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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
JNKSpdr Ser Tr
Recent Activity
Decreased -2.47%
0.21%
$409,471
4,289 shares@ $95.48 avg price
XLYSelect Sector Spdr Tr
Recent Activity
0.2%
$398,894
1,778 shares@ $224.35 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 6.82%
0.2%
$397,628
10,363 shares@ $38.37 avg price
SPBOSpdr Ser Tr
Recent Activity
Decreased -1.95%
0.19%
$373,007
13,024 shares@ $28.64 avg price
XLVSelect Sector Spdr Tr
Recent Activity
0.17%
$337,872
2,456 shares@ $137.58 avg price
VIGVanguard Specialized Funds
Recent Activity
0.17%
$334,673
1,709 shares@ $195.83 avg price
MSFTMicrosoft Corp
Recent Activity
0.17%
$330,456
784 shares@ $421.5 avg price
WFCWells Fargo Co New
Recent Activity
0.15%
$288,827
4,112 shares@ $70.25 avg price
VSTVistra Corp
Recent Activity
0.14%
$275,602
1,999 shares@ $137.87 avg price
ABBVAbbvie Inc
Recent Activity
0.14%
$266,195
1,498 shares@ $177.71 avg price