Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PRIVATE WEALTH GROUP LLC 01-22-2024 12-31-2023 55 176,230,589
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PORTFOLIO S&P500 1 $42,555,328 761,276 0.02 0.02 206,477 37.22 12-31-2023
SPDR SER TR BLOOMBERG 1-3 MO 2 $16,096,064 176,125 0.01 0.01 22,907 14.95 12-31-2023
SPDR SER TR PRTFLO S&P500 VL 3 $12,204,283 261,726 0.01 0.01 13,429 5.41 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW 4 $9,860,579 27,647 0.01 0.01 1,124 4.24 12-31-2023
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