Private Wealth Group
Latest statistics and disclosures from Private Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, BIL, SPYV, BRK.B, RSP, and represent 49.51% of Private Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: SPAB, SPTI, SPTL, SPTS, SPBO, EIX, VST, PM, HDEF, SILA.
- Started 8 new stock positions in HDEF, SPBO, SILA, PM, SPTL, EIX, SPTI, VST.
- Reduced shares in these 10 stocks: SPLG, WFC, RSPG, IWM, VTV, PLBC, LQD, RSPS, OZK, BRK.B.
- Sold out of its positions in OZK, RSPG, LQD, PLBC.
- Private Wealth Group was a net seller of stock by $-2.1M.
- Private Wealth Group has $200M in assets under management (AUM), dropping by 5.07%.
- Central Index Key (CIK): 0001512780
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Private Wealth Group holds 63 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Past Filings by Private Wealth Group
SEC 13F filings are viewable for Private Wealth Group going back to 2018
- Private Wealth Group 2024 Q3 filed Oct. 29, 2024
- Private Wealth Group 2024 Q2 filed July 24, 2024
- Private Wealth Group 2024 Q1 filed April 25, 2024
- Private Wealth Group 2023 Q4 filed Jan. 26, 2024
- Private Wealth Group 2023 Q3 filed Nov. 14, 2023
- Private Wealth Group 2023 Q2 filed Aug. 10, 2023
- Private Wealth Group 2023 Q1 filed May 2, 2023
- Private Wealth Group 2022 Q4 filed Feb. 6, 2023
- Private Wealth Group 2022 Q3 filed Oct. 12, 2022
- Private Wealth Group 2022 Q2 filed July 13, 2022
- Private Wealth Group 2022 Q1 filed April 13, 2022
- Private Wealth Group 2021 Q4 filed Jan. 18, 2022
- Private Wealth Group 2021 Q3 filed Oct. 27, 2021
- Private Wealth Group 2021 Q2 filed Aug. 6, 2021
- Private Wealth Group 2021 Q1 filed May 3, 2021
- Private Wealth Group 2020 Q4 filed Feb. 1, 2021