Private Wealth Management Group, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$231M
Signature - Title
Alan Gilmore - Attorney
Location
512 Executive Drive, Princeton, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,497 $231M +$19.1M -$7.81M +$11.3M DFAC, VGIT, DFIC, DFSV, DFUS 13F-HR 8/13/2024, 10:28 AM
Q1 2024 1,501 $221M +$18.9M -$9.27M +$9.61M DFAC, DFSV, VGIT, DFIC, DISV 13F-HR 4/30/2024, 11:03 AM
Q4 2023 1,519 $204M $0 $0 DFAC, DFSV, VGIT, DFIC, MDYV 13F-HR 2/8/2024, 04:33 PM