Private Wealth Management Group, LLC
Top Portfolio Positions
1,269 positions ·
$46,296,176 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
55,541 | $8,124,537 | 17.55% | |
| AAPL |
Apple Inc.
Technology
|
31,360 | $7,958,854 | 17.19% | |
| JNJ |
Johnson & Johnson
Healthcare
|
10,656 | $2,604,752 | 5.63% | |
| BPRN |
Princeton Bancorp, Inc.
Financial Services
|
39,041 | $1,318,414 | 2.85% | |
| MSFT |
Microsoft Corp
Technology
|
3,504 | $1,297,075 | 2.80% | |
| NVDA |
Nvidia Corp
Technology
|
6,407 | $1,117,380 | 2.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,540 | $730,402 | 1.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,207 | $649,211 | 1.40% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,657 | $620,446 | 1.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,907 | $605,440 | 1.31% |
Portfolio Trend
Holdings in CARG
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,118 | 444 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $17,027 | 444 | Shares | Sole | 2026-01-23 | |
| 2024-12-31 | $16,223 | 444 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $14,444 | 481 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $13,047 | 498 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,493 | 498 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,031 | 498 | Shares | Sole | 2024-02-08 | |
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