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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Private Wealth Group, LLC

Quarter ended Q1 2023 · Filed February 6, 2023 · Accession 0001420506-23-000252

Total Value
$70.4M
Positions
55
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (55)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A854243,127$10.9M15.52%
2BERKSHIRE HATHAWAY INC DELBRK-A19,565$6.0M8.58%
3SELECT SECTOR SPDR TR81369Y30867,781$5.1M7.17%
4SPDR SER TR78464A508115,455$4.5M6.37%
5SPDR SER TR78468R10189,522$2.6M3.67%
6VANGUARD WORLD FDS92204A87614,062$2.2M3.06%
7SPDR SER TR78468R66322,687$2.1M2.95%
8SELECT SECTOR SPDR TR81369Y88627,973$2.0M2.80%
9SPDR S&P 500 ETF TRSPY4,852$1.9M2.63%
10ISHARES TR46428722617,887$1.7M2.46%
11SPDR SER TR78464A84739,978$1.7M2.41%
12INVESCO EXCHANGE TRADED FD TIVZ9,050$1.5M2.19%
13ISHARES TR4642872003,987$1.5M2.17%
14VANGUARD WORLD FDS92204A40517,636$1.5M2.07%
15SPDR SER TR78468R78835,894$1.4M2.02%
16ISHARES TR46434V10029,347$1.4M1.99%
17ISHARES TR46428723434,977$1.3M1.88%
18VANGUARD INDEX FDS9229083633,758$1.3M1.87%
19SPDR SER TR78464A76310,418$1.3M1.85%
20SPDR SER TR78468R85334,247$1.3M1.80%
21ISHARES TR4642876557,248$1.3M1.79%
22ISHARES TR4642875075,164$1.2M1.77%
23FIRST TR EXCHANGE-TRADED FD33738R11826,022$1.2M1.77%
24SELECT SECTOR SPDR TR81369Y50613,869$1.2M1.72%
25VANGUARD BD INDEX FDS92193782713,049$982,3291.39%
26SPDR S&P MIDCAP 400 ETF TRMDY1,887$835,5451.19%
27WELLS FARGO CO NEW94974610120,112$830,4241.18%
28ISHARES TR46429B69710,521$758,5641.08%
29VANGUARD WORLD FD9219108407,354$756,3591.07%
30ISHARES TR46428746510,569$693,7490.98%
31APPLE INCAAPL4,729$614,4910.87%
32VANGUARD INDEX FDS9229086292,826$575,9670.82%
33VANGUARD TAX-MANAGED FDS92194385810,858$455,7100.65%
34SELECT SECTOR SPDR TR81369Y2093,332$452,6520.64%
35VANGUARD WORLD FD9219108162,418$416,0650.59%
36PLUMAS BANCORPPLBC11,016$408,1430.58%
37ALPHABET INCGOOG3,740$331,8500.47%
38VANGUARD WORLD FDS92204A2071,728$331,0330.47%
39VANGUARD WORLD FDS92204A702991$316,5350.45%
40ISHARES TR4642886466,057$301,7600.43%
41BANK OZK LITTLE ROCK ARKOZKAP7,529$301,6120.43%
42MICROSOFT CORPMSFT1,204$288,7430.41%
43HEICO CORP NEWHEI-A2,333$279,6100.40%
44VANGUARD SPECIALIZED FUNDS9219088441,709$259,5120.37%
45ABBVIE INCABBV1,498$242,0920.34%
46ALPHABET INCGOOG2,648$233,6330.33%
47SELECT SECTOR SPDR TR81369Y4071,778$229,6460.33%
48INVESCO QQQ TRIVZ845$225,0070.32%
49MERCK & CO INCMRK1,912$212,1360.30%
50SELECT SECTOR SPDR TR81369Y8031,679$208,9350.30%
51PIMCO ETF TR72201R8332,116$208,7430.30%
52SPDR INDEX SHS FDS78463X8896,995$207,6820.29%
53CALAMOS STRATEGIC TOTAL RETUCSQ11,404$153,0420.22%
54IMMUNITYBIO INCIBRX22,195$112,5290.16%
55IMMERSION CORPIMMR10,000$70,3000.10%