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
SYNASynaptics Inc Recent Activity New Position	0.01%	$1,630 21 shares@ $77.62 avg price	New Position
RESRpc Inc Recent Activity New Position	0.01%	$1,616 254 shares@ $6.37 avg price	New Position
INMDInmode Ltd Recent Activity New Position	0.01%	$1,594 94 shares@ $16.96 avg price	New Position
UPSTUpstart Hldgs Inc Recent Activity New Position	0.01%	$1,561 39 shares@ $40.03 avg price	New Position
CRGYCrescent Energy Company Recent Activity New Position	0.01%	$1,544 141 shares@ $10.96 avg price	New Position
XRXXerox Holdings Corp Recent Activity New Position	0.01%	$1,537 148 shares@ $10.39 avg price	New Position
AVDXAvidxchange Holdings Inc Recent Activity New Position	0.01%	$1,517 187 shares@ $8.12 avg price	New Position
AAPAdvance Auto Parts Inc Recent Activity New Position	0.01%	$1,326 34 shares@ $39.0 avg price	New Position
MBLYMobileye Global Inc Recent Activity New Position	0.01%	$1,192 87 shares@ $13.71 avg price	New Position
DENNDennys Corp Recent Activity New Position	0.01%	$1,149 178 shares@ $6.46 avg price	New Position