Premier Private Wealth Management LLC Top Holdings and 13F Report (2026) About Premier Private Wealth Management LLCInvestment ActivityPremier Private Wealth Management LLC has $94.81 million in total holdings as of March 31, 2026.Premier Private Wealth Management LLC owns shares of 53 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 14.69% of the portfolio was purchased this quarter.About 12.95% of the portfolio was sold this quarter.This quarter, Premier Private Wealth Management LLC has purchased 50 new stocks and bought additional shares in 22 stocks.Premier Private Wealth Management LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $8,462,292SPDR S&P Dividend ETF $7,623,054First Trust Rising Dividend Achievers ETF $6,528,004Invesco NASDAQ 100 ETF $5,819,608iShares Core MSCI EAFE ETF $5,382,830 Largest New Holdings this Quarter 33739Q200 - First Trust Low Duration Opportunities ETF $3,166,422 Holding37954Y236 - Global X Data Center & Digital Infrastructure ETF $1,553,758 Holding33939L761 - FlexShares Credit-Scored US Corporate Bond Index Fund $508,128 Holding464288513 - iShares iBoxx $ High Yield Corporate Bond ETF $225,632 Holding81369Y852 - Communication Services Select Sector SPDR Fund $209,415 Holding Largest Purchases this Quarter First Trust Low Duration Opportunities ETF 63,570 shares (about $3.17M)Schwab US Dividend Equity ETF 84,950 shares (about $2.61M)Global X Data Center & Digital Infrastructure ETF 64,848 shares (about $1.55M)First Trust Rising Dividend Achievers ETF 21,231 shares (about $1.45M)iShares Morningstar Mid-Cap Growth ETF 11,745 shares (about $925.15K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 30,556 shares (about $2.80M)SPDR Portfolio S&P 500 ETF 29,927 shares (about $2.29M)WisdomTree U.S. Quality Dividend Growth Fund 22,952 shares (about $2.02M)Real Estate Select Sector SPDR Fund 21,295 shares (about $869.48K)WisdomTree Emerging Markets SmallCap Dividend Fund 12,130 shares (about $729.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPremier Private Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$8,462,292$2,606,270 â–²44.5%275,8248.9%ETFSDYSPDR S&P Dividend ETF$7,623,054$87,272 â–²1.2%52,2348.0%ETFRDVYFirst Trust Rising Dividend Achievers ETF$6,528,004$1,449,659 â–²28.5%95,6066.9%ManufacturingQQQMInvesco NASDAQ 100 ETF$5,819,608$903,915 â–²18.4%24,4916.1%ETFIEFAiShares Core MSCI EAFE ETF$5,382,830$47,257 â–²0.9%59,4595.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,704,259$2,016,098 â–¼-30.0%53,5555.0%ManufacturingSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,650,329$20,874 â–²0.5%96,2404.9%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$4,512,645$925,152 â–²25.8%57,2894.8%ETFTOTLSPDR Doubleline Total Return Tactical ETF$3,825,384$275,089 â–¼-6.7%96,2854.0%ETFDDWMWisdomTree Dynamic International Equity Fund$3,500,964$411,502 â–¼-10.5%79,3693.7%FinanceLMBSFirst Trust Low Duration Opportunities ETF$3,166,422$3,166,422 â–²New Holding63,5703.3%ManufacturingDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2,965,673$729,008 â–¼-19.7%49,3463.1%FinanceFIDELITY COVINGTON TRUST$2,838,522$559,751 â–²24.6%76,3043.0%ENHANCED INTLAAPLApple$2,308,832$2,538 â–¼-0.1%9,0972.4%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$2,124,265$869,476 â–¼-29.0%52,0272.2%ETFBNDVanguard Total Bond Market ETF$2,097,414$215,618 â–²11.5%28,4822.2%ETFQQQInvesco QQQ$1,772,057$10,967 â–¼-0.6%3,0701.9%FinanceSMARTSTOP SELF STORAG REIT I$1,651,025$607,662 â–¼-26.9%54,5251.7%COMMON STOCKXLKTechnology Select Sector SPDR Fund$1,581,539$37,478 â–²2.4%11,9001.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,561,508$2,800,084 â–¼-64.2%17,0401.6%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$1,553,758$1,553,758 â–²New Holding64,8481.6%ManufacturingSGOLabrdn Physical Gold Shares ETF$1,508,067$260,045 â–²20.8%33,7981.6%ETFMCKMcKesson$1,432,1710.0%1,6551.5%MedicalMSFTMicrosoft$990,762$16,655 â–¼-1.7%2,6771.0%Computer and TechnologyMUBiShares National Muni Bond ETF$936,668$666,198 â–²246.3%8,8241.0%ETFXARSPDR S&P Aerospace & Defense ETF$757,114$27,176 â–²3.7%2,9810.8%ETFAMZNAmazon.com$728,112$3,957 â–¼-0.5%3,4960.8%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$638,037$2,290,611 â–¼-78.2%8,3360.7%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$558,849$97,433 â–¼-14.8%14,1730.6%ETFXLEEnergy Select Sector SPDR Fund$556,486$42,576 â–²8.3%9,0840.6%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$509,098$627,845 â–¼-55.2%29,6850.5%ManufacturingSKORFlexShares Credit-Scored US Corporate Bond Index Fund$508,128$508,128 â–²New Holding10,4510.5%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$466,771$512,812 â–¼-52.4%4,6940.5%ETFHDViShares Core High Dividend ETF$441,9040.0%3,2560.5%ETFPCORProcore Technologies$436,9050.0%7,6650.5%Computer and TechnologyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$436,629$152,818 â–²53.8%17,6060.5%ETFBRK.BBerkshire Hathaway$432,7180.0%9030.5%FinanceXLPConsumer Staples Select Sector SPDR Fund$414,819$16,396 â–¼-3.8%5,0600.4%ETFXLFFinancial Select Sector SPDR Fund$409,623$21,723 â–²5.6%8,2970.4%ETFAOMiShares Core 40/60 Moderate Allocation ETF$394,795$4,406 â–²1.1%8,3340.4%ETFAORiShares Core 60/40 Balanced Allocation ETF$385,328$1,287 â–²0.3%5,9880.4%ETFTQQQProShares UltraPro QQQ$379,965$10,920 â–¼-2.8%9,1160.4%ETFSCHKSchwab 1000 Index ETF$372,200$20,772 â–¼-5.3%11,8800.4%ETFPSMJPacer Swan SOS Moderate (July) ETF$327,5680.0%10,2900.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$282,633$2,212 â–²0.8%3,1940.3%ETFDUKDuke Energy$271,046$26,188 â–¼-8.8%2,0700.3%UtilitiesNVDANVIDIA$267,181$8,022 â–²3.1%1,5320.3%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$259,885$14,015 â–²5.7%5,6930.3%ETFGLDSPDR Gold Shares$239,241$2,582 â–¼-1.1%5560.3%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$225,632$225,632 â–²New Holding2,8360.2%ETFXLCCommunication Services Select Sector SPDR Fund$209,415$209,415 â–²New Holding1,8890.2%ETFJNJJohnson & Johnson$204,352$204,352 â–²New Holding8360.2%MedicalAVGOBroadcom$202,420$2,167 â–²1.1%6540.2%Computer and TechnologyGLOBAL X FDS$0$503,664 â–¼-100.0%00.0%DEFENSE TECH ETFSTRVStrive 500 ETF$0$212,350 â–¼-100.0%00.0%ETFIWMiShares Russell 2000 ETF$0$209,482 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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