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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.65%
0.46%
$1.152M
2,504 shares@ $460.27 avg price
SUSCIshares Tr
Recent Activity
Increased 7.12%
0.46%
$1.147M
48,231 shares@ $23.8 avg price
NULVNushares Etf Tr
Recent Activity
Increased 1.1%
0.44%
$1.096M
26,274 shares@ $41.73 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 395.91%
0.42%
$1.047M
13,935 shares@ $75.12 avg price
IVWIshares Tr
Recent Activity
0.39%
$982,778
10,264 shares@ $95.75 avg price
IJHIshares Tr
Recent Activity
0.37%
$912,054
14,635 shares@ $62.33 avg price
STIPIshares Tr
Recent Activity
Increased 0.39%
0.35%
$877,533
8,661 shares@ $101.33 avg price
EFAIshares Tr
Recent Activity
0.33%
$816,647
9,765 shares@ $83.64 avg price
REETIshares Tr
Recent Activity
Decreased -14.83%
0.29%
$723,727
27,116 shares@ $26.7 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.72%
0.28%
$703,990
5,797 shares@ $121.45 avg price