Private Wealth Group

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

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

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Portfolio Holdings for Private Wealth Group

Companies in the Private Wealth Group portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 34.1 $48M +31% 1.0M 46.61
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 12.5 $18M -14% 572k 30.66
Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) 7.6 $11M 68k 157.86
Spdr Ser Tr Portfli Intrmdit (SPTI) 6.1 $8.6M -9% 267k 32.08
First Tr Exchange-traded Nasd Tech Div (TDIV) 5.8 $8.1M +5% 149k 53.99
Spdr Ser Tr Portfolio S&p400 (SPMD) 4.9 $6.8M 149k 45.76
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $4.7M -4% 110k 42.27
Vanguard World Fds Utilities Etf (VPU) 2.7 $3.8M +31% 27k 140.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $3.6M +52% 14k 255.51
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.1 $3.0M +4% 44k 68.31
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $2.4M +36% 9.3k 260.33
Ishares Tr Russell 2000 Etf (IWM) 1.6 $2.3M +17% 10k 220.94
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.5 $2.1M +189% 57k 37.91
Select Sector Spdr Tr Energy (XLE) 1.3 $1.8M +53% 38k 49.07

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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.5M 4.2k 364.37
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.5M +10% 3.8k 397.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.3M 3.2k 396.44
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $1.2M +89% 10k 116.74
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $1.1M +68% 14k 82.20
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $1.1M +7% 18k 64.04
Ishares Tr Msci Eafe Etf (EFA) 0.8 $1.1M +41% 15k 75.85
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.7 $961k +55% 25k 38.50
Vanguard World Fds Financials Etf (VFH) 0.6 $900k NEW 11k 84.52
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $898k 1.9k 475.89
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $893k NEW 16k 54.69
Ishares Tr Msci Usa Min Vol (USMV) 0.6 $870k -15% 13k 69.15
Spdr Ser Tr S&p Divid Etf (SDY) 0.5 $654k +165% 5.5k 118.07
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $594k NEW 11k 53.31
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $437k +99% 12k 35.37
Apple (AAPL) 0.3 $411k 3.4k 122.28
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $366k NEW 1.0k 358.47
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $308k 1.7k 178.24
Spdr Gold Tr Gold Shs (GLD) 0.2 $307k 1.9k 159.81
Heico Corp Cl A (HEI.A) 0.2 $265k 2.3k 113.59
Abbott Laboratories (ABT) 0.1 $204k NEW 1.7k 120.07

Past Filings by Private Wealth Group

SEC 13F filings are viewable for Private Wealth Group going back to 2018