Private Wealth Group, LLC Top Holdings and 13F Report (2024) → [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad) About Private Wealth Group, LLCInvestment ActivityPrivate Wealth Group, LLC has $192.94 million in total holdings as of March 31, 2024.Private Wealth Group, LLC owns shares of 60 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.58% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Private Wealth Group, LLC has purchased 55 new stocks and bought additional shares in 15 stocks.Private Wealth Group, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $47,793,428SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $15,082,740SPDR Portfolio S&P 500 Value ETF $13,390,227Berkshire Hathaway $11,635,788Invesco S&P 500 Equal Weight ETF $8,398,889 Largest New Holdings this Quarter Invesco S&P 500 Equal Weight Energy ETF $755,530 HoldingSPDR Bloomberg High Yield Bond ETF $443,442 HoldingSPDR Portfolio Intermediate Term Treasury ETF $411,823 HoldingiShares iBoxx $ Investment Grade Corporate Bond ETF $411,609 HoldingSPDR Portfolio Emerging Markets ETF $379,163 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 35,654 shares (about $2.17M)SPDR Portfolio S&P 500 ETF 15,474 shares (about $952.12K)Invesco S&P 500 Equal Weight Energy ETF 9,094 shares (about $755.53K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 9,750 shares (about $625.46K)SPDR Bloomberg Short Term High Yield Bond ETF 17,634 shares (about $444.73K) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 11,825 shares (about $1.09M)SPDR S&P Dividend ETF 5,191 shares (about $681.27K)Invesco S&P 500 Equal Weight Consumer Staples ETF 8,774 shares (about $288.93K)Invesco S&P 500 Equal Weight ETF 880 shares (about $149.05K)Consumer Discretionary Select Sector SPDR Fund 403 shares (about $74.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrivate Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$47,793,428$952,115 ▲2.0%776,75024.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$15,082,740$1,085,535 ▼-6.7%164,3007.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$13,390,227$277,754 ▲2.1%267,2706.9%ETFBRK.BBerkshire Hathaway$11,635,788$9,672 ▲0.1%27,6706.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$8,398,889$149,046 ▼-1.7%49,5894.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$8,382,114$356,098 ▲4.4%157,1454.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$7,855,790$367,691 ▲4.9%182,5234.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$7,529,409$160,477 ▲2.2%260,3533.9%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$7,020,437$32,397 ▼-0.5%100,7673.6%ManufacturingSDYSPDR S&P Dividend ETF$6,514,622$681,267 ▼-9.5%49,6393.4%ETFRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$5,422,287$288,928 ▼-5.1%164,6612.8%ETFIWMiShares Russell 2000 ETF$3,451,233$77,180 ▲2.3%16,4111.8%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$3,376,677$2,707 ▼-0.1%46,1611.8%ETFBIVVanguard Intermediate-Term Bond ETF$2,970,9860.0%39,4031.5%ETFXLPConsumer Staples Select Sector SPDR Fund$2,841,432$38,180 ▼-1.3%37,2111.5%ETFVTVVanguard Value ETF$2,763,734$42,995 ▼-1.5%16,9701.4%ETFIJHiShares Core S&P Mid-Cap ETF$2,687,138$2,165,624 ▲415.3%44,2401.4%ETFSPYSPDR S&P 500 ETF Trust$2,537,9360.0%4,8521.3%FinanceQQQInvesco QQQ$2,365,241$225,113 ▲10.5%5,3271.2%FinanceVOOVanguard S&P 500 ETF$1,806,4710.0%3,7580.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,528,615$317,286 ▲26.2%51,3480.8%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$1,463,158$1,913 ▲0.1%35,9410.8%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,444,4590.0%29,3470.7%ManufacturingSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,397,238$444,729 ▲46.7%55,4020.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,269,2040.0%12,9590.7%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,246,563$625,463 ▲100.7%19,4320.6%ETFXLEEnergy Select Sector SPDR Fund$1,214,7730.0%12,8670.6%ETFIVViShares Core S&P 500 ETF$1,167,6460.0%2,2210.6%ETFWFCWells Fargo & Company$1,165,6920.0%20,1120.6%FinanceSPABSPDR Portfolio Aggregate Bond ETF$1,061,115$412,843 ▲63.7%41,9750.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,049,9270.0%1,8870.5%ETFXLUUtilities Select Sector SPDR Fund$987,1790.0%15,0370.5%ETFBSVVanguard Short-Term Bond ETF$899,3390.0%11,7300.5%ETFMGVVanguard Mega Cap Value ETF$878,8770.0%7,3540.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$853,1010.0%10,2070.4%ETFEFAiShares MSCI EAFE ETF$844,0400.0%10,5690.4%FinanceEEMiShares MSCI Emerging Markets ETF$762,7730.0%18,5680.4%FinanceRSPGInvesco S&P 500 Equal Weight Energy ETF$755,530$755,530 ▲New Holding9,0940.4%ETFVOVanguard Mid-Cap ETF$706,1040.0%2,8260.4%ETFMGKVanguard Mega Cap Growth ETF$693,0230.0%2,4180.4%ETFAAPLApple$649,283$4,630 ▼-0.7%3,7860.3%Computer and TechnologyGOOGAlphabet$569,4520.0%3,7400.3%Computer and TechnologyVPUVanguard Utilities ETF$512,5750.0%3,5950.3%ETFVEAVanguard FTSE Developed Markets ETF$469,3910.0%9,3560.2%ETFXLKTechnology Select Sector SPDR Fund$455,2780.0%2,1860.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$443,442$443,442 ▲New Holding4,6580.2%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$411,823$411,823 ▲New Holding14,6140.2%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$411,609$411,609 ▲New Holding3,7790.2%FinancePLBCPlumas Bancorp$405,2790.0%11,0160.2%FinanceXLVHealth Care Select Sector SPDR Fund$402,417$39,592 ▲10.9%2,7240.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$379,163$379,163 ▲New Holding10,4770.2%ETFHEI.AHEICO$359,1420.0%2,3330.2%AerospaceOZKBank OZK$342,2680.0%7,5290.2%FinanceMSFTMicrosoft$329,8440.0%7840.2%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$326,956$74,108 ▼-18.5%1,7780.2%FinanceVIGVanguard Dividend Appreciation ETF$312,0800.0%1,7090.2%ETFABBVAbbVie$272,7860.0%1,4980.1%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$251,7850.0%4,9100.1%ManufacturingVDCVanguard Consumer Staples ETF$236,1900.0%1,1570.1%ETFCSQCalamos Strategic Total Return Fund$186,6830.0%11,4040.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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