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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
GOOGAlphabet Inc
Recent Activity
0.31%
$617,026
3,240 shares@ $190.45 avg price
VPUVanguard World Fd
Recent Activity
0.29%
$587,495
3,595 shares@ $163.43 avg price
IVVIshares Tr
Recent Activity
0.27%
$548,061
931 shares@ $588.68 avg price
XLKSelect Sector Spdr Tr
Recent Activity
0.25%
$508,289
2,186 shares@ $232.53 avg price
VEAVanguard Tax-managed Fds
Recent Activity
0.22%
$447,404
9,356 shares@ $47.83 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.22%
$439,301
8,663 shares@ $50.72 avg price
SMMUPimco Etf Tr
Recent Activity
New Position
0.22%
$437,545
8,779 shares@ $49.84 avg price
MUBIshares Tr
Recent Activity
New Position
0.22%
$435,257
4,085 shares@ $106.56 avg price
MUNIPimco Etf Tr
Recent Activity
New Position
0.22%
$434,791
8,405 shares@ $51.74 avg price
HEI.AHeico Corp New
Recent Activity
0.22%
$434,125
2,333 shares@ $186.09 avg price