PRIVATE WEALTH ASSET MANAGEMENT, LLC 13F Portfolio
PRIVATE WEALTH ASSET MANAGEMENT, LLC runs PRIVATE WEALTH ASSET MANAGEMENT, LLC and currently holds 929 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $1.04B. Their top holdings are IVV, IEFA, IEMG, IJH, IJR. The top five represent 33.2% of reported portfolio weight. PRIVATE WEALTH ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 57 existing positions. They trimmed 35 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
Portfolio Value
$1.04B
Alpha Score
22.4
#0 of 1000
Holdings
929
PRIVATE WEALTH ASSET MANAGEMENT, LLC Current 13F Holdings
Reported holdings from PRIVATE WEALTH ASSET MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
929 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES CORE S&P 500 ETF | 10.19% | $622.26 | $781.99 | +25.67% | Trimmed -2.11% |
 IEFA ISHARES TRUST CORE MSCI EAFE ETF | 7.03% | $77.93 | $96.50 | +23.83% | Added +5.06% |
 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | 6.49% | $54.24 | $81.39 | +50.06% | Trimmed -6.16% |
 IJH ISHARES CORE S&P MID-CAP ETF | 6.14% | $58.55 | $73.41 | +25.38% | Trimmed -2.31% |
 IJR ISHARES CORE S&P SMALL-CAP E | 3.36% | $106.32 | $137.51 | +29.34% | Trimmed -5.46% |
 AAPL APPLE INC | 3.06% | $224.53 | $336.68 | +49.95% | Trimmed -3.20% |
 SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | 2.67% | $37.80 | $41.24 | +9.10% | Added +25.34% |
 MSFT MICROSOFT CORP | 1.78% | $378.18 | $535.07 | +41.49% | Added +7.37% |
 BRK-B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 1.66% | $530.33 | $515.44 | -2.81% | Added +4.69% |
RL RLY SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETF | 1.61% | $33.69 | $36.85 | +9.38% | Added +31.82% |
Showing 1-10 of 929