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Portfolio (Quarterly)
Guide ↗
Private Wealth Group, LLC
·
CIK 0001512780
13F Portfolio
$214.5B AUM
71 positions
Filed Apr 23, 2026
EDGAR ↗
← All Funds
Q1 2026
Q4 2025
·
All
5 New
26 Added
5 Reduced
1 Exited
#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
1
SSO
PROSHARES TR
—
3,792
$220K
0.10%
SOLD
Sector Allocation
Financial Services
59.4%
Technology
10.7%
Industrials
8.9%
Communication Services
8.7%
Consumer Cyclical
3.3%
Healthcare
2.5%
Consumer Defensive
2.3%
Utilities
2.2%
Energy
2.0%