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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
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
SPTMSpdr Ser Tr
Recent Activity
Increased 3.04%
0.72%
$1.455M
20,369 shares@ $71.44 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 1.46%
0.58%
$1.174M
15,508 shares@ $75.7 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 34.76%
0.54%
$1.104M
42,139 shares@ $26.19 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 6.82%
0.2%
$397,628
10,363 shares@ $38.37 avg price