Alan Gilmore

@Private Wealth Management Group, Llc

Latest period2024 - Q3

Reported2mo 21d ago

Managed Assets$253.228M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PCORProcore Technologies Inc Recent Activity New Position	0.01%	$2,716 44 shares@ $61.73 avg price	New Position
FWONKLiberty Media Corp Del Recent Activity New Position	0.01%	$2,323 30 shares@ $77.44 avg price	New Position
VTLEVital Energy Inc Recent Activity New Position	0.01%	$2,314 86 shares@ $26.91 avg price	New Position
DTCRGlobal X Fds Recent Activity New Position	0.01%	$2,203 125 shares@ $17.63 avg price	New Position
ALKAlaska Air Group Inc Recent Activity New Position	0.01%	$2,035 45 shares@ $45.23 avg price	New Position
LEALear Corp Recent Activity New Position	0.01%	$1,965 18 shares@ $109.17 avg price	New Position
CHWYChewy Inc Recent Activity New Position	0.01%	$1,934 66 shares@ $29.31 avg price	New Position
NOGNorthern Oil & Gas Inc Recent Activity New Position	0.01%	$1,913 54 shares@ $35.43 avg price	New Position
CCCSCcc Intelligent Solutions Hl Recent Activity New Position	0.01%	$1,780 161 shares@ $11.06 avg price	New Position
RHIRobert Half Inc. Recent Activity New Position	0.01%	$1,686 25 shares@ $67.44 avg price	New Position