Private Wealth Management Group, LLC Portfolio Holdings
Private Wealth Management Group, LLC
- $271 Billion
- Q1 2025
Private Wealth Management Group, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 1490 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $30.5B, Vanguard Intermediate Term Tre with a value of $19.7B, Dimensional ETF Tr Dimensional with a value of $16.8B, Dimensional ETF Trust with a value of $13.1B, and Dimensional ETF Tr Emerging Mk with a value of $13B.
Examining the 13F form we can see an increase of $9.74B in the current position value, from $261B to 271B.
Private Wealth Management Group, LLC is based out at Princeton, NJ
Below you can find more details about Private Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|---|---|---|---|---|
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
Summary
- Portfolio
- No. of Stocks 1,490
- Current Value $271 Billion
- Prior Value $261 Billion
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 112 stocks
- Additional Purchases 270 stocks
- Sold out of 0 stocks
- Reduced holdings in 328 stocks