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
XLESelect Sector Spdr Tr
Recent Activity
0.54%
$1.102M
12,863 shares@ $85.67 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
0.53%
$1.075M
1,887 shares@ $569.58 avg price
AAPLApple Inc
Recent Activity
Decreased -0.18%
0.46%
$936,683
3,740 shares@ $250.45 avg price
MGVVanguard World Fd
Recent Activity
0.45%
$918,588
7,354 shares@ $124.91 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -0.72%
0.44%
$899,809
11,645 shares@ $77.27 avg price
USMVIshares Tr
Recent Activity
0.42%
$848,566
9,557 shares@ $88.79 avg price
MGKVanguard World Fd
Recent Activity
0.41%
$830,365
2,418 shares@ $343.41 avg price
EFAIshares Tr
Recent Activity
0.4%
$799,122
10,569 shares@ $75.61 avg price
EEMIshares Tr
Recent Activity
0.38%
$776,514
18,568 shares@ $41.83 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.69%
0.36%
$733,753
2,778 shares@ $264.13 avg price