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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
VOOVanguard Index Fds
Recent Activity
0.99%
$2.025M
3,758 shares@ $538.82 avg price
SPYDSpdr Ser Tr
Recent Activity
0.76%
$1.553M
35,908 shares@ $43.25 avg price
SLQDIshares Tr
Recent Activity
0.72%
$1.46M
29,347 shares@ $49.75 avg price
SPTMSpdr Ser Tr
Recent Activity
Increased 3.04%
0.72%
$1.455M
20,369 shares@ $71.44 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
AGGIshares Tr
Recent Activity
0.62%
$1.256M
12,959 shares@ $96.9 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 1.46%
0.58%
$1.174M
15,508 shares@ $75.7 avg price
SPTISpdr Ser Tr
Recent Activity
Decreased -5.42%
0.56%
$1.13M
40,514 shares@ $27.88 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 34.76%
0.54%
$1.104M
42,139 shares@ $26.19 avg price