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GARY ROSS

Premier Private Wealth Management Llc

Assets Managed
$94.815M
Holdings
53
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-1.73%(2Q avg: -0.86%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Premier Private Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Premier Private Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 94.815M in assets, with a quarterly growth rate of -1.73% and a 2-quarter average growth rate of -0.86%. The portfolio is managed by GARY ROSS, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 44.51%
8.93%
$8.462M
275,824 shares@ $30.69 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Increased 1.16%
8.04%
$7.623M
52,234 shares@ $145.95 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 28.55%
6.89%
$6.528M
95,606 shares@ $68.29 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 18.39%
6.14%
$5.82M
24,491 shares@ $237.63 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.89%
5.68%
$5.383M
59,459 shares@ $90.54 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -29.99%
4.97%
$4.704M
53,555 shares@ $87.84 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 0.46%
4.91%
$4.65M
96,240 shares@ $48.33 avg price
IMCG
Ishares Morningstar Mid-cap
Recent Activity
Increased 25.79%
4.76%
$4.513M
57,289 shares@ $78.77 avg price
TOTL
Spdr Doubleline Tr Tact Etf
Recent Activity
Decreased -6.7%
4.04%
$3.825M
96,285 shares@ $39.73 avg price
DDWM
Wisdomtree Dy Cur Hdg Intl
Recent Activity
Decreased -10.51%
3.7%
$3.501M
79,369 shares@ $44.11 avg price

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