Private Wealth Group, LLC Top Holdings and 13F Report (2025) About Private Wealth Group, LLCInvestment ActivityPrivate Wealth Group, LLC has $170.10 million in total holdings as of March 31, 2025.Private Wealth Group, LLC owns shares of 58 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 21.33% of the portfolio was sold this quarter.This quarter, Private Wealth Group, LLC has purchased 65 new stocks and bought additional shares in 5 stocks.Private Wealth Group, LLC sold shares of 32 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $44,571,010SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $20,787,348Invesco S&P 500 Equal Weight ETF $8,648,161SPDR Portfolio S&P 500 Value ETF $8,304,340SPDR Portfolio S&P 400 Mid Cap ETF $8,113,693 Largest New Holdings this Quarter 78464A102 - SPDR NYSE Technology ETF $467,441 Holding78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF $465,659 Holding49456B101 - Kinder Morgan $285,300 Holding146280508 - SILA REALTY TRUST INC $214,909 Holding233051630 - Xtrackers MSCI EAFE High Dividend Yield Equity ETF $210,036 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 26,241 shares (about $2.41M)SPDR NYSE Technology ETF 2,437 shares (about $467.44K)SPDR Portfolio Intermediate Term Corporate Bond ETF 14,009 shares (about $465.66K)Kinder Morgan 10,000 shares (about $285.30K)SILA REALTY TRUST INC 8,046 shares (about $214.91K) Largest Sales this Quarter Berkshire Hathaway 11,889 shares (about $6.33M)SPDR Portfolio S&P 500 Value ETF 108,046 shares (about $5.52M)SPDR Portfolio S&P 500 ETF 55,035 shares (about $3.62M)Vanguard Intermediate-Term Bond ETF 29,806 shares (about $2.28M)iShares Russell 2000 ETF 10,062 shares (about $2.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrivate Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$44,571,010$3,619,102 ▼-7.5%677,78326.2%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$20,787,348$2,407,082 ▲13.1%226,61512.2%ETFRSPInvesco S&P 500 Equal Weight ETF$8,648,161$188,128 ▼-2.1%49,9235.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,304,340$5,517,910 ▼-39.9%162,6074.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$8,113,693$3,378 ▼0.0%158,5334.8%ETFBRK.BBerkshire Hathaway$8,083,499$6,331,843 ▼-43.9%15,1784.8%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$7,388,361$36,888 ▼-0.5%181,2654.3%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$7,198,506$171,510 ▼-2.3%97,7934.2%ManufacturingSDYSPDR S&P Dividend ETF$6,526,276$183,709 ▼-2.7%48,1013.8%ETFSPTSSPDR Portfolio Short Term Treasury ETF$6,275,913$878,221 ▼-12.3%214,6353.7%ETFRSPSInvesco S&P 500 Equal Weight Consumer Staples ETF$3,474,030$1,117,780 ▼-24.3%112,7202.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,252,172$239,663 ▼-6.9%40,4651.9%ETFSPYSPDR S&P 500 ETF Trust$2,711,923$2,238 ▼-0.1%4,8481.6%FinanceVTVVanguard Value ETF$2,387,267$129,900 ▼-5.2%13,8201.4%ETFXLPConsumer Staples Select Sector SPDR Fund$2,270,018$769,005 ▼-25.3%27,7951.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,135,936$154,287 ▼-6.7%83,6311.3%ETFVOOVanguard S&P 500 ETF$1,931,2740.0%3,7581.1%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,475,5670.0%29,3470.9%ManufacturingSJNKSPDR Bloomberg Short Term High Yield Bond ETF$1,439,504$156,847 ▲12.2%57,2140.8%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,346,394$38,902 ▼-2.8%19,7970.8%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,317,537$118,203 ▼-8.2%43,7720.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,281,9040.0%12,9590.8%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$1,179,925$22,035 ▲1.9%41,2850.7%ETFXLUUtilities Select Sector SPDR Fund$1,100,746$122,060 ▼-10.0%13,9600.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,006,6770.0%1,8870.6%ETFIJHiShares Core S&P Mid-Cap ETF$997,493$1,583,910 ▼-61.4%17,0950.6%ETFMGVVanguard Mega Cap Value ETF$947,4890.0%7,3540.6%ETFSPTLSPDR Portfolio Long Term Treasury ETF$938,916$209,793 ▼-18.3%34,4430.6%ETFEFAiShares MSCI EAFE ETF$838,713$25,091 ▼-2.9%10,2620.5%FinanceAAPLApple$830,322$444 ▼-0.1%3,7380.5%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$746,8720.0%2,4180.4%ETFBIVVanguard Intermediate-Term Bond ETF$734,842$2,282,245 ▼-75.6%9,5970.4%ETFVOVanguard Mid-Cap ETF$718,4460.0%2,7780.4%ETFIWMiShares Russell 2000 ETF$616,624$2,007,270 ▼-76.5%3,0910.4%FinanceGOOGAlphabet$506,1850.0%3,2400.3%Computer and TechnologyHEI.AHEICO$492,1930.0%2,3330.3%AerospaceVEAVanguard FTSE Developed Markets ETF$475,5650.0%9,3560.3%ETFXNTKSPDR NYSE Technology ETF$467,441$467,441 ▲New Holding2,4370.3%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$465,659$465,659 ▲New Holding14,0090.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$437,717$2,797 ▼-0.6%8,6080.3%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$436,825$2,301 ▼-0.5%8,7330.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$431,525$1,753 ▼-0.4%8,3710.3%ETFMUBiShares National Muni Bond ETF$430,617$105 ▼0.0%4,0840.3%ETFIVViShares Core S&P 500 ETF$420,863$102,266 ▼-19.5%7490.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$408,739$748 ▲0.2%10,3820.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$380,056$28,685 ▼-7.0%3,9880.2%FinanceVIGVanguard Dividend Appreciation ETF$331,5290.0%1,7090.2%ETFABBVAbbVie$313,8610.0%1,4980.2%MedicalWFCWells Fargo & Company$299,364$4,164 ▲1.4%4,1700.2%FinanceMSFTMicrosoft$294,3060.0%7840.2%Computer and TechnologyPMPhilip Morris International$293,6510.0%1,8500.2%Consumer StaplesXLEEnergy Select Sector SPDR Fund$293,526$908,520 ▼-75.6%3,1410.2%ETFKMIKinder Morgan$285,300$285,300 ▲New Holding10,0000.2%EnergyVSTVistra$234,7630.0%1,9990.1%UtilitiesEEMiShares MSCI Emerging Markets ETF$216,752$594,670 ▼-73.3%4,9600.1%FinanceSILA REALTY TRUST INC$214,909$214,909 ▲New Holding8,0460.1%COMMON STOCKHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$210,036$210,036 ▲New Holding7,7390.1%ETFCSQCalamos Strategic Total Return Fund$184,5170.0%11,4040.1%Financial ServicesQQQInvesco QQQ$0$2,684,980 ▼-100.0%00.0%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$0$1,552,662 ▼-100.0%00.0%ETFBSVVanguard Short-Term Bond ETF$0$899,809 ▼-100.0%00.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$848,566 ▼-100.0%00.0%ETFVPUVanguard Utilities ETF$0$587,495 ▼-100.0%00.0%ETFXLKTechnology Select Sector SPDR Fund$0$508,289 ▼-100.0%00.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$0$398,894 ▼-100.0%00.0%FinanceSPBOSPDR Portfolio Corporate Bond ETF$0$373,007 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$337,872 ▼-100.0%00.0%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$0$253,847 ▼-100.0%00.0%ManufacturingVDCVanguard Consumer Staples ETF$0$244,567 ▼-100.0%00.0%ETFEIXEdison International$0$220,678 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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