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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 Q2 2023 · Filed May 2, 2023 · Accession 0001420506-23-000825

Total Value
$72.7M
Positions
51
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (51)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A854171,096$8.2M11.33%
2BERKSHIRE HATHAWAY INC DELBRK-A19,527$6.0M8.30%
3VANGUARD INDEX FDS92290874438,838$5.4M7.38%
4SELECT SECTOR SPDR TR81369Y30867,781$5.1M6.97%
5SPDR SER TR78464A508115,665$4.7M6.48%
6SPDR SER TR78468R66337,435$3.4M4.73%
7SPDR SER TR78468R10188,887$2.6M3.57%
8VANGUARD WORLD FDS92204A87614,062$2.1M2.85%
9SPDR S&P 500 ETF TRSPY4,852$2.0M2.73%
10SELECT SECTOR SPDR TR81369Y88627,973$1.9M2.61%
11ISHARES TR46428722617,887$1.8M2.45%
12SPDR SER TR78464A84735,340$1.6M2.14%
13INVESCO EXCHANGE TRADED FD TIVZ8,967$1.5M2.10%
14ISHARES TR46428723436,297$1.4M1.97%
15ISHARES TR46434V10029,347$1.4M1.96%
16VANGUARD INDEX FDS9229083633,758$1.4M1.94%
17FIRST TR EXCHANGE-TRADED FD33738R11825,719$1.4M1.91%
18SPDR SER TR78468R78835,894$1.4M1.88%
19ISHARES TR4642875075,164$1.3M1.78%
20SPDR SER TR78464A76310,332$1.3M1.76%
21SPDR SER TR78468R85331,976$1.2M1.66%
22ISHARES TR4642876556,610$1.2M1.62%
23SELECT SECTOR SPDR TR81369Y50613,393$1.1M1.53%
24VANGUARD BD INDEX FDS92193782713,049$998,1181.37%
25ISHARES TR4642872002,221$913,0091.26%
26VANGUARD WORLD FDS92204A40511,689$910,4561.25%
27SPDR S&P MIDCAP 400 ETF TRMDY1,887$865,0201.19%
28ISHARES TR46429B69710,521$765,2981.05%
29ISHARES TR46428746510,569$755,8951.04%
30WELLS FARGO CO NEW94974610120,112$751,7871.03%
31VANGUARD WORLD FD9219108407,354$742,9011.02%
32APPLE INCAAPL3,963$653,4570.90%
33VANGUARD INDEX FDS9229086292,826$596,0600.82%
34VANGUARD WORLD FD9219108162,418$494,5050.68%
35SELECT SECTOR SPDR TR81369Y2093,332$431,3610.59%
36VANGUARD TAX-MANAGED FDS9219438589,541$430,9670.59%
37ALPHABET INCGOOG3,740$388,9600.54%
38PLUMAS BANCORPPLBC11,016$375,2050.52%
39VANGUARD WORLD FDS92204A2071,728$334,4030.46%
40HEICO CORP NEWHEI-A2,333$317,0550.44%
41INVESCO QQQ TRIVZ845$271,1860.37%
42SELECT SECTOR SPDR TR81369Y4071,778$265,8820.37%
43VANGUARD SPECIALIZED FUNDS9219088441,709$263,2030.36%
44BANK OZK LITTLE ROCK ARKOZKAP7,529$257,4920.35%
45SELECT SECTOR SPDR TR81369Y8031,679$253,5460.35%
46ISHARES TR4642886464,910$248,1510.34%
47ABBVIE INCABBV1,498$238,7360.33%
48VANGUARD WORLD FDS92204A702584$225,1140.31%
49SPDR INDEX SHS FDS78463X8896,995$224,6790.31%
50PIMCO ETF TR72201R8332,016$200,0880.28%
51CALAMOS STRATEGIC TOTAL RETUCSQ11,404$159,6560.22%