Private Wealth Management Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Princeton, NJ
CIK
0002011342
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 1,498 253,228 DFAC, VGIT, DFIC, DFSV 13F-HR 10/29/2024 000201134224000005
Q2 2024 1,496 230,854 DFAC, VGIT, DFIC, DFSV 13F-HR 8/13/2024 000201134224000003
Q1 2024 1,500 220,748 DFAC, DFSV, VGIT, DFIC 13F-HR 4/30/2024 000201134224000002
Q4 2023 1,518 203,511 DFAC, DFSV, VGIT, DFIC 13F-HR 2/8/2024 000201134224000001