Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 24 | Q3 2023 | 24.9% |
SELECT SECTOR SPDR TR | 24 | Q3 2023 | 9.6% |
ISHARES TR | 24 | Q3 2023 | 18.9% |
ISHARES TR | 24 | Q3 2023 | 4.9% |
SPDR S&P MIDCAP 400 ETF TR | 24 | Q3 2023 | 7.0% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 2.2% |
ISHARES TR | 24 | Q3 2023 | 1.9% |
ISHARES TR | 24 | Q3 2023 | 2.2% |
SELECT SECTOR SPDR TR | 24 | Q3 2023 | 2.8% |
ISHARES TR | 23 | Q3 2023 | 4.5% |
View Private Wealth Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-25 |
13F-HR | 2024-01-26 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-02 |
13F-HR | 2023-02-06 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-13 |
13F-HR | 2022-04-13 |
13F-HR | 2022-01-18 |
View Private Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.