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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
PGProcter And Gamble Co
Recent Activity
Increased 0.21%
0.27%
$676,520
3,906 shares@ $173.21 avg price
ESGEIshares Inc
Recent Activity
Increased 8.16%
0.26%
$652,613
17,924 shares@ $36.42 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
0.26%
$639,065
9,534 shares@ $67.04 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 0.02%
0.26%
$635,486
13,281 shares@ $47.85 avg price
SLQDIshares Tr
Recent Activity
Increased 7.47%
0.24%
$592,956
11,758 shares@ $50.44 avg price
NULGNushares Etf Tr
Recent Activity
Increased 1.13%
0.22%
$533,295
6,454 shares@ $82.64 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.44%
0.2%
$494,893
2,656 shares@ $186.34 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -3.89%
0.2%
$492,915
12,793 shares@ $38.54 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.23%
0.19%
$473,921
4,043 shares@ $117.23 avg price
HDHome Depot Inc
Recent Activity
Increased 0.28%
0.18%
$446,307
1,101 shares@ $405.37 avg price