Private Wealth Management Group, LLC
Top Portfolio Positions
1,270 positions ·
$46,303,745 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
10 quarters · across all stocks
Holdings in CLPR
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $434 | 144 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $550 | 144 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $547 | 144 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $528 | 144 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,121 | 292 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,337 | 292 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,664 | 292 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $570 | 158 | Shares | Sole | 2024-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||