Private Wealth Management Group, LLC
Top Portfolio Positions
1,135 positions ·
$47,657,987 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
55,666 | $9,894,631 | 20.76% |
| AAPL |
Apple Inc.
Technology
|
30,838 | $8,383,618 | 17.59% |
| JNJ |
Johnson & Johnson
Healthcare
|
10,551 | $2,183,529 | 4.58% |
| MSFT |
Microsoft Corp
Technology
|
3,860 | $1,866,773 | 3.92% |
| BPRN |
Princeton Bancorp, Inc.
Financial Services
|
39,124 | $1,357,211 | 2.85% |
| NVDA |
Nvidia Corp
Technology
|
6,946 | $1,295,429 | 2.72% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,510 | $785,630 | 1.65% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,776 | $640,756 | 1.34% |
| SPY |
Spdr S&P 500 Etf Trust
|
861 | $587,133 | 1.23% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,757 | $566,140 | 1.19% |
Portfolio Trend
Holdings in RELL
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,240 | 114 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,116 | 114 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,100 | 114 | Shares | Sole | 2025-07-29 | |
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