Private Wealth Group, LLC Portfolio Holdings

Private Wealth Group, LLC

  • $165 Million
  • Q1 2025

Private Wealth Group, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $165 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $44.3M, Spdr Bloomberg 1 3 Month T Bil with a value of $20.8M, Invesco S&P 500 Equal Weight E with a value of $8.65M, Spdr Portfolio S&P 500 Value E with a value of $8.23M, and Spdr Portfolio with a value of $8.09M.

Examining the 13F form we can see an decrease of $34.3M in the current position value, from $199M to 165M.

Below you can find more details about Private Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $165 Million
ETFs: $154 Million
Financial Services: $8.57 Million
Technology: $1.12 Million
Communication Services: $506,000
Healthcare: $313,000
Consumer Defensive: $293,000
Energy: $285,000
Utilities: $234,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $165 Million
  • Prior Value $199 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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