Private Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$253M
Signature - Title
Alan Gilmore - Attorney
Location
Princeton, NJ
Summary
This page shows a list of all the recent 13F filings made by Private Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Private Wealth Management Group, LLC reported 1497 stock holdings with total value $253M as of Q3 2024. Top holdings included DFAC, VGIT, DFIC, DFSV, and DFGR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,497 $253M +$10.9M -$4.44M +$6.41M DFAC, VGIT, DFIC, DFSV, DFGR 13F-HR 10/29/2024, 02:12 PM
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