Private Wealth Strategies, L.L.C.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
New Albany, OH
CIK
0001803189
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 73 498,431 EPS, USFR, DGRW, USMF 13F-HR 8/1/2024 000180318924000004
Q1 2024 69 461,965 USFR, EPS, USMF, DGRW 13F-HR 5/14/2024 000180318924000003
Q4 2023 73 450,525 EPS, USFR, DGRW, USMF 13F-HR 2/12/2024 000180318924000002
Q3 2023 73 400,734 EPS, USFR, USMF, DGRW 13F-HR 10/10/2023 000180318923000008
Q2 2023 75 416,009 EPS, USFR, DGRW, USMF 13F-HR 8/7/2023 000180318923000005
Q1 2023 76 394,891 EPS, USFR, DGRW, USMF 13F-HR 5/8/2023 000180318923000003
Q4 2022 73 374,743 EPS, USFR, DGRW, USMF RESTATEMENT 5/8/2023 000180318923000002
Q3 2022 78 342,691 USFR, EPS, USMF, DGRW 13F-HR 10/18/2022 000180318922000005
Q2 2022 75 359,093 EPS, DGRW, USMF, GLD 13F-HR 7/26/2022 000180318922000004
Q1 2022 79 405,301 EPS, USMF, DGRW, GLD 13F-HR 4/29/2022 000180318922000003
Q4 2021 81 433,820 EPS, DGRW, USMF, GLD 13F-HR 1/24/2022 000180318922000001
Q3 2021 93 399,130 EPS, USMF, DGRW, GLD 13F-HR 11/2/2021 000180318921000005
Q2 2021 71 387,835 EPS, USMF, DGRW, GLD 13F-HR 8/2/2021 000180318921000004
Q1 2021 74 361,102 EPS, GLD, USMF, DGRW 13F-HR 4/13/2021 000180318921000003
Q4 2020 76 330,324 EPS, USMF, GLD, AGGY 13F-HR 1/15/2021 000180318921000001
Q3 2020 75 285,340 EPS, GLD, USMF, AGGY 13F-HR 10/13/2020 000180318920000007
Q2 2020 64 225,810 EPS, USMF, GLD, AGGY 13F-HR 7/14/2020 000180318920000006
Q1 2020 73 200,525 EPS, USMF, AGGY, MTUM 13F-HR 5/4/2020 000180318920000002
Q4 2019 73 250,624 EPS, USMF, AGGY, VOO 13F-HR 2/14/2020 000180318920000001
Additional filings from Private Wealth Strategies, L.L.C. that have since been restated