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 |
|---|---|---|---|---|
| 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% |
Holdings in CLF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,842 | 218 | Shares | Sole | 2026-04-23 | |
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