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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
CATOCato Corp New
Recent Activity
Exited
0%
$3,219
581 shares@ $5.55 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$2,899
10 shares@ $289.9 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$2,600
50 shares@ $52.0 avg price
BENFranklin Resources Inc
Recent Activity
Exited
0%
$2,526
113 shares@ $22.36 avg price
SCHBSchwab Strategic Tr
Recent Activity
Exited
0%
$2,515
40 shares@ $62.88 avg price
IPGPIpg Photonics Corp
Recent Activity
Exited
0%
$2,279
27 shares@ $84.41 avg price
XNCRXencor Inc
Recent Activity
Exited
0%
$2,253
119 shares@ $18.94 avg price
MODGTopgolf Callaway Brands Corp
Recent Activity
Exited
0%
$2,020
132 shares@ $15.31 avg price
CCRDCorecard Corporation
Recent Activity
Exited
0%
$1,883
129 shares@ $14.6 avg price
DRQDril-quip Inc
Recent Activity
Exited
0%
$1,860
100 shares@ $18.6 avg price