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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
GNTXGentex Corp
Recent Activity
Exited
0%
$7,248
215 shares@ $33.72 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$5,503
1,709 shares@ $3.23 avg price
ATRIAtrion Corp
Recent Activity
Exited
0%
$4,525
10 shares@ $452.5 avg price
DHTDht Holdings Inc
Recent Activity
Exited
0%
$4,316
373 shares@ $11.58 avg price
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$4,154
320 shares@ $12.99 avg price
JACKJack In The Box Inc
Recent Activity
Exited
0%
$4,025
79 shares@ $50.95 avg price
PAXPatria Investments Limited
Recent Activity
Exited
0%
$4,004
332 shares@ $12.07 avg price
PGNYProgyny Inc
Recent Activity
Exited
0%
$3,748
131 shares@ $28.62 avg price
GTLSChart Inds Inc
Recent Activity
Exited
0%
$3,320
23 shares@ $144.35 avg price
ZDZiff Davis Inc
Recent Activity
Exited
0%
$3,248
59 shares@ $55.06 avg price