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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
RSPSInvesco Exchange Traded Fd T
Recent Activity
Increased 0.26%
2.2%
$4.485M
148,988 shares@ $30.11 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -0.64%
1.87%
$3.819M
43,447 shares@ $87.9 avg price
BIVVanguard Bd Index Fds
Recent Activity
1.44%
$2.945M
39,403 shares@ $74.73 avg price
XLPSelect Sector Spdr Tr
Recent Activity
1.44%
$2.925M
37,211 shares@ $78.62 avg price
IWMIshares Tr
Recent Activity
1.43%
$2.906M
13,153 shares@ $220.97 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
1.4%
$2.844M
4,852 shares@ $586.08 avg price
IJHIshares Tr
Recent Activity
1.35%
$2.757M
44,240 shares@ $62.31 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 8.49%
1.32%
$2.685M
5,252 shares@ $511.24 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.42%
1.21%
$2.467M
14,572 shares@ $169.31 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -3.94%
1.1%
$2.241M
89,672 shares@ $24.99 avg price