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CIK: 0001512780
Total reported value
$258.9M
$258.9M
65 檔
40.1%
In Q4 2024, Private Wealth Group, LLC's U.S. equity holdings reached a combined market value of $258.9M, distributed across 65 disclosed stock positions.
In Q4 2024, Private Wealth Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 24.70% | -0.40% | +1.79% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 8.96% | -0.20% | +17.99% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.77% | -0.22% | +2.95% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.00% | -0.45% | +2.18% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.37% | +0.52% | +4.34% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.24% | +0.25% | +2.87% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.00% | +0.66% | +2.57% | |
| 8 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 3.84% | -0.02% | +1.58% | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.47% | +0.29% | -11.41% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.19% | -1.57% | +2.70% | |
| 11 | RSPS | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.19% | -0.06% | +0.26% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.87% | -0.03% | -0.65% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.44% | -0.07% | — | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.43% | -0.18% | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.42% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | -0.07% | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.35% | +0.03% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.31% | +0.44% | +8.49% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.21% | — | +1.42% | |
| 20 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.10% | -0.05% | -3.94% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.19% | — | |
| 22 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.76% | — | — | |
| 23 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.71% | -0.20% | — | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.71% | -0.31% | +3.04% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.70% | -0.06% | -1.85% | |
| 26 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.63% | -0.01% | -2.82% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.61% | -0.11% | — | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.57% | -0.11% | +1.46% | |
| 29 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.55% | -0.26% | -5.43% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.54% | -0.03% | +34.75% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.54% | -0.06% | — | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | -0.03% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.46% | -0.02% | -0.19% | |
| 34 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.45% | -0.04% | — | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.44% | — | -0.72% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | — | — | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.41% | — | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.39% | -0.05% | — | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.38% | — | — | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.36% | -0.02% | -1.70% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.01% | — | |
| 42 | VPU | Vanguard Utilities ETF | ETF-Other | 0.29% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.01% | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.02% | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | +0.08% | — | |
| 46 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.21% | -0.01% | — | |
| 47 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.21% | -0.01% | — | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.21% | -0.01% | — | |
| 49 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.21% | — | — | |
| 50 | HEI-A | Heico Corp-class A | Stock-Other | 0.21% | — | — |
According to official SEC Form 13F filings, Private Wealth Group, LLC reported a total U.S. public equity portfolio value of $258.9M across 65 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, BIL, SPYV) accounted for 40.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
JMST
市值: $439.3K
Top Position Liquidated / Trimmed
HDEF
前期市值: $208.1K
During Q4 2024, Private Wealth Group, LLC's top holdings by market value included SPYM (24.7%)、BIL (9.0%)、SPYV (6.8%). The largest single position, SPYM, represented 24.7% of total portfolio value.
In Q4 2024, Private Wealth Group, LLC made 29 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 8 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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