Private Wealth Management Group

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Private Wealth Management Group

Private Wealth Management Group holds 1498 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Private Wealth Management Group has 1498 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 12.4 $31M +2% 914k 34.29
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 7.3 $19M +8% 306k 60.42
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 6.7 $17M +8% 605k 28.14
 View chart
Dimensional Etf Trust Us Small Cap Val (DFSV) 5.9 $15M -19% 485k 30.80
 View chart
Dimensional Etf Trust Global Real Est (DFGR) 5.1 $13M +9% 447k 28.86
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 4.9 $12M +6% 199k 62.20
 View chart
Ishares Tr National Mun Etf (MUB) 4.7 $12M +25% 111k 108.63
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.6 $12M +17% 412k 28.15
 View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 4.5 $11M 143k 79.46
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 4.2 $11M -18% 363k 29.06
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.0 $7.7M +89% 80k 95.95
 View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.6 $6.5M +103% 93k 70.67
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 2.1 $5.3M -7% 50k 106.19
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.9 $4.9M 89k 55.63
 View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.7 $4.4M NEW 110k 39.69
 View chart
Apple (AAPL) 1.6 $4.1M -8% 18k 233.00
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $3.5M -3% 71k 49.31
 View chart
Palantir Technologies Cl A (PLTR) 1.2 $3.1M -5% 83k 37.20
 View chart
Johnson & Johnson (JNJ) 1.0 $2.6M -9% 16k 162.06
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.3M -5% 43k 52.81
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.8 $2.0M NEW 64k 31.78
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $1.9M -6% 30k 64.60
 View chart
Princeton Bancorp (BPRN) 0.7 $1.8M -11% 49k 36.98
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $1.6M +7% 20k 84.17
 View chart
Microsoft Corporation (MSFT) 0.6 $1.5M -2% 3.5k 430.25
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.4M 7.2k 197.17
 View chart
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $1.4M +9% 26k 53.72
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.3M +3% 4.7k 283.16
 View chart
Ishares Tr Usd Grn Bond Etf (BGRN) 0.5 $1.3M +12% 27k 48.34
 View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $1.2M -7% 14k 86.82
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.2M 2.5k 460.26
 View chart
Ishares Tr Esg Awre Usd Etf (SUSC) 0.5 $1.1M +14% 48k 23.79
 View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.4 $1.1M +8% 26k 41.72
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $1.0M +395% 14k 75.11
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $983k -6% 10k 95.75
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $912k 15k 62.32
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $878k 8.7k 101.32
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.3 $817k 9.8k 83.63
 View chart
Ishares Tr Global Reit Etf (REET) 0.3 $724k -31% 27k 26.69
 View chart
NVIDIA Corporation (NVDA) 0.3 $704k +997% 5.8k 121.44
 View chart
Procter & Gamble Company (PG) 0.3 $677k 3.9k 173.20
 View chart
Ishares Esg Awr Msci Em (ESGE) 0.3 $653k +12% 18k 36.41
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $639k 9.5k 67.03
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $636k +31% 13k 47.85
 View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $593k +13% 12k 50.43
 View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $533k +7% 6.5k 82.63
 View chart
Amazon (AMZN) 0.2 $495k +6% 2.7k 186.33
 View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $493k -5% 13k 38.53
 View chart
Exxon Mobil Corporation (XOM) 0.2 $474k +12% 4.0k 117.22
 View chart
Home Depot (HD) 0.2 $446k -2% 1.1k 405.37
 View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $422k +10% 17k 25.16
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $408k +10% 8.1k 50.28
 View chart
Schwab Strategic Tr Fundamental Intl (FNDF) 0.2 $408k 11k 37.37
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $392k 3.4k 116.96
 View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.2 $386k +38% 35k 11.11
 View chart
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $377k +73% 11k 33.71
 View chart
Automatic Data Processing (ADP) 0.1 $366k -5% 1.3k 276.73
 View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $355k +15% 9.6k 36.84
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.1 $345k 2.1k 165.85
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $344k -7% 1.6k 210.86
 View chart
Danaher Corporation (DHR) 0.1 $338k -3% 1.2k 278.04
 View chart
Merck & Co (MRK) 0.1 $331k 2.9k 113.56
 View chart
Meta Platforms Cl A (META) 0.1 $306k +10% 535.00 572.44
 View chart
Vanguard Index Fds Value Etf (VTV) 0.1 $260k +91% 1.5k 174.56
 View chart
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $260k -2% 2.2k 120.37
 View chart
Verizon Communications (VZ) 0.1 $254k +4% 5.7k 44.91
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.1 $251k -4% 1.5k 167.22
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.1 $245k +150% 3.1k 78.05
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $232k 5.1k 45.86
 View chart
Bank of America Corporation (BAC) 0.1 $226k -3% 5.7k 39.68
 View chart
Abbvie (ABBV) 0.1 $219k 1.1k 197.40
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.1 $211k 645.00 326.73
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $204k -24% 355.00 573.81
 View chart
Broadcom (AVGO) 0.1 $200k +893% 1.2k 172.50
 View chart
O'reilly Automotive (ORLY) 0.1 $199k -2% 173.00 1151.60
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $195k 6.7k 29.18
 View chart
UnitedHealth (UNH) 0.1 $194k -11% 332.00 584.68
 View chart
Ishares Tr Cohen Steer Reit (ICF) 0.1 $183k +65% 2.8k 65.92
 View chart
International Business Machines (IBM) 0.1 $181k +26% 819.00 221.08
 View chart
McDonald's Corporation (MCD) 0.1 $176k -13% 578.00 304.25
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $176k +2% 356.00 493.80
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.1 $162k 423.00 383.93
 View chart
Linde SHS (LIN) 0.1 $160k 335.00 477.25
 View chart
Eaton Corp SHS (ETN) 0.1 $156k 472.00 331.44
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $148k NEW 395.00 375.38
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $147k +5% 1.5k 95.15
 View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $138k -4% 820.00 167.73
 View chart
Eli Lilly & Co. (LLY) 0.1 $136k -11% 153.00 885.94
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $135k 277.00 488.16
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $134k NEW 254.00 527.50
 View chart
Costco Wholesale Corporation (COST) 0.1 $132k -11% 148.00 889.39
 View chart
Ishares Tr Intl Dev Re Etf (IFGL) 0.1 $129k +65% 5.6k 22.82
 View chart
General Dynamics Corporation (GD) 0.1 $127k 421.00 302.20
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $127k +2% 2.5k 50.60
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.0 $121k +56% 546.00 220.89
 View chart
Visa Com Cl A (V) 0.0 $120k -27% 436.00 274.95
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $119k NEW 1.2k 96.52
 View chart
Cisco Systems (CSCO) 0.0 $116k -20% 2.2k 53.22
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.0 $114k 480.00 237.21
 View chart
Applied Materials (AMAT) 0.0 $114k 562.00 202.05
 View chart
At&t (T) 0.0 $108k +3% 4.9k 22.00
 View chart
Honeywell International (HON) 0.0 $106k -6% 511.00 206.71
 View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $105k NEW 1.3k 83.33
 View chart
Lockheed Martin Corporation (LMT) 0.0 $103k 175.00 586.03
 View chart
Pfizer (PFE) 0.0 $100k -6% 3.4k 28.94
 View chart
TJX Companies (TJX) 0.0 $99k 844.00 117.55
 View chart
Thermo Fisher Scientific (TMO) 0.0 $98k -24% 158.00 618.58
 View chart
salesforce (CRM) 0.0 $98k +2% 357.00 273.75
 View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $97k 3.2k 30.44
 View chart
Qualcomm (QCOM) 0.0 $97k 571.00 170.05
 View chart
Kinross Gold Corp (KGC) 0.0 $94k 10k 9.36
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $94k +18% 182.00 517.78
 View chart
PNC Financial Services (PNC) 0.0 $93k 504.00 184.85
 View chart
Lowe's Companies (LOW) 0.0 $91k 335.00 270.85
 View chart
Starbucks Corporation (SBUX) 0.0 $90k -22% 927.00 97.52
 View chart
Boeing Company (BA) 0.0 $89k -9% 584.00 152.02
 View chart
Texas Instruments Incorporated (TXN) 0.0 $86k +2% 415.00 206.56
 View chart
American Express Company (AXP) 0.0 $84k -3% 311.00 271.20
 View chart
Intuit (INTU) 0.0 $84k +3% 135.00 621.00
 View chart
Oracle Corporation (ORCL) 0.0 $83k -38% 489.00 170.45
 View chart
Taseko Cad (TGB) 0.0 $83k +22% 33k 2.52
 View chart
Chubb (CB) 0.0 $83k 286.00 288.39
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $82k 575.00 142.28
 View chart
Philip Morris International (PM) 0.0 $80k -5% 662.00 121.40
 View chart
Public Service Enterprise (PEG) 0.0 $78k 870.00 89.21
 View chart
Kenvue (KVUE) 0.0 $77k -4% 3.3k 23.13
 View chart
Sempra Energy (SRE) 0.0 $77k 921.00 83.63
 View chart
Ge Aerospace Com New (GE) 0.0 $75k 399.00 188.58
 View chart
Spdr Index Shs Fds Msci Acwi Clmte (NZAC) 0.0 $75k 2.0k 37.29
 View chart
Raytheon Technologies Corp (RTX) 0.0 $74k 614.00 121.22
 View chart
Goldman Sachs (GS) 0.0 $74k 150.00 495.11
 View chart
Walt Disney Company (DIS) 0.0 $74k 770.00 96.17
 View chart
Range Resources (RRC) 0.0 $74k 2.4k 30.76
 View chart
Chevron Corporation (CVX) 0.0 $74k +7% 499.00 147.27
 View chart
SYSCO Corporation (SYY) 0.0 $69k +23% 889.00 78.06
 View chart
Wal-Mart Stores (WMT) 0.0 $69k 852.00 80.76
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $68k 972.00 70.06
 View chart
Netflix (NFLX) 0.0 $68k -3% 96.00 709.27
 View chart
Global Payments (GPN) 0.0 $68k +12% 661.00 102.42
 View chart
Two Rds Shared Tr Hypatia Women (WCEO) 0.0 $66k 2.1k 31.26
 View chart
Dominion Resources (D) 0.0 $65k 1.1k 57.79
 View chart
Marathon Petroleum Corp (MPC) 0.0 $65k -7% 396.00 162.91
 View chart
Etf Ser Solutions Vident Us Equity (VUSE) 0.0 $63k 1.1k 57.32
 View chart
Booking Holdings (BKNG) 0.0 $63k +25% 15.00 4212.13
 View chart
Caterpillar (CAT) 0.0 $63k -5% 160.00 391.12
 View chart
Comcast Corp Cl A (CMCSA) 0.0 $59k -21% 1.4k 41.78
 View chart
McKesson Corporation (MCK) 0.0 $57k -10% 116.00 494.42
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $57k +3% 477.00 119.75
 View chart
Nextera Energy (NEE) 0.0 $57k -5% 675.00 84.48
 View chart
Dupont De Nemours (DD) 0.0 $55k +15% 620.00 89.11
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $55k +240% 415.00 132.25
 View chart
Bristol Myers Squibb (BMY) 0.0 $54k -23% 1.1k 51.74
 View chart
D.R. Horton (DHI) 0.0 $54k 283.00 190.77
 View chart
Provident Financial Services (PFS) 0.0 $54k NEW 2.9k 18.56
 View chart
Corteva (CTVA) 0.0 $53k +25% 900.00 58.79
 View chart
Truist Financial Corp equities (TFC) 0.0 $53k 1.2k 42.78
 View chart
Tesla Motors (TSLA) 0.0 $52k -58% 200.00 261.27
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $51k 805.00 63.00
 View chart
Cintas Corporation (CTAS) 0.0 $49k +140% 240.00 205.88
 View chart
United Rentals (URI) 0.0 $49k 61.00 809.74
 View chart
Veralto Corp Com Shs (VLTO) 0.0 $49k 441.00 111.86
 View chart
Vulcan Materials Company (VMC) 0.0 $49k 197.00 250.09
 View chart
Anthem (ELV) 0.0 $49k +9% 94.00 520.00
 View chart
Stryker Corporation (SYK) 0.0 $49k 135.00 361.27
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.0 $48k +12% 137.00 353.48
 View chart
Altria (MO) 0.0 $48k 946.00 51.04
 View chart
Travelers Companies (TRV) 0.0 $48k 205.00 234.12
 View chart
Phillips 66 (PSX) 0.0 $48k +18% 361.00 131.45
 View chart
Constellation Energy (CEG) 0.0 $47k 181.00 260.02
 View chart
Sun Life Financial (SLF) 0.0 $46k 797.00 58.02
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $46k +95% 518.00 88.14
 View chart
Parker-Hannifin Corporation (PH) 0.0 $46k 72.00 631.83
 View chart
Abbott Laboratories (ABT) 0.0 $45k 395.00 114.01
 View chart
Uber Technologies (UBER) 0.0 $45k 592.00 75.16
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.0 $44k +92% 77.00 576.83
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $44k -19% 597.00 73.67
 View chart
CSX Corporation (CSX) 0.0 $43k 1.3k 34.53
 View chart
Dow (DOW) 0.0 $42k +15% 768.00 54.63
 View chart
Allstate Corporation (ALL) 0.0 $42k +26% 221.00 189.65
 View chart
Motorola Solutions Com New (MSI) 0.0 $42k 93.00 449.63
 View chart
Shopify Cl A (SHOP) 0.0 $42k 518.00 80.14
 View chart
AutoZone (AZO) 0.0 $41k -38% 13.00 3150.08
 View chart
Electronic Arts (EA) 0.0 $41k +26% 283.00 143.44
 View chart
Servicenow (NOW) 0.0 $40k +2% 45.00 894.40
 View chart
Northrop Grumman Corporation (NOC) 0.0 $40k -32% 76.00 528.08
 View chart
Fiserv (FI) 0.0 $40k 222.00 179.65
 View chart
Spdr Ser Tr S&p Retail Etf (XRT) 0.0 $40k 511.00 77.69
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $39k 605.00 64.86
 View chart
Nucor Corporation (NUE) 0.0 $39k +16% 257.00 150.34
 View chart
Autodesk (ADSK) 0.0 $39k +9% 140.00 275.49
 View chart
Advanced Micro Devices (AMD) 0.0 $39k +2% 235.00 164.08
 View chart
Cummins (CMI) 0.0 $38k 118.00 323.80
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $38k NEW 559.00 67.70
 View chart
Marriott Intl Cl A (MAR) 0.0 $37k 148.00 248.60
 View chart
eBay (EBAY) 0.0 $37k +16% 561.00 65.11
 View chart
Analog Devices (ADI) 0.0 $36k +6% 158.00 230.17
 View chart
ConocoPhillips (COP) 0.0 $36k +17% 342.00 105.28
 View chart
Cognizant Technology Solutio Cl A (CTSH) 0.0 $35k +43% 459.00 77.18
 View chart
Tractor Supply Company (TSCO) 0.0 $35k -3% 121.00 290.93
 View chart
Realty Income (O) 0.0 $35k 555.00 63.42
 View chart
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $34k -21% 904.00 38.08
 View chart
Pepsi (PEP) 0.0 $34k -21% 202.00 170.05
 View chart
Coca-Cola Company (KO) 0.0 $34k +3% 476.00 71.86
 View chart
Exelon Corporation (EXC) 0.0 $34k +13% 837.00 40.55
 View chart
Metropcs Communications (TMUS) 0.0 $34k 164.00 206.37
 View chart
CVS Caremark Corporation (CVS) 0.0 $34k -9% 532.00 62.88
 View chart
First Bancorp P R Com New (FBP) 0.0 $33k 1.6k 21.17
 View chart
Emcor (EME) 0.0 $33k +10% 77.00 430.53
 View chart
Regions Financial Corporation (RF) 0.0 $33k -11% 1.4k 23.33
 View chart
BlackRock (BLK) 0.0 $32k 34.00 949.53
 View chart
Paypal Holdings (PYPL) 0.0 $32k -12% 410.00 78.03
 View chart
Fortinet (FTNT) 0.0 $32k +127% 409.00 77.55
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $32k 1.2k 27.01
 View chart
Target Corporation (TGT) 0.0 $32k 203.00 155.86
 View chart
Taylor Morrison Hom (TMHC) 0.0 $32k -38% 450.00 70.26
 View chart
Mettler-Toledo International (MTD) 0.0 $32k +50% 21.00 1499.71
 View chart
Duke Energy Corp Com New (DUK) 0.0 $31k 271.00 115.30
 View chart
IDEXX Laboratories (IDXX) 0.0 $31k 61.00 505.23
 View chart
Cbre Group Cl A (CBRE) 0.0 $31k +58% 247.00 124.48
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $31k -28% 154.00 198.06
 View chart
S&p Global (SPGI) 0.0 $31k 59.00 516.63
 View chart
Amgen (AMGN) 0.0 $30k -39% 94.00 322.21
 View chart
Extra Space Storage (EXR) 0.0 $30k +96% 167.00 180.19
 View chart
Markel Corporation (MKL) 0.0 $30k +46% 19.00 1568.63
 View chart
Corning Incorporated (GLW) 0.0 $30k 657.00 45.15
 View chart
Union Pacific Corporation (UNP) 0.0 $30k -35% 120.00 246.48
 View chart
Humana (HUM) 0.0 $29k +8% 92.00 316.75
 View chart
American Tower Reit (AMT) 0.0 $29k -15% 125.00 232.77
 View chart
FedEx Corporation (FDX) 0.0 $28k 102.00 273.69
 View chart
Leidos Holdings (LDOS) 0.0 $28k 169.00 163.00
 View chart
W.W. Grainger (GWW) 0.0 $27k +52% 26.00 1038.85
 View chart
Ansys (ANSS) 0.0 $27k +35% 84.00 318.63
 View chart
Vanguard World Inf Tech Etf (VGT) 0.0 $27k NEW 46.00 581.74
 View chart
AutoNation (AN) 0.0 $27k -18% 149.00 178.93
 View chart
Manulife Finl Corp (MFC) 0.0 $27k 896.00 29.55
 View chart
Citizens Financial (CFG) 0.0 $26k 644.00 41.07
 View chart
Nike CL B (NKE) 0.0 $26k -37% 296.00 88.45
 View chart
Fidelity National Information Services (FIS) 0.0 $26k +115% 310.00 83.75
 View chart
Wells Fargo & Company (WFC) 0.0 $26k 457.00 56.49
 View chart
Johnson Ctls Intl SHS (JCI) 0.0 $26k +148% 330.00 77.61
 View chart
Equifax (EFX) 0.0 $26k 87.00 293.86
 View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.0 $26k -7% 530.00 48.14
 View chart
Coinbase Global Com Cl A (COIN) 0.0 $26k 143.00 178.17
 View chart
Sl Green Realty Corp (SLG) 0.0 $25k 365.00 69.61
 View chart
Fair Isaac Corporation (FICO) 0.0 $25k +85% 13.00 1943.54
 View chart
Marsh & McLennan Companies (MMC) 0.0 $25k -18% 113.00 223.10
 View chart
PerkinElmer (RVTY) 0.0 $25k +8% 196.00 127.75
 View chart
Ge Vernova (GEV) 0.0 $25k NEW 98.00 254.99
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $25k NEW 691.00 36.13
 View chart
The Trade Desk Com Cl A (TTD) 0.0 $25k 225.00 109.65
 View chart

Past Filings by Private Wealth Management Group

SEC 13F filings are viewable for Private Wealth Management Group going back to 2023