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Private Wealth Group, LLC13F | |
| Private Wealth Group, LLC | |
| Last update 2025-04-16 | 58 Stocks (5 new) |
| Value $170.00 Mil | Turnover 2 % |
Private Wealth Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 677,783 | 44,571.0 | -7.51% | 26.200 | -1.85% | 0.070 | +16.68% | +7.38% | 72,719.7 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 226,615 | 20,787.3 | +13.10% | 12.220 | +1.42% | 0.040 | +1.08% | +2.14% | 42,785.6 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 49,923 | 8,648.2 | -2.13% | 5.080 | -0.09% | 0.010 | +11.65% | +6.62% | 73,305.4 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 162,607 | 8,304.3 | -39.92% | 4.880 | -2.70% | 0.030 | +8.82% | +4.93% | 27,161.4 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 158,533 | 8,113.7 | -0.04% | 4.770 | 0% | 0.070 | +15.16% | +3.05% | 13,541.5 | ||
BRK.B | Berkshire Hathaway Inc | 15,178 | 8,083.5 | -43.92% | 4.750 | -2.64% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
SPSM |
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
| 181,265 | 7,388.4 | -0.50% | 4.340 | -0.02% | 0.070 | +14.91% | -1.06% | 11,684.6 | ||
TDIV |
First Trust NASDAQ Technology Dividend Index Fund
First Trust NASDAQ Technology Dividend Index Fund
| 97,793 | 7,198.5 | -2.33% | 4.230 | -0.09% | 0.270 | +32.95% | +18.51% | 3,384.0 | ||
SDY | SPDR Dividend ETF | 48,101 | 6,526.3 | -2.74% | 3.840 | -0.09% | 0.030 | +5.40% | +6.45% | 20,375.5 | ||
SPTS |
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
| 214,635 | 6,275.9 | -12.28% | 3.690 | -0.43% | 0.100 | +0.68% | +2.51% | 5,749.0 |
Private Wealth Group, LLC's Historical Top Holdings Breakdowns
Private Wealth Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Reduce Reduce | -2.70% | 49.78 ($51.86) 53.19 | $53.21 | 2.60% | Reduce -39.92% | 162,607 | -108,046 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -2.64% | 442.66 ($486.15) 534.52 | $485.00 | -0.24% | Reduce -43.92% | 15,178 | -11,889 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.85% | 64.88 ($69.16) 72.1 | $73.57 | 6.38% | Reduce -7.51% | 677,783 | -55,035 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +1.42% | 91.45 ($91.59) 91.75 | $91.50 | -0.10% | Add 13.1% | 226,615 | 26,241 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Sold Out Sold Out | -1.31% | 468.34 ($508.07) 539.52 | $556.22 | 9.48% | Sold Out | 0 | -5,252 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Reduce Reduce | -1.09% | 198.1 ($216.92) 229.79 | $223.08 | 2.84% | Reduce -76.5% | 3,091 | -10,062 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Reduce Reduce | -1.09% | 73.78 ($75.44) 76.59 | $76.73 | 1.71% | Reduce -75.64% | 9,597 | -29,806 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.83% | 57.21 ($62.1) 65.8 | $63.79 | 2.72% | Reduce -61.36% | 17,095 | -27,145 | |
SPYD |
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
| 2025-03-31 | Sold Out Sold Out | -0.76% | 42.18 ($43.96) 45.16 | $43.51 | -1.02% | Sold Out | 0 | -35,908 | |
RHS |
Invesco S P 500 Equal Weight Consumer Staples ETF
Invesco S P 500 Equal Weight Consumer Staples ETF
| 2025-03-31 | Reduce Reduce | -0.53% | 29.04 ($29.91) 31.35 | $166.46 | 456.54% | Reduce -24.34% | 112,720 | -36,268 |
Private Wealth Group, LLC Total Holding History ($B)
Private Wealth Group, LLC's Asset Allocation
Private Wealth Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Private Wealth Group, LLC's Hypothetical Growth since 2025-03-31
Private Wealth Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Private Wealth Group, LLC's Holdings Heat Map
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Private Wealth Group, LLC's Holdings Bubble Chart
Private Wealth Group, LLC News
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