Private Wealth Management Group, LLC
13F Portfolio Filings
Most recent 13F
Q1 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
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