Private Wealth Management Group
Latest statistics and disclosures from Private Wealth Management Group's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002011342
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Portfolio Holdings for Private Wealth Management Group
Private Wealth Management Group holds 1518 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Private Wealth Management Group has 1518 total positions. Only the first 250 positions are shown.
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| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 11.2 | $23M | 781k | 29.23 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 7.6 | $15M | 530k | 29.12 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 6.8 | $14M | 232k | 59.32 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 6.0 | $12M | 480k | 25.53 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 5.1 | $10M | 140k | 73.38 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 5.0 | $10M | 395k | 25.79 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 4.8 | $9.9M | 190k | 51.83 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 4.8 | $9.7M | 374k | 25.98 |
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| Ishares Tr National Mun Etf (MUB) | 4.5 | $9.2M | 85k | 108.41 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 4.5 | $9.1M | 86k | 105.43 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 3.7 | $7.5M | 299k | 24.96 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 2.4 | $4.8M | 92k | 52.33 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 2.1 | $4.3M | 90k | 47.49 |
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| Apple (AAPL) | 1.8 | $3.6M | 19k | 192.53 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $3.2M | 36k | 89.80 |
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| Johnson & Johnson (JNJ) | 1.4 | $2.8M | 18k | 156.74 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.2 | $2.5M | 40k | 62.49 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $2.4M | 50k | 47.90 |
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| Princeton Bancorp (BPRN) | 1.0 | $2.0M | 56k | 35.90 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.9 | $1.9M | 34k | 56.39 |
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| Palantir Technologies Cl A (PLTR) | 0.9 | $1.9M | 109k | 17.17 |
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| Ishares Tr Global Reit Etf (REET) | 0.7 | $1.4M | 59k | 24.18 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.7 | $1.4M | 18k | 75.54 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $1.3M | 7.6k | 173.89 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.6 | $1.3M | 15k | 83.31 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.3M | 3.4k | 376.04 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.1M | 4.7k | 237.23 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.5 | $1.1M | 23k | 47.23 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.5 | $964k | 20k | 49.20 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $925k | 9.4k | 98.59 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $925k | 18k | 52.00 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $892k | 12k | 75.10 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.4 | $864k | 35k | 24.48 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.4 | $858k | 24k | 35.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $847k | 2.4k | 356.66 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $811k | 2.9k | 277.15 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $738k | 9.8k | 75.35 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.3 | $653k | 28k | 23.27 |
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| Procter & Gamble Company (PG) | 0.3 | $588k | 4.0k | 146.54 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $569k | 9.4k | 60.43 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $491k | 15k | 32.06 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $486k | 14k | 34.89 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $437k | 6.3k | 69.47 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $415k | 10k | 41.10 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $390k | 3.9k | 99.98 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $390k | 2.3k | 170.10 |
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| Home Depot (HD) | 0.2 | $374k | 1.1k | 346.60 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $374k | 7.6k | 49.37 |
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| Amazon (AMZN) | 0.2 | $373k | 2.5k | 151.94 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.2 | $368k | 11k | 33.73 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $362k | 3.3k | 108.25 |
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| Automatic Data Processing (ADP) | 0.2 | $362k | 1.6k | 232.97 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $344k | 4.2k | 81.55 |
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| Merck & Co (MRK) | 0.2 | $324k | 3.0k | 109.02 |
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| Danaher Corporation (DHR) | 0.1 | $290k | 1.3k | 231.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $274k | 2.0k | 139.69 |
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| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $267k | 8.5k | 31.54 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $227k | 2.3k | 100.51 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $225k | 473.00 | 475.31 |
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| NVIDIA Corporation (NVDA) | 0.1 | $212k | 427.00 | 495.22 |
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| Bank of America Corporation (BAC) | 0.1 | $211k | 6.3k | 33.67 |
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| UnitedHealth (UNH) | 0.1 | $210k | 398.00 | 526.47 |
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| Verizon Communications (VZ) | 0.1 | $208k | 5.5k | 37.70 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $205k | 748.00 | 273.74 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $204k | 5.1k | 40.21 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $201k | 2.6k | 77.01 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.1 | $201k | 20k | 9.96 |
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| McDonald's Corporation (MCD) | 0.1 | $199k | 672.00 | 296.29 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.1 | $190k | 4.0k | 47.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $189k | 1.3k | 140.93 |
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| Boeing Company (BA) | 0.1 | $181k | 694.00 | 260.64 |
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| Abbvie (ABBV) | 0.1 | $181k | 1.2k | 154.97 |
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| Meta Platforms Cl A (META) | 0.1 | $174k | 491.00 | 353.96 |
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| O'reilly Automotive (ORLY) | 0.1 | $169k | 178.00 | 950.08 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $165k | 6.7k | 24.79 |
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| Bristol Myers Squibb (BMY) | 0.1 | $154k | 3.0k | 51.31 |
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| Cisco Systems (CSCO) | 0.1 | $151k | 3.0k | 50.52 |
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| Broadcom (AVGO) | 0.1 | $146k | 131.00 | 1116.25 |
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| Visa Com Cl A (V) | 0.1 | $142k | 544.00 | 260.35 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $140k | 327.00 | 426.51 |
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| Kenvue (KVUE) | 0.1 | $138k | 6.4k | 21.53 |
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| Starbucks Corporation (SBUX) | 0.1 | $138k | 1.4k | 96.00 |
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| Linde SHS (LIN) | 0.1 | $137k | 333.00 | 411.05 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $132k | 423.00 | 310.88 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $130k | 2.6k | 49.72 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $128k | 881.00 | 145.04 |
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| Tesla Motors (TSLA) | 0.1 | $117k | 472.00 | 248.34 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $117k | 779.00 | 149.50 |
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| Honeywell International (HON) | 0.1 | $114k | 545.00 | 209.71 |
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| Eaton Corp SHS (ETN) | 0.1 | $114k | 474.00 | 240.82 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $113k | 275.00 | 409.56 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $110k | 208.00 | 530.79 |
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| International Business Machines (IBM) | 0.1 | $110k | 673.00 | 163.55 |
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| General Dynamics Corporation (GD) | 0.1 | $109k | 421.00 | 259.67 |
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| Kinross Gold Corp (KGC) | 0.1 | $108k | 18k | 6.05 |
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| Walt Disney Company (DIS) | 0.1 | $105k | 1.2k | 90.28 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $102k | 480.00 | 213.33 |
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| Eli Lilly & Co. (LLY) | 0.0 | $101k | 174.00 | 582.93 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $99k | 4.0k | 24.42 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $98k | 1.7k | 58.74 |
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| Pfizer (PFE) | 0.0 | $98k | 3.4k | 28.79 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $97k | 163.00 | 596.60 |
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| Costco Wholesale Corporation (COST) | 0.0 | $94k | 143.00 | 660.08 |
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| Applied Materials (AMAT) | 0.0 | $93k | 574.00 | 162.07 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $93k | 1.2k | 77.37 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $88k | 1.3k | 70.35 |
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| Goldman Sachs (GS) | 0.0 | $87k | 226.00 | 385.77 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $87k | 1.7k | 51.05 |
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| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $87k | 3.2k | 27.04 |
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| Oracle Corporation (ORCL) | 0.0 | $83k | 789.00 | 105.45 |
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| Intuit (INTU) | 0.0 | $82k | 131.00 | 625.03 |
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| salesforce (CRM) | 0.0 | $80k | 305.00 | 263.14 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $80k | 175.00 | 454.38 |
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| At&t (T) | 0.0 | $80k | 4.7k | 16.78 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $79k | 1.8k | 43.86 |
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| TJX Companies (TJX) | 0.0 | $79k | 845.00 | 93.82 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $78k | 459.00 | 170.40 |
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| Qualcomm (QCOM) | 0.0 | $78k | 539.00 | 144.63 |
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| PNC Financial Services (PNC) | 0.0 | $78k | 503.00 | 154.85 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $75k | 375.00 | 200.71 |
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| Global Payments (GPN) | 0.0 | $75k | 590.00 | 127.00 |
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| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $74k | 3.4k | 21.76 |
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| Range Resources (RRC) | 0.0 | $73k | 2.4k | 30.44 |
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| Intel Corporation (INTC) | 0.0 | $71k | 1.4k | 50.25 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $70k | 574.00 | 121.51 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $69k | 405.00 | 170.46 |
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| Sempra Energy (SRE) | 0.0 | $69k | 918.00 | 74.73 |
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| Lam Research Corporation (LRCX) | 0.0 | $67k | 85.00 | 783.27 |
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| Philip Morris International (PM) | 0.0 | $66k | 700.00 | 94.08 |
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| Chubb (CB) | 0.0 | $64k | 285.00 | 226.00 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $64k | 432.00 | 148.36 |
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| Spdr Index Shs Fds Msci Acwi Clmte (NZAC) | 0.0 | $64k | 2.0k | 31.70 |
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| Lowe's Companies (LOW) | 0.0 | $63k | 285.00 | 222.55 |
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| Amgen (AMGN) | 0.0 | $62k | 216.00 | 288.02 |
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| General Electric Com New (GE) | 0.0 | $62k | 482.00 | 127.63 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $61k | 1.1k | 58.45 |
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| Cintas Corporation (CTAS) | 0.0 | $60k | 100.00 | 602.66 |
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| McKesson Corporation (MCK) | 0.0 | $60k | 130.00 | 462.98 |
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| American Express Company (AXP) | 0.0 | $60k | 321.00 | 187.34 |
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| Chevron Corporation (CVX) | 0.0 | $60k | 401.00 | 149.16 |
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| Two Rds Shared Tr Hypatia Women (WCEO) | 0.0 | $59k | 2.1k | 28.17 |
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| WESCO International (WCC) | 0.0 | $57k | 326.00 | 173.88 |
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| Etf Ser Solutions Vident Us Equity (VUSE) | 0.0 | $57k | 1.1k | 51.09 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $56k | 548.00 | 102.90 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $56k | 1.8k | 31.19 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $54k | 116.00 | 468.15 |
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| AutoZone (AZO) | 0.0 | $54k | 21.00 | 2585.62 |
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| CVS Caremark Corporation (CVS) | 0.0 | $54k | 681.00 | 78.96 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $54k | 740.00 | 72.43 |
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| Public Service Enterprise (PEG) | 0.0 | $53k | 870.00 | 61.15 |
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| Dominion Resources (D) | 0.0 | $52k | 1.1k | 47.00 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $52k | 614.00 | 84.18 |
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| SYSCO Corporation (SYY) | 0.0 | $50k | 687.00 | 73.13 |
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| Caterpillar (CAT) | 0.0 | $50k | 169.00 | 295.67 |
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| Wal-Mart Stores (WMT) | 0.0 | $50k | 315.00 | 157.67 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $50k | 675.00 | 73.55 |
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| Nike CL B (NKE) | 0.0 | $49k | 454.00 | 108.61 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $49k | 1.0k | 47.79 |
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| Regions Financial Corporation (RF) | 0.0 | $48k | 2.5k | 19.38 |
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| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $48k | 34.00 | 1418.97 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $48k | 1.9k | 25.52 |
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| Netflix (NFLX) | 0.0 | $47k | 97.00 | 486.89 |
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| Lakeland Ban (LBAI) | 0.0 | $47k | 3.2k | 14.79 |
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| Union Pacific Corporation (UNP) | 0.0 | $46k | 186.00 | 245.62 |
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| Truist Financial Corp equities (TFC) | 0.0 | $45k | 1.2k | 36.93 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $45k | 805.00 | 56.14 |
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| Vulcan Materials Company (VMC) | 0.0 | $45k | 197.00 | 226.70 |
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| Dupont De Nemours (DD) | 0.0 | $44k | 574.00 | 76.93 |
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| Rivian Automotive Com Cl A (RIVN) | 0.0 | $44k | 1.9k | 23.46 |
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| Abbott Laboratories (ABT) | 0.0 | $44k | 396.00 | 110.07 |
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| Pepsi (PEP) | 0.0 | $44k | 256.00 | 169.84 |
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| CSX Corporation (CSX) | 0.0 | $43k | 1.2k | 34.67 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $43k | 122.00 | 350.92 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $43k | 525.00 | 81.28 |
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| D.R. Horton (DHI) | 0.0 | $42k | 278.00 | 151.98 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $42k | 1.0k | 40.23 |
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| Advanced Micro Devices (AMD) | 0.0 | $41k | 281.00 | 147.41 |
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| Sun Life Financial (SLF) | 0.0 | $41k | 797.00 | 51.86 |
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| Phillips 66 (PSX) | 0.0 | $41k | 305.00 | 133.14 |
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| Anthem (ELV) | 0.0 | $41k | 86.00 | 471.57 |
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| Stryker Corporation (SYK) | 0.0 | $40k | 135.00 | 299.47 |
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| Devon Energy Corporation (DVN) | 0.0 | $40k | 881.00 | 45.30 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $39k | 1.1k | 34.36 |
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| Travelers Companies (TRV) | 0.0 | $39k | 205.00 | 190.49 |
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| Booking Holdings (BKNG) | 0.0 | $39k | 11.00 | 3547.27 |
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| Dow (DOW) | 0.0 | $39k | 711.00 | 54.84 |
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| Taylor Morrison Hom (TMHC) | 0.0 | $39k | 730.00 | 53.35 |
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| Nucor Corporation (NUE) | 0.0 | $39k | 221.00 | 174.04 |
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| Altria (MO) | 0.0 | $38k | 946.00 | 40.34 |
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| Prologis (PLD) | 0.0 | $38k | 283.00 | 133.30 |
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| Taseko Cad (TGB) | 0.0 | $38k | 27k | 1.40 |
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| Spdr Ser Tr S&p Retail Etf (XRT) | 0.0 | $37k | 511.00 | 72.32 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $37k | 157.00 | 232.64 |
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| Uber Technologies (UBER) | 0.0 | $36k | 592.00 | 61.57 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $36k | 605.00 | 59.62 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $36k | 670.00 | 53.82 |
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| United Rentals (URI) | 0.0 | $34k | 60.00 | 573.43 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $34k | 415.00 | 82.26 |
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| IDEXX Laboratories (IDXX) | 0.0 | $34k | 61.00 | 555.07 |
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| ConocoPhillips (COP) | 0.0 | $34k | 290.00 | 116.07 |
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| Zoetis Cl A (ZTS) | 0.0 | $33k | 169.00 | 197.37 |
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| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.0 | $33k | 500.00 | 66.71 |
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| Marriott Intl Cl A (MAR) | 0.0 | $33k | 147.00 | 225.51 |
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| Alcoa (AA) | 0.0 | $33k | 974.00 | 34.00 |
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| Corteva (CTVA) | 0.0 | $33k | 691.00 | 47.92 |
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| ON Semiconductor (ON) | 0.0 | $33k | 393.00 | 83.53 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $33k | 71.00 | 460.70 |
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| Magnolia Oil & Gas Corp Cl A (MGY) | 0.0 | $33k | 1.5k | 21.29 |
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| Humana (HUM) | 0.0 | $32k | 70.00 | 457.81 |
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| Realty Income (O) | 0.0 | $32k | 555.00 | 57.42 |
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| Autodesk (ADSK) | 0.0 | $31k | 128.00 | 243.48 |
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| American Tower Reit (AMT) | 0.0 | $31k | 142.00 | 215.88 |
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| Electronic Arts (EA) | 0.0 | $31k | 223.00 | 136.81 |
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| Fiserv (FI) | 0.0 | $30k | 226.00 | 132.84 |
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| EQT Corporation (EQT) | 0.0 | $30k | 767.00 | 38.66 |
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| Analog Devices (ADI) | 0.0 | $29k | 148.00 | 198.56 |
|
|
| Deere & Company (DE) | 0.0 | $29k | 73.00 | 399.88 |
|
|
| Gilead Sciences (GILD) | 0.0 | $29k | 356.00 | 81.01 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $29k | 92.00 | 313.10 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $29k | 469.00 | 61.41 |
|
|
| Target Corporation (TGT) | 0.0 | $29k | 201.00 | 142.42 |
|
|
| FedEx Corporation (FDX) | 0.0 | $28k | 110.00 | 252.97 |
|
|
| BlackRock (BLK) | 0.0 | $28k | 34.00 | 811.82 |
|
|
| AutoNation (AN) | 0.0 | $28k | 183.00 | 150.18 |
|
|
| Tractor Supply Company (TSCO) | 0.0 | $27k | 126.00 | 215.03 |
|
|
| Coca-Cola Company (KO) | 0.0 | $27k | 459.00 | 58.93 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $27k | 168.00 | 160.33 |
|
|
| Globe Life (GL) | 0.0 | $27k | 221.00 | 121.72 |
|
|
| PPG Industries (PPG) | 0.0 | $27k | 178.00 | 149.55 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $26k | 139.00 | 189.47 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $26k | 338.00 | 77.90 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $26k | 271.00 | 97.04 |
|
|
| Cummins (CMI) | 0.0 | $26k | 108.00 | 239.57 |
|
|
| First Bancorp P R Com New (FBP) | 0.0 | $26k | 1.6k | 16.45 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $26k | 507.00 | 50.58 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $26k | 106.00 | 241.77 |
|
|
| S&p Global (SPGI) | 0.0 | $26k | 58.00 | 440.53 |
|
|
| Capri Holdings SHS (CPRI) | 0.0 | $25k | 501.00 | 50.24 |
|
|
| Allstate Corporation (ALL) | 0.0 | $25k | 176.00 | 139.98 |
|
|
| American Equity Investment Life Holding (AEL) | 0.0 | $24k | 438.00 | 55.80 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $24k | 322.00 | 75.53 |
|
|
| Servicenow (NOW) | 0.0 | $24k | 34.00 | 706.50 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $24k | 87.00 | 273.80 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $24k | 200.00 | 119.09 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $24k | 136.00 | 173.93 |
|
|
| Unum (UNM) | 0.0 | $24k | 523.00 | 45.22 |
|
|
| Ansys (ANSS) | 0.0 | $23k | 64.00 | 362.89 |
|
|
| Nextera Energy (NEE) | 0.0 | $23k | 379.00 | 60.74 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $23k | 328.00 | 68.80 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $22k | 450.00 | 49.22 |
|
Past Filings by Private Wealth Management Group
SEC 13F filings are viewable for Private Wealth Management Group going back to 2023
- Private Wealth Management Group 2023 Q4 filed Feb. 8, 2024