test

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
SPTSSpdr Ser Tr
Recent Activity
Decreased -11.4%
3.48%
$7.098M
244,670 shares@ $29.01 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -0.64%
1.87%
$3.819M
43,447 shares@ $87.9 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -3.94%
1.1%
$2.241M
89,672 shares@ $24.99 avg price
SPSBSpdr Ser Tr
Recent Activity
Decreased -1.85%
0.7%
$1.424M
47,699 shares@ $29.86 avg price
SJNKSpdr Ser Tr
Recent Activity
Decreased -2.82%
0.63%
$1.287M
50,980 shares@ $25.25 avg price
SPTISpdr Ser Tr
Recent Activity
Decreased -5.42%
0.56%
$1.13M
40,514 shares@ $27.88 avg price
AAPLApple Inc
Recent Activity
Decreased -0.18%
0.46%
$936,683
3,740 shares@ $250.45 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -0.72%
0.44%
$899,809
11,645 shares@ $77.27 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.69%
0.36%
$733,753
2,778 shares@ $264.13 avg price
JNKSpdr Ser Tr
Recent Activity
Decreased -2.47%
0.21%
$409,471
4,289 shares@ $95.48 avg price