Private Wealth Management Group, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0002011342
Type: FundHoldings: 1,479Value: $129.7MLatest: 2025Q1

Private Wealth Management Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1479 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
1,479
Total Value
129704924
Accession Number
0002011342-25-000003
Form Type
13F-HR
Manager Name
Private-Wealth-Management-Group
Data Enrichment
94% identified
1,388 identified91 unidentified

Holdings

1,479 positions • $129.7M total value
Manager:
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Page 1 of 74
25434V401
Shares:205.2K
Value:$12.4M
% of Portfolio:9.6% ($12.4M/$129.7M)
25434V104
Shares:322.7K
Value:$12.4M
% of Portfolio:9.6% ($12.4M/$129.7M)
464288414
Shares:90.5K
Value:$9.5M
% of Portfolio:7.4% ($9.5M/$129.7M)
025072877
Shares:105.2K
Value:$9.2M
% of Portfolio:7.1% ($9.2M/$129.7M)
Apple Inc.
Shares:36.1K
Value:$8.0M
% of Portfolio:6.2% ($8.0M/$129.7M)
Palantir Technologies Inc.
Shares:59.4K
Value:$5.0M
% of Portfolio:3.9% ($5.0M/$129.7M)
464288158
Shares:47.5K
Value:$5.0M
% of Portfolio:3.9% ($5.0M/$129.7M)
25434V609
Shares:78.2K
Value:$4.0M
% of Portfolio:3.1% ($4.0M/$129.7M)
922020805
Shares:68.2K
Value:$3.4M
% of Portfolio:2.6% ($3.4M/$129.7M)
JOHNSON & JOHNSON
Shares:15.7K
Value:$2.6M
% of Portfolio:2.0% ($2.6M/$129.7M)
921943858
Shares:43.9K
Value:$2.2M
% of Portfolio:1.7% ($2.2M/$129.7M)
025072604
Shares:30.1K
Value:$1.8M
% of Portfolio:1.4% ($1.8M/$129.7M)
025072703
Shares:23.6K
Value:$1.6M
% of Portfolio:1.2% ($1.6M/$129.7M)
46435G516
Shares:18.4K
Value:$1.5M
% of Portfolio:1.2% ($1.5M/$129.7M)
MICROSOFT CORP
Shares:3.8K
Value:$1.4M
% of Portfolio:1.1% ($1.4M/$129.7M)
Princeton Bancorp, Inc.
Shares:45.4K
Value:$1.4M
% of Portfolio:1.1% ($1.4M/$129.7M)
BERKSHIRE HATHAWAY INC
Shares:2.5K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$129.7M)
922908769
Shares:4.8K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$129.7M)
464287408
Shares:6.8K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$129.7M)
46435U440
Shares:25.2K
Value:$1.2M
% of Portfolio:0.9% ($1.2M/$129.7M)