Holdings
Private Wealth Group, LLC
As of Jun 30, 2026, Private Wealth Group, LLC reported 19 positions worth US$16.7M. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 14,509 | US$7.26M | −35 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,082 | US$1.46M | +22 | Jun 30, 2026 |
| Apple Inc | 4,267 | US$1.23M | +71 | Jun 30, 2026 |
| Eli Lilly And Company | 873 | US$1.05M | new | Jun 30, 2026 |
| 3m Company | 5,219 | US$845K | no change | Jun 30, 2026 |
| Heico Corporation | 2,333 | US$602K | no change | Jun 30, 2026 |
| Ge Aerospace | 1,316 | US$492K | +500 | Jun 30, 2026 |
| Abbvie Inc. | 1,548 | US$390K | no change | Jun 30, 2026 |
| Ge Vernova Inc. | 328 | US$385K | new | Jun 30, 2026 |
| Microsoft Corp. | 1,010 | US$377K | no change | Jun 30, 2026 |