Premier Private Wealth Management

Premier Private Wealth Management as of March 31, 2026

Portfolio Holdings for Premier Private Wealth Management

Premier Private Wealth Management holds 53 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.9 $8.5M 276k 30.68
Spdr Series Trust State Street Spd (SDY) 8.0 $7.6M 52k 145.94
First Tr Exchange Traded Risng Divd Achiv (RDVY) 6.9 $6.5M 96k 68.28
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 6.1 $5.8M 25k 237.62
Ishares Tr Core Msci Eafe (IEFA) 5.7 $5.4M 60k 90.53
Wisdomtree Tr Us Qtly Div Grt (DGRW) 5.0 $4.7M 54k 87.84
Spdr Series Trust State Street Spd (SPSM) 4.9 $4.7M 96k 48.32
Ishares Tr MRGSTR MD CP GRW (IMCG) 4.8 $4.5M 57k 78.77
Ssga Active Etf Tr State Street Dou (TOTL) 4.0 $3.8M 96k 39.73
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 3.7 $3.5M 79k 44.11
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 3.3 $3.2M 64k 49.81
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.1 $3.0M 49k 60.10
Fidelity Covington Trust Enhanced Intl (FENI) 3.0 $2.8M 76k 37.20
Apple (AAPL) 2.4 $2.3M 9.1k 253.80
Select Sector Spdr Tr State Street Rea (XLRE) 2.2 $2.1M 52k 40.83
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.2 $2.1M 29k 73.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $1.8M 3.1k 577.22
Smartstop Self Storag Reit I Common Stock (SMA) 1.7 $1.7M 55k 30.28
Select Sector Spdr Tr State Street Tec (XLK) 1.7 $1.6M 12k 132.90
Spdr Series Trust State Street Spd (BIL) 1.6 $1.6M 17k 91.64
Global X Fds Data Ctr & Digit (DTCR) 1.6 $1.6M 65k 23.96
Etfs Gold Tr Physcl Gold Shs (SGOL) 1.6 $1.5M 34k 44.62
McKesson Corporation (MCK) 1.5 $1.4M 1.7k 865.36
Microsoft Corporation (MSFT) 1.0 $991k 2.7k 370.10
Ishares Tr National Mun Etf (MUB) 1.0 $937k 8.8k 106.15
Spdr Series Trust State Street Spd (XAR) 0.8 $757k 3.0k 253.98
Amazon (AMZN) 0.8 $728k 3.5k 208.27
Spdr Series Trust State Street Spd (SPYM) 0.7 $638k 8.3k 76.54
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.6 $559k 14k 39.43
Select Sector Spdr Tr State Street Ene (XLE) 0.6 $557k 9.1k 61.26
Global X Fds Nasdaq 100 Cover (QYLD) 0.5 $509k 30k 17.15
Flexshares Tr Cr Scd Us Bd (SKOR) 0.5 $508k 11k 48.62
Spdr Series Trust State Street Spd (BILS) 0.5 $467k 4.7k 99.44
Ishares Tr Core High Dv Etf (HDV) 0.5 $442k 3.3k 135.72
Procore Technologies (PCOR) 0.5 $437k 7.7k 57.00
Spdr Series Trust State Street Spd (HYMB) 0.5 $437k 18k 24.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $433k 903.00 479.20
Select Sector Spdr Tr State Street Con (XLP) 0.4 $415k 5.1k 81.98
Select Sector Spdr Tr State Street Fin (XLF) 0.4 $410k 8.3k 49.37
Ishares Tr Core 40/60 Moder (AOM) 0.4 $395k 8.3k 47.37
Ishares Tr Core 60/40 Balan (AOR) 0.4 $385k 6.0k 64.35
Proshares Tr Ultrapro Qqq (TQQQ) 0.4 $380k 9.1k 41.68
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.4 $372k 12k 31.33
Pacer Fds Tr Swan Sos Modrte (PSMJ) 0.3 $328k 10k 31.83
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $283k 3.2k 88.49
Duke Energy Corp Com New (DUK) 0.3 $271k 2.1k 130.94
NVIDIA Corporation (NVDA) 0.3 $267k 1.5k 174.40
Spdr Index Shs Fds State Street Spd (SPDW) 0.3 $260k 5.7k 45.65
Spdr Gold Tr Gold Shs (GLD) 0.3 $239k 556.00 430.29
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $226k 2.8k 79.56
Select Sector Spdr Tr State Street Com (XLC) 0.2 $209k 1.9k 110.86
Johnson & Johnson (JNJ) 0.2 $204k 836.00 244.44
Broadcom (AVGO) 0.2 $202k 654.00 309.51