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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
VTVVanguard Index Fds
Recent Activity
Decreased -35.08%
0.11%
$260,274
1,491 shares@ $174.57 avg price
SUSAIshares Tr
Recent Activity
Decreased -2.44%
0.11%
$259,639
2,157 shares@ $120.38 avg price
BACBank America Corp
Recent Activity
Decreased -0.03%
0.09%
$226,256
5,702 shares@ $39.69 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.38%
0.09%
$203,704
355 shares@ $573.82 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.48%
0.08%
$194,114
332 shares@ $584.69 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -46.85%
0.07%
$162,403
423 shares@ $383.94 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -1.29%
0.06%
$135,549
153 shares@ $885.95 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -44.17%
0.06%
$133,984
254 shares@ $527.5 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -0.88%
0.05%
$113,553
562 shares@ $202.06 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -0.62%
0.04%
$97,735
158 shares@ $618.58 avg price