Long-term investor
Private Wealth Management Group, LLC @privatewealthmanagementg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011342).
Record
- Tracked since 2025-06-30 (448 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months n/a · 1 year +17.8% · all +17.8%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 9.6% · long · since 2025-06-30
- 25434V104 · 8.5% · long · since 2025-06-30
- 25434V575 · 7.9% · long · since 2025-09-30
- 92206C706 · 5.7% · long · since 2025-06-30
- 25434V732 · 5.2% · long · since 2025-06-30
- 25434V799 · 5.0% · long · since 2025-06-30
- 25434V203 · 4.4% · long · since 2025-06-30
- 25434V658 · 4.2% · long · since 2025-06-30
- 025072802 · 3.3% · long · since 2025-06-30
- 025072877 · 3.3% · long · since 2025-06-30
- 25434V401 · 3.3% · long · since 2025-06-30
- 25434V815 · 2.9% · long · since 2025-06-30