Michael Anderson

@Private Wealth Group, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$204.537M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value
IGSBIshares Tr Recent Activity	0.13%	$253,847 4,910 shares@ $51.7 avg price
VDCVanguard World Fd Recent Activity	0.12%	$244,567 1,157 shares@ $211.39 avg price
PMPhilip Morris Intl Inc Recent Activity	0.11%	$222,648 1,850 shares@ $120.36 avg price
EIXEdison Intl Recent Activity	0.11%	$220,678 2,764 shares@ $79.85 avg price
CSQCalamos Strategic Total Retu Recent Activity	0.1%	$201,965 11,404 shares@ $17.72 avg price