.1 $360k +22% 6.4k 56.19
Large Cap Stock Index Fund Common Stock 0.1 $358k NEW 258.00 1387.60
Applied Materials Common Stock (AMAT) 0.1 $356k 2.7k 131.90
iShares MSCI Emerg Mkts Min Vol Fctr ETF Exchange Traded Fund (EEMV) 0.1 $353k 5.8k 61.09
iShares GNMA Bond ETF Exchange Traded Fund (GNMA) 0.1 $348k 7.3k 47.67
Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share Common Stock (AZN) 0.1 $345k -3% 5.2k 66.44
Synopsys Common Stock (SNPS) 0.1 $345k -2% 1.0k 333.01
D.R. Horton Common Stock (DHI) 0.1 $344k 4.6k 74.57
Prologis Common Stock (PLD) 0.1 $343k -21% 2.1k 161.72
Novo Nordisk A/S Common Stock (NVO) 0.1 $342k 3.1k 112.06
Walt Disney Common Stock (DIS) 0.1 $339k -24% 2.5k 137.14
Nike Inc B Common Stock (NKE) 0.1 $333k -4% 2.5k 134.93
Vanguard Total World Stock ETF Exchange Traded Fund (VT) 0.1 $331k 3.3k 101.35
Advanced Micro Devices Common Stock (AMD) 0.1 $327k +44% 3.0k 109.25
PayPal Holdings Common Stock (PYPL) 0.1 $325k 2.8k 115.70
Royal Philips NV Common Stock (PHG) 0.1 $324k +5% 11k 30.52
HP Common Stock (HPQ) 0.1 $319k 8.7k 36.50
SPDR S&P MidCap 400 ETF Exchange Traded Fund (MDY) 0.1 $318k -9% 647.00 491.50
iShares Edge MSCI Min Vol USA Exchange Traded Fund (USMV) 0.1 $315k -9% 4.1k 77.55
iShares 10-20 Year Treasury Bond ETF Exchange Traded Fund (TLH) 0.1 $313k +385% 2.3k 134.45
Tractor Supply Common Stock (TSCO) 0.1 $306k -3% 1.3k 233.41
General Electric Common Stock (GE) 0.1 $306k 3.3k 91.64
BlackRock Corp High Yield Closed End Funds (HYT) 0.1 $305k 28k 10.79
iShares Russell 3000 Exchange Traded Fund (IWV) 0.1 $304k -5% 1.2k 262.75
General Dynamics Corp Common Stock (GD) 0.1 $303k 1.3k 240.86
Cheniere Energy Common Stock (LNG) 0.1 $303k +4% 2.2k 138.80
Emerson Electric Common Stock (EMR) 0.1 $301k 3.1k 98.05
Broadcom Common Stock (AVGO) 0.1 $298k +7% 473.00 630.02
United Parcel Service Inc Class B Common Stock (UPS) 0.1 $294k +12% 1.4k 214.44
Caterpillar Common Stock (CAT) 0.1 $292k 1.3k 222.56
Eaton Corp Common Stock (ETN) 0.1 $285k -7% 1.9k 151.76
Eversource Energy Common Stock (ES) 0.1 $278k 3.1k 88.31
Syneos Health Common Stock (SYNH) 0.1 $277k -3% 3.4k 80.92
Qualcomm Common Stock (QCOM) 0.1 $277k +16% 1.8k 152.79
iShares Core 1-5 Year USD Bond ETF Exchange Traded Fund (ISTB) 0.1 $275k +263% 5.7k 48.43
Vanguard Information Technology ETF Exchange Traded Fund (VGT) 0.1 $270k 649.00 416.02
ConocoPhillips Common Stock (COP) 0.1 $268k 2.7k 100.41
AIA Group Common Stock (AAGIY) 0.1 $265k -4% 6.3k 42.08
iShares MSCI KLD 400 Social ETF Exchange Traded Fund (DSI) 0.1 $263k +16% 3.0k 86.54
Philip Morris International Common Stock (PM) 0.1 $261k -3% 2.7k 95.05
Small-Mid Cap Stock Index Fund Common Stock 0.1 $259k NEW 393.00 659.03
Allstate Corp Common Stock (ALL) 0.1 $259k +70% 1.9k 139.10
LPL Financial Holdings Common Stock (LPLA) 0.1 $256k -7% 1.4k 182.99
CBRE Group Common Stock (CBRE) 0.1 $254k -8% 2.8k 91.60
Bank of New York Mellon Corp Common Stock (BK) 0.1 $250k -2% 5.0k 49.60
Westinghouse Air Brake Technologies Corp Common Stock (WAB) 0.1 $248k +33% 2.6k 96.05
Horizon Therapeutics Common Stock (HZNP) 0.1 $244k 2.3k 105.13
Automatic Data Processing Common Stock (ADP) 0.1 $242k 1.1k 228.52
Diageo Common Stock (DEO) 0.1 $242k 1.2k 204.39
Hilton Worldwide Holdings Common Stock (HLT) 0.1 $240k +26% 1.6k 151.80
Block Common Stock (SQ) 0.1 $239k 1.8k 135.72
iShares iBonds Mar 2023Tm CorpexFncl ETF Exchange Traded Fund (IBCE) 0.1 $237k 9.8k 24.31
Duke Energy Corp Common Stock (DUK) 0.1 $237k -3% 2.1k 111.74
Medtronic Common Stock (MDT) 0.1 $236k -32% 2.1k 111.80
Mondelez International Inc Class A Common Stock (MDLZ) 0.1 $236k -4% 3.7k 63.22
Johnson Controls International Common Stock (JCI) 0.1 $234k 3.6k 65.80
Kimberly-Clark Corp Common Stock (KMB) 0.1 $234k 1.9k 124.53
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM) 0.1 $232k 2.1k 112.24
PNC Financial Services Group Common Stock (PNC) 0.1 $232k -10% 1.3k 184.71
Truist Finl Corp Common Stock (TFC) 0.1 $227k +2% 4.0k 56.62
General Mills Common Stock (GIS) 0.1 $226k 3.3k 67.66
iShares Russell Mid-Cap Growth ETF Exchange Traded Fund (IWP) 0.1 $224k 2.2k 100.49
Nucor Corp Common Stock (NUE) 0.1 $224k -7% 1.5k 149.33
LVMH Moet Hennessy Louis Vuitton SE Common Stock (LVMUY) 0.1 $222k 1.5k 143.88
Occidental Petroleum Corp Common Stock (OXY) 0.1 $221k -2% 3.9k 56.77
Becton, Dickinson and Common Stock (BDX) 0.1 $221k +16% 831.00 265.94
Envista Hldgs corp Common Stock (NVST) 0.0 $219k -2% 4.5k 48.75
Deere & Co Common Stock (DE) 0.0 $218k -4% 523.00 416.83
iShares MSCI Emerging Markets Exchange Traded Fund (EEM) 0.0 $217k -25% 4.8k 45.24
iShares ESG Aware MSCI EAFE ETF Exchange Traded Fund (ESGD) 0.0 $215k -19% 2.9k 73.86
Grayscale Ethereum Trust Exchange Traded Fund (ETHE) 0.0 $215k +18% 8.0k 26.99
iShares Core Aggressive Allocation ETF Exchange Traded Fund (AOA) 0.0 $214k 3.1k 69.10
Lam Research Corp Common Stock (LRCX) 0.0 $212k 393.00 539.44
Abb Common Stock (ABB) 0.0 $212k 6.4k 33.21
Boeing Common Stock (BA) 0.0 $210k +10% 1.1k 191.26
Salesforce Common Stock (CRM) 0.0 $207k -11% 973.00 212.74
Altria Group Common Stock (MO) 0.0 $206k -3% 3.9k 53.09
Omnicell Common Stock (OMCL) 0.0 $206k 1.6k 129.72
Relx Plc American Depositary Shares Common Stock (RELX) 0.0 $205k -13% 6.6k 31.05
Toyota Motor Corporation Ads Common Stock (TM) 0.0 $204k -20% 1.1k 179.89
Sap Se Common Stock (SAP) 0.0 $203k +2% 1.8k 111.05
JB Hunt Transport Services Common Stock (JBHT) 0.0 $202k 1.0k 200.60
STMicroelectronics NV Common Stock (STM) 0.0 $200k 4.6k 43.30
Vanguard Long-Term Bond ETF Exchange Traded Fund (BLV) 0.0 $197k +22% 2.1k 91.76
CSX Corp Common Stock (CSX) 0.0 $195k +10% 5.2k 37.44
Marsh & Mclennan Companies Common Stock (MMC) 0.0 $195k 1.1k 170.90
Roche Holding Common Stock (RHHBY) 0.0 $193k 3.9k 49.84
Regal Rexnord Corp Common Stock (RRX) 0.0 $192k -13% 1.3k 149.07
Vanguard Mortgage-Backed Secs ETF Exchange Traded Fund (VMBS) 0.0 $191k +10% 3.8k 50.14
Cadence Design Systems Common Stock (CDNS) 0.0 $191k -7% 1.2k 164.80
AdvisorShares DoubleLine Value Eq ETF Exchange Traded Fund (DBLV) 0.0 $189k 1.9k 97.88
Wintrust Financial Corp Common Stock (WTFC) 0.0 $187k 2.0k 92.90
CDW Corp Common Stock (CDW) 0.0 $187k -4% 1.0k 178.78
Stanley Black & Decker Common Stock (SWK) 0.0 $185k 1.3k 140.15
Citigroup Common Stock (C) 0.0 $183k +7% 3.4k 53.40
Kraneshares Global Carbon Stg Etf Exchange Traded Fund (KRBN) 0.0 $181k +13% 3.9k 46.78
Shin-Etsu Chemical Common Stock (SHECY) 0.0 $181k -2% 4.7k 38.58
SPDR Nuveen Blmbg Barclays Muni Bd ETF Exchange Traded Fund (TFI) 0.0 $181k 3.8k 47.82
iShares ESG Advanced Hi Yld Corp Bd ETF Exchange Traded Fund (HYXF) 0.0 $180k 3.7k 48.65
L'Oreal SA Common Stock (LRLCY) 0.0 $178k -12% 2.2k 80.73
DBS Group Holdings Common Stock (DBSDY) 0.0 $176k 1.7k 105.45
Ishares Core U S Growth Etf Exchange Traded Fund (IUSG) 0.0 $175k 1.7k 105.93
Anthem Common Stock (ANTM) 0.0 $174k 354.00 491.53

Past Filings by Private Capital Group

SEC 13F filings are viewable for Private Capital Group going back to 2017

View all past filings