All Stocks Held By Private Wealth Group LLC

As of 03/31/2024, we find all stocks held by Private Wealth Group LLC to be as follows, presented in the table below with each row detailing each Private Wealth Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Private Wealth Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Private Wealth Group LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SPDR SER TR (SPLG)	776,750	+15,474	$47,793
SPLG	776,750	+15,474	$47,793
SPDR SER TR (BIL)	164,300	-11,825	$15,083
BIL	164,300	-11,825	$15,083
SPDR SER TR (SPYV)	267,270	+5,544	$13,390
SPYV	267,270	+5,544	$13,390
BERKSHIRE HATHAWAY INC DEL			$11,636
BRK.B	27,670	+23	$11,636
INVESCO EXCHANGE TRADED FD T (RSP)	49,589	-880	$8,399
RSP	49,589	-880	$8,399
SPDR SER TR (SPMD)	157,145	+6,676	$8,382
SPMD	157,145	+6,676	$8,382
SPDR SER TR (SPSM)	182,523	+8,543	$7,856
SPSM	182,523	+8,543	$7,856
SPDR SER TR (SPTS)	260,353	+5,549	$7,529
SPTS	260,353	+5,549	$7,529
FIRST TR EXCHANGE TRADED FD (TDIV)	100,767	-465	$7,020
TDIV	100,767	-465	$7,020
SPDR SER TR (SDY)	49,639	-5,191	$6,515
SDY	49,639	-5,191	$6,515
INVESCO EXCHANGE TRADED FD T (RSPS)	164,661	-8,774	$5,422
RSPS	164,661	-8,774	$5,422
ISHARES TR (IWM)	16,411	+367	$3,451
IWM	16,411	+367	$3,451
SPDR SER TR (SPYG)	46,161	-37	$3,377
SPYG	46,161	-37	$3,377
VANGUARD BD INDEX FDS (BIV)	39,403	UNCH	$2,971
BIV	39,403	UNCH	$2,971
SELECT SECTOR SPDR TR (XLP)	37,211	-500	$2,841
XLP	37,211	-500	$2,841
VANGUARD INDEX FDS (VTV)	16,970	-264	$2,764
VTV	16,970	-264	$2,764
ISHARES TR (IJH)	44,240	+35,654	$2,687
IJH	44,240	+35,654	$2,687
SPDR S&P 500 ETF TR (SPY)	4,852	UNCH	$2,538
SPY	4,852	UNCH	$2,538
INVESCO QQQ TR	5,327	+507	$2,365
QQQ	5,327	+507	$2,365
VANGUARD INDEX FDS (VOO)	3,758	UNCH	$1,806
VOO	3,758	UNCH	$1,806
SPDR SER TR (SPSB)	51,348	+10,658	$1,529
SPSB	51,348	+10,658	$1,529
SPDR SER TR (SPYD)	35,941	+47	$1,463
SPYD	35,941	+47	$1,463
ISHARES TR (SLQD)	29,347	UNCH	$1,444
SLQD	29,347	UNCH	$1,444
SPDR SER TR (SJNK)	55,402	+17,634	$1,397
SJNK	55,402	+17,634	$1,397
ISHARES TR (AGG)	12,959	UNCH	$1,269
AGG	12,959	UNCH	$1,269
SPDR SER TR (SPTM)	19,432	+9,750	$1,247
SPTM	19,432	+9,750	$1,247
SELECT SECTOR SPDR TR (XLE)	12,867	UNCH	$1,215
XLE	12,867	UNCH	$1,215
ISHARES TR (IVV)	2,221	UNCH	$1,168
IVV	2,221	UNCH	$1,168
WELLS FARGO CO NEW	20,112	UNCH	$1,166
WFC	20,112	UNCH	$1,166
SPDR SER TR (SPAB)	41,975	+16,331	$1,061
SPAB	41,975	+16,331	$1,061
SPDR S&P MIDCAP 400 ETF TR (MDY)	1,887	UNCH	$1,050
MDY	1,887	UNCH	$1,050
SELECT SECTOR SPDR TR (XLU)	15,037	UNCH	$987
XLU	15,037	UNCH	$987
VANGUARD BD INDEX FDS (BSV)	11,730	UNCH	$899
BSV	11,730	UNCH	$899
VANGUARD WORLD FD (MGV)	7,354	UNCH	$879
MGV	7,354	UNCH	$879
ISHARES TR (USMV)	10,207	UNCH	$853
USMV	10,207	UNCH	$853
ISHARES TR (EFA)	10,569	UNCH	$844
EFA	10,569	UNCH	$844
ISHARES TR (EEM)	18,568	UNCH	$763
EEM	18,568	UNCH	$763
INVESCO EXCHANGE TRADED FD T (RSPG)	9,094	+9,094	$756
RSPG	9,094	+9,094	$756
VANGUARD INDEX FDS (VO)	2,826	UNCH	$706
VO	2,826	UNCH	$706
VANGUARD WORLD FD (MGK)	2,418	UNCH	$693
MGK	2,418	UNCH	$693
APPLE INC	3,786	-27	$649
AAPL	3,786	-27	$649
ALPHABET INC	3,740	UNCH	$569
GOOG	3,740	UNCH	$569
VANGUARD WORLD FD (VPU)	3,595	UNCH	$513
VPU	3,595	UNCH	$513
VANGUARD TAX MANAGED FDS (VEA)	9,356	UNCH	$469
VEA	9,356	UNCH	$469
SELECT SECTOR SPDR TR (XLK)	2,186	UNCH	$455
XLK	2,186	UNCH	$455
SPDR SER TR (JNK)	4,658	+4,658	$443
JNK	4,658	+4,658	$443
ISHARES TR (LQD)	3,779	+3,779	$412
LQD	3,779	+3,779	$412
SPDR SER TR (SPTI)	14,614	+14,614	$412
SPTI	14,614	+14,614	$412
PLUMAS BANCORP	11,016	UNCH	$405
PLBC	11,016	UNCH	$405
SELECT SECTOR SPDR TR (XLV)	2,724	+268	$402
XLV	2,724	+268	$402
SPDR INDEX SHS FDS (SPEM)	10,477	+10,477	$379
SPEM	10,477	+10,477	$379
HEICO CORP NEW			$359
HEI.A	2,333	UNCH	$359
BANK OZK LITTLE ROCK ARK	7,529	UNCH	$342
OZK	7,529	UNCH	$342
MICROSOFT CORP	784	UNCH	$330
MSFT	784	UNCH	$330
SELECT SECTOR SPDR TR (XLY)	1,778	-403	$327
XLY	1,778	-403	$327
VANGUARD SPECIALIZED FUNDS (VIG)	1,709	UNCH	$312
VIG	1,709	UNCH	$312
ABBVIE INC	1,498	UNCH	$273
ABBV	1,498	UNCH	$273
ISHARES TR (IGSB)	4,910	UNCH	$252
IGSB	4,910	UNCH	$252
VANGUARD WORLD FD (VDC)	1,157	UNCH	$236
VDC	1,157	UNCH	$236
CALAMOS STRATEGIC TOTAL RETU	11,404	+0	$187
CSQ	11,404	UNCH	$187

See Summary: Private Wealth Group LLC Top Holdings
See Details: Top 10 Stocks Held By Private Wealth Group LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
RSPG	+9,094	+$756
JNK	+4,658	+$443
LQD	+3,779	+$412
SPTI	+14,614	+$412
SPEM	+10,477	+$379

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
CSQ	-11,404	-$170

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
IJH	+35,654	+$307
SJNK	+17,634	+$448
SPAB	+16,331	+$403
SPLG	+15,474	+$5,238
SPSB	+10,658	+$317
SPTM	+9,750	+$681
SPSM	+8,543	+$518
SPMD	+6,676	+$1,051
SPTS	+5,549	+$127
SPYV	+5,544	+$1,186

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
BIL	-11,825	-$1,013
RSPS	-8,774	-$23
SDY	-5,191	-$337
RSP	-880	+$435
XLP	-500	+$125
TDIV	-465	+$532
XLY	-403	-$63
VTV	-264	+$188
SPYG	-37	+$371

Private Wealth Group LLC Info

Size ($ in 1000's)
At 03/31/2024: $192,940
At 12/31/2023: $176,228

Private Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Private Wealth Group LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Private Wealth Group LLC | www.HoldingsChannel.com