Holdings
Private Wealth Management Group, LLC
As of Jun 30, 2026, Private Wealth Management Group, LLC reported 1,234 positions worth US$58.7M. Largest: Apple Inc, Palantir Technologies Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 32,422 | US$9.38M | +1,062 | Jun 30, 2026 |
| Palantir Technologies Inc. | 55,741 | US$6.5M | +200 | Jun 30, 2026 |
| Nvidia Corporation | 12,892 | US$2.58M | +6,485 | Jun 30, 2026 |
| Johnson & Johnson | 10,022 | US$2.55M | −634 | Jun 30, 2026 |
| Microsoft Corp. | 5,690 | US$2.12M | +2,186 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 5,707 | US$2.04M | +1,837 | Jun 30, 2026 |
| Princeton Bancorp, Inc. | 37,741 | US$1.43M | −1,300 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,806 | US$1.4M | +289 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,286 | US$1.02M | +1,379 | Jun 30, 2026 |
| Applied Materials, Inc. | 1,234 | US$892K | +703 | Jun 30, 2026 |