Notify me when Private Wealth Strategies, L.L.C. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 73 | $498,431,118 | +$30,021,616 | -$1,734,570 | +$28,287,046 | EPS, USFR, DGRW, USMF, SCHG | 13F-HR | 01 Aug 2024, 15:35 |
| Q1 2024 | 69 | $461,657,849 | +$17,563,036 | -$36,822,788 | -$19,259,752 | USFR, EPS, USMF, DGRW, SCHG | 13F-HR | 14 May 2024, 11:15 |
| Q4 2023 | 73 | $450,525,556 | +$22,243,200 | -$9,820,467 | +$12,422,733 | EPS, USFR, DGRW, USMF, GLD | 13F-HR | 12 Feb 2024, 16:25 |
| Q3 2023 | 73 | $400,655,123 | +$7,431,968 | -$10,743,377 | -$3,311,409 | EPS, USFR, USMF, DGRW, GLD | 13F-HR | 10 Oct 2023, 16:24 |
| Q2 2023 | 75 | $416,009,357 | +$6,176,273 | -$3,761,459 | +$2,414,814 | EPS, USFR, DGRW, USMF, GLD | 13F-HR | 07 Aug 2023, 11:34 |
| Q1 2023 | 75 | $394,869,222 | +$5,786,611 | -$3,477,582 | +$2,309,029 | EPS, USFR, DGRW, USMF, GLD | 13F-HR | 08 May 2023, 16:12 |
| Q4 2022 | 73 | $374,743,378 | +$12,699,875 | -$3,317,842 | +$9,382,033 | EPS, USFR, DGRW, USMF, GLD | Restatement | 08 May 2023, 15:47 |
| Q3 2022 | 77 | $342,578,000 | +$56,488,849 | -$55,938,634 | +$550,215 | USFR, EPS, USMF, DGRW, GLD | 13F-HR | 18 Oct 2022, 12:36 |
| Q2 2022 | 75 | $359,093,000 | +$15,263,579 | -$9,983,594 | +$5,279,985 | EPS, DGRW, USMF, GLD, AGGY | 13F-HR | 26 Jul 2022, 16:11 |
| Q1 2022 | 79 | $405,301,000 | +$39,364,138 | -$36,930,231 | +$2,433,907 | EPS, USMF, DGRW, GLD, AGGY | 13F-HR | 29 Apr 2022, 11:32 |
| Q4 2021 | 79 | $433,345,000 | +$16,616,174 | -$5,510,469 | +$11,105,705 | EPS, DGRW, USMF, GLD, AGGY | 13F-HR | 24 Jan 2022, 15:08 |
| Q3 2021 | 79 | $396,631,000 | +$23,960,235 | -$9,915,268 | +$14,044,967 | EPS, USMF, DGRW, GLD, AGGY | 13F-HR | 02 Nov 2021, 13:32 |
| Q2 2021 | 69 | $386,302,000 | +$14,140,814 | -$4,054,826 | +$10,085,988 | EPS, USMF, DGRW, GLD, AGGY | 13F-HR | 02 Aug 2021, 17:00 |
| Q1 2021 | 70 | $357,517,000 | +$73,195,716 | -$49,301,303 | +$23,894,413 | EPS, GLD, USMF, DGRW, AGGY | 13F-HR | 13 Apr 2021, 11:07 |
| Q4 2020 | 71 | $322,609,000 | +$22,950,804 | -$4,018,171 | +$18,932,633 | EPS, USMF, GLD, AGGY, MTUM | 13F-HR | 15 Jan 2021, 11:27 |
| Q3 2020 | 68 | $279,647,000 | +$46,195,067 | -$3,390,981 | +$42,804,086 | EPS, GLD, USMF, AGGY, MTUM | 13F-HR | 13 Oct 2020, 12:23 |
| Q2 2020 | 64 | $225,810,000 | +$44,116,084 | -$42,128,628 | +$1,987,456 | EPS, USMF, GLD, AGGY, MTUM | 13F-HR | 14 Jul 2020, 16:46 |
| Q1 2020 | 67 | $197,195,000 | +$15,284,080 | -$16,753,754 | -$1,469,674 | EPS, USMF, AGGY, MTUM, VOO | 13F-HR | 04 May 2020, 11:57 |
| Q4 2019 | 70 | $249,452,000 | $0 | $0 | $0 | EPS, USMF, AGGY, VOO, DON | 13F-HR | 14 Feb 2020, 13:43 |