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Michael Anderson

@Private Wealth Group, Llc

Latest period2024 - Q4ReportedManaged Assets$204.537MTotal holdings65
Assets growth rate2.25%Assets growth rate (2-Q avg)3.66%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Private Wealth Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 204.537M in assets, with a quarterly growth rate of 2.25% and a 2-quarter average growth rate of 3.66%. The portfolio is managed by Michael Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Ser Tr
Recent Activity
Increased 1.8%
24.7%
$50.52M
732,818 shares@ $68.95 avg price
BILSpdr Ser Tr
Recent Activity
Increased 18%
8.96%
$18.32M
200,374 shares@ $91.43 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 2.95%
6.77%
$13.841M
270,653 shares@ $51.14 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.19%
6%
$12.269M
27,067 shares@ $453.29 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 4.35%
4.38%
$8.938M
51,009 shares@ $175.23 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 2.88%
4.25%
$8.674M
158,599 shares@ $54.69 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 2.57%
4.01%
$8.183M
182,170 shares@ $44.92 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 1.59%
3.85%
$7.856M
100,123 shares@ $78.46 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -11.4%
3.48%
$7.098M
244,670 shares@ $29.01 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 2.7%
3.2%
$6.533M
49,455 shares@ $132.1 avg price