Private Wealth Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$200M
Signature - Title
Michael Anderson - Principal
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by Private Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Private Wealth Group, LLC reported 63 stock holdings with total value $200M as of Q3 2024. Top holdings included SPLG, BIL, SPYV, BRKB, and RSP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 63 $200M +$6.22M -$8.29M -$2.06M SPLG, BIL, SPYV, BRKB, RSP 13F-HR 10/28/2024, 08:07 PM
Q2 2024 59 $190M +$711K -$4.38M -$3.67M SPLG, BIL, SPYV, BRKB, RSP 13F-HR 7/24/2024, 12:19 PM
Q1 2024 60 $193M +$8.84M -$2.4M +$6.44M SPLG, BIL, SPYV, BRKB, RSP 13F-HR 4/25/2024, 02:28 PM
Q4 2023 55 $176M +$22.7M -$11.7M +$11M SPLG, BIL, SPYV, BRKB, RSP 13F-HR 1/26/2024, 03:21 PM
Q3 2023 52 $153M +$65.1M -$5.46M +$59.7M SPLG, BIL, SPYV, BRKB, SDY 13F-HR 11/14/2023, 11:22 AM
Q2 2023 51 $97.2M +$22.9M -$1.29M +$21.6M SPLG, BIL, SPYV, BRKB, VTV 13F-HR 8/10/2023, 11:47 AM
Q1 2023 51 $72.7M +$6.78M -$6.5M +$279K SPLG, BRKB, VTV, XLP, SPYV 13F-HR 5/1/2023, 08:58 PM
Q4 2022 55 $70.4M +$12.2M -$11.8M +$400K SPLG, BRKB, XLP, SPYV, SPTS 13F-HR 2/6/2023, 03:31 PM
Q3 2022 40 $64M +$3.49M -$15.7M -$12.2M RSPS, SPLG, BRKB, XLP, SPYV 13F-HR 10/12/2022, 04:27 PM
Q2 2022 42 $80.8M +$4.15M -$43.5M -$39.4M SPLG, RSPS, BRKB, SPYV, SPMD 13F-HR 7/13/2022, 02:06 PM
Q1 2022 46 $136M +$5.8M -$13.9M -$8.08M SPLG, SPTS, RSPS, SPMD, TDIV 13F-HR 4/13/2022, 11:07 AM
Q4 2021 41 $148M +$4.15M -$19.8M -$15.7M SPLG, SPTS, RSPS, TDIV, SPMD 13F-HR 1/18/2022, 12:40 PM
Q3 2021 39 $151M +$3.67M -$2.03M +$1.64M SPLG, SPTS, RSPS, TDIV, SPTI 13F-HR 10/27/2021, 01:11 PM
Q2 2021 38 $151M +$8.76M -$4.25M +$4.51M SPLG, SPTS, RSPS, TDIV, SPTI 13F-HR 8/6/2021, 11:20 AM
Q1 2021 35 $140M +$22.8M -$8.8M +$14M SPLG, SPTS, RSPS, SPTI, TDIV 13F-HR 5/3/2021, 04:06 PM
Q4 2020 34 $120M +$4.25M -$18.7M -$14.4M SPLG, SPTS, RSPS, SPTI, TDIV 13F-HR 2/1/2021, 02:50 PM
Q3 2020 32 $123M +$37.7M -$40.1M -$2.4M SPLG, SPTS, SPTI, RSPS, TDIV 13F-HR 11/6/2020, 12:49 PM
Q2 2020 27 $122M +$36M -$4.58M +$31.5M SPTS, SPTI, SPLG, META, VPU 13F-HR 7/31/2020, 02:06 PM
Q1 2020 27 $85.1M +$72.3M -$71.9M +$329K SPTS, SPTI, SPLG, GBCI, META 13F-HR 5/12/2020, 04:11 PM
Q4 2019 31 $96.1M +$19.5M -$40.7M -$21.2M SPY, EFA, SSO, XLP, JNK 13F-HR 1/21/2020, 02:12 PM
Q3 2019 31 $112M +$3.34M -$2.79M +$545K SPY, PZA, SSO, XLP, IEF 13F-HR 10/15/2019, 11:16 AM
Q2 2019 26 $110M +$15.8M -$18.8M -$3.02M SPY, PZA, SSO, XLP, IEF 13F-HR 7/30/2019, 12:00 PM
Q1 2019 27 $109M +$61.3M -$58.6M +$2.65M SPY, IEF, PZA, XLP, JNK 13F-HR 4/25/2019, 12:39 PM
Q4 2018 21 $100M +$67.3M -$54.1M +$13.2M IEF, SHY, TFI, AGG, ITM 13F-HR 2/7/2019, 02:23 PM
Q3 2018 24 $97.1M +$19.6M -$30.7M -$11.1M SPY, SSO, XLP, JNK, SHY 13F-HR 11/13/2018, 05:00 PM
Q2 2018 26 $105M +$57.5M -$13.4M +$44.1M SPY, PZA, SSO, SHY, JNK 13F-HR 3/7/2019, 12:43 PM
Q1 2018 18 $58.8M +$17.8M -$44.4M -$26.6M EFA, SPY, SSO, META, HYD 13F-HR 3/7/2019, 12:39 PM
Q4 2017 23 $86.8M $0 $0 SPY, SSO, JNK, XLP, MDY 13F-HR 3/7/2019, 12:34 PM