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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
TLYSTillys Inc
Recent Activity
Exited
0%
$1,273
211 shares@ $6.04 avg price
CRICarters Inc
Recent Activity
Exited
0%
$1,178
19 shares@ $62.0 avg price
DODRWDiamond Offshore Drilling In
Recent Activity
Exited
0%
$1,178
76 shares@ $15.5 avg price
YELPYelp Inc
Recent Activity
Exited
0%
$1,109
30 shares@ $36.97 avg price
AALAmerican Airls Group Inc
Recent Activity
Exited
0%
$1,066
94 shares@ $11.35 avg price
THRYThryv Hldgs Inc
Recent Activity
Exited
0%
$1,052
59 shares@ $17.84 avg price
SAGESage Therapeutics Inc
Recent Activity
Exited
0%
$1,032
95 shares@ $10.87 avg price
ACADAcadia Pharmaceuticals Inc
Recent Activity
Exited
0%
$1,024
63 shares@ $16.26 avg price
HCCWarrior Met Coal Inc
Recent Activity
Exited
0%
$942
15 shares@ $62.8 avg price
DKDelek Us Hldgs Inc New
Recent Activity
Exited
0%
$917
37 shares@ $24.79 avg price