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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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PRIVATE WEALTH GROUP LLC

Time Period2019-06-30

Total Holdings26

Total Value ($x1000)109,837
Activities
New1

Increased7

Unchanged6

Decreased12

Sold Out2

Top 10 Stock Holdingstotal 73.75%
SPY20.91

PZA9.17

SSO8.86

XLP7.9

IEF7.38

 
QQQ4.39

MDY3.93

TFI3.74

ITM3.74

HYD3.73

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
20.91%
TR UNIT
PZA
9.17%
NATL AMT MUNI
SSO
8.86%
PSHS ULT S&P 500
XLP
7.9%
SBI CONS STPLS
IEF
7.38%
7-10 Y TR BD ETF
QQQ
4.39%
UNIT SER 1
MDY
3.93%
UTSER1 S&PDCRP
TFI
3.74%
NUVN BRCLY MUNI
ITM
3.74%
AMT FREE INT ETF
HYD
3.73%
HIGH YLD MUN ETF
FB
2.64%
PUT
FB
2.63%
CL A
IWM
2.55%
RUSSELL 2000 ETF
EFA
2.35%
MSCI EAFE ETF
USMV
1.9%
USA MIN VOL ETF
SPLV
1.81%
S&P500 LOW VOL
LQD
1.74%
IBOXX INV CP ETF
JNK
1.71%
BLOOMBERG BRCLYS
EMB
1.7%
JP MOR EM MK ETF
TIP
1.69%
TIPS BD ETF
BKLN
1.65%
SR LN ETF
IVV
1.17%
CORE S&P500 ETF
VOO
1.16%
SHS
IJH
0.66%
CORE S&P MCP ETF
XLU
0.62%
SBI INT-UTILS
BA
0.28%
COM
JNK
7.38%
BRC HGH YLD BD
VNQ
0.42%
REIT ETF