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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
DFAIDimensional Etf Trust
Recent Activity
Increased 142.6%
0.81%
$2.04M
64,176 shares@ $31.79 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -3.14%
0.77%
$1.947M
30,145 shares@ $64.6 avg price
BPRNPrinceton Bancorp Inc
Recent Activity
Decreased -11.61%
0.72%
$1.806M
48,830 shares@ $36.99 avg price
ESGDIshares Tr
Recent Activity
Increased 4.18%
0.66%
$1.649M
19,595 shares@ $84.18 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.8%
0.61%
$1.521M
3,536 shares@ $430.25 avg price
IVEIshares Tr
Recent Activity
0.57%
$1.429M
7,249 shares@ $197.18 avg price
IGIBIshares Tr
Recent Activity
Decreased -0.16%
0.56%
$1.416M
26,354 shares@ $53.73 avg price
VTIVanguard Index Fds
Recent Activity
Increased 0.05%
0.53%
$1.34M
4,733 shares@ $283.16 avg price
BGRNIshares Tr
Recent Activity
Increased 8.02%
0.51%
$1.288M
26,639 shares@ $48.35 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -2.59%
0.49%
$1.227M
14,131 shares@ $86.83 avg price