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Alan Gilmore

@Private Wealth Management Group, Llc

Latest period2024 - Q3ReportedManaged Assets$253.228MTotal holdings1498
Assets growth rate9.7%Assets growth rate (2-Q avg)7.14%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Wealth Management Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1498 positions.

Assets under management

The assets under management (AUM) of Private Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 253.228M in assets, with a quarterly growth rate of 9.7% and a 2-quarter average growth rate of 7.14%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.01%
$14,099
71 shares@ $198.58 avg price
ZMZoom Video Communications In
Recent Activity
New Position
0.01%
$11,787
169 shares@ $69.75 avg price
KEYSKeysight Technologies Inc
Recent Activity
New Position
0.01%
$9,536
60 shares@ $158.94 avg price
LUMNLumen Technologies Inc
Recent Activity
New Position
0.01%
$9,032
1,272 shares@ $7.11 avg price
NTNXNutanix Inc
Recent Activity
New Position
0.01%
$6,340
107 shares@ $59.26 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.01%
$6,256
557 shares@ $11.24 avg price
ALBAlbemarle Corp
Recent Activity
New Position
0.01%
$4,641
49 shares@ $94.72 avg price
ALGTAllegiant Travel Co
Recent Activity
New Position
0.01%
$3,524
64 shares@ $55.07 avg price
SONOSonos Inc
Recent Activity
New Position
0.01%
$3,147
256 shares@ $12.3 avg price
ASAmer Sports Inc
Recent Activity
New Position
0.01%
$2,983
187 shares@ $15.96 avg price